We know that money doesn’t buy happiness, but poor money management can lead to stress and unhappiness. Which is why the Insight Wealth team is committed to getting the finances of our clients sorted.
What does this mean?
We want to know what you’re passionate about, what your hopes and dreams are, what life goals you have – so that we can create a financial plan to help you achieve all that and more.
We love what we do and we enjoy working with our clients, which is why we have a friendly, low pressure approach. We’re not about building client numbers, we’re about connecting with people and building long-term relationships.
We pride ourselves on our thorough and professional service and provide 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 area, Central Coast and greater Hunter Region from our office in New Lambton.