|Name||Trevor Thompson CFP®|
|Company||Insight Wealth Partners|
|Address||Office 2 Level 1
Cranbourne Park Shopping Centre
125 Sth Gippsland Highway
Cranbourne, VIC 3977
2 convenient locations in South East Melbourne, Beaconsfield & Cranbourne. We can also come to you!
Shop 5 Corner High & Sladen Streets Cranbourne
(03) 5995 2700
Insight Wealth Partners intends to stand out from the competition. Our goal is to provide a service that you will be delighted in recommending to others.
Service and honesty. Two very basic tenets that form the foundation of our business and the two principles that will ensure you get what you want from your financial planner.
We believe that the success of our business is a direct result of the success of our clients.
Implementing your wealth strategy, your protection strategy or reviewing your portfolio puts us in a privileged position. We understand the responsibility that comes with the trust you have put in us and repay that trust by “putting you first.”
What does that mean to you? To us it means that the only consideration in making a recommendation to you is that it suits your needs and helps you to achieve your goals.
Our staff are experienced in :-
Life Risk protection, both personal and business
Superannuation strategies including Self Managed Superannuation funds
Retirement income strategies including Transition to Retirement, annuities and pensions and Centrelink entitlements
Investing, including via direct equities and managed investments