Welcome to a team of Wealth Advisors and Financial Planners who are here for you

We assess your current financial situation, listen to your goals in life and then guide you step-by-step to create, build and protect your wealth. With some careful planning, it is possible to build a strong financial future.

Achieve The Lifestyle You Deserve

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Recent Blog Articles

Make today count: #4 I will protect what I love

Insurance may not be something you think about on a daily basis, especially if you’re young and healthy. But the reality is that we never know when life will throw us a curve ball, so it makes sense to have a financial safety net in place. And even if you have personal insurance already, do you have the right levels of cover to take care of all your family’s needs?

Boost your super before the rules change

Debt Management

On Wednesday 23 November 2016, the Federal Government’s proposed changes to super rules were passed by Parliament. This means that from 1 July 2017, the amount you can put into super each year will be reduced – which could impact your retirement plans. So before the changes happen, it’s a good idea to consider whether you should contribute a bit extra to your super.

Testimonials

In December 2013 Kevin suffered a series of fractured vertebrae leaving him in a position of very restrictive mobility and a situation where he could not satisfactorily care for and look after himself.

Some months later our former Financial Planner advised us that he would be retiring & he introduced us to Matt Wood who with our sanction would look after us into the future.

Matt quickly established a friendly and close working relationship with us and he spent quite a lot of time studying and understanding our position especially now with Kevin’s handicaps.

Because of Kevin’s health he lost his ability to operate his own business in finance and under his Loss of Income insurance policy which he had held for many years he was able to claim a small amount before the insurers unexpectedly canceling his policy due to his age.

This had a dramatic effect on our family life particularly on Kevin’s stability and demeanour. Matt noticed the position we were in and took it upon himself to look at various alternatives to assist us through this difficult time and the future.

Utilising his knowledge of Financial Risk products and his many contacts in that industry he explored how we could make
claims against Kevin’s two insurance policies for 1) Trauma and 2) Total and Permanent Disablement.

He believed we had opportunity to be successful with either or both and guided and assisted us to proceed with the claims separately.

During the processes of both claims he worked as a very successful conduit between us & the insurers and because of his willingness and his tireless work over many months we were successful in both instances.

It is with immense sincerity that we thank Matt for his belief and persistence and it is without any compulsion
that we recommend him to anyone who may consider engaging his services.

Those who do will only benefit.

Anita & Kevin Fuller

David Sutcliffe, Former Business Banker

Taking care of family…

We feel so much better now that all our family insurance is in place.  The days had been passing by so quickly that we realised that our family was growing but their security was not ensured.

After a meeting with the staff from Insight Financial Partners, our mind was put at ease. We were given a checklist of items to bring along to our meeting so there was no back and forth, who has time for that these days!  During the meeting it was like talking to each other, they understood us straight away.  We then received our proposal, signed off and everything was put in place for us, no muss, no fuss.

Feeling Secure

Couple, Married

Loving their new lifestyle…

We just love our new life style, very laid back and enjoying the simple things life has to offer. We have a beautiful home and the village life suits us well. We still play bowls both at club level and inter-village, of which we are very involved.

Thanks to you we are financially comfortable. Our savings account is still looking very healthy. We have had a holiday in Bali (something we thought we would never do again) where we stayed in a fabulous resort. This year we are doing Koh Samui and Singapore. This puts no strain on our savings as we manage our finances quite well, thanks to you.

Happy Retirees

Happy Retirees, Retired Investor

Upcoming Workshops and Events

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Where To Find Us

Our official office hours are 8.30am to 5.00pm however if you cannot make it during these hours, we are happy to be flexible and meet at a time that suits you.

Phone: +618 6315 2700    Fax: +618 6315 2741