Insight Financial Services extends a very warm welcome to respected financial planner Jim Lyon and his clients. As Jim’s client we are confident you will feel comfortable being a part of Insight.

Insight is a privately owned boutique financial planning business which is supported by a global leader in financial services. As small business owners, we know financial success doesn’t just happen – it is built by design. We combine what we have learned about building success in business with our vast financial planning experience to build success by design for our clients.

We believe that building success by design requires a dedicated team of quality people, a toolkit of cutting edge strategies and robust systems and processes. At Insight we have the people, the plans and the processes that will help you to build on the success Jim has helped you to create.

We have three highly qualified and skilled advisers with over 60 years’ collective experience in financial planning. We also have seven dedicated and professional support staff in two extremely accessible and convenient locations – York Street, Sydney and Church Street, North Parramatta.

These qualified, experienced and dedicated people make up the teams that will help you to build on your financial success. You will soon get to meet your team, who will also be working behind the scenes to gain an understanding of your current portfolio and your financial goals and objectives. And the best part of it? Over the next few months, Jim will be a part your team and will help to make your transition to Insight as smooth and streamlined as possible.

Real financial success requires constant work and cutting edge strategies. At Insight, we work on our clients’ financial plans continuously – not just at review time. Our investment committee is constantly researching the best products and the most innovative strategies, so that we can modify and adjust our clients’ financial plans – on a day-by-day basis, if need be. This proactive approach translates to improved outcomes overall.

We take a corporatised, formal and systemized approach to everything we do at Insight. This helps us to manage your portfolio effectively and efficiently. Our process prompts us through the whole financial planning process – from our first appointment with you, through to designing your strategy to implementation and review – it is a process that ensures that nothing is ever overlooked.

What will change?
The first thing you’ll notice is our team approach. A number of people will be responsible for the success of your strategy so there will always be someone at Insight to take your call and talk through any issues – and our systemized approach to the financial planning process means we may be talking to you often!

How much more will it cost?
At Insight we pride ourselves on offering quality financial planning advice that represents real value for money. The cost for our professional services depends on the level of service you choose. There will be no change to the amount you are currently paying unless you choose a different level of service.

When will the change take place?
You officially became an Insight client on 1st October 2008. We have now moved into our new office in York Street Sydney and look forward to meeting you soon.

Once again – welcome to Insight. We hope you enjoy working with us and we look forward to helping you build success by design.