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Josh McCall

Insight Wealth Planning

Bronze
1 Yr Experience
New Lambton, NSW 2305

Navigating your financial future does not have to be complicated. Josh is a highly skilled and professional financial adviser with expertise in superannuation, investing, wealth building, and insurance. He is committed to providing clear, practical advice that empowers you to take control of your financial goals.

Josh prides himself on building strong, trusted relationships with his clients and has a genuine interest in understanding your unique needs, aspirations, and challenges. Whether you are looking to grow your investments, secure your family’s future, or plan for a comfortable retirement, Josh will work alongside you to create a tailored strategy that aligns with your goals and lifestyle.

With a talent for making complicated concepts simple and easy to understand, Josh is here to guide you every step of the way. Together, we can build a secure, confident, and thriving financial future.

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Shares & Investments
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

My fees

I offer a free initial consultation for potential new clients.

At a glance

  • Adviser status Bronze
  • Years of experience 1
  • Highest qualification
    • Graduate Diploma of Financial Planning
  • Language spoken
    • English

Insight Wealth Planning

24 Alma Rd
New Lambton, NSW 2305

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Gps Wealth Ltd

AFSL 254544