Personal Financial Planning Advice

Are you unsure how much Superannuation you will need to retire? Need advice for your retirement planning? Thinking about investment options? That's what we do!  

Our role is to maximise the chances of you achieving your financial goals through expert financial advice and practical strategies. We act as a professional guide for your financial decisions to provide you with peace of mind. We believe you will get better results by teaming with a professional adviser. Don't have any clear goals? We will work with you to define your goals! 

We are a boutique Newcastle based financial planning business and pride ourselves on our ability to provide our clients a first class advisory service. 

What our clients say

I am so grateful to have Christine as our financial adviser. She took the worry out of my preparation to retirement and continues to look out for our investments and superannuation. Her advice is measured and easily understood. Christine always follow through with our questions and annual visits. I would highly recommend Lusher Financial Services as an excellent adviser.

Dezirae, March 2018 based in Chain Valley Bay review via Adviser Ratings Site

We would confidently recommend Lusher Financial to our family and friends, thanks to Christine's approachable and accommodating manner. Christine presented us with a financially sound and beneficial strategy to maximise our goals and improve our financial investments. In conclusion, we found Lusher Financial to be very professional, efficient and more than capable of handling our Super investments and look forward to a favourable and profitable future. Kindest regards 

Kevin and Jill, February 2018 based in Maryland review via Adviser Ratings Website

Christine Lusher has been looking after my super for many years now and has always been on the ball with the best style of investments. As I transition to retirement she has once again found the best ways to maximise my returns for my super. I can't recommend her highly enough. Your not just her customer, but her friend. Thanks Christine for all your hard work. The best financial advisor I have had.

David, January 2018 based in Central Coast review via Google

Read More Testimonials and Endorsements

 

Book your Financial Planning Appointment now 

Arrange a consultation - it's time! We find that many clients who come to see us have been thinking about seeking financial advice for some time, in many cases years! We aim to assist you to understand your superannuation and financial planning options and work with you to become confident in your choices. Our first consultation is free of charge and it is a way for us to get to know each other and what services you require.

So what is stopping you? Arrange your appointment in our Newcastle office today.

Latest News

Federal Government stimulus package

24 March 2020

What it means for individuals, retirees and the Australian economy.Here we explain some of the benefits you may be eligible for. With the COVID-19 coronavirus crippling the Australian economy and affecting livelihoods, the Australian Federal Government has announced a range of measures to support both businesses and individuals. The total stimulus announced to date is worth $189 billion...

The plunge in shares – seven things investors need to keep in mind

2 March 2020

Article by Shane Oliver Head of Investment Strategy & Chief Economist AMP Capit The plunge in share markets over the last week has generated much coverage and consternation. This is understandable given the rapidity of the falls – with US shares having their fastest 10% fall from an all-time high on record - and the uncertainty around the coronavirus (Covid-19) and its impact on economic...

Christmas Closure. Our office will be closed from 12PM Friday 20th of December and re-open on Monday 6th of January.

19 December 2019

Christmas Closure. Our office will be closed from 12PM Friday 20th of December and re-open on Monday 6th of January. Wishing all our clients and friends a safe and happy Christmas period. We have some exciting developments coming up and are really looking forward to 2020! As always we will be monitoring our emails, so if urgent please email us.

3 factors affecting retirement income

2 December 2019

High life expectancy and low interest rates may make it harder for some retirees to live long and prosper. We look at three key elements affecting income in retirement. In Australia, people are living longer and interest rates are lower than ever. While the first is good news, the second carries risks if you’re looking for an adequate income to see you through retirement.

To ensure we can provide you the best advice we partner with and are backed by AMP, one of Australia’s oldest and largest financial institutions. Through AMP we have access to an extensive range of fund managers as well as access to technical and educational support. So you get the best of both worlds, a personal service from a dedicated small business owner with the assurance of a large company.