Insight Wealth Planning

10/06/2026

We’re proud to be supporting the John Hunter Children’s Hospital and sharing their current call for donations 💚

They are currently in need of:
• Play-Doh (original brand)
• UNO cards
• Travel-sized games
• Sensory toys and calming items

If you’re able to help, donations can be dropped off at our New Lambton office, and we will pass everything directly on to the hospital team.

Every item—big or small—helps bring comfort, joy, and a much-needed distraction to children and families during difficult times.

Thank you for your kindness and support 💫

09/06/2026

Retirement is meant to be something to look forward to, but for many Australians it can feel overwhelming.

If you're worried about whether you'll have enough money, how you'll spend your time, or what life after work will look like, you're not alone.

Our latest blog explores practical ways to prepare both financially and emotionally for retirement, helping you transition into your next chapter with confidence.

Read more: https://www.insightadvice.com.au/the-retirement-rescue-plan/

Looking forward to retirement doesn't have to be a daunting prospect for Aussies, but for too many, it's more a source of stress and anxiety than

08/06/2026

Your financial plan should reflect what truly matters to you — not just what feels good in the moment.

When your spending aligns with your values, every dollar has purpose, direction, and impact. 💡

Less impulse. More intention. That’s where real progress begins.

05/06/2026

Please note our office will be closed from 4:00PM today (Friday 5 June) and will reopen at 8:30AM on Tuesday 9 June due to the June long weekend.

We hope you enjoy a safe and relaxing long weekend, and we’ll be back to assist you on Tuesday! 😊

05/06/2026

We’re incredibly grateful for this kind
feedback 💛✨

“Simon’s communication, advice and team are all around exemplary.”

We’re proud to provide clear, supportive advice and a team experience that clients can rely on every step of the way 😊

Thank you for taking the time to share your experience with us 🙏

04/06/2026

❓ FAQ: Can I still reduce my tax before EOFY?

💡 Answer: Yes — but time is running out.

There are still a few strategies you may be able to use before June 30:
• Making extra super contributions
• Prepaying certain expenses
• Reviewing deductible costs

⚠️ The key is acting before June 30 — once the financial year ends, so do most opportunities.

👉 If you haven’t reviewed your finances yet, now is the time.

03/06/2026

As a proud platinum sponsor Insight Wealth Planning, provides tailored financial advice from their base in Newcastle and the Insight team supports a wide range of clients throughout the Hunter Region. Whether helping individuals plan for retirement or advising business owners on long-term strategy, their focus remains the same: delivering clear, practical advice shaped by each client’s goals and values.

Their support of the Wine Show reflects a shared appreciation for long-term thinking, careful planning, and regional pride - all qualities that define the Hunter’s wine community. Thank you, Insight, for your contribution to this year’s event.

02/06/2026

Did you know our Director, Tabitha Tworek, is an ambassador for Her Heart ❤️

Her Heart is a not-for-profit organisation dedicated to raising awareness, supporting research, and advocating for better prevention and diagnosis of heart disease in women — because heart disease remains one of the leading causes of death for Australian women.

We’re incredibly proud to support the important work they do and to be part of a movement that’s helping save lives through education, advocacy, and community 💛

With EOFY approaching, it’s a great time to give back — donations made before June 30 are tax-deductible, meaning you can claim them in your tax return while supporting a life-changing cause.

02/06/2026

Thinking about leaving your job to start your own business?

The idea of working for yourself is exciting, but the reality is that successful business ownership takes more than just a good idea.

Before making the leap, it’s important to understand:
✔️ How financially prepared you really are
✔️ Why cash flow matters more than profit
✔️ The value of testing your business before quitting your job
✔️ How to create a transition plan that protects your future

We’ve broken down the practical steps that can help turn a big dream into a sustainable business.

Read more here 👇
https://www.insightadvice.com.au/employee-to-entrepreneur-steps-to-success/

If you've ever dared to dream of ditching your 9 to 5 job to start your own business, you're not alone. According to the Australian Bureau of Statistics,

01/06/2026

Set money boundaries 💸
Not every invite needs a “yes,” and not every trend needs your wallet.

Your future self is watching… and they’ll thank you for every smart choice you make today.

Start small. Stay consistent. Build the life you actually want.

👉 What’s one boundary you’re setting with your money this week?