Insync Financial Solutions specialises in the areas of pre-retirement and retirement planning, small business succession (especially farms), self-managed super funds and aged care.
We are based in Boonah in the beautiful Scenic Rim and also have an office in Toowoomba, with clients in both of these locations and across Queensland.
Whilst we do provide once only (transactional) advice if required, we also offer ongoing service packages to all of our clients designed specifically for their needs. Our service agreements are for twelve months only and are only renewed if our clients wish to continue with our service.
We work closely with accountants and solicitors to achieve the best outcome for our clients. We have a number of accountancy and law practices that refer clients to us on a regular basis.
Whilst we prefer meeting our clients face to face (at least initially), we do offer services to clients interstate as well as large parts of Queensland.