Tabitha is a financial planner and director of Insight Wealth Planning located in New Lambton, Newcastle. With more than 15 years’ experience in financial services she is so 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. 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 double Masters, MBA, 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, we are able to work with you to understand your sustainability goals, socially responsible motivations and to debunk the mystery of investments and seek a tailored solution that meets your long term goals personally with a focus on investments that meet your’ greater good’ motivations as well.
Tabitha 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 and making the transition from working to a retired lifestyle.
Tabitha is motivated with connecting our business with the community around us. She donates her time to the Cancer Council Pro Bono financial planning program in the Newcastle and Maitland area, helping patients with terminal illnesses to navigate the claim process for superannuation and life insurances, and has coordinated fund raising initiatives with Joshua Caruso Foundation, funding defibrillators in the local community, Heart foundation fund raising, and childrens charities, Variety Club and supporting the John Hunter Children’s Hospital Volunteers program.