I have been utilising the services of Finsight Solutions for approximately 2-years and over this time I have found them to be very professional and prompt. They have provided prepared Statements of Advice (SoA) addressing a range of strategies that I have required for my client’s, as well as some feedback on selected situations which I have found to be most valuable. Recently I had the need for a SoA at short notice, which they were able to meet confirming their flexible approach to our needs. I have found the service and outcomes meet our needs and I can recommend Finsight Solutions for accounting and financial planning back office requirements.
My team has engaged with Deepti many times over the last 18 months and have consistently received an exceptional level of service. We have managed to form a very successful partnership, the success of which I put down to her exceptional Compliance knowledge, profound understanding of Financial Advice Industry at a holistic level and a deep insight into Paraplanning and Client Services Processes. This is a particularly outstanding achievement in an industry that is constantly evolving, highly scrutinised and difficult to truly holistically master. I could not be more recommending the services of Deepti and her firm.
Our practice has been dealing with Finsight Solutions for over 2 years whereby they have primarily assisted us in preparing Statements of Advice (SOA) for our SMSF Clients. We have also utilised Finsight Solutions in assisting with the implementation of various SOA strategies and found them to be professional, prompt and a pleasure to deal with. We have found working with Finsight Solutions to be a cost-effective solution to our para planning needs and have no hesitation in recommending Dee and her team to others.
Unison Wealth Management Pty Ltd (AFSL 289621) has had a formal business relationship with Finsight Solutions Pty Ltd for 2 years.
The relationship was established to provide professionally prepared advice documents and assistance to our network of limited authority, licenced accounting firms, since the FOFA requirements came into effect @ 1st July 2016.
Finsight solutions have been preparing a range of services including:
We have found their work to be of a high professional standard at all times and the delivery of advice documents has been, timely, accurate and cost effective.
In particular, we are very pleased with the speed of document turnaround, for a complete end-to-end service.
The experience has been very rewarding, given the efficiency of the Finsght business and importantly the team has been very easy to deal with and approaches all matters in a professional manner. Our licenced accountants have also valued the service, particularly as the Finsight team do take the time to assist them through this new and sometimes unnerving process.
I would highly recommend Finsight Solutions to any organisation who is seeking to partner with a professional organisation, when requiring an aligned business partner who can deliver quality back office advice solutions in the financial planning and accounting limited advice space.
I have been dealing with the company since April 2020 and have been receiving great outcomes.
Finsight Solutions has helped meet a shortfall in internal paraplanning resources. The paraplanners evolve and change with the feedback provided.
Dee is amazing, and the paraplanners tailor the SoAs to how we like it, which means fewer touchpoints on our end.