02 9181 3431
Welcome to a new look Insight Management Partners
|
|
Dear {{first_name}}
Welcome to a new-look Insight Management Partners!
I’m Chris Fellas, and I’d like to introduce you to our new website, our new offices, and to our fast growing fully integrated team.
Whether it is structuring your business accounting practices, identifying business technology solutions, managing your personal investment portfolio, or mortgage broking, you can trust that we have the experience to get the job done.
We support you in your busy professional and personal lives. We have the experience and expertise you need on your team… and the services you need under one roof. Saving you time - and of course, money.
AFSL DEALER GROUP
|
|
At Insight we offer financial advisers a deep licence, warm leads and leading innovations in adviser technology and support.
We offer more than a desk. We offer a financial advice business that allows you to hit the ground running with a client portfolio from day one.
ACCOUNTING
VIRTUAL CFO
|
|
We provide a wide range of taxation, accounting and business investment services for small to medium-sized businesses.
Our virtual CFOs take care of everything that your in-house finance department would do. We create efficiencies so you can focus on what you do best.
COMMERCIAL
LEGAL
|
|
We understand the commercial law concerns you face in your business. So, we can help with everything you need to run your SME, including:
Employment law
Contracts, deeds and agreements
Litigation matters
Corporate structuring
Estate planning
Tax law
FINANCIAL
ADVICE
|
|
Our team has the technical ability to get you results.
Financial advice is a complex field but so too are your goals, expectations and concerns.
We listen to you and what you want and then we communicate with you every step of the way so you are 100% comfortable with the work that we do.
MORTGAGE BROKING
We have lending relationships with more than just the big banks… when we are finding the right mortgage for you, we simply work to find you the best deal, no matter the lender.
We offer choice, not what will line our pockets with the biggest commissions.
|
|
SPORTS MANAGEMENT
We’ve seen players who haven’t had the support in place from the beginning, who have thrown away money, hard work and enormous potential. We handle contract negotiations and sponsorships, and we look after your financial interests so you can do what you do best… play sport.
|
|
MEET THE INSIGHT TEAM
|
|
TAX, ACCOUNTING and VIRTUAL CFO
|
|
Meet Jennifer Abdullah, head of Tax and Accounting. Jen and her team provide a wide range of taxation, accounting and business investment services for small to medium-sized businesses.
|
|
COMMERCIAL and PERSONAL LEGAL ADVICE
|
|
Tyrone Dutt and the legal team at Insight can offer both commercial and personal legal advice and services including:
- Employment law issues
Contracts, deeds and agreements
Litigation matters
Corporate structuring
Estate planning
Tax law
|
|
MORTGAGE BROKING
|
|
Geeta Kashyap and the mortgage brokerage team at Insight MP have lending relationships with more than just the big banks… when we are finding the right mortgage for you, we simply work to find the best deal, no matter the lender. We offer you choice, not what will line our pockets with the biggest commissions.
|
|
SPORTS MANAGEMENT
|
|
Liam Pide and the Insight Sports Management team handle contract negotiations and sponsorships, and look after your financial interests so you can do what you do best… play sport.
|
|
Meet our Financial Advisers
ROD GARDNER
Rod works across the full gamut of financial advice… superannuation and retirement advice, investment advice and wealth protection, estate planning, debt planning…But his expertise is with pre-retirees and newly retired clients who are establishing their retirement income needs.
WERNER JANSEN
Werner enjoys the elements of his job that allow him to interact with and get to understand people on a deeper level.
What he really enjoys is changing his clients’ attitudes and behaviours towards money… not feeling anxious about when their salary will be paid into their accounts.
RY STANES
With clients at all stages of life, from young professionals to retirees, provides advice on superannuation, investment strategies and ensuring clients have adequate personal insurance so they are protected should the worst happen.
|
|
“We invite you to take a peek at our new website, come in and see our new offices, and meet our dynamic team”
Chris Fellas
CEO
Insight Management Partners
Insight Management Partners is powered by iComply2, specialist technology solutions for financial planners. iComply2 helps you build a compliant, efficient and scalable business.
Professional Services & Technology Solutions For Busy Professionals
02 9181 3431
Level 10
60 York Street
Sydney NSW 2000
+61 (02) 9181 3431
|
