Tegan loves working with people in all stages of their financial planning journey. She is skilled with making complex concepts simple and easy to understand, whilst being able to deliver comprehensive and quality outcomes that are tailored to each of her clients.
Tegan has a genuine interest in helping people grow their knowledge about finance. She is patient & willing to spend the time building up a client’s background knowledge on the strategies and ideas that are in their future to encourage people to move forward with great decisions. She is a friendly ‘people person’ by nature, is very approachable. In Tegan’s eyes, there are no silly questions, only opportunities to grow the confidence of the person she is working with, in an area that she has expertise in.
Tegan often works directly with our Director’s and senior financial planners on intricate cases extending her knowledge, it’s a constant source of energy and momentum in our tight team. Her professionalism and strong technical background offer excellent support for clients looking to plan well and solve financial enigmas with proven strategies.
Tegan's professional and detailed approach to her clients is exceptional. Her explanation and advice to meet our needs has helped us immensely in making decisions to achieve our financial goals. Highly recommend.
Tegan listens to concerns and finds a way to explain to pros and cons. Also has a good sense of humour.
Starting our financial journey with Tegan has been great. Tegan has been very supportive and insightful with making sure we get the best out of our financial goals. Tegan took the time to answer all of our questions and walk us through all of our options. We are looking forward to working with Tegan more in the future.
Answers all questions concisely, communication is always prompt, nothing is a problem.
Tegan, thank you for all of your expertise in allowing me to feel more comfortable and at ease with my current financial circumstances. You have made everything a simple and easy process to understand in moving forward. To know I am looked after, making sure that I get the best cover in both my super and income protection has given me the security within. I look forward to our new beginnings next year and doing future business with you. Thank you.
- Adviser status Gold
- Number of reviews 14
- First year providing advice 2018
- Years of experience 5
- Bachelor of Business (Leadership and Management)
- Bachelor of Commerce (Accounting and Finance)
Insight Wealth Planning24 Alma Rd
New Lambton, NSW 2305
- 9:00am – 5:00pm Monday – Friday
- In person
- Video call
Gps Wealth Ltd