Newport Financial Group

www.newportfinancial.com.au

At 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. As part of our services, we assist in navigating the numerous legislative changes, provide advice on investments, protect against financial market volatility, and arrange home, investment or SMSF loans. We provide a tailored investment portfolio service, whereby we actively manage and regularly review your investments (Direct Shares &/or Managed Funds). With a background in competitive cycling and a passion for financial markets, I look to achieve the best outcomes for my clients. To see more visit - www.newportfinancial.com.au/#about-us ✭Testimonial✭ “After all impacts on financial markets worldwide thank you for all the advice and management in keeping my finances in such a strong position.” Jan (Retiree) To see more testimonials - www.newportfinancial.com.au/#testimonials ✦ Contact Us Should you have any questions or would like further information, please contact us on: ☎ (02) 8644 0696 ✉ newport@newportfinancial.com.au Newport Financial Group Pty Ltd is a Corporate Authorised Representative (CAR #404149) of Peritia Wealth Pty Ltd, AFSL 523970.

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At 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. As part of our services, we assist in navigating the numerous legislative changes, provide advice on investments, protect against financial market volatility, and arrange home, investment or SMSF loans. We provide a tailored investment portfolio service, whereby we actively manage and regularly review your investments (Direct Shares &/or Managed Funds). With a background in competitive cycling and a passion for financial markets, I look to achieve the best outcomes for my clients. To see more visit - www.newportfinancial.com.au/#about-us ✭Testimonial✭ “After all impacts on financial markets worldwide thank you for all the advice and management in keeping my finances in such a strong position.” Jan (Retiree) To see more testimonials - www.newportfinancial.com.au/#testimonials ✦ Contact Us Should you have any questions or would like further information, please contact us on: ☎ (02) 8644 0696 ✉ newport@newportfinancial.com.au Newport Financial Group Pty Ltd is a Corporate Authorised Representative (CAR #404149) of Peritia Wealth Pty Ltd, AFSL 523970.

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City (Headquarters)

Sydney

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Employees

1-10

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Founded

2011

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