We genuinely care about our clients and helping ease your financial worries and reach your goals makes us happy! That’s why we have a friendly low pressure approach, thorough and professional service and a tailored fee structure to suit your situation. Our friendly Newcastle based team of experienced financial planners can help build and protect your wealth, plan your retirement and support your business. We offer financial advice and planning to clients face to face in the Newcastle Central Coast and greater Hunter Region areas from our office at Kotara.

Our team is dedicated to making life easy for our clients

Our Values

Our business is run on a set of values developed by our staff. These represent our approach to our work in an effort to bring you the best service we can.

We say what we mean

We are honest and upfront and treat our clients with respect and integrity.

We love what we do

We love doing what we do and genuinely care about our clients.

We keep it together

We are a strong team and this is why we provide great service.

We get it sorted

We keep a highly organised workplace to deliver efficient service.

We don’t stop moving

We love innovation and are always finding new ways to deliver the best service possible.

Insight Wealth Planning New Lambton

Phone: (02) 4941 1888
Fax: (02) 4941 1887
Email: contact@insightadvice.com.au
Address: 24 Alma Road, New Lambton, NSW 2305
Postal Address: PO Box 405, New Lambton, NSW 2305