Insight Wealth has a strategic objective to ensure they are conveniently placed for their clients, and as their business growth continues the team has launched a new office.
As well as their current location in Kotara, Insight Wealth is now located in the heart of Wallsend.
Insight Wealth Director, Donna McKeowen said that having two offices would provide the space they need for their expanding team.
“We are thrilled to be moving to the vibrant commercial centre of Wallsend,” Donna said. “We have been watching the improvements that have been made to Wallsend and the time was right to make the move. We are really happy to be joining the business community and providing another handy location for our clients to visit us.”
Insight Wealth was established in 2008 when some like-minded advisers joined their efforts – with Donna and Simon Tworek two of the founding Directors.
The team provide a range of advice to help their clients have financial security, now and into the future. This includes wealth creation planning, superannuation advice, retirement planning, life and income insurance and self-managed super funds.
With the Wallsend office led by Donna, she will be joined by Mandy Cant, Practice Manager and Lauren Wylie, Paraplanner.
“We have a combined 30+ years of experience in financial planning and the entire team share the same focus for our clients – easing their financial worries and helping them to reach their goals,” Donna concluded.
The award-winning team would love to showcase the new space and welcome visitors to drop by 1/117 Nelson Street, Wallsend to have a look around and a chat.
IMAGE | Lauren Wylie, Donna McKeowen, Mandy Cant