Insight Wealth Planning

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?

29/05/2026

Last Friday, our team attended the Annual Mark Hughes Foundation Patient Forum at NEX Newcastle.

It was a truly powerful day filled with knowledge, support, connection, and mateship. The forum brings together patients, carers, and families, offering access to a wide range of services and support from stallholders dedicated to helping in whatever way they can.

As part of our partnership with the Mark Hughes Foundation, we’re proud to support patients and families through our financial planning services — assisting with insurance enquiries, superannuation, and a range of financial guidance to help ease some of life’s pressures during challenging times.

Our advisers all reflected on how moving the day was, and how privileged we felt to be part of such an important and meaningful event.

28/05/2026

💥 Myth: Insurance is a waste of money

✅ Truth: Proper coverage is a key part of financial planning and protects you from financial disasters.

Skipping insurance might seem like saving money in the short term, but it can seriously disrupt your financial plan if something unexpected happens — like illness, accidents, property damage, or loss of income. One major event without coverage can undo years of saving and progress.

✨ Insurance isn’t just a product — it’s a foundation of smart financial planning. It helps you stay on track toward your goals even when life doesn’t go as planned.

👉 Take control of your financial future today — review your insurance as part of your financial plan, speak with one of our licensed advisor, and make sure your protection matches your goals.

27/05/2026

💛 Give hope. Give back. Claim back.
EOFY is fast approaching—now’s the perfect time to make a meaningful impact while making the most of your tax return.
Today, we were proud to host our own Biggest Morning Tea in support of the Cancer Council—bringing our community together and raising funds for a cause that truly matters 💛
We love working alongside Cancer Council, including offering pro bono financial planning advice to those referred through their network. Supporting their mission is something we genuinely care about.
Every donation helps fund life-saving research, prevention programs, and support services for Australians impacted by cancer.
And remember—donations over $2 are tax deductible when made before June 30.
👉 Donate here: Cancer Council donation page
💛

26/05/2026

More parents than ever are helping their children enter the property market 🏠

But before you dip into your super, redraw on your home, or become a guarantor, it’s worth asking an important question:

Can you help your kids buy a home without putting your own retirement at risk?

From gifting deposits to guarantor loans and Centrelink implications, there’s a lot to consider before stepping in financially.

Our latest blog explores:
✔ The safest ways to help
✔ Risks many parents overlook
✔ How guarantees can affect your own home
✔ Centrelink gifting rules
✔ Why protecting your retirement still matters

Read more here 👉 https://www.insightadvice.com.au/how-to-help-without-hurting-yourself/

Helping Your Kids Buy a Home - Without Sacrificing Your Financial Future or Retirement Bliss For a lot of Australian parents, helping their kids get onto

25/05/2026

Wealth isn’t built overnight — but with consistency, patience, and the right mindset, it is built 💼✨

The small steps you take today can create the financial future you’ve been dreaming about.

Ready to start building yours? Let’s create a plan that works for you.
📩 Send us a message or book a free initial appointment today using the link in our BIO.