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Insight Wealth Planning

Address: Unit 3, 74 Park Ave, Kotara, NSW, 2289
Phone number: (02) 4941....
Fax number: (02) 4929....
Additional fax: (02) 4941....
Email: Click to view
ABN: 2147483647
Trading/Opening hours:
Mon: 9:00am - 5:00pm Tue: 9:00am - 5:00pm Wed: 9:00am - 5:00pm
Thu: 9:00am - 5:00pm Fri: 9:00am - 5:00pm Sat: - Closed -
Sun: - Closed - Public Hols: - Closed -  


Insight Wealth Planning has been providing quality financial services to Newcastle and the Hunter for nearly a decade. We have a friendly and experienced team who can help you build and protect your wealth and plan a comfortable retirement.

We help you to meet your financial goals with tailored advice, strategies and support. We explain the complexities of financial concepts and issues in simple terms and help manage your finances effectively.

Our services include:
Retirement Planning
Life & Income Insurance
Budgeting Advice
Superannuation Advice
Estate Planning
Redundancy Planning
Debt Management
Business Succession Planning<br />Corporate Superannuation
Accounting Services


We specialise in life and income insurance. If you're a high income earner check out our insurance brochure to find out about our special offer. Or call us for more information.

Service tags

Accounting | Budgeting | Business Succession Planning | Corporate Superannuation | Financial Planning

Uploaded Documents

Read our service brochures for more information about what we do

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