Local financial advice, built on real conversations
Bringing honest conversation and structured clarity back to financial advice
Financial advice is personal. It is about your business, your family, your future and the decisions that matter most to you.
That is why meeting with Newcastle financial advisor Geoffrey McQueen starts with a conversation, not a formula.
Through Newcastle Financial Collective, Geoff provides clear, practical financial advice to individuals, families and business owners across Newcastle and the Hunter. Whether you need guidance on personal wealth, retirement planning, aged care, superannuation, investments, debt and cashflow or wealth protection through insurance and estate planning strategies, every recommendation is built around your specific goals.
With real-world business experience, specialist aged care knowledge and a strong connection to the local community, Geoff brings practical perspective to complex financial decisions.
The goal is simple: advice that is clear, personal and genuinely useful.
Financial advice for the moments when life gets more complex
Life doesn’t fit neatly into separate boxes, and neither do your finances. Business, retirement, aged care, superannuation and family wealth are interconnected, which is why good advice needs to look at the full
picture.
The time-poor business owner
Running a business brings personal and financial decisions together. What happens in the business can have a significant impact on your family’s future.
As your business grows, you start planning for succession or think about what comes next, we can help you make decisions that support your personal wealth, retirement and longer-term goals.
The family navigating aged care
Making decisions about aged care can be emotional, time-sensitive and deeply personal, with financial decisions adding another layer of complexity.
We can help you understand the options, costs and financial implications, whether you’re planning ahead for yourself or supporting someone you love.
The professional approaching retirement
Retirement planning is about more than superannuation. It is about lifestyle, family, timing and what you want the next stage of life to look like.
As you approach retirement, we can help you understand how your superannuation, investments and income strategy work together and what decisions you need to make along the way.
For coordinated advice
You want your financial adviser, accountant and other professional advisers to communicate where appropriate, so your advice is connected, not fragmented.
A collective approach to your financial strategy
Newcastle Financial Collective was established to bring specialised financial advice, professional expertise and coordinated accounting strategies through our relationship with Hamilton Taggart, under the one roof.
Every client’s situation is different, but the goal is always the same: to help you understand your options and make decisions with more clarity.
Wealth strategy for business owners
Your business may be one of your greatest financial assets, but it should not be your only plan. We help business owners consider how commercial success can support personal wealth, retirement planning, succession and broader family goals.
Part of this strategy includes evaluating appropriate insurance protection, so that personal wealth and operational continuity are protected if unexpected health or commercial disruption occurs.
Specialised aged care planning
True financial clarity requires your professional advisers to collaborate actively. If you have an established relationship with an external accountant or legal team, we work in direct coordination with them to ensure total structural alignment.
Integrated financial planning and accounting
Our primary senior advisory team operates face-to-face within the Newcastle, Hamilton, and broader Hunter region geographic footprints. This local presence ensures you have direct, reliable access to specialists you actually know, rather than dealing with centralised call centres or automated robo-advice scripts.
Full spectrum advisory capabilities
Beyond our core focus areas, we provide tailored advice across the key pillars of personal wealth, risk management and estate strategy:
- Self-managed super funds (SMSFs): Specialist guidance on SMSF setup, compliance, commercial property acquisition and investment strategy from an Accredited SMSF Specialist Advisor (SSA®).
- Superannuation and retirement income: Structuring your super and investment portfolios to generate reliable, tax-effective income streams for retirement.
- Wealth protection and personal insurance: Protecting your family and cash flow through structured life, TPD, trauma and income protection cover.
- Investment and asset management: Building tailored investment strategies aligned with your risk tolerance, liquidity needs and long-term timeline.
- Estate planning and wealth transfer: Coordinating with accredited legal professionals to ensure your assets pass smoothly and tax-effectively to the next generation.
- Debt structuring and cash flow management: Managing personal debt structures and balancing cash flow to accelerate wealth accumulation.
- Accredited Aged Care Professional™: We’re qualified to successfully construct and deliver aged care advice.
Get to know your advisory team
Financial advice should be built on local relationships, not automated robo-scripts or distant corporate call centres.
Geoff McQueen is the founder and managing partner at Newcastle Financial Collective. A born-and-bred Novocastrian, Geoff brings over three decades of commercial, corporate and hands-on business leadership across manufacturing, construction and healthcare sectors in the Hunter region.
Geoff offers a rare perspective in Australian wealth management: he is the former co-founder and director of Newcastle & Hunter Community Health, a national award-winning aged and disability care provider. This firsthand operational background means he understands both the financial calculations and the practical realities families navigate during residential care transitions.
Holding a Master of Business Administration (MBA) from the University of Newcastle, a Bachelor of Business from RMIT University and a Graduate Diploma in Financial Planning from Victoria University, Geoff combines deep commercial knowledge with formal accreditation as an SMSF Specialist Advisor and Accredited Aged Care Professional.
Through Newcastle Financial Collective’s collaborative model, Geoff coordinates directly with accounting, legal, and Centrelink specialists to deliver structured, connected advice that gives you complete clarity over your personal and business wealth.
Ready to get started?
Take the first step toward complete asset coordination. Secure a time in our calendar that suits your schedule.