Tabitha Tworek

Tabitha is co-owner and Senior Financial Planner of Insight Wealth Planning with over two decades of experience in financial services. Her journey within financial services began as a customer service representative at a Big 4 and progressed to a specialist infield role with a dealer group, where she worked with advisers to improve technology, systems, and compliance. Since then Tabitha has completed her Diploma, Advanced Diploma, Graduate Certificate in Business Administration. Over her expansive career Tabitha has helped clients with a diverse range of needs – from first home buyers to women seeking to build financial independence as well as assisting clients transition their wealth with Aged Care entry. Tabitha is known for her expertise in investment advice, wealth creation strategies, shares and property, superannuation, retirement income streams, personal risk insurance, and gearing strategies. Tabitha is most passionate about giving back to her community. Donating much of her time to the Cancer Council’s ‘Pro Bono’ financial planning program, an initiative for helping patients with terminal illnesses navigate the claim process for superannuation and life insurance, as she considers “Claiming on policies in such as stressful process, with lots of paperwork and can be so overwhelming, we help people to navigate, to protect them from the emotional rollercoaster of getting through the process to relieve financial stress”. Outside of work, Tabitha enjoys spending time with her family, including her husband and business partner, Simon, and their two young children. She is also an avid sketch artist and loves nothing more than creating a new masterpiece.