Financial Planning

Financial Planning2026-01-27T10:33:41+11:00

Financial Planning for Life

Financial advice for life built on clarity, discipline and integrity

Talk through your goals and understand your options, with an easy, obligation free phone chat. Or meet with us in our Sydney office.

Financial planning that supports your goals

We simplify complexity and give you clear, disciplined financial advice you can count on, helping you reach your financial goals at every life stage.

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We can help you with

Wealth Creation

We help you build lasting wealth through thoughtful planning and disciplined strategy. Our focus is helping you make informed decisions for financial stability and strategic wealth management.

Superannuation Planning

We structure your superannuation with a long term view, ensuring your retirement strategy stays 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 toward cover that supports your financial stability and provides confidence for you and your family.

Investment Structure

We provide tailored investment advice that balances 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 with clear estate planning that protects your assets, supports your family and ensures your long term intentions are carried through.

Why choose Newealth?

Our strategic financial planning, expert advice and guidance at every life stage
give you the clarity and confidence to shape your financial future.

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A Long-Term Partnership Built on Trust and Expertise

We focus on long-term wealth creation with proven, principled investing, not trends or speculation. Our calm, disciplined financial planning, holistic advice and client-first approach help you move forward with confidence.

Feel confident about your financial future

With a clear, long-term plan, you have the clarity and confidence to take control of your finances. We help you make informed choices, so you can focus on your family and the future you want.

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Dejan and his team were highly professional and completely non-judgemental. They uncovered the issues in my finances, built a clear plan, and guided me with real expertise. I felt safe, supported, and finally in control.

Catherine – Client Since 2014

We Can Help You With

Planning

We help you understand where you are financially, clarify your goals and build a practical roadmap tailored to your lifestyle. Clear strategies, smart structures and straightforward guidance to move you forward with confidence.

Start Planning

Investing

We design an investment strategy aligned to your goals and comfort with risk. Evidence-based portfolios, disciplined reviews and transparent advice that helps your money work harder through changing markets and life stages.

Start Investing

Protecting

We safeguard what matters most with strategies that reduce risk and strengthen financial security. Insurance, estate planning guidance and long-term protection measures designed to keep your family and future resilient.

Start Protecting

Feel confident about your financial future

With a clear long-term plan, you gain confidence and control over your financial life. Newealth helps you make informed decisions so you can focus on your work, your family and the future you want.

Dejan Pekic in a white long sleeve polo sitting indoors with his hand resting on his chin.

FAQ

What qualifications and certifications does Newealth hold?2026-01-30T11:17:18+11:00

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 Directors Course, and Ethics and Professionalism in Financial Advice training.

At what age should you consider a financial planner?2025-12-09T06:47:43+11:00

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.

What is the process of engaging Newealth?2025-12-09T06:47:59+11:00

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.

What information do I need to provide for financial planning?2026-01-30T11:18:02+11:00

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.

How long does it take to put a financial plan in place?2025-12-09T06:49:45+11:00

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.

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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