Financial Services in Sydney from Newealth

A Non Institutionally Owned Financial Planning Firm

At last. A non institutionally owned firm with expert financial planners, who speak your language, analyse results and advise you regularly.

Your financial success is our goal.

More About Us How We Can Help You

Call us: +61 2 9267 2322

About Newealth

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

Celebrating 25 Years 1991-2016

A Track Record of Knowledge and Experience

Newealth began trading on September 1st 2000 and was founded by Dejan Pekic. However, our client base was originally established in February 1991.

Meet Dejan More...

Meet Dejan Pekic

Dejan Pekic

Principal & Senior Financial Planner

Dejan is the founder and principal of Newealth Pty Ltd with over 25 years of experience in all aspects of financial planning and client liaison. Ranked amongst the top 10 advisers in New South Wales from 1991 to 2000 he also qualified for the Financial Planning Association of Australia's highest level of professional and ethical achievement - a Certified Financial Planner (CFP) in 1997.

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

Our Services

We take a holistic view of your life and combine your personal objectives with our research and expertise to craft a plan tailored to your financial needs and aspirations.

Financial Planning

No buzz words, no jargon: Financial Planning is about making you wealthier and more financially secure.

Newealth provides a single contact point for people from all walks of life and corporate businesses seeking to access a range of Financial Services that can make them wealthier and more secure.

Non institutionally licenced: no affiliations with any banks or financial institutions

Savings & Investment

Optimise your Savings and Investment Strategies to make your dreams a reality.

It doesn't matter whether you're after education for your children, or a trip around the world, or a weekender on the coast. We all have goals that we are working towards. Imagine your peace of mind knowing you have a plan in place to meet these goals.

Savings and investment strategies tailored for you: no 'one size fits all' solution

Long term planning for your long term goals

Death & Disability

Don't get caught out: insure your family finances for the tough times.

There is the old saying that two things in life are certain - death and taxes. You get your tax return done every year, although when was the last time you reviewed your insurance cover? We can review you current financial position, look at your personal circumstances and provide you with a comprehensive plan.

We are experienced Risk Management specialists and can review your existing plans

Personalised plans with options from a number of insurance providers

Super & Retirement

Optimise your superannuation and receive cash dividends throughout your retirement.

If you are still working, superannuation is one of the most tax effective investment options available to you to pay for your retirement - but only if you contribute into it: employee contributions alone limit your options.

Income requirement projections for your retirement dreams

Advice and assistance in choosing a super plan that's right for you

Need help with your retirement plan?

Get in touch today for an informal obligation-free chat. To make it easier for everyone we'd prefer to chat over Skype, although we can also meet you in our Sydney Office during business hours.

Latest News Posts

Stay up-to-date with the latest from the Newealth news desk.

We have gone 26 years without a recession (defined as two consecutive quarters of negative GDP), the unemploym...

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The Federal Government Co-contribution was introduced from 1 July 2003 as an initiative to encourage low to mi...

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Benjamin Graham, the father of Value Investing was famously quoted as saying… ‘You are neither right nor w...

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Wow, the truth about the future is often hard to accept. Click to watch.  ...

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Introducing the Newealth phone app

Available on the App Store and Google Play, it is YOUR portal to a world of information at your fingertips

Receive Financial Planning News and Advice, stay up-to-date with the markets, review our capabilities, contact us directly, and much more!

App Store icon Google Play icon
Newealth App available on the App Store and Google Play

Get in Touch

Contact us today for an introductory discussion about your financial goals and dreams. We'd be happy to advise you on how we can assist.

Street/Mailing Address
Newealth Pty Ltd
Level 10, 276 Pitt Street
Sydney NSW 2000

Email
invest@newealth.com.au

Tel
+61 2 9267 2322

Fax
+61 2 9267 2422

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