Dean Watts

Insight Wealth Planning

Bronze
1 Yr Experience
New Lambton, NSW 2305

Hi, I’m Dean Watts — Financial Planner, father of two, and former maintenance fitter with 15 years in the coal mining industry.

My path into financial advice wasn’t traditional — and that’s exactly what shapes the way I work today.

For over a decade, I worked long shifts in mining and trades 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.

That realisation became a turning point. I went back to study, became a licensed financial planner, and made it my mission to help everyday Aussies break that cycle and build wealth without burnout. 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
  • Build smart, flexible strategies
  • 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 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 10
  • First year providing advice 2024
  • Years of experience 1
  • Highest qualification
    • Bachelor of Commerce (Financial Planning)
  • 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