Tabitha Tworek

Insight Wealth Planning

Gold
20 Yrs Experience
New Lambton, NSW 2305
Tabitha is a financial planner and director of Insight Wealth Planning located in New Lambton, Newcastle. With more than 19 years’ experience in financial services she is approachable and really works with you to support your goals. Tabitha is skilled in providing advice for investment, wealth creation strategies, incorporating shares and property, superannuation and retirement income streams and aged care. She is able to explain the Age pension rules in a way that makes sense and is easy to understand. Tabitha holds an Advanced Diploma of Financial Services, is undertaking a Graduate Diploma of Financial Planning,  M.App Fin and has experience with a diverse range of client needs. She specialises in financial advice tailored for families in every life stage, for first home buyers who need support for personal insurances like life insurance and income protection but feel the conflict of ‘cost of insurance vs paying off their home’ and for women looking to build financial independence. Investing is a core part of our business. Tabitha has a strong technical background and is highly skilled and experienced in many areas of financial planning, including retirement planning, personal risk insurance, wealth creation in general and making the transition from working to a retired lifestyle. Tabitha was awarded GPS Wealth Award in 2017, and 2018 and again in 2020 demonstrating her professionalism and commitment to the highest standards and values in the way she works. Insight Wealth Planning were awarded GPS Wealth Practice of the year in 2016, 2017,2018 and 2020 the premier award across the dealer group. Tabitha was nominated for the TAL Female Excellence in Advice awards in 2017, 2018, and 2019. She is a member of the AFA (Australian Financial Advisers Association), RIAA (Responsible Investment Association Australiasia) and supports clients in considering their environmental, social and governance preferences when considering their investment options and motivations.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Margin Lending
  • Shares & Investments
  • Aged Care
  • Property Investment
  • Cashflow & Income
  • Complex Investments
  • Borrowing
  • Tax Strategies
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.95
  • Number of reviews 56
  • First year providing advice 2002
  • Years of experience 20
  • Highest qualifications
    • Advanced Diploma of Financial Planning
    • Diploma of Financial Planning (DFP 1-8)
  • Language spoken
    • English

Insight Wealth Planning

24 Alma Road
New Lambton, NSW 2305

Opening hours

  • 9:00am – 5:00pm Monday, Wednesday – Friday
  • 9:00am – 6:00pm Tuesday

Licensed by

Gps Wealth Ltd

AFSL 254544

4.95
56 Reviews
5
4
3
2
1
4.95
Clear communication
4.90
Knowledge & expertise
5.00
Customer care
4.95
Likely to recommend
Showing reviews 1—10 of 56

Sort by

5.00

"Tabitha is my counsellor for managing my investments and I totally trust her advice."

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

"Phillip o brien 0418213112"

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

"Within the space of 18 months, Tabitha’s knowledge and advice regarding superannuation and the best ways to utilize and maximize our financial position has provided me with the opportunity to retire years ahead of when I thought I would with the prospect of a really comfortable lifestyle ahead. Seeking out her help was a wonderful decision."

  • Superannuation
  • Retirement & Pension
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"Tabitha was lovely as always, very efficient and on point, she understands our needs and addresses them at each of our yearly reviews. We feel very at ease when we see her and feel safe knowing she is looking after our future financial security. We always understand her as she explains everything so well. Definitely 5 stars."

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

"Tabitha explains everything very well and I have complete confidence in the advice she has given me"

  • Complex Investments
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"Tabitha has been our adviser for many years and we wouldn’t hesitate recommending her."

  • Superannuation
  • Insurance Protection
  • Self Managed SuperFunds
  • Cashflow & Income
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"As always Tabitha provides clear and unbiased advice with a professionalism that conveys confidence and knowledge. The level of understanding she has of our needs and the personal attention she gives provides a complete service."

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

"Tabitha is extremely impressive. Her thorough knowledge in all areas financial is very impressive as is her ability to convey this to those of us who aren’t in this line of work. We have complete snd utter trust in her"

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

"Tabitha has provided us with an informative update of how our super fund has performed over the last 12 months. Due to a change in income levels, Tabitha is reviewing our insurance policies and understands our current needs. Tabitha also saw the potential in our current position to recommend products and clearly explained an investment strategy that we may be interested in."

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

"Tabitha was on time with her appointment she was knowledgeable she answered my questiclequestionsarly. I have complete confidence in her and trust."

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 56

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

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Expat Finance
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

SuperConcepts and ICFS Specialist SMSF Course

Level
0 - Training / Exam / Other
Institution
University of Adelaide (UOA) / SuperConcepts
Completed
2021

Advanced Diploma of Financial Planning

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

Diploma of Financial Planning (DFP 1-8)

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

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Practitioner Member
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