Dean Watts

Insight Wealth Planning

Bronze

2 Yrs Experience

New Lambton, NSW 2305

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Hi, I’m Dean Watts — Financial Planner, father of two (soon to be three), and former maintenance fitter with 15 years in the coal industry.

My path into financial advice wasn’t traditional, I worked shift work while also running a personal training business. During that time, I kept seeing the same pattern: people sacrificing their health to earn money, then spending that money later trying to buy their health back — emotionally, physically, and financially. Poor habits, leading to poor outcomes.

That was a turning point. I went back to study, whilst working full-time and becoming a Father. I became a licensed financial planner, and made it my mission to help everyday Aussies break that cycle and build a pathway to wealth without burnout.

Retire early, why not?

I work with people who’ve always felt that financial planning was “for someone else” — not for hardworking families, not for those who didn’t grow up with money, not for those just trying to get ahead.

When we sit down together, I want to understand:

Who and what matters most to you right now?

What would a great adviser relationship look like to you?

What’s something new you’d love to do in the next six months?

What life changes are you excited about in the next five years?

How I help:

Define meaningful, realistic goals
Get clear on your full financial picture and family dynamics
Explore my tools in the toolkit to build smart, flexible strategies
Show you how I use my tools in the toolkit to create a plan you understand — and actually want to follow
Work through the money habits and beliefs that may be holding you back

If you want a financial planner who listens first, speaks no jargon, and brings real-life experience to the table — reach out.

Superannuation
Insurance Protection
Managing Debt
Retirement & Pension
Cashflow & Income
Complex Investments
Tax Strategies
Growing Assets
Budgeting

5.00 February 2026

We’ve had an excellent experience working with Dean as our financial adviser. He has supported us in planning for our long-term financial goals and helped us get the most out of our super fund, making what felt overwhelming much easier to understand and manage. Dean has also assisted us in setting up income protection and taken the time to carefully review our income and overall financial position so we have a clear picture of where we stand and what we’re capable of saving. His professionalism, knowledge, and ability to explain complex information in simple, easy-to-understand terms really sets him apart. Everything has been handled smoothly with Dean and his team from start to finish. We feel more confident and organised with our finances thanks to his guidance, and we would highly recommend his expertise to anyone looking for trusted financial advice.

5.00 February 2026

I had a great experience working with Dean. He took the time to explain everything clearly and helped me build real knowledge and confidence around investing. Dean also guided me through setting up a super fund and the right insurance policies to support my overall investment plan, which made the whole process feel structured and achievable.

His advice was practical, easy to understand, and tailored to my situation rather than generic. I genuinely feel like I now have a solid foundation and a clear path forward. Highly recommend Dean to anyone looking to start investing or get their finances properly organised.

5.00 February 2026

With a growing family and being at the midpoint of my working career, I was starting to feel concerned about our financial future and what retirement would look like. That’s when I reached out to Dean from Insight Wealth Planning.

From the very first consultation, Dean put our minds at ease. He has helped us review and optimise our superannuation to ensure we’re getting the most out of it for retirement, set up appropriate life insurances, and provided practical guidance around our day-to-day living expenses and budgeting.

Dean has a great way of explaining things clearly, making what can feel overwhelming simple and stress-free. Most importantly, he’s given us genuine peace of mind about our financial future.

Dean is knowledgeable, trustworthy and truly cares about his clients. I would highly recommend him to anyone looking for sound, practical financial advice.

5.00 February 2026

I am so happy to have found Dean & Insight Wealth Planning. Dean was able to help me understand building on how to grow my Super & also help me to understand the other benefits of my super and in a time of need when I didn't know anything about it. Dean really is an absolute professional and I highly recommend him to anyone that are looking for advice around wealth management. Thank you Dean & Insight Wealth Planning

5.00 January 2026

Dean was quite knowledgeable and great to work with, he was quite thorough in his preparation and presentation, answered all my questions during our consultation. He provided me with all the information I needed and found the best available options to suit my situation, with a great focus on my future financial goals.

He was easy to get in touch with and was always willing to listen and help.