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Our Clients

Home Our Clients

We make our clients happy!

We pride ourselves on delivering quality service to individuals and businesses around Newcastle, the Hunter and Central Coast. Here are just a few people who are very happy with our services!

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Jacqui Hogan

Jacqui was referred to us by her employer, who wanted to ensure that she had the financial foundations in place now, to help her in the future. We worked with Jacqui to determine her short and long terms goals and then set up the strong foundations to leverage off in her future.

What Jacqui has to say

What Jacqui has to say

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Brian and Denise Plews

Brian and Denise have been clients for many years. They were referred to us from their mortgage broker for some pre-retirement advice. One of Brian and Denise’s major goals was to own a motor home for retirement. Through working out a plan that suited their financial position and goals they have been able to achieve this before they have actually retired.

What Brian and Denise has to say

What Brian and Denise has to say

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Kerrie

Experiencing a life changing isn’t easy and can be filled with big decisions that can be daunting.

Kerri was able to navigate through the unknown and make long term plans to ensure she was set for life and what the future brings for herself and two boys.

What Kerrie has to say

What Kerrie has to say

I started my journey with Insight Wealth Planning and Tabitha 5 years ago where I needed to gain financial stability after a life changing event. Through these years Tabitha has helped me with a plan to navigate uncertain times but to also build a certain future with direction. We have set up adequate life insurances, bonds for my boy’s future as well as investment strategy for my future.

Tabitha is the most approachable person you will come across, always smiling and positive. Every time you speak or meet with her you will walk away feeling on top of the world as Tabitha is infectious. Tabitha and her team always there to give advice when you need it. They also know the right people to connect you with for your holistic plan to financial freedom, accountants, mortgage brokers and solicitors!

If anyone has been thinking about seeing a financial planner and has not yet committed, DO IT! Go and see the team at Insight Wealth Planning if you want success/happiness and live comfortably in life. Setting a Financial Plan is all about action, and early action rather than just sticking with your regular old bank account.
Many happy years and many more to come.

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Mel Dafo

Mel and her husband, were referred to us through our pro bono work with the Cancer Council. He had a terminal diagnosis and the couple wanted to review their financial position. We were able to help them to access superannuation early, as well as create plan a for the future to come.

What Mel has to say

What Mel has to say

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Louiebelle Pty Ltd |ABN 18 605 604 457 trading as Insight Wealth Planning is a Corporate Authorised Representative 1255274 of GPS Wealth Ltd | ABN 17 005 482 726 | AFSL 254 544 | Principal Address Level 15, 115 Pitt St Sydney NSW 2000

General Advice Warning and Disclaimer

The information provided on this website has been provided as general advice only. We have not considered your financial circumstances, needs or objectives and you should seek the assistance of your GPS Wealth Ltd (GPS) Adviser before you make any decision regarding any products mentioned in this communication.

Whilst all care has been taken in the preparation of this material, no warranty is given in respect of the information provided and accordingly neither Insight Wealth Planning, GPS nor their related entities, employees or agents shall be liable on any ground whatsoever with respect to decisions or actions taken as a result of you acting upon such information.

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