Alex Jenkins

Insight Wealth Planning

Gold
19 Yrs Experience
New Lambton, NSW 2305
Alex ignited his spark for assisting the local community reach their financial dreams and aspiration in 2001 where he started with Newcastle Permanent Building Society. In 2001 his career started as a Financial Planner in the Newcastle Permanent Financial Planning sector where he not only helped clients achieve financial success, but help build the Financial planning department. Since then Alex has developed long term relationship with clients and have seen many through various life stages. Alex is an experienced and well qualified Financial Adviser, having completed his Dip, Adv Dip & Master of Financial Planning. He has held a variety of roles and the extensive studies have provided Alex with a technical knowledge in investment funds, superannuation, income streams and insurance products. Alex is committed to and enjoys working with his clients in providing technical, commercial and strategic advice focussed on adding value to their businesses or employment whilst growing and protecting their personal net wealth. Alex follows the FPA Code of Professional Practice including the Code of Ethics, Practice Standards and Rules of Professional Conduct. Alex enjoys that passion and dedication that the Insight team have. Alex enjoys working alongside like-minded colleagues who have the client’s best interest at the core of what they do. Alex lives locally enjoys exercising or walking with his wife Kristie, he has two teenage daughters and still likes to help out down at Merewether Surf Life Saving Club.

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.75
  • Number of reviews 10
  • First year providing advice 2003
  • Years of experience 19
  • Highest qualification
    • Master of Financial Planning
  • Language spoken
    • English

Insight Wealth Planning

24 Alma Road
New Lambton, NSW 2305

Licensed by

Gps Wealth Ltd

AFSL 254544

4.75
10 Reviews
5
4
3
2
1
4.40
Clear communication
4.65
Knowledge & expertise
5.00
Customer care
4.90
Likely to recommend
Showing reviews 1—10 of 10

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5.00

"Alex gave me advice on my income and how to manage and maintain my super at it's present level whilst boosting my income payment each month as discussed with him."

  • Cashflow & Income
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"Alex always have given us sound advice He is contactable at the end of a phone call when needed Honest and genuine sums Alex up"

  • Superannuation
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I have great confidence in Alex's advice and support. He explains things easily and I always feel comfortable asking questions or advice. Also, I am comfortable if I have any further concerns he is always happy to speak to me and discuss my concerns or clarify things for me. I often recommend Alex to friends and family"

  • Superannuation
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Alex always explains at my level and makes sure I understand. I am comfortable with his knowledge and advice."

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Extremely happy and quite content with Alex Jenkins"

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"Alex has arranged my portfolio and I received Alex full care and. Attraction .He full understood my needs and concerns re my finance ."

  • Cashflow & Income
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Alex has guided us into retirement, with great advice on our super and pension plans and many other things. Explaining everything and he makes sure we understand. Alex has been advising us for many years now and we have the utmost confidence in him. He has always been just a phone call away if we needed him. Most times he is just that step ahead of us with his planning advice. We find Alex is a very caring dedicated person."

  • Cashflow & Income
  • Complex Investments
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Alex has a wealth of knowledge and experience and has helped me so much on my road to retirement and managing my investments. He explains things in a very easy to understand way and has given me some great advice and suggestions. He is very passionate about his job, is always punctual, never rushes his meetings, keeps in touch on a regular basis and has definitely put my mind at ease. I feel his advice is specific for my needs and I am in very capable hands."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Cashflow & Income
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I have been a client of Alex for many years. A lovely, helpful and very professional man who has my full confidence in any decisions he makes for me. I only have to contact Alex on any matters and he immediately gets back in touch. An example of his commitment was to see me at my home and attend to an ongoing Centrelink problem, even though he was on leave. Problem was solved. Many thanks Alex for everything you do."

  • Government Assistance
  • Retirement & Pension
  • Aged Care
  • Cashflow & Income
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.25

"I've been with alex since 2016. My late wife selected him after our first meeting in 2016 . I'm happy to stay with him even after his move from the building society where we first met."

  • Superannuation
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 10

My clients have reviewed me based on the following areas of advice

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Growing Assets
  • Wills & Estates

Qualifications & Training

Advanced Diploma of Financial Services (Financial Planning)

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed

Advanced Diploma of Financial Services

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional (prev Tribeca Learning)
Completed

Diploma of Financial Services (Financial Planning)

Level
5 - Diploma
Institution
Kaplan Professional
Completed

Diploma of Financial Services

Level
5 - Diploma
Institution
Kaplan Professional (prev Tribeca Learning)
Completed

Master of Financial Planning

Level
9 - Masters Degree
Institution
University of the Sunshine Coast (USC)
Completed

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
AFP
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