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.
How we can help
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 is a Corporate Authorised Representative of Synchron, Australian Financial Services License 243313