A safe, reputable AFSL
What you receive with Insight
A proven safe environment
The autonomy of your own AFSL, without the time, expense and risk
Devote more of your energy towards growing your business. How different could your practice be if you had more hours to spend on satisfying your current clients or pitching for new ones? We developed Insight as a way for experienced financial planners such as yourself to have their time back for core activities, rather than being stuck in compliance administration.
Plan now. Think Future.
We provide everything you need from an AFSL
- Minimise your compliance risk
- Enjoy operational efficiencies through our time-saving technology
- Receive guidance and support from our experienced leadership team when you need it
What you receive
From providing market leading financial planning technology to simplify every aspect of your business, to delivering high quality, independent product advice and compliance support, we provide everything you need from an AFSL.
Comprehensive compliance support including bi-monthly updates.
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Model portfolios that
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As 2022 continues, advisers are reconsidering their futures. It’s unlikely that Financial Planning principals will need to accept that “disruption” is the new Norm. To help mitigate some of these issues many continue to explore alternative Licensing options with the...
What we do
The right balance of in house and independent support
Access to the latest industry information, opportunities and issues
Technology is used to help you offer better advice