Dean Watts

Insight Wealth Planning

Bronze
1 Yr Experience
New Lambton, NSW 2305

Hi, I’m Dean Watts — a licensed Financial Planner, father of two, and former maintenance fitter with 15 years in the coal mining industry. My journey into financial advice wasn’t traditional — and that’s exactly what sets me apart.

For over a decade, I worked in mining and trades, clocking long shifts while also running my own personal training business. It was during that time I realised something confronting: people were sacrificing their health to earn money — only to later spend that money trying to buy back their health — emotionally, physically, and financially.

That observation became a turning point. I made it my mission to help everyday Aussies break that cycle — to build wealth without burnout. I returned to study and became a financial planner so I could offer real advice to real people — especially those who’ve always felt like financial planning wasn’t “for them.”

When we sit down to talk, these are the questions I care about:

Who and what is most important to you right now?

What would a meaningful adviser relationship look like to you?

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

What’s a life change you’re looking forward to in the next five years?

These aren’t just questions for planning — they’re questions for getting sorted.

What I help you do:

Define meaningful goals

Get clear on your full financial picture

Build smart, flexible strategies

Create a plan you understand and actually want to stick to

Work through the money mindset that’s been holding you back

If you want a financial planner who listens first, speaks in plain English, and brings real-life experience to the table — I’d love to have a chat.

Expertise

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

My fees

I offer a free initial consultation for potential new clients.

Get in touch

Recent reviews

At a glance

  • Adviser status Bronze
  • Rating 5.00
  • Number of reviews 2
  • First year providing advice 2024
  • Years of experience 1
  • Highest qualification
    • Bachelor of Commerce
  • Language spoken
    • English

Insight Wealth Planning

24 Alma Rd
New Lambton, NSW 2305

Opening hours

  • 9:00am – 5:00pm Monday – Thursday
  • 9:00am – 4:00pm Friday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Gps Wealth Ltd

AFSL 254544