It’s best to review your tax strategy annually, or when there are changes in your income, investments, superannuation rules or personal circumstances, such as marriage, business changes or inheritance.
Professionals, executives, business owners and families can all benefit by improving after‑tax returns. Careful tax planning helps you free up more cash flow for savings, investments and debt reduction.
Your strategies might include superannuation contributions, managing the timing of capital gains and losses, structuring investments across defensive and growth assets, and/or planning for the tax treatment of retirement and estate distributions. We’ll help you find the best options for your situation.
Our strategic tax advice is part of your holistic financial plan and we usually collaborate with your accountant rather than replace them. This way, your investment, superannuation and estate strategies always align with your tax position.
Tax planning is the process of structuring your income, investments and superannuation so you legally pay no more tax than required while working toward your long‑term financial goals.
Your introductory meeting (2–3 hours) covers your goals, financial position, risk profile and past investment experiences. We listen carefully and explain your options in plain language so the advice we provide is realistic, personalised and aligned to your long-term objectives.
Newealth focuses on clear analysis, regular communication and genuine client relationships. Because we are not owned by banks, insurance companies or fund managers, no product provider can influence our recommendations. Our advice is centred on what works best for you.
Newealth specialises in financial planning, investments, superannuation, retirement planning, insurance advice, corporate super and estate planning. Our focus is on providing clear advice, disciplined analysis and long-term guidance tailored to each client’s goals.
Newealth Founder and Principal Advisor, Dejan Pekic, has more than 35 years’ financial planning experience. He was awarded the FAAA’s highest professional designation, Certified Financial Planner (CFP), in 1997. And his qualifications include a Bachelor of Commerce (Finance with Merit), Diploma of Financial Planning, Certificate IV in Financial Services (Finance/Mortgage Broking), Graduate of the Company
There’s no set age. Whether you’re in your 30s building foundations, navigating change in your 50s, or stepping into retirement, financial planning can help you take control of your finances and feel confident with every decision.
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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.
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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.