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Why a Strong Financial Plan is More than Just Numbers

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

Many people think financial planning is about crunching numbers – budgets, investments, taxes. But true financial planning is about life, not math.

Expert financial planning helps you build a robust foundation for your current needs, and long-term goals. Knowing what you want in life is a first step. Backing that with specialist advice, disciplined strategies and holistic support, is key to financial success.

A skilled financial planner can provide you with investment advisory strategies that provide clarity and reduce stress, replacing uncertainty with a comprehensive view of your financial position. With foresight, you have the flexibility to enjoy today as you prepare for tomorrow.

Newealth Founder Dejan Pekic is a Certified Financial Planner (CFP) with over 35 years in the industry, and he remains the personal financial planner for all Newealth clients. With a firm belief that great financial advice changes lives, Dejan and the team help shape your financial future, with clarity, integrity and discipline.

 

A financial plan for your lifestyle and values

While lifetime goals may shift, our values often remain constant, and for many people, stability and security are key.

Strategic financial planning can help you focus on what’s important to prioritise your
financial goals, whether it’s a new home, investment, children’s education, superannuation or
retirement.

“Clients often come to us knowing they need to do something, they know this or that much, but for want of a better word, they feel lost,” says Dejan. “So what we do is we just tie it all together. We work with every client to create a direction, a tailored plan and trackable goals.”

We listen, plan and provide ongoing support for lifetime wealth creation. We use proven, principled investing strategies, not trends or speculation. We empower individuals, family offices, professionals and retirees with trusted advice across every life stage.

At Newealth, we place client relationships front and centre, to help you focus on financial goals in line with your lifestyle and values.

 

Financial planning for security, with clarity

Finances can be complex. At Newealth, we cut through the financial jargon. We provide clarity to help reduce stress and replace uncertainty with a personal roadmap.

“Sometimes people come to us with an inheritance,” explains Dejan. “Sometimes it’s a superannuation pain point, or retirement. They stay with us for a multitude of reasons, but one thing that stands out is simplicity. We help clients understand a balance sheet to fundamentally understand their financial position. We set clear and achievable KPI’s, and we stay with clients through market cycles. Clients often speak to me about trust… but the trust is really in the process.”

Newealth provides holistic services that include savings and investment strategies, superannuation and retirement planning, succession planning, and advice on death and disability insurance. Our approach is grounded in Benjamin Graham’s value investing principles. We focus on long-term financial security and capital preservation with a disciplined margin of safety.

Simply put, we help you build personal wealth and become more financially secure.

 

Flexibility to enjoy today as you prepare for tomorrow

Strategic wealth management helps you prepare for your future, creating financial security that endures, and peace of mind.

Our expertise helps you optimise your investments and superannuation and receive cash dividends through your retirement. We can assist you in choosing the most appropriate super plan for your needs, and with income projections, help you work towards specific targets. We also partner with lawyers and tax accountants to provide complete investment advisory services.

A strong financial plan should give you the flexibility to enjoy today as you prepare for
tomorrow. We incorporate cash flow management into planning, helping you to budget, track
income and expenses and avoid unnecessary debt.

We’re committed to value-investing principles that sustainably grow generational wealth, building legacies and lasting security for you and your family.

 

Tailored guidance built on relationships

For 35 years, Newealth has delivered tailored advice across superannuation, investment, retirement planning, and wealth protection – built on relationships, not transactions.

Our focus on personalised guidance and holistic services helps equip you with the tools to effectively plan your financial future. Our ongoing support also ensures you never have to do it alone.

As an investment advisory service, we have no hidden agendas. Our strategies are built on understanding your unique objectives, supporting you with impartial research-driven expertise, and calmly guiding you through market volatility.

We don’t chase short term returns. Instead, we empower you with the essential financial clarity to make informed decisions through every life stage.

“We keep things simple,” adds Dejan. “And over time, we help clients get a full picture and understanding of their financial position. People see budgets and profits, the tangible aspects. What they don’t always see is that growth in knowledge that just comes as you spend more time with us, and that education is a key part of wealth management.”

 

Newealth Financial Planning Experts

A strong financial plan offers much more than budgets or investments. It helps you design your future, provides a financial roadmap, gives you the flexibility to be financially comfortable, and the freedom to focus on what matters.

Having trusted guidance along the way is essential, and Dejan and the team are passionate about helping every client feel comfortable and confident around wealth management. We provide tailored services and straightforward strategies. We also provide full support through booms and busts to ensure you feel in control, even in uncertain times.

A boutique financial planning firm based in Sydney, Newealth’s track record speaks for itself. We’ve helped professionals, executives and families across Australia make informed and effective financial decisions for decades.

If you’re seeking holistic, relationship-focused financial planning, get in touch.

Many of our clients come to us through referrals, so if you have family, friends or colleagues who could benefit from advice, please feel free to connect them with us.

 

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.
Newealth Pty Ltd ABN 61 091 100 275 | AFSL 231297

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.