Established 1991
Four decades of trusted advice built on experience, integrity and long-term client relationships.
Since 1991 Newealth has supported clients with clear, practical financial guidance. With strong analysis and personalised advice at the core of our approach, we help clients understand their choices, make confident decisions and build long-term financial stability.
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)
Why Newealth?
We work for you
In touch with your results
We carefully analyse each client’s situation to determine the best course of action. Before preparing a written plan, we review ‘what if’ scenarios, cost–benefit analysis and opportunity costs to uncover opportunities that can improve your long-term outcomes.
In touch with you
How we work with you
Clients choose Newealth for our steady guidance, disciplined approach and long-term focus.
We help you make confident decisions that support your goals and financial wellbeing.
1.
Introductory meeting
A thorough 2–3 hour meeting to understand your goals, financial position, risk profile and past investment experiences. We listen carefully so our advice is aligned with your needs and timeframes.
2.
Clear written recommendations
We prepare insightful, easy-to-read documentation outlining our recommendations. We explain the options available, answer your questions and adjust the plan until you are comfortable and ready to proceed.
3.
We Handle the Paperwork
With your authorisation, our administrators complete the paperwork and deal with the required companies on your behalf, making the process as smooth as possible.
4.
Ongoing portfolio reviews
Once your investments are in place, our advisers regularly review your portfolio against expectations and market conditions. We provide recommended changes to fine-tune your portfolio and optimise results.
5.
Annual review meeting
You can expect one major annual review where we sit down with you, explain how your portfolio is performing, outline changes in the marketplace and discuss recommended adjustments. You always choose which recommendations to accept, and we handle the paperwork.
6.
Regular check-ins
Whether you are unsure about current market movements, have had a sudden major lifestyle change or simply want to review your investment portfolio, our advisers are always available for a meeting upon request. Regular discussions build a strong foundation of trust and ensure that you are on track to achieve your financial goals.
Our Services
Wealth Creation
We help you build lasting wealth through thoughtful planning and disciplined strategy. Our focus is helping you make informed decisions that support your financial stability and long-term objectives.
Superannuation Planning
We structure your superannuation with a long-term view, ensuring your retirement plans stay aligned with your goals and life stage while maintaining stability and confidence.
Retirement Planning
We help you transition into retirement with confidence by understanding your needs, clarifying your options and shaping a plan that supports financial security throughout your later years.
Insurance and Protection
We help you protect what matters by assessing your needs and guiding you towards cover that supports your financial stability and provides confidence for you and your family.
Investment Structure
We design investment structures that balance opportunity and stability, giving you confidence in how your money is managed and how it supports your long-term objectives.
Succession Planning
We help you plan for the future by shaping a clear transition strategy that protects your assets, supports your family and ensures your long-term intentions are carried through.
Our philosophy
At Newealth, we strongly believe that our true success lies in the success of our clients. Our team is dedicated to helping clients achieve their financial goals and feel confident throughout the process. We assist clients with complex financial planning decisions and guide them in a way that builds clarity and confidence. Our clients’ affairs are at all times held in the strictest confidence.
