Tabitha, co-owner and Senior Financial Planner at Insight Wealth Planning, brings over two decades of expertise to the financial services industry.
Her career began as a customer service representative at a Big 4 bank and evolved into a specialist role with a dealer group, where she collaborated with advisers to enhance technology, systems, and compliance. Tabitha has since earned her Diploma, Advanced Diploma, and Graduate Certificate in Business Administration.
Throughout her career, Tabitha has supported clients with a variety of needs, from first-time home buyers and women striving for financial independence to individuals navigating wealth transitions into Aged Care. Her expertise spans investment advice, wealth creation, shares and property, superannuation, retirement income streams, personal risk insurance, and gearing strategies.
Passionate about giving back, Tabitha dedicates much of her time to the Cancer Council’s ‘Pro Bono’ financial planning program. This initiative helps patients with terminal illnesses manage the claim process for superannuation and life insurance. She explains, “Claiming on policies can be an overwhelming and stressful process. We guide people through it to alleviate their financial and emotional stress.”
Outside of her professional life, Tabitha enjoys family time with her husband and business partner, Simon, and their two young children. She is also a talented sketch artist and delights in creating new artworks while enjoying her favourite Earl Grey tea in the park.
If you’d like to learn more about Tabitha’s achievements and award nominations, please follow the link below.
“Tabitha Really cares about my financial success. She worked really hard with my finances to ensure the best outcome and meet my retirement needs. She also helped me an with insurance claim and made the process clear and quick. I’m not sure how I would have gone without her. Thanks Tabitha.”
“Tabitha has always explained things in layman terms. She is very kind & considerate especially with my recent separation. I would highly recommend Tabitha with any financial advice. All the staff at her firm are approachable & will help with any questions or queries I have. Thank You Tabitha.”
