Business Details
26 Years
experience
Your Trusted Accounting Partner in Goondiwindi
At Insight Financial Advisors, we are dedicated to delivering strategic and innovative accounting, finance, and advisory services tailored to regional businesses. With over two decades of experience, our team of certified professionals combines deep industry knowledge with a collaborative approach to address complex financial challenges. We specialise in tax planning, business advisory, succession strategies, and investment solutions, prioritising proactive outcomes that align with our clients' long-term goals. Our commitment to regional communities, coupled with global perspectives, ensures our clients receive personalised support that drives sustainable growth and financial independence. 
Services
Accounting & Tax
Business Advisory
Finance & Investment
Succession Planning
Payroll Services
Details
- Year established: 2000
Highlights and features
- 20+ years of experience in regional accounting and tax advisory.
- Certified Xero experts with advanced digital accounting solutions.
- Proactive tax planning focused on wealth creation and compliance.
- Collaborative approach tailored to agricultural and regional businesses.
- Community-focused team with deep local market understanding.
Associations and certifications
- Xero
- CPA Australia
- Chartered Tax Advisers
What people say
Proactive tax planning
Exceptional client support
Seamless Xero integration
Deep industry knowledge
Timely compliance solutions
Services
Accounting & Tax
Our accounting and tax services focus on proactive compliance and strategic tax minimisation. We specialise in income tax returns, GST, superannuation, and business structuring, ensuring clients maximise after-tax outcomes. With expertise in regulatory compliance and tailored reporting, we empower businesses to make informed financial decisions while maintaining adherence to ATO requirements.
Business Advisory
We provide tailored business advisory solutions to enhance operational efficiency and growth. Our services include cashflow analysis, risk assessment, and strategic planning workshops. By combining financial insights with industry-specific knowledge, we help businesses navigate challenges, implement scalable systems, and achieve long-term sustainability through data-driven decision-making.
Finance & Investment
Our finance and investment services integrate accounting expertise with collaborative wealth strategies. We facilitate access to competitive lending, share market advice, and SMSF investments. By coordinating with bankers and financial planners, we deliver holistic solutions that align with clients' financial goals, ensuring optimal returns and risk management.
Succession Planning
We specialise in succession, estate, and exit planning to protect clients' legacies. Our approach includes asset protection strategies, intergenerational transfers, and legal documentation. By working closely with solicitors and facilitators, we ensure seamless transitions for businesses and families, safeguarding wealth for future generations.
Payroll Services
Our comprehensive payroll services ensure timely and accurate employee payments. We manage end-to-end payroll processes, including tax withholdings, superannuation contributions, and compliance reporting. With expertise in Xero and MYOB platforms, we streamline payroll operations, reducing administrative burdens while maintaining regulatory compliance.
People
Peter Crothers
Partner
Founder of Insight with 30+ years in accounting, specialising in agricultural and business advisory. Fellow of CPA Australia and Chartered Tax Adviser, dedicated to client financial independence.
Chantelle Martin
Client Manager
Xero cashbook expert with a focus on client education and tax planning. Holds a Diploma of Accounting and supports business operational efficiency through tailored strategies.
Joanna Walters
Executive Officer
Certified Xero expert managing client onboarding and business structures. Former legal industry professional transitioning to accounting, with a focus on leadership and tax professional development.
Sam Hoath
Client Manager
CPA candidate with rural accounting expertise, supporting diverse industries. Focuses on building client confidence through clear financial guidance and compliance solutions.
Monique Copelin
Client Manager
Xero expert and NSW JP assisting clients with compliance obligations. Passionate about simplifying financial processes while delivering exceptional service to regional businesses.
Questions
What accounting software does Insight support?
We specialise in Xero, MYOB, Reckon, and Phoenix platforms, providing tailored support for seamless financial management.
Do you offer tax planning for agricultural businesses?
Yes, we provide strategic tax planning specifically designed for agricultural enterprises and regional business structures.
How does Insight handle payroll compliance?
Our payroll team ensures accurate, timely payments with full compliance in superannuation, tax withholdings, and regulatory reporting.
Can you assist with business succession planning?
We offer comprehensive succession planning, including asset protection, intergenerational transfers, and legal documentation coordination.
What regions does Insight service?
We serve Southern Queensland, Northern NSW, and regional Australia, with clients spanning from Orange to Port Douglas.
Are you qualified tax advisers?
Our team includes Chartered Tax Advisers and CPA Australia members, ensuring expert compliance and strategic advice.
