Business Details
Your Trusted Financial Partner in Newcastle
Insight Wealth Planning is a Newcastle-based financial advisory firm dedicated to helping clients build and protect wealth across all stages of life. With a team of experienced planners, we specialise in retirement strategies, wealth creation, self-managed super funds, and insurance solutions tailored to individual needs. Our approach combines proven methodologies like the Pathway to Wealth program with the CARE investment philosophy, ensuring stability during market fluctuations. We prioritise client education, offering face-to-face consultations in Newcastle, the Central Coast, and the Hunter Region.Our team's expertise spans over 17 years of continuous service, as evidenced by long-term client relationships and industry recognition. We maintain a low-pressure, transparent fee structure while adhering to strict compliance standards as a Corporate Authorised Representative of GPS Wealth Ltd. Our commitment to community extends through educational resources, client testimonials, and referral programs that reflect our confidence in service quality.
Services
Retirement Planning
Wealth Creation
SMSF Setup
Life Insurance
Pre-Retirement Strategies
Highlights and features
- We offer 17+ years of continuous client relationships with proven financial strategies
- Our team includes specialists in self-managed super funds and retirement planning
- We implement the CARE investment philosophy for market volatility protection
- We provide face-to-face advice across Newcastle and the Hunter Region
- Our transparent fee structure adapts to individual client circumstances
Associations and certifications
- Australian Financial Services License (AFSL)
What people say
Extremely knowledgeable
Clear explanations
Genuine care
Professional service
Excellent financial advice
Services
Retirement Planning
Our retirement planning service helps clients transition smoothly into their post-work years. We create customised strategies that consider current assets, desired lifestyle, and market conditions. With a focus on conservative investment guidance and tax-effective asset transfer, we ensure financial stability throughout retirement while optimising age pension eligibility and implementing CSHCC strategies.
Wealth Creation
The Pathway to Wealth program builds long-term financial security through diversified strategies. We help clients establish passive income streams by structuring budgets across multiple wealth-building vehicles including property, shares, and managed funds. Our approach prioritises early asset accumulation to maximise time-based growth potential while maintaining flexibility for lifestyle adjustments.
Self-Managed Super Funds
Specialised SMSF services provide greater control over superannuation investments. We assist high-income earners and pre-retirees with fund setup, compliance, and strategic management. Our expertise optimises tax benefits and estate planning while ensuring adherence to regulatory requirements through our partnership with GPS Wealth Ltd.
Life Insurance
We design insurance solutions that protect against financial hardship from critical illness, injury, or death. Our services include policy selection, claims support, and flat-rate options for high-income earners. Case studies demonstrate successful outcomes in maintaining lifestyle stability and covering medical expenses during unexpected life events.
Pre-Retirement Strategies
Our pre-retiree services focus on consolidating financial security before retirement. Using the CARE investment philosophy, we create conservative strategies that withstand market volatility. The four-year 'pause button' approach ensures stable income during downturns while maintaining quality assets for long-term growth and reliable retirement outcomes.
People
Simon Tworek
Director/Senior Financial Planner
With over 17 years of continuous client service, Simon specialises in retirement strategies and investment management. His expertise ensures clients receive proven financial planning solutions tailored to their unique circumstances.
Tabitha Tworek
Director/Senior Financial Planner
Tabitha provides expert financial advice with a focus on retirement needs and insurance claims support. Her client-centred approach combines technical expertise with clear communication of complex financial concepts.
Tegan Del Moro
Financial Planner
Tegan specialises in comprehensive retirement planning and client education. Her proactive approach includes regular communication and tailored strategies that align with clients' long-term financial goals.
Joshua McCall
Financial Planner
Joshua offers financial planning solutions with a focus on simplifying complex concepts. His approach ensures clients understand investment strategies and retirement planning options through clear, jargon-free communication.
Dean Watts
Financial Planner
Dean delivers clear financial advice tailored to individual circumstances. His expertise covers wealth creation strategies and retirement planning, with a focus on helping clients achieve their financial objectives.
Questions
What retirement planning services do you offer?
We provide comprehensive retirement strategies including income planning, tax-effective asset transfer, and age pension optimisation tailored to individual circumstances.
Do you specialise in self-managed super funds?
Yes, we offer SMSF setup and management services with expertise in compliance and strategic investment decisions for high-income earners.
How do you handle market volatility in investments?
Our CARE investment philosophy includes a 4-year 'pause button' strategy to weather market downturns while maintaining quality assets for long-term growth.
What insurance options are available?
We offer life, income protection, and trauma insurance solutions with flat-rate options for high-income earners and expert claims support.
Can you help with pre-retirement planning?
Yes, we specialise in pre-retirement strategies that consolidate financial security and implement conservative investment approaches for reliable retirement outcomes.
What areas do you service?
We provide face-to-face financial advice in Newcastle, the Central Coast, and greater Hunter Region from our New Lambton office.
Videos
Reviews (7)
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Nov 01, 2021
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Oct 13, 2021
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Bridget Clarke
Oct 01, 2019
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I was recently referred to the Insight team by a friend and am so thankful for their expertise and willingness to go above and beyond for me. They made the process of receiving advice a complete breeze and I feel extremely confident and supported in my financial journey for the future.
Brian Prior
Jul 07, 2018
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My wife and I have been clients of Tabitha for 3 years now. We are self-funded retirees. The level of confidence we have in Tabitha and her staff could not be higher. She has also helped greatly with issues around a house build we have been through and is now encouraging our son the financially plan for the future. We both highly recommend this practice - Brian & Viv
Courtney Keen
May 13, 2015
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I've never seen a financial planner before, I didn't know what to expect. I was so pleased with the friendly, professional service I was given. The team at Insight personalised my plan and gave me fantastic advice. I would highly recommend the team at Insight!
Alex Heydon
Jun 26, 2012
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Insight Accounting Advice helped me out with my last tax return and got the best result for me financially. Even though I am not a high-spending client, I never felt like I wasn't a priority to them. The staff were excellent, always friendly and they kept in contact with me the whole time. Most importantly, my bank account has never looked better!
