Insight Wealth Planning is a Newcastle-based financial advice firm, helping individuals, families and small business owners across Newcastle, the Hunter Valley and the Central Coast plan with confidence and protect what matters.
Whether you’re mapping out your first home, building real wealth in mid-career, transitioning into retirement, or navigating the complexities of aged care for a parent, our team is here to walk that journey with you.
Our story
Insight Wealth Planning has been guiding clients through life’s biggest financial decisions for many years. We work from a simple belief: that good financial advice should be clear, honest, and rooted in what actually matters to you — not what looks impressive in a brochure.
Our directors, Simon and Tabitha Tworek, lead a team of 17 financial planners, paraplanners and client service specialists from our New Lambton office. Together we work face-to-face with clients across the region, and remotely where it suits.
The CARE® philosophy
Our advice is built around the CARE® evidence-based philosophy — an outcomes-focused framework that keeps your goals at the centre of every recommendation. It shapes how we structure portfolios, manage risk, and stay accountable to you over the long term.
In practical terms, that means we don’t chase market noise or push the latest product. We start by understanding what a good life looks like for you, then build a strategy that minimises what you have to worry about — and protects you from the things that could derail it.
The CARE® Investment Committee meets regularly to review our investment philosophy and make sure it stays grounded in evidence, not opinion. Learn more about the CARE Investment Committee →
Who we help
We work with people at every stage of their financial journey:
- Young families and first-home buyers — building strong foundations, optimising super, protecting the family
- Mid-career professionals — accelerating wealth, balancing property, shares and super
- Pre-retirees — transitioning out of work, planning Age Pension and Centrelink, building passive income
- Retirees — drawing income confidently, managing portfolios, planning estates
- Self-Managed Super Fund trustees — setup, administration and ongoing strategy
- Families navigating aged care — RADs, daily fees, the family home, and the emotional weight that comes with it
If you’re facing a financial decision and not sure where to start, chances are we’ve walked someone through it before.
Local, licensed, and accountable
Insight Wealth Planning is a Corporate Authorised Representative of GPS Wealth Ltd (Australian Financial Services Licence 254544). That means we operate under one of Australia’s most respected non-aligned licensee groups — independent of any bank, fund manager or insurer.
In plain English: the advice you get from us isn’t tied to a parent company’s product list. We recommend what’s right for your situation, full stop.
We’re proud to have been recognised as GPS Wealth Adviser of the Year, and we take that responsibility seriously: it isn’t a trophy on the wall, it’s a commitment to the standard our clients deserve every single day.
How we work with you
Our process is built to take the mystery out of financial advice.
- Free initial meeting — a no-obligation conversation where we get to know you, understand what you’re working towards, and outline how we can help. There’s no charge, and no expectation that you’ll proceed.
- Discovery and analysis — we take stock of where you are now: your income, super, assets, debts, insurances, and the goals you’re working towards.
- Tailored Statement of Advice — a clear, written plan setting out our recommendations, why we’re recommending them, and what they cost.
- Implementation — we coordinate the moving parts: paperwork, super transfers, insurance applications, account setups.
- Ongoing review — life changes. Markets change. Legislation changes. We stay in your corner with regular reviews to keep your strategy on track.
See our fees and costs → — we’re upfront about what advice costs and why.
Where to find us
We’re based at:
24 Alma Road, New Lambton, NSW 2305
Phone: (02) 4941 1888
Email: contact@insightadvice.com.au
Mon–Fri, 9:00am–5:00pm
We meet with clients in person at our New Lambton office, and we work with people right across Newcastle, the Hunter Valley, the Central Coast — and increasingly with clients who’ve moved away but want to keep their advice relationship going.
Ready to start a conversation?
There’s no obligation, no pressure, and no charge for the first meeting. Whether you’re just curious about whether financial advice is right for you, or you’ve got a specific decision on the horizon, we’d love to hear what’s on your mind.
Book a free initial consultation →
Or get in touch with our Newcastle team → and we’ll find a time that suits you.
This page is general information only and doesn’t take into account your personal objectives, financial situation or needs. Insight Wealth Planning Pty Ltd is a Corporate Authorised Representative of GPS Wealth Ltd, ABN 17 005 482 726, AFSL 254544.