Insight Super & Retirement

Insight Super & Retirement

We pride ourselves in approaching every conversation to understand, and then determine whether our service is a suitable solution for you.

Insight Super & Retirement

Insight Super & Retirement

We pride ourselves in approaching every conversation to understand, and then determine whether our service is a suitable solution for you.

ABOUT US

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. 

OUR SERVICES

to-do-list

Financial Planning

• Retirement Planning and Projections
consultation

Superannuation

• Salary Sacrifice and Personal Contributions
• Super Fund Comparisons
• Self-Managed Super Funds
profits

Investing

• Australian and International Funds
• Alternative Funds
• Fixed Income and Credit Funds
• Cash
retirement-plan

Retirement Income Stream

• Account Based Pensions
• Transition to Retirement
• Annuities
• Centrelink
estate-planning

Estate Planning

• Estate Planning and Beneficiary nominations
insurance

Insurance

• Income Protection
• Life Insurance
• Total & Permanent Disability
• Trauma Insurance

WE SPECIALISE IN

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.

Contact us today for a complimentary meeting to discuss your needs and develop a tailored plan for your requirements.