Latest News from Newealth

The Role of a Financial Adviser: More Than Just Investments

• Posted by Dejan Pekic BCom DipFP CFP GAICD, Senior Financial Planner

Many people think financial advisers just pick investments, but investment advice is just one part of a much larger role. 

A financial adviser’s role spans tailored and comprehensive financial counsel across investments, superannuation, retirement, cash flow and estate planning. A skilled financial adviser will expertly guide you through market volatility. And a trusted financial adviser will stay with you for years, ensuring you have the clarity and confidence to make sound financial choices at every life stage. 

At Newealth, we’re a long-term financial partner. Yes, we focus on returns, but we also guide you through key milestones, changing priorities and complex decisions. Our expertise and support give you peace of mind to feel comfortable with your finances. 

 

Guidance beyond the portfolio

Providing recommendations on savings or investments is one strand of a financial adviser’s role, but an expert adviser has a broader focus. At Newealth, we help you refine financial goals, formulate investment strategies and stay with you for years.

We provide comprehensive investment advice for life, from savings and investments to retirement and estate planning, superannuation and insurance recommendations. Our clients span families, business owners and professionals, including Catherine Parry, a retired solicitor who has been with Newealth since 2014.

“When I started with Dejan, it’s safe to say my financial position was less than ideal. It was pretty bad, to be honest. And with no judgement at all, Dejan just shone a spotlight on all the dark recesses of my balance sheet. He made me feel that it was something that could be tackled with a plan. And we drew up a plan, and we tackled it, and I’ve never looked back.”

Comprehensive and tailored financial planning, with ongoing support, gives you the best shot at financial success. Whether you’re looking to start a family, buy a home, pivot your career or step into retirement, strategic planning and guidance will help you stay in control of your finances. 

 

Navigation through market volatility

Volatility is part of financial markets. It’s always been there and always will be. It’s also natural for market crashes to trigger panic. The good news? You can always navigate market swings and even find opportunity in volatility.

A financial adviser’s role is to help you calmly navigate the unforeseen and manage your finances in every situation. As wealth management specialists, the Newealth team know the best way to handle market volatility is with considered, diversified investment strategies and a disciplined margin of safety. We also take advantage of market downturns to recommend quality assets at lower prices, and we only invest with the level of risk that every client is comfortable with. 

“[Dejan’s] depth of knowledge of financial markets and how to manage one’s appetite for risk or not, as the case may be, is excellent. You really feel you’re being safely guarded,” adds Catherine. 

Market crashes are guaranteed to happen, and preparation is key. Our careful and holistic financial planning helps you replace uncertainty with confidence. 

 

Support for financial confidence

At Newealth, we focus on relationships, not transactions. We provide expert, objective and transparent financial planning services – and we empower you to make informed financial choices. 

Steve Camillo, a retired architect, has been with Newealth since 2016.

“In my career, I was responsible for projects worth hundreds of millions of dollars. I was comfortable with that because I knew what I was doing. What I hadn’t been trained to do was do my finances, and that’s where Newealth and Dejan stepped in,” explains Steve.

“I know I can ring Dejan at any point in time and say, ‘What’s going on here?’, ‘I don’t understand this particular thing’ or ‘Should I be doing this?’. He gives me my sanity back and calms me down, and that service is invaluable.”

Expert financial planning is more than crunching numbers. Robust support and trusting relationships are a crucial part of a financial adviser’s role.

 

Strategic partnerships for financial security

A certified financial planner with over 35 years in the industry, Dejan Pekic knows that great financial advice changes lives. 

We work with professionals, families, retirees and small business owners. We help you create a personal financial plan, formulate investment strategies and support you to help you reach your goals.

At Newealth, we see a financial adviser’s role as much more than numbers – it’s about partnerships. We guide you through every life stage with transparent, disciplined advice and a focus on what truly matters.

If you want a financial relationship built on trust, clarity and long-term perspective, we’re here to help you plan with purpose.

 

General Advice Warning:
The information in this blog is general in nature and does not take into account your personal objectives, financial situation or needs. You should consider whether the information is appropriate for you and seek professional advice before making any financial decisions.
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At Newealth we are always looking to support and promote our clients wherever possible and if you have any ideas or comments, please feel free to email me or to call me on +61 2 9267 2322.