Wealth
Let’s help you build a strong financial future.
About Wealth
Taking control of your financial future starts with careful financial planning. Too many people believe that working towards retirement means setting aside some savings and hoping for the best. This approach is not an example of fiscal responsibility; in fact, it is an example of fiscal irresponsibility.
Planning for your future is not as simple as setting money aside. There are many factors to consider, including inflation, tax rates, and interest rates. If you want to take control of your financial future, it is critical to put a plan into motion.
Insight Wealth can assess your current financial situation, listen to your life goals, and guide you step-by-step to create, build, and protect your wealth. Our financial planning services will help you decide exactly what your financial goals are and the steps you need to take to achieve them.
Financial security is a cornerstone of our lives, yet many people spend their lives working hard without really getting anywhere. Let our advisors show you how to dream big and achieve these major life goals. Do not use guesswork to prepare for something as important as your financial future. Start by booking a free financial health check.
Our comprehensive financial planning services start from $4,500 per year.
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Your Wealth team
Financial advice services are provided by Insight Financial Partners Pty Ltd T/A Insight Wealth Perth as a Corporate Authorised Representative of
Personal Financial Services Limited (ABN 26 098 725 145), AFS Licence no. 234459.
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Contact
L4/3 Loftus Street,
West Leederville WA 6007
(08) 6315 2700
Monday to Friday
8:30 am – 5:00 pm
Frequently Asked Questions
What wealth advisory services does Insight offer?
Our Wealth Advisory services encompass comprehensive financial planning and strategic advice tailored to your life goals. This includes retirement planning, investment strategy, tax effective approaches to wealth accumulation, superannuation structuring (including SMSFs), estate planning, and risk management. We help you build, protect, and transition your wealth with personalised guidance that aligns with your priorities and financial situation.
Who can benefit from professional wealth advice?
Anyone who wants clarity and confidence in their financial future can benefit from wealth advisory support — whether you are starting your financial journey, planning for retirement, managing complex investment structures, or transitioning wealth to the next generation. Our services are designed for individuals, couples, professionals, and business owners seeking structured, strategic guidance rather than generic solutions.
What is the difference between financial planning and wealth advisory?
Financial planning is a key component of broader wealth advisory but focuses primarily on your short and medium term financial goals such as budgeting, debt management, insurance and savings. Wealth advisory takes a more holistic, long term view — integrating your investment strategy, retirement goals, tax effective planning, super and SMSF strategies, estate planning, and legacy planning into a coherent roadmap that evolves with your life stages.
How does Insight help with retirement planning?
Retirement planning with Insight begins with understanding your desired lifestyle and retirement goals. We assess your current financial position, forecast income needs, evaluate superannuation and investment options, and devise strategies to help maximise retirement savings while managing risk and tax obligations. Our planning process is designed to give you peace of mind and confidence about your financial future.
Can Insight assist with investment strategy and portfolio management?
Yes. We provide tailored investment advice that aligns with your risk tolerance, time horizon, and broader financial objectives. This includes selecting suitable investments, diversifying portfolios, reviewing performance, and recommending adjustments as market conditions or personal circumstances change. Our focus is on building resilient, tax efficient strategies aimed at long term growth and wealth preservation.
How can wealth advisory support my tax planning?
Wealth advisory goes hand in hand with tax planning. We help you identify tax effective structures, investment vehicles, and super strategies that align with your goals while remaining compliant with Australian tax laws. This level of strategic planning can help reduce your tax burden over time and retain more wealth for retirement and legacy planning.
Do you provide estate planning advice?
Yes — estate planning is a core part of our wealth services. We help you structure your affairs to protect your assets, minimise tax implications for your beneficiaries, and ensure your wishes are followed according to your intentions. This includes guidance on wills, binding death benefit nominations, testamentary trusts, and ensuring your super and investments are structured appropriately for efficient wealth transfer.
What is a Self Managed Superannuation Fund (SMSF), and how does it fit into wealth planning?
An SMSF is a superannuation structure that gives you direct control over your retirement investments. For many clients, an SMSF can be a powerful tool within a broader wealth strategy, especially when tailored to long term goals and managed with compliance and tax considerations in mind. Insight can assist with SMSF setup, administration, compliance and ongoing strategic support as part of your overall wealth plan.
How often should I review my wealth plan?
Regular reviews are essential because your financial circumstances, goals and broader economic conditions will change over time. We recommend reviewing your wealth plan at least annually, with additional check ins after major life events (such as career changes, inheritance, business sale, or retirement). These reviews help keep your plan aligned with your evolving needs and opportunities.
How do I get started with Insight’s Wealth Advisory services?
Getting started is simple. Contact our team for an initial consultation where we discuss your financial goals, current situation, and areas where you’re seeking clarity or improvement. From there, we develop a personalised wealth strategy with clear action steps, timelines, and measurable outcomes tailored to your objectives. Whether you are building wealth, planning for retirement, or protecting assets, we guide you every step of the way.