Tabitha is a financial planner and director of Insight Wealth Planning located in New Lambton, Newcastle. With more than 20 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, SMSF Accreditation and is an accredited specialist in Aged Care 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, and GPS Wealth financial planner of the year in 2022, 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.
We all want to live a life that we love – and one of the ways to do that is to be free from financial stress.
We know that money doesn’t buy happiness, but poor money management can lead to stress and unhappiness. Which is why the Insight Wealth team is committed to getting the finances of our clients sorted.
What does this mean?
We want to know what you’re passionate about, what your hopes and dreams are, what life goals you have – so that we can create a financial plan to help you achieve all that and more.
We love what we do and we enjoy working with our clients, which is why we have a friendly, low pressure approach. We’re not about building client numbers, we’re about connecting with people and building long-term relationships.
We pride ourselves on our thorough and professional service and provide a tailored fee structure to suit your situation.
At your initial free consultation we are happy to walk you through our process and firm up the specific fees that may be involved if you did want to engage our services.
Tabitha has been a delight to work with over the years. She is compassionate and very much understands the kind of person I am. I couldn't recommend her highly enough.
Very in tune with our financial situation and how it relates to our life. Giving us various options to help us plan our financial future confidently.
Tabitha is the most knowledgeable and caring financial adviser that I have ever met. She is really there to help my husband and I as individuals and I would have no hesitation in recommending her to others.
Tabitha is a fabulous communicator, she takes care in getting to know her clients and manages portfolios with the clients Best interests at heart. I wouldn’t use anyone else.
Tabitha is always so prepared for our meetings and I feel she understands my needs! She explains the complex in layman's terms. I always feel like I've learned something and leave with a clear plan of action.
- Adviser status Gold
- Number of reviews 71
- First year providing advice 2002
- Years of experience 21
- Advanced Diploma of Financial Planning
Insight Wealth Planning24 Alma Rd
New Lambton, NSW 2305
- 9:00am – 5:00pm Monday, Wednesday – Friday
- 9:00am – 5:00pm Tuesday
- In person
- Video call
Gps Wealth Ltd