Insight Wealth Solutions
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Guide to our Advice Fees
The following schedule provides a guide to the costs you might expect to incur using our services.  To ensure full transparency, wherever possible we will provide a set quote (or range) of costs, and obtain full approval prior to commencement of any work.  
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Service Packages
For those with more complex or more substantial portfolios we offer a range of ongoing service packages.  There is no minimum investment required, however, to take full advantage of the service inclusions we recommend a portfolio size of $250,000 or more.
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All Fees are inclusive of GST.  Fee Schedule is current as at 1 December 2017

Third Sector Advantage T/A Insight Wealth Solutions is a Corporate Authorised Representative of Synchron, Australian Financial Services License 243313

  • About us
  • Our Services
  • Adviser Tools
  • Contact us