Insight Wealth Planning are Financial Planners based in Newcastle NSW

“My wife and myself have met with Dean on a number of occasions to help set up our financial strategies leading into retirement. Dean is always very professional and extremely well organised providing a range of platforms to explain our financial situation. We feel confident that his knowledge and expertise have enabled us to make this transition into retirement more successful when it comes to our financial situation. Thanks Dean!”

“Dean is friendly, knowledgeable and knows his job. Very easy to talk to, listens and provides very clear information. He answered what may be dumb questions without hesitation and made sure we understood what he was saying. We came on board on the recommendation of friends and we would have no hesitation in recommending Dean to anyone at all.”

“Josh was very attentive from the start he genuinely cared about my situation and goals. He is very knowledgeable and takes the time to explain things so you completely understand.
Highly recommend Josh.”

“Josh is extremely knowledgeable and takes the time to answer all my questions with patience and clarity. He really listened and understood my needs, tailoring his advice to my situation. I also appreciate how approachable he is and how he can break down complex financial concepts into simple, easy-to-understand explanations. His clear communication and genuine willingness to help have made the whole process much less daunting. I highly recommend him to anyone looking for a financial planner who is both professional and personable.”

“Kate is a good listener and open minded with our financial goals”

“Kate has always looked out for our needs and ensures everything is right for us.”

Donna, 56 – 65 years, Glendale, NSW

“Tegan is so professional and put in words that we could understand.”

“Tabitha has given us excellent service and advice. I was scared about retiring and what my income would be like from our superannuation fund. Tabitha gave me great advice and showed me I was financially capable of retiring. So on the 12th of December 2025 I am free !!! No more full time work.”

“Tabitha was excellent as always. She is always planning for my future to be covered financially. As I’m now elderly and technologically illiterate she has so much patience with me in explaining what I have to do.”