Insight Investment Services

Like your own AFSL, without the risk

A safe, reputable AFSL

What you receive with Insight

A proven safe environment

The autonomy of your own AFSL, without the time, expense and risk

Devote more of your energy towards growing your business. How different could your practice be if you had more hours to spend on satisfying your current clients or pitching for new ones? We developed Insight as a way for experienced financial planners such as yourself to have their time back for core activities, rather than being stuck in compliance administration.

Plan now. Think Future.

We provide everything you need from an AFSL

Minimise your compliance risk
Enjoy operational efficiencies through our time-saving technology
Receive guidance and support from our experienced leadership team when you need it

Services

What you receive
with Insight

From providing market leading financial planning technology to simplify every aspect of your business, to delivering high quality, independent product advice and compliance support, we provide everything you need from an AFSL.

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Support

Comprehensive compliance support including bi-monthly updates.

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Product

Approved product
list that offers
choice.

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Portfolios

Model portfolios that
have consistently
delivered.

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Service

Cost effective
managed account
service.

From Our Newsroom

Latest News

Boutique AFSL vs Your Own License?

Aug 1, 2023 | Latest news

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. There are any number of providers that will, for a modest fee, assist you in obtaining your license and provide...