What Insight Advisory Group does

Insight Advisory Group is a privately held, Perth-headquartered multi-disciplinary financial advisory firm established in 1992 that serves approximately 600+ client groups across Western Australia. It operates a single integrated delivery model organised around eight service categories: Tax & Advisory, Bookkeeping, Superannuation (with SMSF specialisation), Wealth, Consulting, Valuations, Mergers & Acquisitions, and Innovation. Each category is led by a dedicated principal — Stewart Blizard (Tax & Advisory), Scott Harvey (Wealth), Adrien Giraud (Consulting), Mugun Athirajan (Innovation), with additional principals Joanne Barbour (Superannuation) and Domenic Manno — supported by a total team of roughly 26 staff including managers, accountants, bookkeepers and client-services roles. Customers are primarily Western Australian SMEs and individuals, with explicit vertical targeting across agriculture, construction, education & training, healthcare, logistics, manufacturing, mining and real estate; named enterprise clients include Steedman Stagg (legal), Freedom Pools (swimming pool construction, 30+ year relationship) and Pump N Seal (industrial equipment, buy-out advisory). The firm is registered as a Tax Agent with the Tax Practitioners Board and holds credentials across CPA Australia, Chartered Accountants ANZ, IPA, The Tax Institute, SMSF Association, ICB, and is a Xero Platinum Partner.

The technology stack is entirely third-party, dependency-heavy and non-differentiated: cloud accounting platforms Xero (Platinum Partner), MYOB and Reckon form the bookkeeping/tax core, while job-management and operations platforms AroFlo, ServiceM8, Tradify, Fergus and Monday.com are resold as consulting implementations for trade clients. There is no proprietary software product, no API, no SDK, no mobile app and no disclosed AI/ML capability — the firm's intellectual property is professional expertise and process integration rather than technology. Differentiation rests on the cross-discipline integration model (a single client can receive tax, bookkeeping, SMSF, wealth, systems-implementation and M&A services from one principal team) and on regulatory credentials that gate tax-compliance work in Australia. Distribution is purely direct advisory sales through the principals and manager team, supplemented by content marketing (blog, ebooks, R&D knowledge base), events, social media, community involvement and an alliance with ROCG for international consulting reach.

The revenue model combines recurring subscription-style engagements with project-based professional services. Recurring streams include annual tax & advisory engagements from A$3,500/year, monthly bookkeeping retainers from A$1,000/month (approximately A$12K/year), and ongoing SMSF administration from A$2,500/year. Project-based fees apply to SMSF setup (from A$2,500), valuations, M&A advisory, systems implementations, consulting engagements and Innovation services (R&D tax incentives, grants, Export Market Development Grants). Geographic reach is single-country domestic (Western Australia), with international capability accessed via the ROCG alliance rather than owned international offices. The firm has been continuously operating for over 30 years and currently maintains an active website, recent blog content dated 2025-2026, and a full complement of approximately 26 listed team members.

Name

Insight Advisory Group

Legal name

Insight Advisory Group

Website

https://insightperth.com

Company type

Private

Founded year

1992

Operating status

Operating

Headcount range

11–50 employees

Short description

Insight Advisory Group is a privately held Perth-based multi-disciplinary financial advisory firm founded in 1992 that serves 600+ Western Australian SME and individual client groups with integrated tax, bookkeeping, SMSF, wealth, consulting, valuations, M&A and innovation services.

Ownership category

akta.pro rank

Product category

Financial Advisory Services

NAICS

Other Management Consulting Services (541618), Portfolio Management and Investment Advice (523940), Other Scientific and Technical Consulting Services (54169)

SIC

Services-Engineering, Accounting, Research, Management (8700), Services-Management Consulting Services (8742), Investment Advice (6282)

akta.pro primary industry

M&A Advisory (Buy-Side & Sell-Side) (BPAHAOAA)

akta.pro secondary industries

Corporate Strategy Advisory (BPAHADAA), Fairness Opinions & Independent Financial Advice (BPAHAOAF), Debt Advisory & Financing Advisory (FSAEAGAD)

Keywords

• Financial advisory services
• Tax and bookkeeping
• Superannuation SMSF
• Business consulting
• Wealth management

Headquarters

HQ city

Perth

HQ country

Australia

HQ region

Oceania

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

1. Tax & Advisory Services: Compliance-focused tax services including accounting, corporate secretarial, corporate structures, tax returns, FBT, and strategic tax planning. Revenue generated through annual service agreements starting from $3,500 per year.
2. Bookkeeping Services: Ongoing bookkeeping including accounts payable/receivable, bank reconciliations, BAS/IAS submissions, Xero setup and training, payroll, and cloud accounting. Monthly retainer model starting from $1,000 per month.
3. Superannuation & SMSF Services: SMSF setup, ongoing management, estate planning, compliance advice, and tax return services. Setup fees from $2,500 with annual administration starting at $2,500.
4. Business Consulting: Strategic planning, business transitions, systems and processes, cashflow forecasts, due diligence, board meetings, marketing strategy, and team efficiency consulting.
5. Valuations: Business valuations, business growth planning, sale planning, and exit planning services.
6. Mergers & Acquisitions: Divestments, mergers, and acquisitions advisory services for business transitions.
7. Innovation Services: R&D tax incentive claims, business grants, and Export Market Development Grant assistance.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels5 records

Core offering

Insight Advisory Group is a multi-disciplinary financial advisory firm based in Perth, Western Australia, delivering integrated professional services across Tax & Advisory, Bookkeeping, Superannuation (SMSF specialist), Consulting, Valuations, Mergers & Acquisitions, Wealth, and Innovation. Services are sold under fixed-price annual agreements or monthly retainers and span both business clients (SMEs) and individual/family clients, with separate Personal Services and Business Services engagement tracks.

Product overview

Insight Advisory Group is a financial advisory firm offering integrated professional services through eight core service categories: Tax & Advisory, Bookkeeping, Superannuation, Wealth, Consulting, Valuations, Mergers & Acquisitions, and Innovation. The firm operates as a unified advisory practice where these services are designed to work together holistically. Tax & Advisory encompasses accounting, corporate secretarial, corporate structures, tax returns/FBT, and tax strategy. Bookkeeping covers accounts payable/receivable, bank reconciliations, BAS/IAS submissions, Xero setup (as a Xero Platinum Partner), payroll, and cloud accounting. Superannuation specializes in SMSF services including setup, management, estate planning, compliance, and tax returns. Consulting provides strategic planning, business transitions, systems & processes optimization, and change management. Wealth services include debt management, investments, estate planning, financial planning, retirement planning, tax planning, wealth creation, and wealth protection. Valuations and Mergers & Acquisitions support business sales and transitions. Innovation assists with R&D tax incentives, business grants, and export grants.

Differentiator

Problem solved

Functional benefit

Products and services

• Tax & Advisory
• Bookkeeping
• Superannuation (SMSF)
• Consulting
• Valuations
• Mergers & Acquisitions
• Wealth
• Innovation

Quantifiable outcome

• 600+ valued client groups served
• +1 more outcomes

Named customers3 records

Segments4 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration8 records

Feature2 records

Partnerships

Eight partnerships are on record, tiered core and minor.

• ROCG (Resource Oriented Consulting Group)coreStrategic or Co-development PartnerAlliance with ROCG provides access to an international network specializing in strategy, finance and operations. This partnership enhances Insight's global reach while maintaining personalized local service.
• XerocoreTechnology or IntegrationXero Platinum Partner status. Insight provides certified Xero implementation, setup, migration, and training services for clients. Extensive experience with hundreds of Xero implementations across Australia.
• CPA AustraliaminorOthersTeam members hold CPA Australia certification demonstrating professional accounting credentials.
• Chartered Accountants Australia and New ZealandminorOthersTeam members hold Chartered Accountant designation demonstrating professional accounting credentials.
• Institute of Public AccountantsminorOthersTeam members hold IPA membership demonstrating professional accounting credentials.
• The Tax InstituteminorOthersProfessional association membership demonstrating tax specialization.
• SMSF AssociationminorOthersSMSF Association membership demonstrating self-managed superannuation fund expertise.
• Steedman StaggminorImplementation/ SI/ Consulting PartnerLaw firm partnership providing integrated legal and financial advisory services for clients.

Scale indicators2 records

Recent moves6 records

Expansion highlights6 records

Broad incumbents

• BDO Australia: Larger national accounting and advisory network with broader service portfolio and larger client base than Insight. Competes in the same SME/mid-market space but with significantly more scale and brand recognition.
• Grant Thornton Australia: National mid-tier accounting and advisory firm offering audit, tax, consulting and M&A to mid-market and SME clients. Comparable integrated offering with greater geographic and resource scale.

Direct peers

• PKF Australia: Mid-tier accounting and business advisory firm providing tax, audit, business services and corporate finance to Australian SMEs. Comparable in target segment and integrated advisory scope.
• William Buck: Australian mid-tier advisory firm offering accounting, tax, wealth, and business advisory to SMEs and HNW clients. Direct competitor in the integrated advisory space with comparable Perth and national footprint.
• RSM Australia: Mid-market accounting, tax, consulting and advisory firm with comparable SME and mid-market client focus. Provides audit, tax, consulting and M&A services to a similar Australian SME segment with multi-state presence.
• Shadforth Financial Group: Australian wealth advisory and financial planning firm providing superannuation, SMSF, retirement planning, and investment advice to individuals. Comparable personal wealth and SMSF service line.
• HLB Mann Judd: Mid-tier Australian accounting and advisory network providing tax, audit, business advisory and corporate finance. Comparable integrated service model targeted at SMEs, family businesses, and HNW individuals.
• Crowe Australasia: Mid-tier accounting, audit, advisory and wealth firm serving Australian SMEs and mid-market clients. Comparable multi-disciplinary service stack with tax, advisory, and corporate finance offerings.
• Sequoia Financial Group: Listed Australian financial services group providing wealth management, financial advice, and SMSF services to individuals and SMEs. Comparable wealth and SMSF practice with broader scale.
• Pitcher Partners: Australian mid-tier accounting, advisory, wealth and M&A firm with an integrated multi-disciplinary model and strong SME/SMSF focus. Closely comparable to Insight on service breadth, target client (Australian SMEs and HNW individuals), and integrated tax/wealth/consulting/M&A offering.

Market position

Strengths1 record

Weaknesses1 record

Competitive moat5 records

Key risks5 records

Key highlights7 records

Customer concentration

• Facebookfacebook.com/advisorsperth
• LinkedInlinkedin.com/company/insight-perth
• Instagraminstagram.com/accountantperth
• Xx.com/AccountantPerth

Compliance9 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles8 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Insight Advisory Group