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

❓ FAQ: What happens if I do nothing before EOFY?💡 Answer: You could miss opportunities.Doing nothing might mean:• Paying...
25/06/2026

❓ FAQ: What happens if I do nothing before EOFY?

💡 Answer: You could miss opportunities.

Doing nothing might mean:
• Paying more tax than necessary
• Missing super contribution benefits
• Not reviewing your financial position

💥 EOFY isn’t just about tax — it’s a chance to reset and plan ahead.

👉 A quick review now could make a big difference

A few weeks ago, we shared a post asking for donations for the John Hunter Children’s Hospital 💛We’re so grateful to a k...
24/06/2026

A few weeks ago, we shared a post asking for donations for the John Hunter Children’s Hospital 💛

We’re so grateful to a kind member of our community who dropped off two bags full of donations for the kids at JHCH.

I had the pleasure of delivering these to Naomi, who runs the volunteer program at the hospital, and she was beyond grateful for the generosity shown.

It’s gestures like this that truly make a difference—bringing comfort and joy to children during tough days in hospital.

We’re always accepting donations and make regular drop-offs every few weeks. If you’d like to contribute, you can drop items into our New Lambton office and we’ll take care of the rest.

Please note: only brand-new toys can be accepted.

Have questions? Send us a DM or give our office a call 💫

Don’t let fear hold you back from investing early.It’s completely normal to feel unsure when starting out — but waiting ...
22/06/2026

Don’t let fear hold you back from investing early.

It’s completely normal to feel unsure when starting out — but waiting often costs more than beginning small and learning as you go. You don’t need to have everything figured out to take that first step.

The sooner you start, the more time your money has to grow.

Start where you are. Your future self will thank you.

💙 VOLUNTEERS NEEDED – MHF Beanie Round 2026 💙We’re proud to support the Mark Hughes Foundation and help spread the word ...
19/06/2026

💙 VOLUNTEERS NEEDED – MHF Beanie Round 2026 💙

We’re proud to support the Mark Hughes Foundation and help spread the word about this fantastic volunteer opportunity.

The Mark Hughes Foundation is seeking volunteers to join their 50-50 Charity Raffle fundraising team at the Brisbane Broncos vs Roosters clash during Beanie Round on Friday 26 June at Suncorp Stadium.

🎟️ Approx. 4–5 hour shift
🎓 On-site training provided
🎁 FREE 2026 MHF Beanie
🔞 Volunteers must be 18 years or older

This is a great opportunity to be part of a special event while helping raise vital funds and awareness for brain cancer research.

If you’d like to get involved, please contact the Mark Hughes Foundation directly at [email protected].

Please share with anyone who may be interested in supporting this incredible cause. 💙

🎟 50-50 Charity Raffle VOLUNTEERS NEEDED – BEANIE ROUND 2026 💙

Want to be part of something special at Suncorp Stadium?

We're looking for volunteers to join the MHF fundraising team for the Brisbane Broncos v Roosters clash during Beanie Round on Friday 26th June.

📍 Suncorp Stadium, Brisbane
⏰ Shift approximately 4–5 hours
🎓 On-site training provided
🎁 Receive a FREE 2026 MHF Beanie
🔞 Volunteers must be 18 years or older

Join us as we raise vital funds and awareness for brain cancer research while experiencing the excitement of one of the biggest rounds on the NRL calendar.

Interested in helping out? Send an email to [email protected]

Thinking about your financial future? 💭Our experienced advisers are here to help you take the first step with confidence...
19/06/2026

Thinking about your financial future? 💭

Our experienced advisers are here to help you take the first step with confidence. Whether you're just getting started or looking to refine your strategy, we’re here to guide you every step of the way.

Your initial consultation is completely free — no pressure, just guidance.

👉 Contact us today to get started!

❓ FAQ: Is it better to save or invest right now?💡 Answer: Usually… both.• Saving = short-term security• Investing = long...
18/06/2026

❓ FAQ: Is it better to save or invest right now?

💡 Answer: Usually… both.

• Saving = short-term security
• Investing = long-term growth

With EOFY approaching, it’s a great time to review:
✔️ Are you holding too much cash?
✔️ Are you missing growth opportunities?

👉 A strategy that does both well is where real progress happens.

✨ **We’re collecting NEW & USED postal stamps!**We’re proud to support the incredible work of the Lion’s Club, raising f...
17/06/2026

✨ **We’re collecting NEW & USED postal stamps!**

We’re proud to support the incredible work of the Lion’s Club, raising funds for the *Australian Lions Children’s Mobility Fund* 🦁💛

Your donated stamps help provide mobility devices for children with disabilities — giving them the chance to walk and live more independently.

📦 Drop your stamps off at our office in **New Lambton**
📍 Check the link in our bio for the address

Every stamp makes a difference 💙

🏡 Thinking about investing in property?Should you buy and hold for long-term growth, or renovate and sell for a quicker ...
16/06/2026

🏡 Thinking about investing in property?

Should you buy and hold for long-term growth, or renovate and sell for a quicker profit?

While both strategies can help build wealth, they come with very different risks, rewards and tax implications. From rental income and capital growth to renovation costs, market timing and ATO scrutiny, it's important to understand what you're getting into before making your next move.

Our latest blog explores the pros and cons of property flipping versus long-term property investment, helping you decide which approach may be better suited to your goals.

Read more: https://www.insightadvice.com.au/property-flipping-vs-long-term-property-investments/

Property has long been a way for Australians to build wealth - but it's not just about having a place to call home. Some see property as a secure and

Track your money so it doesn’t disappear silently.It’s not about restriction—it’s about awareness. When you understand w...
15/06/2026

Track your money so it doesn’t disappear silently.

It’s not about restriction—it’s about awareness. When you understand where your money is going, you can make smarter decisions, reduce waste, and put more towards your goals.

A simple habit like reviewing your spending regularly can be the difference between feeling stuck and building real progress.

Take control today so your future self benefits tomorrow.

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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