Our principles in every financial plan
These principles guide the way we work with you. They shape our conversations, inform our recommendations and ensure your financial planning is considered, strategic and genuinely aligned with what matters most.
Clarity
We explain your choices simply and openly so each financial decision feels informed and manageable.
Discipline
We follow a structured process that keeps your planning focused, steady and aligned with long term outcomes.
Integrity
We act with honesty and care, prioritising your needs and ensuring recommendations support your goals.
A Track Record of Knowledge and Experience
Founded in 2000 with client relationships dating back to 1991, Newealth’s long history reflects consistent guidance and disciplined planning. Our experience allows us to listen deeply, understand your needs and shape strategies that evolve with you, giving you confidence in your financial direction.
Real client stories about planning, investing and protecting their financial future
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.
PLANNING FOR YOUR FUTURE
Plan with Confidence
Thoughtful planning that helps you take control of your financial life. We help you organise, manage and plan with clarity for today and the years ahead.
Financial Planning to help you make clear, confident financial decisions.
Tax Planning
Structured tax planning to keep you organised and on track.
Debt & Cashflow Management
Manage commitments and improve your financial position.
INVESTING FOR TOMORROW
Invest with Clarity
Investment support designed to help you understand your options, make informed choices and stay focused on long term outcomes.
Investment Strategy
Strategies balancing opportunity and stability.
Superannuation Strategy
Super planning aligned to your life stage and future needs.
Retirement Strategy
Guidance to help you move confidently toward retirement.
SMSF
Manage your self-managed super with clarity and structure.
PROTECTING WHAT MATTERS
Plan with Confidence
Planning designed to safeguard your wellbeing, your family and your future. We help you prepare with clarity so you can move forward knowing what matters most is protected.
Insurance & Wealth Protection
Strategies to protect your income, lifestyle and assets.
Estate Planning
Structure your affairs so your wishes are respected.
Inheritance & Legacy Planning
Build and preserve a meaningful legacy.
Meet Dejan Pekic
For more than 35 years, Dejan has helped our clients navigate important financial decisions with clarity and confidence. His approach is grounded in listening, understanding and shaping plans that reflect each client’s goals, needs and long term direction.
Guiding Clients for Over 35 Years
QUALIFICATIONS
- Bachelor of Commerce (Finance with Merit)
- Diploma of Financial Planning
- Certified Financial Planner
- Certificate IV in Financial Services (Finance/Mortgage Broking)
- Graduate of Company Directors Course
- Ethics and Professionalism in Financial Advice
- Certificate IV in Financial Services (Finance/Mortgage Broking)
Latest News
So, you’ve noticed current market volatility. Having concerns about your investments is normal, but downturns are not unusual – and not a reason to panic.
So, you’ve noticed current market volatility. Having concerns about your investments is normal, but downturns are not unusual – and not a reason to panic.
Australians’ confidence in financial security is eroding due to a combination of cost-of-living pressures, the associated mental health impact, and a lack of professional financial advice.
Get in Touch
Get in touch for an obligation-free call to discuss your financial goals.
We will reach out within 48 hours to set up a discovery call.
