Insight Super & Retirement
We pride ourselves in approaching every conversation to understand, and then determine whether our service is a suitable solution for you.
We pride ourselves in approaching every conversation to understand, and then determine whether our service is a suitable solution for you.
We pride ourselves in approaching every conversation to understand, and then determine whether our service is a suitable solution for you.
Insight Super & Retirement was formed as the financial planning arm for the Insight Group of companies.
Re-modelled in 2022 (previously Insight Wealth Partners) we chose to simplify our service and offering and focus on what we do best, retirement planning.
Our team is best suited to take your initial financial query and help determine the best professional to assist you. All clients may send their initial query through to us, as an email or phone call, and someone from our team will get back to you with further information.
Whether that’s a meeting with our senior financial adviser, a financial plan, or simply some general information or direction, our goal is to help you.
We work closely with our accounting partners to make sure our clients get the right advice and consider all aspects of a financial decision.
We specialise in transitioning clients into their retirement.
In our initial meeting we will provide you with a benchmark of income levels to expect in retirement, including Centrelink eligibility, and then work with you to strategise how to turn your superannuation, and savings into an income that lasts in retirement. Whether it’s a guaranteed indexed lifetime annuity, a market invested account pension, or a short-term investment, we work out your tolerance to risk, and then help you pick the options that suit you.
All financial plans include projections for at least 25 years of retirement living.