Simon has built a remarkable career as a Financial Planner by relentlessly pursuing his passion for empowering clients to achieve their financial dreams.
His journey began in 1998, when he commenced his career as a teller with ANZ. His passion for the field led him to attain a full accreditation as a Financial Planner after completing his Diploma (2001), Advanced Diploma (2005), and Master of Financial Planning (2006).
Since starting his business in 2007, Simon has been offering bespoke financial services, underpinned by personalised attention to his clients. Simon offers our clients extensive technical expertise, coupled with vast experience to address diverse financial planning areas, including personal risk insurance, gearing strategies, retirement planning, and wealth creation.
Simon’s approach is anchored on tailored strategies that respond to the unique needs of each client, as he believes, “Not all clients fit into the generic box, I enjoy being able to service my clients with strategies and services that are unique and tailored to their individualised situation”.
Simon’s commitment to cultivating long-term client relationships drives him to continually monitor and review clients’ financial strategies. This thorough approach has earned him several nominations for ‘Adviser of the Year’ and ‘Practice of the Year’ – recognition of his unwavering dedication to his clients’ financial wellbeing.
Alongside his successful career, Simon cherishes his family life, which includes his wife and business partner, Tabitha, and their two young children. When he’s not busy working, Simon enjoys spending quality time with his family or hitting the links on the golf course.
If you’d like to learn more about Simon’s achievements and nominations, please follow the link below.
Tabitha is co-owner and Senior Financial Planner of Insight Wealth Planning with over two decades of experience in financial services.
Her journey within financial services began as a customer service representative at a Big 4 and progressed to a specialist infield role with a dealer group, where she worked with advisers to improve technology, systems, and compliance. Since then Tabitha has completed her Diploma, Advanced Diploma, Graduate Certificate in Business Administration.
Over her expansive career Tabitha has helped clients with a diverse range of needs – from first home buyers to women seeking to build financial independence as well as assisting clients transition their wealth with Aged Care entry.
Tabitha is known for her expertise in investment advice, wealth creation strategies, shares and property, superannuation, retirement income streams, personal risk insurance, and gearing strategies.
Tabitha is most passionate about giving back to her community. Donating much of her time to the Cancer Council’s ‘Pro Bono’ financial planning program, an initiative for helping patients with terminal illnesses navigate the claim process for superannuation and life insurance, as she considers “Claiming on policies in such as stressful process, with lots of paperwork and can be so overwhelming, we help people to navigate, to protect them from the emotional rollercoaster of getting through the process to relieve financial stress”.
Outside of work, Tabitha enjoys spending time with her family, including her husband and business partner, Simon, and their two young children. She is also an avid sketch artist and loves nothing more than sipping on her favourite Earl Grey tea while creating a new masterpiece in the park.
If you’d like to learn more about Tabitha’s achievements and award nominations, please follow the link below.
Tegan is a skilled financial planner who has dedicated her career to assisting clients in all stages of their financial journey.
A Dubbo-native, Tegan soon found herself relocating to Newcastle to undertake her double degree in Bachelor of Commerce (Finance and Accountancy) and Bachelor of Business (Leadership and Management) at the University of Newcastle. In 2016 she then began her career in financial planning. Tegan also extended her studies to incorporate a Graduate Diploma in Financial Planning
Tegan believes in financial accessibility and understanding for all and makes focus on making sometimes complex financial concepts understandable to her clients. She takes pride in delivering comprehensive and quality outcomes that are tailored to each client’s individual needs.
Tegan has experience working with clients at all stages of their financial journey; from first home buyers to those planning for retirement.
Tegan is also actively involved in the Cancer Council Pro Bono financial planning program; helping patients with terminal illnesses navigate the claim process for superannuation and life insurances.
With her friendly ‘people person’ approach, Tegan has a genuine interest in helping clients grow their knowledge about finance. She believes that there are no silly questions, only opportunities to build her clients’ confidence in areas where she has expertise.
Tegan’s professionalism and strong technical background make her an excellent resource for Insight Wealth clients looking to plan well and solve financial enigmas with proven strategies.
If you’d like to learn more about Tegan’s achievements and award nominations, please follow the link below.
Kate is a highly experienced financial advisor who began her career in financial planning/services as a client services officer after completing her university education in 2016.
Kate was drawn to the financial planning industry due to her love of mathematics and strategic planning, which made it a perfect fit for her!
As a Senior Financial Planner, Kate works with clients at all stages of their financial journeys, from those just starting out, to those working towards and in retirement. Her primary responsibility is to build strong, long-lasting relationships with clients, understand their unique circumstances and financial goals, and identify strategies that can help them achieve these goals.
Kate is passionate about educating and empowering clients to understand complex financial concepts and ensuring they have a clear understanding of how their finances impact them.
Kate believes her success and longevity in the industry is due in large part to her ability to be a good listener, creating plans together with her clients and building trusted, long-term relationships. Strategic thinking and an excellent understanding of complex financial information are also critical skills for success.
Kate’s passion lies in empowering clients to achieve their financial goals and being a part of putting them in a better position. Kate believes her career highlights have been those focussing on the satisfaction of helping clients reach significant milestones such as buying their first home and assisting widows in managing their finances confidently.
In her own words, Kate says, “I am most passionate about empowering clients, making sure they understand, and educating them if they don’t.”
On weekends, you’ll find Kate spending time with her family, cheering on her kids’ teams, cooking up a storm in the kitchen, and squeezing in some exercise.
Graduate financial planner
Josh has a strong foundation in the financial sector, having worked for the Greater Bank. During this time, he gained valuable experience in delivering quality customer service and honed his skills in budgeting, forecasting, and data analysis -as well as the complex arena of compliance.
In 2022, Josh joined our team and completed his Bachelor of Commerce (Finance and Accounting) degree. He is currently pursuing his Graduate Diploma in Financial Planning. As a Graduate Financial Planner at Insight Wealth, Josh is working through his education and training requirements to become a fully- qualified Financial Planner.
Our clients will first meet Josh as the primary point of contact for those moving through their initial consultation with an adviser at Insight Wealth; Josh also plays a vital role in finalising the implementation of their strategies.
Josh collaborates with advisers to conduct research on client strategies and products, while also working with our paraplanning team to generate Statement of Advice and Record of Advice documents. Additionally, he is a valuable contributor in assisting our client service team with client inquiries and requests.
When asked about his experience working at Insight Wealth, Josh expressed appreciation about our genuine and caring approach to helping clients achieve their goals. With special mention of the constant mentoring and encouragement that staff receive to support their professional and personal growth.
Josh is highly motivated and committed to seeing our clients through to a successful future, and is excited to one day be advising our clients to success in their financial futures.
Originally from Port Stephens, Josh is now a Newcastle local. In his free time, he keeps fit with surfing and CrossFit and socialising with his partner and friends.
Jordan’s career in the financial services began in 2014 when she joined the Insight team with a strong desire to make a positive impact in the industry. Since then, Jordan’s continuous efforts and dedication have propelled her to becoming our Practice Manager.
Her exceptional organisational skills, problem-solving abilities, and in-depth industry knowledge enable her to juggle all the background work for our office, ensuring that we not only remain industry leaders, but deliver exceptional service to our clients.
Her contribution to the behind-the-scenes functions of our business is pivotal, and her unwavering commitment ensures that Insight Wealth consistently maintains our position as a best-in-class provider supporting advisers and staff adapt with industry changes, technology as well as implementing and maintaining effective processes.
Jordan’s bright and friendly outlook, coupled with her unwavering enthusiasm has earned her a reputation for developing strong connections with clients and staff. She derives great satisfaction from being part of the team that helps clients achieve their goals.
Over the years, Jordan’s passion for clients and our business has been duly recognised, earning her numerous nominations for awards: 2015-2021 she has been nominated as a finalist for ‘Practice Support of the Year’ and in 2022-2023 has been the overall winner of the “Practice Support Excellence Award” in the GPS Wealth Dealer group, a testament to her outstanding contributions to the industry.
In 2023 Jordan has also been nominated for the Women in Finance award ‘Office Administrator of the Year’
Jordan is a Lake Mac local and on weekends you will find her with friends and family or working up a sweat in the gym.
If you’d like to learn more about Jordan’s achievements and award nominations, please follow the link below.
Compliance and Projects manager
Taking a chance on a new career, Laura Bastian joined the financial planning industry in 2011 and has never looked back! Since than Laura has completed her Diploma & Advanced Diploma of Financial Planning to help better support clients & advisers. Laura Joined the Insight Wealth Planning team in 2023 as the Compliance and Projects manager. Known as ‘Laura B’ in the office.
Laura’s attention to detail, proactivity and curious nature is the driving force in ensuring our strategic recommendations for clients is thoroughly researched, alternative strategies have been considered and our clients are left in a better position having received our advice. Laura collaborates with advisers to conduct research on client strategies and products, while also working with our paraplanning team to generate Statement of Advice and Record of Advice documents. Additionally, she is a valuable contributor in assisting our client service team with client inquiries and requests. Co- ordinating and managing our paraplanning department means Laura is across any and all advice in our office and means that our documentation is well above standard.
In addition, Laura manages an implements all internal projects. This means that we as a business are able to stay nimble, change with the times and ensure that we are focused on creating a business that changes with the times to deliver exceptional client experiences whilst delivering strategic advice.
Laura also really enjoys helping clients with Centrelink as this can be a complex are for clients to navigate on their own. Lauras in-depth training and experience provide an avenue for Laura to advocate for our client and their entitlements.
Outside of work you can find Laura ‘wrangling my children, going to open homes’ as well as spending time with my husband & friends.
Client Services Officer
Erin is a seasoned industry professional with over 18 years of experience in Financial Planning services.
Throughout her career, Erin has witnessed the positive impact of professional advice on individual clients, and she has become a strong advocate for seeking financial advice. Erin firmly believes that seeking advice will lead to long-term benefits, enabling clients to fulfill their fiscal dreams.
Erin is a valuable member of our Client Administration team supporting Adviser Kate McArthur. Erin is the friendly voice for Kate’s clients when starting their journey with us, assisting through the onboarding process and implementation of our advice as well as ensuring your financial plan is on track, booking in your annual review. Erin ensures that all your requests for Kate’s clients are handled efficiently, and you are kept in the loop.
Erin’s vast knowledge of financial planning strategies and her dedication to achieving quality outcomes for our clients significantly enhances our clients’ experience.
When asked about her experience at Insight Wealth Planning, Erin shared, “The professionalism here at Insight is second to none. The fact that everyone is so friendly and knowledgeable make a great team environment! I also enjoy seeing our clients work towards their financial and personal goals”.
In her free time, Erin enjoys spending time with her family, attending her children’s sporting events, and planning her next travel adventure!
Client Services Officer
In 2016, Laura began her journey in the Financial Planning industry, gaining extensive exposure to various client strategies and circumstances. Known as ‘Laura P’ in the office.
With her knowledge and vast experience, Laura has developed the necessary skills and expertise to adeptly handle any situation that may come her way. Laura truly enjoys connecting with our clients and making a positive difference in their financial lives.
Laura is a valuable member of our Client Administration-Implementation team supporting Tabitha & Simon. Laura is the main contact who oversees all advice documents are implemented in accordance with our recommendations as well as ensuring the our clients are kept in the loop the entire time.
Laura’s in-depth knowledge of planning strategies and her unwavering commitment to ensuring quality outcomes for Insight Wealth clients adds great value to our clients’ experience.
Laura attributes Insight Wealth’s greatest success to its team culture, highlighting the shared goal of enhancing clients’ lives by helping them realise their financial aspirations.
Outside of the office, Laura enjoys playing rep touch football for NSW, keeping fit and of course, socialising with friends and family.
Client Services Officer
Kat will remember 2020 not for the year that COVID hit, but for the year she commenced her career in financial planning! Kat is a valued asset to our team and is pivotal in ensuring that our client’s needs are met. Previously being a teacher, Kat strongly believes that the journey of a client with a financial planner should be one where they are empowered by knowledge providing them with the power and tools to take control of their financial future.
Kat is a part of the Client Administration Office – Service team for Insight Wealth Planning. Kat is a point of contact for existing clients at Insight Wealth Planning and also coordinates Review documentation for our clients. Kat adds value to your client experience by ensuring that your requests are implemented and actioned efficiently and that you are in alignment with your financial plan. Her passion for client outcomes ensure that our clients are the main focus.
Kat lives locally with her young family, enjoying fitness, time spent with Family and Friends and a good Gin.
Client Services Officer
Liz commenced her career in the financial services sector in 2014 starting at Commonwealth bank, moving to ING and then Newcastle Permanent. Liz is a key contact that facilitates our existing clients’ requests. Ensuring that no stone is left unturned, and strives to enhance our clients financial freedom through implementation personalised advice. Having experience in big institutions, Liz is ably to draw upon her experience from the big institutions apply critical thinking skills to deliver quality outcomes for our clients
Liz is a part of the Client Administration Office – Service team for Insight Wealth Planning. Liz is a point of contact for existing clients at Insight Wealth Planning and also coordinates Review documentation for our clients. Liz adds value to your client experience with her long-standing knowledge of financial planning strategies and a passion for quality outcomes for our clients.
Liz lives locally with her growing family, enjoying fitness, time spent with Family and Friends
Client Services Officer
After completing her HSC in 2018, Taylor wanted a career where she could make a difference to clients lives. Taylor joint the financial services sector in 2019 and commenced a dynamic role as an executive assistant to the practice principals. Relocating in 2023 to Newcastle, Taylor jointed the Insight Wealth Planning team.
Taylor brings a fresh and enthusiastic approach to her work and assistance she provides clients. Taylor is very thorough and works to the highest of standards ensuring every client receives quality service.
Taylor is a valuable member of our Client Administration-Implementation team supporting Tegan & Simon. Taylor is the main contact who oversees all advice documents are implemented in accordance with our recommendations as well as ensuring the our clients are kept in the loop the entire time.
Taylors desire to see tasks through to completion and high attention to detail ensures that our Advice is implemented to the highest of standards and our clients receive quality service.
Outside of the office, Taylor enjoys socialising with friends as well as exploring her new home, Newcastle and surrounds.