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
Services
What you receive
with Insight
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.
Support
Comprehensive compliance support including bi-monthly updates.
Product
Approved product
list that offers
choice.
Portfolios
Model portfolios that
have consistently
delivered.
Service
Cost effective
managed account
service.
From Our Newsroom
Latest News
AFSL Support – Outsource, but to who?
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 option of obtaining...
Services
What we do
Support
The right balance of in house and independent support
Communication
Access to the latest industry information, opportunities and issues
Technology
Technology is used to help you offer better advice
Contact us
Level 3 240 Queen Street Brisbane Q 4000
info@insightinvestments.com.au
Phone : 07 3018 0400
Fax : 07 3018 0399