Our Team
Tarek Tewfik
Head of Financial Planning, Olleh Wealth
BCom (Economics)
BIntBus
GradDipFinPlan
Our Team
BCom (Economics)
BIntBus
GradDipFinPlan
With a rich cultural heritage blending Egyptian and German roots, Tarek Tewfik brings a global perspective and fresh innovation to financial planning at Olleh Wealth. A passionate advocate for empowering clients to achieve financial security and success, Tarek’s approach combines technical expertise with a deep understanding of individual needs and aspirations.
Tarek's qualifications include:
Bachelor of commerce majoring in economics
Bachelor of international business
Graduate diploma of financial planning
Tarek’s love for football reflects his values of teamwork, strategy, and dedication—qualities he carries into his role as Head of Financial Planning. His keen interest in investments and commitment to helping clients reach their financial goals drive his work, ensuring tailored, results-focused solutions.
At Olleh Wealth, Tarek’s dynamic background and unique perspective fuel his mission to deliver exceptional guidance, helping clients build a secure and prosperous financial future.
Tarek Tewfik is an Authorised Representative No.130 4395of InterPrac Financial Planning Pty Ltd (AFSL 246638)
EL
Ena Lojic
Highly recommend
SK
Shaq Khan
The team at Olleh Wealth has completely transformed how I approach my super investments. Their expert guidance and personalized strategies have put me on the path to greater growth and security. Outstanding service and highly recommended!
WS
Waseem Shameem
Big shoutout to Alen and the team at Olleh Wealth! They’ve made financial planning feel easy and stress-free. Alen, took the time to understand my goals and explain everything in a way that actually made sense. No jargon, no pressure—just solid advice that’s already made a difference. Highly recommend if you’re looking for someone who genuinely cares about helping you get ahead!
HM
Harrison Mincher
The team are professional, responsive, and made the whole process simple to understand
AM
Alice Marshall
The Olleh Wealth team were amazing to deal with. I highly recommend them to anyone needing financial guidance!!
B
Brock
The team at Olleh provide amazing service and financial guidance. In particular I had a wonderful experience with Tarek, he was extremely professional and willing to go the extra mile to help look after my super. I will definitely be returning to them in the future.
There are advantages and disadvantages to holding your insurance within your superannuation, and understanding these differences is crucial in making the right decision for you and your family. While having insurance within your super can provide benefits such as tax-effective premiums and automatic coverage, it may also come with limitations, including reduced payout amounts and potential delays in claims processing. Additionally, premiums paid from your super balance may reduce your retirement savings over time.
At Olleh Wealth we can guide you through the complexities of these options, helping you weigh the pros and cons specific to your situation. They can evaluate factors such as your financial goals, family needs, and retirement plans to determine whether holding insurance inside or outside of your superannuation is the most suitable choice. Moreover, they can provide tailored strategies to maximise your coverage while minimising potential drawbacks, ensuring your insurance aligns with your broader financial plan.
By seeking professional advice, you can make informed decisions that protect your family's future while safeguarding your retirement savings.
That’s a great question. The role of a financial adviser is to guide you in managing your superannuation in a way that aligns with your goals, risk tolerance, and financial situation. While you ultimately remain in control of your super, we can provide expert advice on:
- Investment Strategy: Helping you choose the right mix of assets (e.g., shares, property, fixed interest) that match your long-term goals and comfort with risk.
- Contributions: Advising on strategies such as salary sacrifice, government co-contributions, or spouse contributions to help grow your balance efficiently.
- Super Fund Selection: Evaluating your current fund to ensure it’s cost-effective and meets your needs or helping you find an alternative if it doesn’t.
- Insurance Inside Super: Reviewing life, TPD, and income protection insurance held within your super to ensure appropriate coverage.
- Retirement Planning: Structuring your super to provide a comfortable income stream when you retire.
If you choose to work with us, we’ll regularly review your superannuation to adapt to changes in your circumstances, market conditions, or legislation. Our goal is to help you maximize your retirement savings and achieve peace of mind.
Improving your cash flow is key to achieving your financial goals. We can help by:
- Reviewing your income and expenses to identify savings opportunities.
- Optimising your debt to reduce interest costs and improve repayments.
- Maximising tax efficiency so you keep more of your income.
- Creating a tailored cash flow plan that balances your current needs with future goals.
- Regular reviews will ensure your plan adapts to changes in your circumstances.
Olleh Wealth (CAR 131 3367) is a Corporate Authorised Representative of InterPrac Financial Planning Pty. Ltd (AFSL 246 638).
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