About Us

Sam Stillone

Welcome to Insight Private Wealth

Insight Private Wealth is an established privately owned and operated Australian financial advisory firm. Our experience spans over 25 years and our advice focuses on our clients financial and personal wellbeing. Our client centric approach has delivered highly valued and trusted financial advice that helps successful individuals to worry less about money and live the life they planned.

Proudly, we have no institutional alignment, have never received investment commissions and operate ethically, professionally and objectively, with our clients needs and goals at the heart of everything we do.

We look forward to helping you realise your lifestyle and financial ambitions.

Insight Private Wealth. For wherever life takes you.

Sam Stillone
Principal
Insight Private Wealth

Meet our senior team

Sam Stillone
Principal

Sam Stillone is a highly accredited and experienced adviser with over 25 years in the industry. Sam is a qualified Chartered Accountant (CA), Certified Financial Planner (CFP), Financial Planning Specialist (FPS), registered financial planner with the Australian Securities and Investments Commission (ASIC #1000391), and holds a degree in Commerce with majors in Accounting and Economics. Sam founded Insight Private Wealth where he continues to advise clients as a Senior Financial Advisor.

Andrew Wong
Private Client Adviser
Andrew Wong is an experienced adviser with over 13 years in the industry. Andrew worked at Macquarie and Perpetual Private Wealth, before joining Insight Private Wealth in 2015. Andrew has extensive knowledge in taxation, investment and retirement planning. Andrew holds a Bachelor of Commerce degree and a Masters of Applied Finance, and is an accredited Certified Financial Planner (CFP), and registered financial planner with the Australian Securities and Investments Commission (ASIC #1007365).
Lina Montoya
Client Relationship Manager
Lina Montoya is a highly experienced Client Relationship Manager, her extensive knowledge in managing client relationships spans over 15 years in the industry. Lina was previously employed as a Client Relationship Manager with two large Sydney based Financial Planning firms before joining Insight Private Wealth in 2018.  Lina plays a pivotal role in building, maintaining and strengthening Insight Private Wealth's relationship with its clients, ensuring a high standard of service is delivered at every interaction.
Louise Stillone
Operations Compliance Manager

Louise Stillone is an experienced financial executive specialising in financial strategy, analytics and operational compliance. She holds a Bachelor degree in Economics. Louise has worked in the industry for many years as a Senior Strategy Analyst and was part of the management team for an ASX listed financial institution, responsible for reengineering their compliance systems and processes. Louise joined Insight Private Wealth in 2015, managing and supporting daily operation and ongoing compliance with regulatory standards.

Dr Steve Garth
Independent Investment Committee Member
Steve Garth is an independent member of our Investment Committee. He undertakes investment research and provides an unbiased external opinion on asset allocation, evaluating investment strategies, and investment managers that form the basis for the design and management of client portfolios. He holds a PhD in Applied Mathematics, a Bachelor of Science (BSc) with Honors, a Bachelor of Arts (BA), and a Master of Applied Finance (MAppFin). Steve has worked as a Senior Lecturer in Mathematics at the UNSW, and as Vice President for a leading global funds management business for 20 years. 
Daniel Dalla
Advisory Board Member, Audit & Assurance Management
Daniel Dalla has a Bachelor of Business (BBus) degree in Accounting and Financial Planning (with Distinction) from the University of Technology (UTS). He is also a qualified Chartered Accountant and Business Valuation Specialist (CA). Daniel also has over 20 years experience in Audit, Assurance and Corporate Advisory and reached Partner at Rothsay Chartered Accountants in 2016. As a member of our Advisory Board, Daniel also audits our business practices to ensure that they are in accordance with our AFSL obligations and reporting requirements.
Michael Rowles
Compliance & Corporate Governance
Michael Rowles has a Masters of Law (LLM) degree in Financial Services Law from Macquarie University. In 1994, Michael chose to specialise in legislative compliance within the financial planning sector. Over the years, he has gained a wealth of knowledge and experience, including working with a number of institutional enforceable undertakings issued by ASIC. Michael’s role at Insight Private Wealth is to advise us on legislative and regulatory compliance matters. This is integral to our Quality Assurance, ensuring our business practices comply with our legal and social obligations, and that the advice we provide to clients is professional, ethical and of a very high standard.

 

Our Mission and Values

 

Our Mission

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To focus on our clients financial and personal wellbeing by delivering highly valued and trusted financial advice that helps clients to be confident and worry less about money, so they can live the lifestyle they planned.

Our Values

Insight Private Wealth Values

Client first

Clients needs and wellbeing as the foundation of everything we do

Insight Private Wealth Values

Do the right thing

Act with integrity, respect and transparency at all times to earn and maintain the trust of others

Insight Private Wealth Values

Act objectively

Be professional and objective in our advice, recommending what is best for our clients

Insight Private Wealth Values

Progressive

Challenge the status quo, continuously improve our professional knowledge and expertise for the benefit of our clients

Insight Private Wealth Values

Outcome driven

Deliver outcomes that exceed our clients ambitions and core values

What makes us different

Insight Private Wealth trusted and proven

Trusted and proven

Insight Private Wealth is a trusted and reputable advisory firm, with a rich heritage and a proven track record in ethically delivering to client's outcomes. Our highly experienced and qualified consultants adhere to legislative and industry requirements and standards, supporting a broad range of services to help you through all stages of your life journey.

Insight Private Wealth personal service

Unrivalled personal service

Insight Private Wealth offers a highly personalised client experiene. We give our clients the time and attention they deserve, taking the time to get to know our clients individual circumstances, focusing on what matters, and tailoring unique strategies that compliments their life plans and ambitions. You can have confidence that we will work in lockstep with you through every step of your lifestyle journey.

Insight Private Wealth genuine financial advice

Genuine and clear advice

Insight Private Wealth is committed to a transparent approach of delivering clear, highly qualified and easy to understand financial advice. We remove anxiety and uncertainty, helping to effectively manage the risks and complexities associated with your finances so you have confidence and clarity in your financial position and spend less time worrying about your finances, so you have more time to focus on what's important to you.

Insight Private Wealth privately owned

Privately owned

Insight Private Wealth is a privately owned and operated financial advisory firm with no institutional alignment or influence. So our success is measured by how we help our clients achieve their goals and ambitions, not through product sales or commissions. We are a progressive firm, passionate about what we do and committed to finding ways to continuously improve to deliver better outcomes for our clients.

Our proven advice approach

Insight Private Wealth has a proven advice process where our clients retain control of their strategies, investments and decisions and are kept informed throughout our engagement. Our investment methodology is built on a Nobel Prize winning appraoch utilising market research, not forecasting or speculation. Our advice process follows 5 key steps - Discovery, Initial Meeting, Strategy Development, Implementation of Advice and Ongoing Client Partnership.

Insight Private Wealth discovery

Discovery

The first step in our advice process is a brief discovery discussion with one of our Senior Financial Consultants. This initial discussion allows us to get to know you and better understand your current situation, needs and goals.

Prior to the meeting, you will receive a brief questionnaire designed to help you collect your thoughts on the issues you would like advice on, and help you collate the information required for our meeting.

Start your journey with a no cost, no obligation discovery discussion.

Insight Private Wealth client planning

Our Initial Meeting

A Senior Financial Consultant will arrange a meeting with you to gain a more in depth understanding of the your needs.

The consultant will provide some guidance on how you may achieve your goals and how we can assist with managing areas such as family structures, taxation, superannuation, investing and risk management.

You will also be provided with an estimate of the associated costs you may incur. There is no complex terminology, just genuine, clear advice with your best interests at heart.

Lets plan your brighter future, contact an expert consultant.

Insight Private Wealth strategy development

Strategy Development

In the next step of the process the consultant will develop strategic advice and document the recommendations for you in a “Statement of Advice”. 

The consultant will invite you to a detailed presentation of the strategic advice document, working with you to fine tune the advice, and discuss the implementation process and introduce you to the team who will be working with them.

You will be provided the Statement of Advice to consider and review.

Trusted, valued advice is only a step away. Get in touch.

Insight Private Wealth advice implementation

Implementation of Advice

Once you are comfortable proceeding, the consultant will complete the required paperwork and lodge this on the clients behalf.

No investment cheques are ever made payable to Insight Private Wealth, as investments are held through trust structures in your name, for your protection.

Through the implementation process, the consultant keeps you informed with progress updates.

Contact us for an obligation free financial health check.

Insight Private Wealth client partnership

Ongoing Client Partnership

Insight Private Wealth partner with you at every step of the way. Consultants regularly undertake comprehensive reviews of personal circumstances, measuring progress against goals, making recommendations and providing easy to understand valuation statements, reports and updates.This is done whilst maintaining a disciplined investment approach in line with long term objectives.

Insight Private Wealth will not accept any initial, ongoing or exit commissions on any of your investments, and do not charge an additional fee for any agreed changes made to your portfolios.

Your time is now! 

Need help with your financial planning?

Rest easy. We've got this.

Contact us for your complimentary financial health check.

Financial planning free consultation
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