Newealth Pty Ltd is a financial planning firm founded in 2000 by Dejan Pekic, with a client base established in 1991. With over 30 years of experience, Dejan is a Certified Financial Planner dedicated to helping clients achieve their financial goals. The firm takes a holistic approach, tailoring financial plans to individual needs and aspirations, offering services such as savings and investment strategies, risk management, insurance reviews, and superannuation advice.
Newealth prides itself on providing expert financial planners who communicate in plain language, analyze results, and offer regular advice to ensure clients’ financial success. The team believes in building long-term relationships with clients, acting as financial mentors to help implement ongoing strategies. By focusing on the client’s objectives rather than external interests, Newealth aims to make clients wealthier and more financially secure through personalized financial planning services.
With a commitment to ethical standards and client success, Newealth offers a range of financial services to individuals and corporate businesses. From wealth creation strategies to retirement planning, the firm assists clients in achieving their long-term financial goals. By staying up-to-date with market trends and utilizing sophisticated analysis tools, Newealth aims to simplify complex financial decisions and provide clients with peace of mind regarding their financial future.