Bringing honest conversation and structured clarity back to financial advice
Financial advice can be difficult to navigate when it is buried in jargon, formal processes or advice that does not reflect the full picture of your life, family or business.
Newcastle Financial Collective was created to provide clear, relationship-led financial advice that is professional, practical and personal.
Led by financial adviser Geoffrey McQueen, we support people making important financial decisions across business, retirement, aged care and family wealth, helping them understand their options and move forward with greater clarity.
Financial advice shaped by real-world business experience
Before becoming a financial adviser, Geoff spent more than 30 years leading operations across manufacturing, construction, and the primary industries.
Crucially, he is the former co-founder and director of a national award-winning community health and aged care business in the Hunter region. This unique background sets him apart from legacy financial planners. Geoff knows firsthand how the aged care system operates behind the scenes. That background helps him bring calm, practical knowledge to aged care financial advice, particularly when clients and their families are making decisions under pressure.
His deep corporate and commercial experience also means he speaks the same language as business owners. He understands the daily pressure of running a business and specialises in creating structured personal strategies that protect corporate profits, address tax leakages, and design smooth succession paths.
Employer of Choice
Business Hunter (NSW) - Highly Commended (2022)
Disability Support Services
Australian Small Business Champion (2022)
Professional Medical Services
Australian Small Business Champion (2020)
Local knowledge, from a local
Geoff’s formal qualifications combine business education with specialist financial advice accreditations, supporting the practical experience he brings to client conversations.
- Master of Business Administration (MBA): The University of Newcastle
- Graduate Diploma in Financial Planning: Victoria University
- Bachelor of Business: RMIT University, Diploma Leadership and Management
- Accredited SMSF Specialist Advisor (SSA®): SMSF Association
- Accredited Aged Care Professional™: Aged Care Steps
- Justice of the Peace (JP): New South Wales
Geoff is a born-and-bred Novocastrian who grew up playing local sport and raising his family in the region. Outside of the office, his focus remains on contributing to the community, including spending 10 years as a patrolling member and serving as the current Director of Finance for the Stockton Surf Lifesaving Club.
Transparent pricing from the start
We believe pricing should be clear before you decide to proceed. Newcastle Financial Collective provides upfront fee information based on the scope and complexity of the advice required:
- Scope-based pricing: Fees are based on the nature and complexity of the advice required, such as business structures, trusts, aged care considerations or broader family circumstances.
- Upfront proposal: Before any formal engagement begins, you will receive a clear proposal outlining the scope of work and associated fees.
A collaborative approach to your wealth
Financial decisions often overlap with family, business, tax, legal and estate planning considerations.
Where appropriate, Newcastle Financial Collective can liaise with your accountant, solicitor or other advisers to help ensure your advice is informed by the broader picture.
We can work directly alongside your accountant to ensure your personal wealth strategy, corporate entities, and business tax provisions are synchronised.
This approach eliminates administrative double-handling and makes it easier to understand how different parts of your financial life connect.