Click through to find out some answers to some of our Frequently asked Questions, or contact us today for a non-obligatory discussion about your situation and how we could help.
Financial Planning Services
Your Financial Journey Starts Here
Whether you’re just starting out, building your wealth or planning for retirement, we’re here to guide you through every stage of your financial journey. As your financial planning and wealth management advisors, our team of authorised and experienced financial planners are here to serve you. We specialise in helping young couples and families, established investors, and those approaching or in retirement achieve their financial goals. Our financial planners work with clients at every stage.
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Two Ways to Financial Success
Foundations Services
For those who know where they’re going and want to build solid foundations
Thinking about your goals, considering buying a home, planning your career or dreaming of travel or starting a family? Our Foundations services provide the strategies and knowledge you need to go further than you have before and build the foundations for long-term financial success, including regular financial reviews to ensure you stay on track.
Core Foundation Areas:
- Home Ownership Strategies – Buy your first home or pay off your mortgage faster
- Superannuation Optimisation – Smooth and boost your retirement savings strategy
- Protection Planning – Protect yourself and your family’s financial security
- Personal Insurance Solutions – Customised coverage for you
- Estate Planning – Protect your wishes and provide for your loved ones
- Life Transition Support – Navigate family changes, separation, divorce or regaining independence
We offer general and personal advice to help you make informed decisions. Personal advice is tailored to your individual situation and goals, so your best interests are always the priority.
We know seeing real-life examples helps build confidence.
Learn more about how we’ve helped clients just like you achieve their foundation goals.
Pathway to Wealth™ Strategy Series
For established individuals ready to accelerate their wealth building
If you’re balancing a great lifestyle with your financial and career commitments, reflecting on past experiences and ready to take your wealth building to the next level, our Pathway to Wealth™ program is for you. As a client, you get exclusive access to services and benefits to enhance your financial journey.
This strategy series sets up multiple long-term wealth-building approaches that work together to give you more choices about how much you work and when you can step back from full-time employment. The goal is financial independence that doesn’t rely on the age pension or traditional superannuation access dates. Throughout the process, you’ll be supported with resources, guidance and practical tools to help you make informed decisions.
Pathway to Wealth™ Advantage:
- Multiple Strategy Approach – Diversified wealth building across six different strategies, dealing with different asset classes and risk management.
- Long-term Focus – Designed for slow, steady growth with big long-term payoffs
- Flexible Budgeting – We show you how to allocate your budget across the strategies and manage your money to achieve your goals.
- Passive Income Goal – Build assets that generate income when you choose to work less and live more
- Time Leverage – Start early enough to let time compound your wealth
Investment Vehicles We Use:
- Investment Property
- Share Portfolios
- Managed Funds
- Self Managed Superannuation Funds
- Asset Building Strategies
- Income Bridging Solutions
Understanding the different types of investments and how they fit into your overall strategy is key to long-term success. Before acquiring any financial product, clients should review all relevant disclosures and seek professional advice to ensure the product is right for them and their goals.
Pathway to Wealth™, created by our Director Rob McGregor, was a 2009 Finalist of the Asset Innovation Awards hosted by the Australian Financial Review for its simple, structured and successful approach to building retirement wealth.
Why Choose Our Approach?
Comprehensive Support: Rather than focusing on one strategy at a time, we give you the confidence and tools to manage multiple wealth-building approaches at once. Our initial consultation is obligation-free, so you can try us out with no commitment.
Proven Results: We love sharing success stories from clients who have started their pathway and are seeing real results. We are transparent about any referral fee arrangements and make sure you are fully informed about how they work.
Personalised Planning: Every strategy is tailored to your goals, timeline and risk tolerance. We encourage you to review all important information and disclosures before making any financial decisions.
Long-term Relationship: We’ll be with you throughout your entire financial journey, adjusting strategies as your life changes. We take a responsible and accountable approach to the advice we give, always putting your best interests first. With a long history and commitment to serving customers across the country, we are here for you wherever you are.
Fees and Costs
Understanding the fees and costs associated with financial planning services is an important step in building your financial future with confidence. At Insight Wealth Planning, we are committed to transparency so our clients have a clear picture of what to expect when using our financial advisers. During your first meeting, we will discuss all fees in detail so you can make informed decisions that align with your financial goals.
Our financial planning services provide valuable insights and tailored support to help you achieve your objectives. The costs may include an initial consultation fee, which covers a comprehensive review of your financial situation and the development of a personalised strategy. For those who want ongoing advice and support, we offer a range of service packages with clearly outlined ongoing fees. If you choose to access additional financial products such as income protection or insurance, our advisers will explain any associated costs and ensure these products are in your best interests.
We believe understanding the costs is an important part of your financial journey. Our advisers are here to answer your questions, provide advice that supports your interests and help you access the right services to achieve your financial future. Every step of the way, our focus is on helping our clients benefit from a transparent and supportive approach to financial planning.
Education and Tools
At Insight Wealth Planning, we believe education is the foundation of good financial planning. That’s why we provide our clients with access to a wide range of educational resources and tools to help them make informed decisions about their financial situation. Our website is a hub of information with articles, videos and webinars on topics such as investing, superannuation and taxation – so you can take control of your financial future.
In addition to online resources, we have a detailed financial services guide to help you understand the scope of our services and how they can help you achieve your financial goals. Our financial advisers are always available to provide personalised advice and guidance, whether you want to develop a financial plan, explore investment opportunities or get advice on a specific financial issue.
We are here to support our clients at every stage of their financial journey. With access to a wide range of educational resources and expert guidance, you can plan, invest and achieve your financial objectives. No matter where you are starting from, our resources are here to help you develop the knowledge and strategies for a successful financial future.
Testimonials and Case Studies
The proof of our financial planning services is in the results of our clients. Many individuals and families have achieved a better financial future with the help of our experienced financial advisers. Our testimonials and case studies show how personalised financial advice and comprehensive planning have helped clients achieve their goals – whether that’s a comfortable retirement, growing wealth through investing or securing income with tailored protection strategies.
Our clients consistently tell us how our advice and support have made a real difference in their lives. From navigating superannuation decisions to developing a financial plan that adapts to life’s changes, our advisers are here to help you achieve your ambitions. These real-life examples demonstrate the benefits of seeking professional advice and having a trusted financial adviser by your side.
If you’re considering your next steps or looking to invest in your future, our testimonials and case studies will give you an insight into the positive impact our services can have. We invite you to see how our commitment to quality financial advice and ongoing support has helped clients across Newcastle and beyond achieve their financial goals and build a secure and prosperous future.
Get Started?
Whether you’re looking to establish strong financial foundations or accelerate your wealth building through our proven Pathway to Wealth™ strategies, we can help you choose the financial future you want.
Your journey to financial independence starts with a conversation. Let’s talk about which pathway is right for you and how we can help you achieve the self-reliant future you’re working towards. We encourage you to talk with a financial specialist about your goals and the next steps for your superannuation and wealth strategy.
Contact us today to book your initial consultation and start your financial journey.