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

This month, we're helping raise awareness about Australia's most commonly diagnosed cancer in men and the importance of ...
02/09/2026

This month, we're helping raise awareness about Australia's most commonly diagnosed cancer in men and the importance of early detection.

Did you know? 1 in 5 Australian men will be diagnosed with prostate cancer in their lifetime, and around 79 Australian men are diagnosed every day.

A simple conversation with your GP about your risk factors and whether a PSA blood test is right for you could make all the difference.

Let's encourage the men in our lives—our dads, partners, brothers, mates and colleagues—to prioritise their health. Early detection saves lives. 💙

For trusted information, support and resources, visit the Prostate Cancer Foundation of Australia: https://www.pcfa.org.au/

Your best financial decisions are rarely made in the heat of the moment.When it comes to your money, a clear plan beats ...
31/08/2026

Your best financial decisions are rarely made in the heat of the moment.

When it comes to your money, a clear plan beats emotional decisions every time. Taking a step back and making informed choices can help keep you on track towards your long-term goals.

Ready to make confident financial decisions with a plan behind them? Get in touch with our team today. 💙

Myth: Estate planning is only for the wealthy.Truth: Estate planning isn't about how much you have – it's about protecti...
28/08/2026

Myth: Estate planning is only for the wealthy.

Truth: Estate planning isn't about how much you have – it's about protecting the people you care about.

Having the right plan in place can help ensure your wishes are respected and make things easier for your loved ones when it matters most.

Not sure if your estate plan is up to date?
Get in touch with our team today to start the conversation.

Today, on Women's Equality Day, we're celebrating the incredible women in our office and everywhere.Every day, women mak...
26/08/2026

Today, on Women's Equality Day, we're celebrating the incredible women in our office and everywhere.

Every day, women make a difference through their strength, resilience, leadership and kindness—in workplaces, homes and communities around the world. While we've come a long way, today is a reminder that creating equal opportunities and championing one another continues to matter.

Here's to celebrating the women who inspire us today and every day. 💜

Your net worth is your financial scoreboard.It's not about being rich—it's about knowing where you stand and celebrating...
24/08/2026

Your net worth is your financial scoreboard.

It's not about being rich—it's about knowing where you stand and celebrating the progress you're making.

Take a few minutes to add up what you own, subtract what you owe, and you've got a powerful snapshot of your financial health.

Track it regularly and watch your progress grow over time. 📈

💛 Help us bring a little extra joy to children at John Hunter Children’s Hospital! 🧸✨We’re collecting donations of new t...
21/08/2026

💛 Help us bring a little extra joy to children at John Hunter Children’s Hospital! 🧸✨

We’re collecting donations of new toys, activities and creative supplies to help bring comfort, distraction and a little bit of fun to children while they’re in hospital.

We’re looking for:
🧸 Soft toys & sensory/fidget toys
🧱 Small LEGO & LEGO Friends sets
🎨 Colouring books, art sketchbooks & drawing supplies
🌈 Stickers, “Find It” books & activity books
🃏 UNO & other easy-to-play card games
✨ Hey Doodle drawing boards

If you’d like to donate, please get in touch with us or drop your items into the office. Thank you for helping us spread a little kindness! 🌟

💛 Daffodil Day 2026 💛Today, we’re proud to support Daffodil Day and the incredible work of Cancer Council in supporting ...
19/08/2026

💛 Daffodil Day 2026 💛

Today, we’re proud to support Daffodil Day and the incredible work of Cancer Council in supporting people affected by cancer and funding vital cancer research.

At Insight Wealth Planning, we very much value our partnership with Cancer Council and are proud to provide pro bono financial advice for all Cancer Council referrals. We believe everyone deserves access to quality financial guidance, particularly during some of life’s most challenging moments.

Together, we can help make a difference. 🌼

Donate here: https://www.daffodilday.com.au/donate?utm_source=google&utm_medium=cpc&utm_campaign=nsw_dda2026&utm_content=6058_(G)+Daffodil+Day+2026+Exact&gad_source=1&gad_campaignid=23830588465&gbraid=0AAAAADJzjx8xGEuF5Jbg2xFlZe4mVPAU1&gclid=EAIaIQobChMI-eOSzNmtlgMV2x6DAx3o8BgpEAAYASAAEgKnC_D_BwE

We’re sharing this important reminder from Cancer Council for World Breast Cancer Research Awareness Day. 💗Regular breas...
18/08/2026

We’re sharing this important reminder from Cancer Council for World Breast Cancer Research Awareness Day. 💗

Regular breast checks and breast screening can play an important role in detecting breast cancer early.

Women aged 50–74 will receive an invitation for a free mammogram every two years. Women aged 40–49 and over 74 are also eligible for a free mammogram every two years, but will need to book their appointment themselves.

Early detection and appropriate treatment can significantly improve breast cancer survival.

Take a moment to look after yourself and encourage the women in your life to do the same. 💗

Find out more about BreastScreen Australia via Cancer Council’s link: https://brnw.ch/21x508b

Small choices. Big future. 💭Every “no” today is a bigger “yes” for later.Yes to your goals.Yes to your freedom.Yes to th...
17/08/2026

Small choices. Big future. 💭

Every “no” today is a bigger “yes” for later.

Yes to your goals.
Yes to your freedom.
Yes to the future you’re building. 💰✨

The little choices you make today can make a big difference to your financial future.

Ready to make a plan for your future? Get in touch with our team today.

15/08/2026

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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