Insight Financial Services

Succession Planning is one of today’s hot topics.

Ensure the Legacy and Longevity of your Business.

Boutique AFSL Insight Investment Services offers a solution.

We have facilitated the succession plans for many advisers and we can assist you with maximising the outcome for you and your family.

The Profile of those who may find us suitable:

If you are someone who

  • Has no or minimal succession planning
  • Would like the business to be better aligned to EBIT business valuation multiples
  • Has a mature practice that is largely self sufficient
  • Wants to divest themselves of the risk and expense of running your own license
  • Only wants to pay for Licensee fees that you actually use
  • Wants to run their practice their way
  • Has a practice of 2 or more advisers
  • Wants to be associated with a long established AFSL with no baggage


Insight Investment Services is a small boutique licensee with a 11 year history. A history that has an untarnished reputation.

Contact us for more information on how you can benefit from being associated with a boutique AFSL.

Ph 07 30180400 or and ask for Paul Kelly.

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