Deliver quality advice to your clients

Our Dealer Group demonstrates value by providing adviser technology and compliance support

 

Join Our AFSL Dealer Group

Choosing an AFSL shouldn’t be complicated.

Your priority is choosing an AFSL that will help you deliver quality advice to your clients.

IIP is not just your ordinary Dealer Group, we take a pragmatic approach to advice, putting your clients needs first.

Discover what we can do for you.

 
 
 

Advice Practices Under Our Boutique Licensee

What Do Our Advisers Say?

  • “Much more commercial in decision making. Anthony & Chris are happy to test my theories and hold me accountable, and are open and willing to make changes in response to feedback and requests. Decisions on my requests are prompt.”

    Daniel Cunningham, Kingswood NSW

  • “Insight has a client and advice first focus with state-of-the-art compliance built around to accommodate best interest client outcomes. Insight understands the purpose of what financial advice is designed to achieve for clients and helps facilitate the adviser to get those outcomes”

    Steve Morfesse, Ascot Vale VIC

  • “Insight’s compliance through iComply and audit reports is ahead of the game. Being ahead in this area allows advisers to focus on client objectives and best interest outcomes for clients. A licensee that works to facilitate client outcomes through compliance-friendly advice tools is a breath of fresh air the industry needs”

    Paul Trinick, Shepparon VIC

The Management Team

 
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“We are tech-focused. We develop our own compliance and advice software to make the advice delivery process simple, compliant but importantly generate higher profits for our 1 - 3 adviser CARs.

We are excited to be a progressive dealer group and we understand that practice fees have increased across the industry. We are on the right path to changing this.”
— Anthony Lyon | Managing Director
 
 
“Our dealer group delivers the best parts of a boutique AFSL.

Not only can you operate an efficient and profitable practice with our flat fee structure. We genuinely want to support you to succeed. We see ourselves as partners, rather than dictating how to run your business.”
— Christopher Fellas | Director
 
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