Newcastle Empowered Wealth is a referral only premium Financial Advice Practice. We deliver personalised financial advice to our clients, concentrating on holistic advice to professionals, small business owners and young families.
At NEW we dismiss the notion that you need to have already built wealth to seek financial advice. In fact, we strongly believe that obtaining advice as young as possible is what puts people on the path to financial success.
About us
Founded in July 2019 by Matt Clements, a Financial Adviser and previous Chartered Accountant, NEW was built with a clear purpose: to deliver a new kind of financial advice to a part of the market that wasn’t receiving quality advice.
We work exclusively with professionals, young families and small business owners, predominantly within their 30’s and 40’s, offering a premium, boutique service that is selective by design.
With over 175 ongoing client groups and a close-knit team of five, we are big enough to deliver exceptional advice and small enough to genuinely know our clients.
Why NEW
One of the most consistent pieces of feedback we receive is that Matt is genuinely relatable.
He follows the same advice he gives because he is navigating the same stage of life as his clients: building wealth, buying property, protecting his family and growing his business.
Combined with Matt’s background as a Chartered Accountant, NEW brings a depth of financial and business expertise that most advice practices simply cannot offer.
Testimonials
01
Once we’ve determined that we’re the right Adviser for you, you’ll attend a Discovery Meeting with Matt to discuss your financial goals, lifestyle aspirations, and what matters most to you. It’s an opportunity for us to get to know each other and understand how we can best support you.
02
After gaining a clear understanding of where you are today, where you want to be, and how we can help you get there, we develop a personalised financial strategy tailored specifically to you.
03
Matt will present your Statement of Advice and guide you through every recommendation. No jargon or confusion – just a clear, practical plan that you understand and feel confident moving forward with.
04
This is where the real value begins. As an ongoing client, you’ll have unlimited access to Matt as your Adviser, supported by a dedicated team who will be with you through every major life change, opportunity, and financial decision.
Get started
If you have been referred to Newcastle Empowered Wealth by one of our clients, take the first step in creating your best financial life. Click through to the contact page and we will be in touch.
