Pakenham, Cranbourne & Beaconsfield
Enquiries and Appointments (03) 9067 6999
Insight Wealth Partners was formed in 2012 as a division of Insight Accounting, a well respected and established accounting firm with offices in Cranbourne, Beaconsfield and Pakenham. Taxation and investment issues intertwine but require specialist qualification to advise on each. Over the years the partners of Insight Accounting had tried several outsourcing options to satisfy their clients Financial Planning needs with varying results. Finally the decision was made that the only way to ensure a consistent level of quality over the firm’s complete client relationship was to bring the Financial Planning “in house.” Your financial planner and accountant will work together to assess the tax effectiveness of your strategy.
We respect your existing relationships. If you already have an accounting relationship Insight Wealth Partners will be happy to work with your existing tax advisers where necessary.
Our goal is to provide high quality personalised financial advice on all aspects of Financial Planning to individuals and business clients. Our motto “putting you first” reflects our strong belief that a client should not invest in anything they do not feel comfortable with or understand.
Our vision is for your future financial security and wealth. Our highly trained and experienced staff will take particular care to provide enough information and explanation to clients so they can make informed decisions. Insight Wealth Partners offer a comprehensive range of services to cover all aspects of investing, risk protection and retirement planning.
The dedication of our team will always be to ensure that we are “Putting you first”