Expert financial planning for a secure retirement and confident future.
Hunter Financial is a trusted financial advisory firm in Newcastle, providing personalized financial planning and retirement strategies. Led by Phil and his dedicated team, the firm offers clear, professional guidance tailored to each client's goals. With a focus on building lasting relationships and delivering exceptional service, Hunter Financial helps clients navigate superannuation, investments, and retirement planning with confidence and care.
58 Hunter St, Newcastle NSW 2300, Australia
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Tailored strategies to secure your financial future and optimize superannuation for a comfortable retirement.
Expert management of super funds to achieve above-median performance and align with your personal goals.
Personalized consultations to understand your objectives and create actionable plans for financial success.
Professional guidance on investments to grow your wealth and mitigate risks based on your circumstances.
Regular check-ins to reassess your financial plan, provide updates, and ensure ongoing comfort and reassurance.
Overall rating
Carmel Bower
We had a client review yesterday and as usual Phil & his team made us feel very comfortable & reassured , he always explains everything so we understand completely , very professional & caring , its always a pleasure to catch up with the team. We are grateful to be looked after so well, C & B
Joanne Avis
Since we started with Hunter financial we have nothing but exceptional service. Phil Jake and the team have provided all the financial knowledge we needed to secure our retirement. They are not only professional but provide a personal touch. I would thoroughly recommend them to anyone that wishes to secure their financial future in retirement
Stephen Evans
A firm handshake and a warm welcome always makes you feel full of confidence that the ‘Hunter Financial’ family have your best interests at heart. The professional financial planning advice and expertise coupled with the excellent service made me feel at ease from the beginning until this present day. Thanks Phil and the wonderful team you have for all of the hard work that you all put in daily to make financial decisions easy for me!
Jackie Grozdanovski
I had my first appointment with Phil and Jake and was really impressed. They took the time to understand my goals, explained everything clearly and answered all my silly questions. I left feeling informed and confident. The session was practical, professional, and tailored to my situation. I’m looking forward to continuing to work with them and would highly recommend them to anyone wanting to get their finances on track or plan for the future.
Lisa Gaffney
My only regret is not moving the management of our superannuation to Phil and his team at Hunter Financial sooner. Apart from our super funds performing well above the median, the relationship that we have built with this team makes us feel secure in our decisions going forward into retirement. This team genuinely cares about their clients and achieving the best outcome for the individual's circumstances.
