Working with a very select group of clients ensures we focus our talents and services toward maximising opportunities. We have a particular preference for clients with complex situations or at key junctures in their personal or professional life.
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How we can help
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Our clients
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Our fees
Our fees are calculated at an hourly rate and agreed with you before work is commenced. Fees for initial advice vary based on complexity, but will typically cost between $5,000 and $15,000. Ongoing service is subject to our minimum professional service fee of $3,000 per quarter, plus GST.
Referral only
As a referral-only practice we accept new clients upon introduction by existing clients (friends/family) or their professional advisors (tax, legal or financial advisors).
Exceptions to this rule are rare: to make an enquiry please contact us here. If we feel we are unable to assist we are happy to provide you with an introduction to another adviser who may be better placed to help.
Our fees are calculated at an hourly rate and agreed with you before work is commenced. Fees for initial advice vary based on complexity, but will typically cost between $5,000 and $15,000. Ongoing service is subject to our minimum professional service fee of $3,000 per quarter, plus GST.
Referral only
As a referral-only practice we accept new clients upon introduction by existing clients (friends/family) or their professional advisors (tax, legal or financial advisors).
Exceptions to this rule are rare: to make an enquiry please contact us here. If we feel we are unable to assist we are happy to provide you with an introduction to another adviser who may be better placed to help.
Third Sector Advantage T/A Insight Wealth Solutions