Financial Planning

Insight's financial planning services concentrate on the ultimate goal - financial independence. By focussing on this one simple concept our financial planners can help you work towards achieving your personal, business and lifestyle goals.

We provide our clients with advice across the full range of financial products and solutions without being tied into a single service provider. We can assist with everything from direct share investing through individual financial plans to detailed, costed business succession plans.

Our financial independence services include:

Financial Planning

  • Individual and business financial planning
  • Investment and product advice - shares, managed funds, superannuation products
  • Superannuation advice - including self managed super funds
  • Retirement planning
  • Share and other tradeable assets advice
  • Margin lending

Wealth Protection

  • Life insurance
  • Total and permanent disability (TPD) insurance
  • Income protection
  • Trauma insurance
  • Business payout (Buy/Sell) insurance

Lending & leasing

Insight offers full advice on lending and leasing. The delivery of the finance is done by our clients' existing financiers or one of our lending partners. This team approach has helped our clients obtain:

  • Investment loans
  • Business Overdraft and Asset Loans
  • Agribusiness finance
  • Equipment & vehicle leasing
  • Home and Car loans
  • Refinancing