Insight Wealth Planning

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Insight Wealth Planning We are a Newcastle based financial planning.

Insight Wealth Planning are Financial Planners based in Newcastle NSW
We genuinely care about our clients and helping ease your financial worries and reach your goals makes us happy! If you need help with your money, just send us a message or contact us:

Insight Wealth Planning
24 Alma Road, New Lambton NSW 2305

insightadvice.com.au

Authorised Representative, GPS Wealth Ltd ABN17 005 482 726 AFSL 254 544

🚨 MYTH BUSTER: “I’m too busy to plan my finances.”The truth? Even small steps towards financial planning can save you ti...
14/10/2026

🚨 MYTH BUSTER: “I’m too busy to plan my finances.”

The truth? Even small steps towards financial planning can save you time, stress and money in the long run.

You don’t need to have everything figured out at once. A clear plan can help simplify your finances, keep you on track and give you confidence in your financial future.

💡 A little planning today can make a big difference tomorrow.

Ready to make your finances one less thing to worry about? Get in touch with our team today.

Five years out from retirement? This could be the most important stretch of your working life. 🏁In her new article, Seni...
13/10/2026

Five years out from retirement? This could be the most important stretch of your working life. 🏁

In her new article, Senior Financial Planner Tegan Del Moro walks through the three areas she looks at with pre-retiree clients:

✔ Tax: why extra concessional contributions to super, taxed at 15% rather than your marginal rate, can make a real difference while you're still earning
✔ Debt: why getting the mortgage down before you stop working takes pressure off your retirement budget
✔ Investment risk: what sequencing risk is, and how our "four-year pause button" helps protect your income if markets fall just as you retire

She also shares six questions worth asking yourself, whether you're five years out or a little closer.

Read the full article: insightadvice.com.au/five-years-before-retirement/

General advice only. This does not take into account your objectives, financial situation or needs. Seek personal advice before acting. Insight Wealth Planning Pty Ltd is a Corporate Authorised Representative of GPS Wealth Ltd, AFSL 254544.

🎀October is Breast Cancer Awareness MonthOctober is a time to raise awareness, show support and highlight the importance...
12/10/2026

🎀October is Breast Cancer Awareness Month

October is a time to raise awareness, show support and highlight the importance of breast cancer awareness in our community.

Together, we can help spread awareness, encourage conversations and show support for everyone affected by breast cancer.

For more information, support and resources, visit the National Breast Cancer Foundation Australia website: https://nbcf.org.au/ 💗



💭 Wealth starts with believing you deserve financial security.Building wealth isn’t just about numbers — it’s about havi...
11/10/2026

💭 Wealth starts with believing you deserve financial security.

Building wealth isn’t just about numbers — it’s about having confidence in your financial future and taking the right steps to get there.

Whether you’re starting out, preparing for retirement, or looking to make the most of what you’ve built, having a clear plan can make all the difference.

✨ Ready to take the next step towards your financial future? Get in touch with our team today.

💚 October is Mental Health Awareness Month💚A reminder that looking after your mental health is just as important as look...
11/10/2026

💚 October is Mental Health Awareness Month💚

A reminder that looking after your mental health is just as important as looking after your physical health.

Life can feel overwhelming at times, and it’s okay to ask for help, take a step back, or simply check in with someone you care about.

This October, let’s make time to:
✨ Check in with ourselves and others
✨ Talk openly about how we’re feeling
✨ Take time to rest and recharge
✨ Reach out for support when we need it

A simple “How are you really going?” can make a bigger difference than you might think.

Let’s look after ourselves, look out for each other, and remember that no one has to navigate life alone. 💚

⭐ Client Testimonial ⭐We’re always grateful when our clients take the time to share their experience.Thank you, Christie...
08/10/2026

⭐ Client Testimonial ⭐

We’re always grateful when our clients take the time to share their experience.

Thank you, Christie, for your kind words about working with Tegan.

Making financial planning feel simpler and helping our clients feel more at ease about their future is something we’re proud to be a part of. 💚

06/10/2026

How do families balance kids' sport and activities with their financial goals? 🤔

Our Senior Financial Planner Kate McArthur answers that in under 90 seconds. On average, parents spend $1,000 to $1,500 a year per child on sport, and with a couple of kids that adds up quickly.

Kate covers:
✅ Deciding how much time and money you want to put into sport
✅ Comparing sports, because some cost a lot more than others
✅ Buying secondhand uniforms
✅ Volunteering to reduce your fees
✅ Government vouchers and subsidies
✅ Asking family to gift activities instead of toys

Watch for more tips 👀

General information only. It doesn't take your personal circumstances into account.

🏆 GPS Wealth Awards Finalists 🏆We’re incredibly proud to announce that our team has been recognised as finalists across ...
05/10/2026

🏆 GPS Wealth Awards Finalists 🏆

We’re incredibly proud to announce that our team has been recognised as finalists across a number of GPS Wealth Awards!

Congratulations to our business on being nominated and named a finalist for GPS Wealth Firm of the Year.

👏 Congratulations to Josh McCall and Dean Watts, finalists for GPS Wealth Breakthrough Adviser of the Year.

👏 Congratulations to Josh McCall, Kate McArthur and Dean Watts, finalists for the GPS Wealth Client Outcome Award.

🌟 And a huge congratulations to Tegan Delmoro, who is once again a finalist for GPS Wealth Adviser of the Year! We’re hoping for a back-to-back win! 🏆

We’re so proud of each and every one of our advisers. These nominations and finalist positions are a wonderful recognition of the hard work, dedication and commitment our team brings to our clients every day.

Congratulations to everyone — all very well-deserved!💚

PUBLIC HOLIDAY CLOSURE Please note that our office will be closed Monday, 5 October for the Public Holiday.We’ll be back...
04/10/2026

PUBLIC HOLIDAY CLOSURE

Please note that our office will be closed Monday, 5 October for the Public Holiday.

We’ll be back and ready to assist you from 8:30am Tuesday, 6 October.

We hope everyone has a lovely and safe long weekend!

— The Insight Wealth Planning Team

When did you last look at your Will?If the answer is "when we wrote it", it might be time. A Will reflects your life on ...
02/10/2026

When did you last look at your Will?

If the answer is "when we wrote it", it might be time. A Will reflects your life on the day you signed it, and life doesn't stand still.

It's worth a review if you've had any of these recently:

✔️ Marriage, or entering a de facto relationship
✔️ Divorce
✔️ A birth or death in the family
✔️ An adult child marrying, separating or entering a de facto relationship
✔️ The death of someone with a role in your estate plan, like your executor

One more that catches people out: your super doesn't automatically follow your Will. It's usually paid according to your beneficiary nomination, so the two need to line up.

We can help you see how your estate plan fits with the rest of your finances, and work alongside your solicitor to get it right.

Address

24 Alma Road
New Lambton, NSW
2305

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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