Newport Financial Group

We partner with our clients for the long term – spanning into retirement. A deep analysis into ones financial state, career path and lifestyle ensures that we have a full understanding of you and your goals. Together we work towards achieving them.

Testimonials

We are very grateful to Darrin Newport for great advice and help. We first encountered him when doing some so-called retirement planning - which meant, for us, as probably for many people, having no idea about any of the issues involved (tax, superannuation, bank accounts, investments, many strange words from the world of finance). Darrin led us through this maze, without ever indicating that we are idiots. He then sorted out a complex mess of super, salary-sacrificed super, selling a house, Long Service Leave pay-outs and so forth. At the end of this, we found ourselves retired in a very good financial state.

Since then, we have moved out of Australia for a while (for professional and fun reasons). We are still contacted by Darrin with comments and help and advice. Even though we are a very long way away and in a very remote location, he keeps us up to speed, offers commentary and advice and initiates discussion about our financial situation. He acts on our decisions without any fuss or unnecessary paperwork bothering us.

Tony 65 retired, but still active professionally & partner 63, same occupation status

For many years my investments were with a with a major player in the field and I became concerned that there seemed to be no personal understanding of my needs, and various planners just came and went.

About seven years ago I changed my manager and Darrin took over my portfolio. First when at NAB and since then when he set up the Newport Financial Group. NAB lost their personal approach to my needs as their planners just came and went. I have needed someone who took a personal interest in the management of my funds as several life events meant I require someone with interest in my funds, not someone just assigned to the file - a faceless, impersonal approach that would not have allowed optimisation of my investments and life needs.

I feel Darrin and Newport Financial Group have and will continue to do that.

Terry (retiree)

I am a retired academic and for the last 6 years I have been a self-funded retiree. Darrin Newport has been my financial adviser during this time - from the highs of 2007 through the depths of the GFC to the present grudging growth. So I know Darrin and his abilities very well and the following comments are based on my experience with him through this time.

What do you want in a financial adviser?

They must be:
*totally thorough with attention down to the finest detail
*know the legal obligations
*completely trustworthy
*be research-based - so their advice is based on facts and evidence not whims
*know the taxation obligations
*be persistent - he is the interface between you and the big fund managers
*totally reliable
*totally honest

Darrin has been all of these things. I have found his advice to be excellent and it is thanks to that excellent advice that I am in such a good position as I now am. He has demonstrated many times: his knowledge of the legal requirements and the complex regulations about superannuation, as well as knowing the recent evidence about performance of many funds and a detailed knowledge of all the myriad of options which are available.

Your financial adviser must have your own interests foremost - they are trying to make money for you - and I am pleased to say Darrin has for me. I have no hesitation in recommending Darrin Newport to you.

Ian - client + 6years