Simon Tworek

Insight Wealth Planning

Platinum
16 Yrs Experience
New Lambton, NSW 2305
Simon’s passion for helping clients achieve their financial dreams started in 1998 with his first role as a teller with ANZ. He soon excelled and worked his way through to be a fully certified Financial Planner after completing his Diploma (2001), Advanced Diploma (2005) and continued on to complete his Masters of Financial Planning in 2006. Simon became a business owner in 2007 where he was able to provide quality service and interact with his clients in a more personalised way, which is why he loves what he does on a day to day basis. ‘Not all clients fit into the generic box, I enjoy being able to service my clients with strategies and services that are unique and tailored to their individualised situation’. Simon has a strong technical background and is highly skilled and experienced in many areas of financial planning, including retirement planning, personal risk insurance, gearing strategies and wealth creation in general. Simon works closely with his clients on an ongoing basis to continually monitor and review their financial strategies. Simon has been acknowledged as a 2015, 2016, 2017 and 2018 Finalist ‘GPS Wealth Advisor of the Year’ Award. It’s a great privilege to be recognised in this way. Simon also takes great pride that Insight Wealth Planning was nominated for ‘Practice of the year’ in 2015 and the overall winner for that award in 2016, 2017 & 2018. Living Locally, Simon also enjoys family life with two young children. On the weekend you may find him enjoying family time, or out on the golf course.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Property Investment
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Recent reviews

At a glance

  • Adviser status Platinum
  • Rating 4.90
  • Number of reviews 20
  • First year providing advice 2006
  • Years of experience 16
  • 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

4.90
20 Reviews
5
4
3
2
1
5.00
Clear communication
4.80
Knowledge & expertise
4.95
Customer care
4.90
Likely to recommend
Showing reviews 1—10 of 20

Sort by

5.00

"I changed my Super from a poor-performing manager and placed it under the care of Simon and his team after a recommendation for an associate. Never looked back, personal attention and professional attitude have made a huge difference. The fund performance has never been as good. Thanks to Simon and his team!"

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

"Simon has helped my husband and I with our current superannuation funds and life insurance. Simon always answers our question to our understanding. We are very happy and confident with Simon and his advice and will continue to seek his advice and assistance when needed."

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

"Always very helpful"

  • Superannuation
  • Retirement & Pension
  • Socially Responsible
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"Simon and Paula always responsive to our requests and very helpful. We are happy with our choice of advisers and happy to recommend their services."

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

"Simon has been our advisor for over 5 years and has made our transition to retirement seamless. Simons’ advice is always clear and relevant and he tailors plans and advice to meet our needs. I feel extremely confident in Simons advice and expertise."

  • Government Assistance
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Simon has given me advice in areas including self managed super funds, retirement and pensions, shares and investments. Simon was always able to explain things to me in a clear way. Through Simon’s experience and knowledge I feel very confident that the advice given by him was suitable for my needs. I always receive Simon’s full care and attention when required."

  • Retirement & Pension
  • Self Managed SuperFunds
  • Socially Responsible
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Simon has given me advice in the area of managing our superannuation. Simon has always been able to explain things to us in a clear way. Through Simons knowledge and experience I feel very confident that the advice received was right for our needs. I always receive Simon’s full care and attention when I need it."

  • Superannuation
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"Simon has given us advice on the process of retirement and how to do that in a financially secure way. Simon always explains our finances in a clear and concise manner, that relates directly to our personal situation. We feel that, with Simon’s expertise and care, we are in a sound financial position."

  • Retirement & Pension
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Simon takes the stress out of investment in a complex world of options and risks. I can just sit back and not worry and take on Simon's advice as needed when my circumstances or economy deems it to be necessary. Lynne"

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

"Simon provided prompt and accurate advice"

  • Government Assistance
  • Retirement & Pension
  • Cashflow & Income
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 20

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

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Budgeting

Qualifications & Training

Master of Financial Planning

Level
9 - Masters Degree
Institution
University of the Sunshine Coast (USC)
Completed
2008

Diploma of Financial Planning (1-8)

Level
5 - Diploma
Institution
Deakin University
Completed
2002

Advanced Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2005

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Practitioner Member

Financial Planning Association of Australia (FPA)

Membership type
AFP
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