Tegan loves working with people in all stages of their financial planning journey. She is skilled with making complex concepts simple and easy to understand, whilst being able to deliver comprehensive and quality outcomes that are tailored to each of her clients.
Tegan has a genuine interest in helping people grow their knowledge about finance. She is patient & willing to spend the time building up a client’s background knowledge on the strategies and ideas that are in their future to encourage people to move forward with great decisions. She is a friendly ‘people person’ by nature, is very approachable. In Tegan’s eyes, there are no silly questions, only opportunities to grow the confidence of the person she is working with, in an area that she has expertise in.
Tegan often works directly with our Director’s and senior financial planners on intricate cases extending her knowledge, it’s a constant source of energy and momentum in our tight team. Her professionalism and strong technical background offer excellent support for clients looking to plan well and solve financial enigmas with proven strategies.
Tegan is the full financial adviser package. I could easily understand her explanations of her recommendations for Super and she sourced TPD & Income protection cover for my occupation. She could relate to my personal circumstances and I know my financial future is in good hands. Tegan shows empathy and understanding and demonstrates caring customer service. I’m looking forward to her strategies to lead me into a positive retirement.
Great to deal with and understood our needs for wealth to retire
Tegan was able to understand my needs and provide relevant information to help improve my understanding of the financial situation and areas I could improve.
Tegan was very knowledgeable and responsive to my short term and long term goals regarding my investment and share portfolio. She provided me with options that I had not considered before and explained them in terms that I understood. I feel confident that the advice that I was given was perfect for my short term and long term financial goals. So much so that I have already recommended Tegan to a friend! :)
Tegan gave me all the tools I need to continue to make the right financial decisions. Tegan explained everything so thoroughly and made my overall experience with a financial adviser very pleasant!
- Adviser status Bronze
- Number of reviews 7
- First year providing advice 2018
- Years of experience 4
- Bachelor of Business (Leadership and Management)
- Bachelor of Commerce (Accounting and Finance)
Insight Wealth Planning24 Alma Road
New Lambton, NSW 2305
- 9:00am – 5:00pm Monday – Friday
Gps Wealth Ltd