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Our Principles in Every Financial Plan

These principles guide the way we work with you. They shape our conversations, inform our recommendations and ensure your financial planning is considered, strategic and genuinely aligned with what matters most.

Clarity

We explain your choices simply and openly so each financial decision feels informed and manageable.

Discipline

We follow a structured process that keeps your planning focused, steady and aligned with long-term outcomes.

Integrity

We act with honesty and care, prioritising your needs and ensuring recommendations support your goals.

Shaping your Financial Future

We provide expert guidance and holistic advice across retirement, investments, superannuation and wealth protection. We simplify complexity and guide you through market volatility for financial clarity and confidence.

A Track Record of Knowledge and Experience

Founded in 1991, Newealth’s long history reflects consistent guidance and disciplined planning. Our experience allows us to listen deeply, understand your needs and shape strategies that evolve with you, giving you confidence in your financial direction.

Real Client Stories About Planning, Investing and Protecting Their Financial Future

At Newealth, we strongly believe that our true success lies in the success of our clients, and our team is dedicated towards helping them to achieve their financial goals.

PLANNING FOR YOUR FUTURE

Plan with Confidence

Thoughtful planning that helps you take control of your financial life. We help you organise, manage and plan with clarity for today and the years ahead.

Financial Planning

Expert advice to help you make clear, confident financial decisions.

Tax Planning

Structured tax planning to keep you organised and on track.

Debt & Cashflow Management

Manage commitments and improve your financial position.

INVESTING FOR TOMORROW

Invest with Clarity

Investment support designed to help you understand your options, make informed choices and stay focused on long-term outcomes.

Investment Strategy
Strategies balancing opportunity and stability.

Superannuation Strategy
Super planning aligned to your life stage and future needs.

Retirement Strategy
Guidance to help you move confidently toward retirement.

SMSF
Manage your self-managed super with clarity and structure.

PROTECTING WHAT MATTERS

Protect with Purpose

Planning designed to safeguard your wellbeing, your family and your future. We help you prepare with clarity so you can move forward knowing what matters most is protected.

Insurance & Wealth Protection
Strategies to protect your income, lifestyle and assets.

Estate Planning
Structure your affairs so your wishes are respected.

Inheritance & Legacy Planning
Build and preserve a meaningful legacy.

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Meet Dejan Pekic

For more than 35 years, Dejan has helped our clients navigate important financial decisions with clarity and confidence. His approach is grounded in listening, understanding and shaping plans that reflect each client’s goals, needs and long-term direction.

Guiding Clients for Over 35 Years

QUALIFICATIONS

  • Bachelor of Commerce (Finance with Merit)
  • Diploma of Financial Planning
  • Certified Financial Planner
  • Certificate IV in Financial Services (Finance/Mortgage Broking)
  • Graduate of Company Directors Course
  • Ethics and Professionalism in Financial Advice
  • Certificate IV in Financial Services (Finance/Mortgage Broking)

Shaping your financial future with confidence

Helping you make confident decisions that stand the test of time.

Latest News

  • A Gold Market Crash … with a Silver Lining

    Last year saw a historic upswing in gold and silver prices. Gold soared 64%, reaching a record high of US$4,000/oz in October, while silver soared by an incredible 150%. In December, Morgan Global Research forecast gold prices to average US$5,055/oz by the final quarter of 2026, rising toward $5,400/oz by the end of 2027.  

    Published On: February 6th, 2026By

  • Property Market Up but Slowing in 2026

    While 2025 saw a strong run of monthly gains in property prices and an annual growth of 7.5% year on year (above the decade average of 5.4% per annum), figures slowed in November, with growth of 1% month on month. That’s likely to continue this year, with price growth slowing to around 5%–7%. There are

    Published On: January 23rd, 2026By

  • AI Actors, Employment and Opportunity

    The new AI movie stars are coming. Tilly Norwood is the precursor to replacing all of us, in all of our employment roles. Or that’s one way things might go. While AI development has been accelerating for several years, it hit its stride in 2025 with the widespread adoption of AI tools such as ChatGPT,

    Published On: January 16th, 2026By

Need Help With Your Retirement Plan?

We’re here to talk through your goals and help you understand your options. Enjoy an easy, obligation-free phone chat, or meet with us in our Sydney office at a time that suits you.

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Get in Touch

Get in touch for an obligation-free call to discuss your financial goals.
We will reach out within 48 hours to set up a discovery call.

Sign Up

Sign up to receive clear insights on market trends, along with practical financial, investment and lifestyle guidance to help you make confident decisions.

Newealth helps professionals, executives and families plan, invest and protect their long-term financial future.

The CFP® Certification Program is the highest designation in financial planning worldwide. It comes coupled with commitment to the highest ethical standards and sets CFP® professionals apart from the rest.

Address
Level 10, 276 Pitt Street
Sydney NSW 2000
P: +61 2 9267 2322

General Advice Warning: The information contained on this web site is general in nature and does not take into account your personal situation. You should consider whether the information is appropriate to your needs, and where appropriate, seek professional advice from a financial adviser.
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