Insight Wealth Planning

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

💛 Today is  , and we’re proud to support our partnership with Cancer Council in raising awareness about bowel cancer scr...
16/07/2026

💛 Today is , and we’re proud to support our partnership with Cancer Council in raising awareness about bowel cancer screening.

Bowel cancer is Australia’s second biggest cancer killer, claiming around 100 lives every week. The good news? When found early, more than 90% of cases can be successfully treated.

If you’ve received your bowel screening kit, don’t put it off. It’s quick, simple, and could save your life.

Learn more about the bowel cancer screening test here: https://brnw.ch/21x4c5O

MYTH: Financial planning is complicated and too hard to understand.✅ TRUTH: A financial planner simplifies the process, ...
16/07/2026

MYTH: Financial planning is complicated and too hard to understand.

✅ TRUTH: A financial planner simplifies the process, helping you understand your options and creating a clear roadmap towards your goals.

Financial planning doesn't have to feel overwhelming. With the right guidance, complex decisions become manageable steps that keep you moving forward with confidence.

15/07/2026

Have higher interest rates made aged care more expensive? Yes, but not in the way you might think.

The average aged care room now costs around $570,000. The good news is you don't have to pay that upfront. You can choose a daily payment instead, but here's the catch: that daily amount is calculated using a government-set interest rate, and as rates have risen, so has the cost of paying this way.

At today's rate, a $570,000 room works out to roughly $132 a day if paid daily. A few years ago it was about half that.

The choice of how you pay is always yours, and despite what some people believe, providers can't force you to pay a lump sum.

Our latest blog breaks down:

✅ Your three payment options (lump sum, daily payment, or both)
✅ How the government interest rate affects your costs
✅ Why the right choice depends on your circumstances

Read more: https://www.insightadvice.com.au/higher-interest-rates-aged-care-costs/

If you or a family member are navigating aged care decisions, we'd love to help you talk through your options. 📞 (02) 4941 1888

Your money story can change — starting today.✨No matter where you are on your financial journey, every smart decision yo...
13/07/2026

Your money story can change — starting today.✨

No matter where you are on your financial journey, every smart decision you make today can help create a stronger, more confident future. Financial planning isn't about perfection—it's about progress.

📈 Ready to take control of your finances and build the future you deserve?

Contact us today to start your personalised financial planning journey. 💬

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💭 Myth vs Fact❌ Myth: "I earn a good income, so I don't need a budget."✅ Fact: No matter how much you earn, a budget hel...
09/07/2026

💭 Myth vs Fact

❌ Myth: "I earn a good income, so I don't need a budget."

✅ Fact: No matter how much you earn, a budget helps you stay in control of your money.

It's easy for spending to increase as your income grows. Having a budget means you know where your money is going and can make informed decisions about saving, investing and reaching your financial goals.

A budget isn't about cutting out the things you enjoy—it's about making your money work for you.

If you could go back and give your 20-year-old self three pieces of financial advice, what would they be?We'll start...1...
08/07/2026

If you could go back and give your 20-year-old self three pieces of financial advice, what would they be?

We'll start...

1. Learn how compound interest works and start investing as early as you can.
2. Live below your means, not your income.
3. Build an emergency fund before you need one.

It's easy to look back with hindsight, but the lessons we learn along the way can help others make smarter financial decisions.

What's one piece of financial advice you'd give your younger self?
Share it in the comments. You never know who it might help.

Want to make smarter financial decisions today, not just wish you had years ago? Contact the Insight Wealth Planning team to start building a financial plan for your future https://www.insightadvice.com.au

💛 July is Sarcoma Awareness MonthThis month is an important reminder to know your body and not ignore changes that don’t...
08/07/2026

💛 July is Sarcoma Awareness Month

This month is an important reminder to know your body and not ignore changes that don’t seem quite right.

Sarcoma is a rare group of cancers that can affect bone and soft tissue. It often has no obvious symptoms in its early stages, making awareness and early detection especially important.

If you notice a new or unusual lump, or any persistent changes, book an appointment with your GP to have it checked. Early detection can make a significant difference.

Let’s help spread awareness, encourage regular self-checks, and support those living with and beyond sarcoma.

For more information about soft tissue sarcoma, visit the Cancer Council website or call 13 11 20 for free information and support.

05/07/2026

REQUEST TO TREE LOPPERS AND LANDSCAPERS

Over many years, the Botanic Gardens has been supplied with free mulch for our gardens by local tree loppers and landscapers. It's been a win-win situation as the Gardens is a convenient drop off point for large quantities of surplus mulch from tree work carried out in the local community.

Unfortunately, our supplies have dried up and we are desperately seeking to renew our stockpile.

If you are the owner of a tree lopping or landscaping business or know someone who is, we would love to hear from you.

Please phone: 49871655 or email: [email protected] if you can help. See less

💚Client Appreciation💚There's nothing better than hearing that we've made a positive difference for our clients.A huge th...
03/07/2026

💚Client Appreciation💚

There's nothing better than hearing that we've made a positive difference for our clients.

A huge thank you to Jessica for taking the time to share her experience with Dean. We're so pleased to hear they felt supported throughout the process, received clear and easy-to-understand advice, had all of their questions answered, and achieved the outcome they were looking for.

At IWP, we're committed to making every client feel informed, confident and supported every step of the way. Feedback like this reminds us why we love what we do.

A great evening at our Pathway to Wealth seminar, hosted by our Financial Adviser, Josh McCall, in collaboration with Fi...
02/07/2026

A great evening at our Pathway to Wealth seminar, hosted by our Financial Adviser, Josh McCall, in collaboration with Finance Empire Australia.

Thank you to everyone who came along. It was fantastic to share practical insights and have some great conversations about building wealth and making informed financial decisions.

We appreciate everyone who attended and look forward to seeing you at our next event!

Last night we hosted our “Pathway to Wealth” seminar in collaboration with our financial planning partners at Insight Wealth Planning.

In a world full of misinformation—especially across social media—having the right guidance matters more than ever. That’s why working with an experienced mortgage broker team at Finance Empire Australia, supported by qualified financial planners, can make a real difference when it comes to making informed financial decisions.

No two financial situations are the same, and personalised advice is key to building a strategy that actually fits your goals—not someone else’s.

Thank you to everyone who attended and contributed to such a valuable evening.

Stay tuned for our next event







Insight Wealth Planning

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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