Spending power
TheGrid Corporate Spending Power index would rate purchasing capacity from registry, scale and activity signals.
Spending power
Key facts
Counted staff
1
self-reported band not used
Founded
2011
15 years
Legal entities
1
ABR
Office countries
1
2 addresses
Funding rounds
None on record
Company type
Privately Held
self-reported
Legal entity
1 brand → 1 confirmed entity
INSIGHT PRIVATE WEALTH PTY LIMITED
ABN45149176938
Legal entities
Show as table · Insight Private Wealth: 1 registry entity
| INSIGHT PRIVATE WEALTH PTY LIMITED | ABN 45149176938 |
|---|---|
| Confirmed matches | 0 of 1 |
A candidate is a name match on the registry, not a confirmed identity, and two candidates are ambiguity rather than a corporate structure.
Description
Insight Private Wealth specialises in providing strategic advice and private wealth management services that helps our clients to reduce tax and simplify their financial affairs.
WHAT MAKES US DIFFERENT?
- NO INSTITUTIONAL BIAS. We are not owned or controlled by large banks, insurance companies or fund managers. So our advisers are not influenced to “sell” investment to clients.
- NO COMMISSIONS. As a professional firm, we simply charge an agreed “fee-for-value”.
- Financial Planning Specialist with in excess of 10+ years experience.
- Our robust investment approach is not based on forecasting or speculation, but rather on Noble Prize winning investment market research; on understanding and effectively managing risk in portfolios; and on minimising the erosive impact of taxation and unnecessary fees on clients’ investments.
Our clients are typically successful people who have accumulated wealth in property, shares, fixed interest, managed investments, superannuation and SMSF’s. They may be approaching or looking to transition into retirement, or may already be retired and wanting to make the most of their accumulated wealth and the lifestyle this can provide.
Our clients trust us to understand their personal aspirations, reduce their financial complexities, help them to achieve their financial goals and make their financial well-being our priority. THIS IS OUR COMMITMENT.
Specialties
All 7 specialties
- Executive share schemes
- Making the most of a redundancy payment
- Personal income & capital gains tax advice
- Superannuation & SMSF advice
- Asset allocation & investment portfolio construction
- Asset protection
- Business succession & Estate planning
Related specialties
Locations
Country footprint
Show as table · Offices in 1 country
| Countries | 1 |
|---|---|
| Primary country | AU |
All codes: AU
Addresses
- AU123 Pitt St; Level 17; Sydney, New South Wales 2000Primary
- AU104 Crown Street; Level 1; Wollongong, New South Wales 2500
Grid intelligence Members
Signals & hiring
Hiring, headcount and registry-change signals, streamed to members.
Latest signal
Hiring activity
Headcount trend
Financials
Registry-filed capital and financial indicators, standardised by TheGrid.
Paid-up capital
Fiscal period
Registered charges
Revenue
Profit / loss
FAQ
Which legal entity operates under Insight Private Wealth?
One New South Wales entity on the ABR: INSIGHT PRIVATE WEALTH PTY LIMITED (ABN 45 149 176 938), high confidence.
How many people work at Insight Private Wealth?
1 counted staff profiles at January 2026. The brand's self-reported band sits above that count and is not published as a headcount.
Where does Insight Private Wealth have offices?
Two addresses on record, Australia only. Primary: 123 Pitt St, Level 17, Sydney, New South Wales 2000.
Has Insight Private Wealth raised funding?
None linked to this brand.
What does Insight Private Wealth list as its specialties?
Seven tags on the brand's own list, among them asset protection.
Which companies are listed alongside Insight Private Wealth?
3 profiles list Insight Private Wealth as a peer — 61st percentile in Financial Services. It lists ten peers of its own. Sovereign Wealth Partners and Investment Window list it back.