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We provide thoughtful and personalised advice

"Whenever we have called on Tony's expertise we have been treated as ‘family’; very professionally and in a caring manner." Find out more

Since being introduced to Tony he has always been on hand with helpful advice and personal interviews

Kerry & Mary
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We build long term relationships with our clients

Stephen has assisted me with my financial affairs for over a decade and I am very satisfied with his advice. Stephen’s recommendations are always sound and he also keeps me informed about how my investments are performing. Find out more

Stephen has a long association with my mother, who has a level of comfort in her retirement which would not have been possible without Stephen’s advice and recommendations.

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We keep a watchful eye on Marian's investments
Steve Boehm has advised me on my retirement investments for 10 years. I appreciate the way he always has my financial objectives in mind and clearly and efficiently explains strategies to me.

I feel I have a ‘solid base’ in Steve and count on his steady planning. Always revising situations as they occur in the financial world, to cater for my financial needs.

Marian
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We make sure John & Vivienne enjoy their retirement

Diane Curtis has given us sound financial advice for 24 years. That fact alone indicates the trust we have in her financial expertise, coupled with the friendly and prompt way she handles and of our enquiries. Find out more

We believe Diane goes beyond the call of duty with the advice and help she provides to assist us to enjoy our retirement.

John & Vivienne
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We are Financial Specialists

About Financial Insight

We believe in enabling you to manage your financial well being to enjoy the future you want. Our financial planning practice provides our clients with some of the highest levels of expertise and service in the market.

  • Tony Shaw

    Director / Adviser

  • Diane Curtis

    Director / Adviser

  • Stephen Boehm

    Director / Adviser

see our people

  • PARTNERSHIP WITH HILLROSS

    Hillross is one of Australia’s premier wealth adviser firms. As part of the Hillross network, we believe that professional wealth management should not be left to chance.

  • Visit Hillross


  • PROFESSIONAL MEMBERSHIP

    Hillross is a Professional Partner of the Financial Planning Association of Australia (FPA).

    Visit the FPA website