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.
We start with a meeting to understand your financial position and goals. We define clear objectives, design a tailored strategy and guide your through every step. We start only when you’re comfortable, and we review and adjust your plan regularly to keep you on track.
We’ll ask for details on your income, expenses, superannuation, investments, loans, insurance and long-term goals. With this, you’ll have personalised advice aligned with your priorities and a comfortable level of risk.
In most cases, you’ll have your plan within a few weeks. This includes discovery meetings, analysis, preparing your Statement of Advice, and once we’ve reviewed it with you, finalising any changes.
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.