Tegan Delmoro

Insight Wealth Planning

Gold

6 Yrs Experience

New Lambton, NSW 2305

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Tegan loves working with people in all stages of their financial planning journey. She is skilled with making complex concepts simple and easy to understand, whilst being able to deliver comprehensive and quality outcomes that are tailored to each of her clients.

Tegan has a genuine interest in helping people grow their knowledge about finance. She is patient & willing to spend the time building up a client’s background knowledge on the strategies and ideas that are in their future to encourage people to move forward with great decisions. She is a friendly ‘people person’ by nature, is very approachable. In Tegan’s eyes, there are no silly questions, only opportunities to grow the confidence of the person she is working with, in an area that she has expertise in.

Tegan often works directly with our Director’s and senior financial planners on intricate cases extending her knowledge, it’s a constant source of energy and momentum in our tight team. Her professionalism and strong technical background offer excellent support for clients looking to plan well and solve financial enigmas with proven strategies.

Superannuation
Insurance Protection
Managing Debt
Retirement & Pension
Shares & Investments
Borrowing
Tax Strategies
Growing Assets
Wills & Estates
Budgeting

5.00 November 2024

Tegan was a fantastic help at a very challenging time for our family. She guided us from the start with clear communication and easy to understand methods. Always available to answer questions, Tegan also makes a great effort to be friendly, personable and easy to talk to - she is a great operator.

5.00 October 2024

Tegan does all the heavy lifting for me so I can enjoy my retirement confident in her expertise and experience. In this world of automation and digital communication. Tegan shines as an ‘old school’ professional who actually calls. I have referred her to family members who have become clients as well. I highly and with much ease recommend Tegan.

5.00 October 2024

Tegan provided comprehensive advise which met our needs. (Which are quite unique) She is very professional and easy to deal with. We look forward to working with Tegan in the future.

5.00 September 2024

Tegan is an exceptional financial adviser who brings a wealth of experience, expertise, and a personalised approach to financial planning. Whether you're looking to grow your investments, plan for retirement, or manage wealth, Tegan is well-equipped to help you achieve your goals. What sets Tegan apart is the level of dedication and care she takes in understanding your financial situation and long-term objectives. She listens attentively, asks insightful questions, and offers clear, practical advice tailored to your unique needs. Her deep knowledge of market trends, investment strategies, and tax-efficient planning has proven invaluable, providing peace of mind even in uncertain financial climates. Communication is another area where Tegan excels. Whether it’s a quick phone call or a detailed meeting, she always ensures you feel informed and empowered to make decisions. Overall, Tegan is a true professional with a strong track record. If you're looking for a trustworthy, competent, and client-focused financial adviser, Tegan comes highly recommended.

5.00 September 2024

Tegan is a breath of fresh air providing sound advice on all our related topics from investments to managing our portfolio. Tegan is clearly our best investment and we are so happy to have her apart of our future.

Adviser status Gold
Rating 4.98
Number of reviews 24
First year providing advice 2018
Years of experience 6
Highest qualifications
- Bachelor of Business (Leadership and Management)
- Bachelor of Commerce (Accounting and Finance)
Language spoken
- English