Newealth

Newealth company description

At Newealth, we believe great financial advice changes lives. For more than 35 years we've helped professionals, executives and families across Australia make confident financial decisions at every stage of life. We're a Sydney based boutique firm, privately owned, with advice built around the client rather than around a product. From retirement and superannuation to investment, wealth protection and estate planning, we bring the whole financial picture into one clear strategy, grounded in the principles of value investing and focused on long-term security rather than short-term performance. Led by founder Dejan Pekic, a Financial Planner since 1991, we're calm, disciplined and deeply experienced. Many of our client relationships now span generations. That continuity is the whole point. Financial advice for life. Clarity, discipline and integrity.

• Employee count

  1-10

• Industry

  Financial Services

• Headquarter address

  Level 10, 276 Pitt Street, Sydney, NSW 2000, AU

• Country

  Australia

• Founded

  1991

• Company website

  https://newealth.com.au