The trusted AFSL solution for professional advice firms
Insight Investment Services is the low risk licensee that allows you to concentrate on providing high quality advice to your clients.
What They Don’t Tell You About Running your own AFSL
You’re running a successful financial planning firm and everyone you meet says why not get your own license? Do it your way. It sounds enticing. You are the master of your own destiny. You can do what you want, use any product and strategy and invest your clients in what you want without limitation. Keep all the revenue. Have greater control. All this while, if you’re the responsible manager, trusting those giving advice under your license do the right thing ….