Insight Wealth Planning are Financial Planners based in Newcastle NSW

“Tegan is an exceptional financial adviser who brings a wealth of experience, expertise, and a personalised approach to financial planning. Whether you’re looking to grow your investments, plan for retirement, or manage wealth, Tegan is well-equipped to help you achieve your goals. What sets Tegan apart is the level of dedication and care she takes in understanding your financial situation and long-term objectives. She listens attentively, asks insightful questions, and offers clear, practical advice tailored to your unique needs. Her deep knowledge of market trends, investment strategies, and tax-efficient planning has proven invaluable, providing peace of mind even in uncertain financial climates. Communication is another area where Tegan excels. Whether it’s a quick phone call or a detailed meeting, she always ensures you feel informed and empowered to make decisions. Overall, Tegan is a true professional with a strong track record. If you’re looking for a trustworthy, competent, and client-focused financial adviser, Tegan comes highly recommended.”

“Tegan is a breath of fresh air providing sound advice on all our related topics from investment to managing our portfolio. Tegan is clearly our best investment, and we are so happy to have her apart of our future.”

“We have been a client of Simon’s for approximately 10 years. Simon has given us advice in so many areas like when we were still working, pre-retirement then retirement and all of the associated things that come to the fore at those stages in life. We have nothing but the absolute highest regards for him as he is and has always been there for us. It has been a pleasure to recommend Simon to both family and friends who have benefited from his advice. The biggest thing is that we have total trust in Simon’s advice which is very rare I totally recommend Simon and his fantastic team.”

“We have been a client of Simon’s for over 6 years and the difference in our funds performance and the professional support we have received from the entire team is outstanding.”

“Tabitha reviews our situation yearly and copes beautifully with the complexities of my husband being in an Aged Care Facility and me living near by in an over-55s Village. Tabitha always handles our queries sensitively and comes in person to visit us, so she can explain anything we are having difficulties sorting out. Her staff Kirrily and Laura are always very helpful and answer phone calls from us, referring onto Tabitha anything they can’t handle over the phone. We couldn’t be happier with Tabitha as our financial adviser. Her advice is spot on, her knowledge right up to date, and her experience invaluable to us.”

“Tabitha Communicates very well, and her work has always been efficient. I have known her for several years now and greatly value the work that she has done, and the advice that she has given me.”

“Kate is very knowledgeable, caring, and helpful. We have been using Kate’s services for about 7 years, and she is excellent at what she does. We would highly recommend Kate to friends and family.”

“Kate is very easy to talk, answering my many questions and I leave feeling confident in the direction my retirement is heading. Thank you again!”