Financial Services in Sydney from Newealth
At last. A non institutionally owned firm with expert financial planners, who speak your language, analyse results and advise you regularly.
Because your financial success is our goal.
Now that’s the personalized service you deserve from your Financial Planner.
What makes us different?
A Non Institutionally Owned Financial Planning Firm
It is our strongly held belief that investors should receive the best advice, from all the options available. Therefore we are not owned by any institutions such as banks, insurance companies or fund managers. Thus no funds management institution can pressure us to recommend its investment products to you. This means we work for you, not for a financial institution. Your interests are our central concern.
In touch with your results
We remain vigilant at all times to ensure that we analyse each of our clients’ situations independently, to determine the best course of action in achieving their personal financial objectives. We believe that our creativity is our intellectual capital – our thumb print and before preparing a written plan, we consider the various “what if” scenarios, cost/benefit analysis and opportunity costs to uncover any hidden opportunities that our clients can benefit from.
In touch with you
Our clients experience the kind of personalized service they deserve.
- A thorough 2-3 hour introductory meeting to understand your goals and your current financial situation, your attitude to risk and past investment experiences. We’ll ask you questions to really listen to understand your needs and goals and timeframes so that we can recommend realistic yet innovative solutions for you.
- A presentation of insightful and easy to read documentation outlining our investment recommendations. We’ll take the time to explain why we are recommending the options available, answer questions, make changes to suit you and when you are comfortable and ready, we’ll put things in motion for you.
- With your authorization, our administrators will do all the paperwork for you and act on your behalf with the required companies to make your life as easy as possible. Once your investments are in place, our Advisers will regularly review your portfolio results against expectations and put together recommended changes to fine tune your portfolio to optimize results.
- You can expect 1 major annual review each year where we’ll review your portfolio with you, advise you how it’s performing, the changes in the marketplace and explain recommended changes to you. At all times it is your choice what recommendations to accept. We will off course, handle any paperwork for you on your behalf.
- You can expect a 6 monthly review, by conference call or face to face, to review your results again. This meeting usually lasts only 1 hour but allows us to advise you on results and provide advice.
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. In working toward our belief, we not only assist our clients in making complex decisions relating to all Financial Planning matters but we also guide them in such a manner that they feel confident throughout the process.
Our clients’ affairs are at all times held in the strictest of confidence.
A Track record of Knowledge and Experience
Newealth, Australian Financial Services Licensee began trading on Friday, 1st September 2000 and was founded by myself – Dejan Pekic. However, our client base was originally established in February 1991.
Our clients know that Newealth has a dedicated team of trained professionals who believe in providing best advice and service in a comfortable and friendly atmosphere
We invest heavily in education and constantly sharpen our professional skills in all aspects of:
- Financial Planning
- Savings and Investments
- Life and Disabilities
- Super and Retirement
- Corporate Super
- Estate Planning
We keep abreast of changing conditions that impact on our clients’ affairs. This ensures that the application of our services results in an increased probability of our clients achieving their financial objectives.
I and my team look forward to being of service to you soon.
Contact us now with your inquiry TEL:+61 2 9267 2322