How Are We Different?

No Institutional Bias

Some financial services firms are owned or controlled by large banks, insurance companies or fund managers. As a result, their advisers may be influenced to sell you their investments.

Insight Private Wealth is a boutique professional financial services firm that is 100% privately owned and operated by its management and advisers. We remain focused on providing our private clients with strategic advice and investment portfolios designed to meet their individual needs.

Personalised Advice & Ongoing Service

Our Senior Financial Consultants work closely with you to deeply understand what’s important to you.

In consultation with you, we carefully consider and construct an individually tailored strategy and investment portfolio to suit your particular needs.

We then meet with you regularly to review your circumstances and provide recommendations, as we work with you toward achieving your personal goals.

Highly Qualified Professionals

Our Senior Financial Consultants are highly qualified professionals, with formal qualifications in specialist areas such as:

Taxation law,
Retirement planning,
Chartered accounting,
Economics,
Superannuation and self-managed superannuation funds (SMSFs)

We require our Senior Financial Consultants to attain Certified Financial Planner™ and/or Financial Planning Specialists™ accreditations. These are some of the industry’s most highly recognised certifications.

Our Senior Financial Consultants also undertake ongoing professional development and training. This helps them to remain “leading edge” in the personal financial advice solutions they provide to our private clients.

Quality Advice Backed By Experience

In addition to being formally and highly qualified, our Senior Financial Consultants have a minimum of 10 years’ experience providing strategic advice and tailored investment portfolios to our valued clients.

This combination of experience and formal training make our Senior Financial Consultants an invaluable resource, especially for those clients with complex needs in taxation planning, superannuation, retirement planning, wealth management and asset protection.

Comprehensive Advice & Investment Services

Insight Private Wealth offers a comprehensive range of advice and investment solutions. This is possible given the professional qualifications and experience of our financial advice specialists.

However, we also understand that there may be times when further specialist advice is needed. (For example, a complicated family court matter.) Insight Private Wealth has a number of professional relationships that may assist with these situations.

So, if our clients need specialist advice that we can’t provide, then we’ll work with your appointed specialist to ensure you are supported through the situation.

Focused On Professional Standards

All our financial advice specialists must adhere to not only legislative and industry requirements, but also to Insight Private Wealth’s high professional standards.

To retain high standards, our advice specialists are regularly assessed by internal quality reviews as well as external independent audits.

Quality Investments With A Focus On Risk Management

Our clients trust us to make their financial well-being our priority. And we are committed to this!

As part of our professional service offering, we have developed a robust investment approach. This includes accessing a variety of research and analysis on managed investments, direct shares, and the economic environment and market conditions. An expert panel then reviews our approach, explores and questions conventional thinking and then provides recommendations to our Investment Committee.

In every instance, we have a detailed discussion with you and assess your personal “risk tolerance” before carefully constructing an individually tailored portfolio using a spread of investments and investment vehicles.

Our focus on risk tolerance and the risk / return trade off philosophy allows our clients to better understand the inherent risks in investment strategies. With a better understanding of risk, they are able to more effectively manage and take steps to reduce unnecessary risks.

Your Financial Well-Being Is Our Priority