Business Details
26 Years
experience
Your Trusted Accounting & Financial Advisory Partner in Goondiwindi
Insight Financial Advisors is a forward-thinking accounting and wealth advisory firm established in 2000, dedicated to empowering regional businesses and individuals through strategic financial solutions. Our expertise spans accounting, taxation, business advisory, finance, investment, and succession planning, tailored specifically for agricultural enterprises, family businesses, and professionals across southern Queensland and northern New South Wales. With a collaborative approach, we prioritise proactive tax planning, wealth creation, and client education, leveraging over three decades of industry experience to deliver measurable outcomes.Our team of certified professionals, including Fellows of CPA Australia and Chartered Tax Advisors, combines deep local knowledge with global perspectives to protect and grow our clients' financial legacies. As a community-focused practice, we actively support regional initiatives while maintaining rigorous compliance standards and fostering transparent, long-term relationships built on trust and accountability.
Services
Accounting & Tax
Business Advisory
Finance & Investment
Succession Planning
Investment Analysis
Payroll Services
Estate Planning
Grant Funding
Risk Assessment
Cashflow Management
Details
- Year established: 2000
Highlights and features
- We offer over 30 years of combined experience in regional accounting and financial planning.
- Our team includes certified Xero experts and qualified Justices of the Peace.
- We provide tailored solutions for agricultural, family-owned, and rural businesses.
- Our proactive tax planning strategies maximise after-tax financial outcomes.
- We maintain strong partnerships with legal and financial professionals for end-to-end solutions.
Associations and certifications
- CPA Australia
- Chartered Tax Advisor
Services
Accounting & Tax
Our accounting and tax services focus on proactive compliance and wealth creation strategies. We specialise in navigating complex tax laws for individuals and businesses, including GST, CGT, and superannuation. Our team delivers tailored reporting solutions to maximise after-tax outcomes while maintaining ATO compliance. With expertise in rural accounting, we serve clients across agricultural and regional industries.
Business Advisory
We provide comprehensive business advisory services covering structural reviews, cashflow management, and expansion strategies. Our team facilitates business planning workshops and risk assessments to enhance operational efficiency. Specialising in rural enterprises, we offer debtor management solutions and payroll services to support sustainable growth for regional businesses and family-owned operations.
Finance & Investment
Our finance and investment services integrate accounting insights with strategic wealth creation. We collaborate with financial institutions to secure competitive lending arrangements and offer investment analysis for share portfolios and SMSFs. Our approach combines tax-effective strategies with insurance planning to protect and grow client assets across residential, business, and equipment finance sectors.
Succession Planning
We develop comprehensive succession plans to ensure smooth business transitions and asset protection. Our services include intergenerational wealth transfer strategies, legal document preparation, and staged control transfer frameworks. Working closely with solicitors, we create tax-effective solutions for business owners planning exits or generational transitions in regional Australia.
Payroll Services
Our dedicated payroll team manages end-to-end payroll solutions for businesses of all sizes. We ensure compliance with WorkCover, Payroll Tax, and WH&S regulations while maintaining accurate records. Our services include payslip preparation, tax withholding calculations, and integration with accounting systems to streamline financial management for regional employers.
People
Peter Crothers
Partner
Founder of Insight with 30+ years' experience in regional accounting. Fellow of CPA Australia and Chartered Tax Advisor, specialising in agricultural and business financial strategy. Holds Bachelor of Business and Diploma in Financial Services.
Chantelle Martin
Client Manager
Diploma-qualified accountant with Xero expertise, focusing on client tax planning and business operations. Certified Justice of the Peace with 13 years' experience supporting regional businesses through Insight.
Joanna Walters
Executive Officer
Certified Xero expert managing client onboarding and business structures. Former legal industry professional with four years' experience supporting accounting operations and client relationship management.
Sam Hoath
Client Manager
Qualified CPA candidate with rural accounting expertise. Specialises in business compliance and financial strategy for regional clients. Graduate of University of Queensland's Commerce program with focus on accounting.
Monique Copelin
Client Manager
Diploma-qualified accountant and certified NSW Justice of the Peace. Focuses on compliance obligations and business support for regional enterprises. Completed studies at Wauchope High School and continues professional development.
Questions
What accounting services do you offer for regional businesses?
We provide comprehensive accounting services including tax compliance, financial reporting, and business advisory tailored specifically for agricultural and regional enterprises.
Do you specialise in succession planning for family businesses?
Yes, we create custom succession plans for family businesses, including asset protection strategies and intergenerational wealth transfer frameworks.
How do you support clients with investment decisions?
We offer investment analysis and collaborate with financial institutions to provide tax-effective investment strategies aligned with business goals.
What areas do you service across regional Australia?
We service clients from Orange to Port Douglas, Brisbane to Windorah, and parts of the Northern Territory, specialising in rural accounting needs.
Can you assist with payroll and compliance requirements?
Yes, our dedicated payroll team manages end-to-end payroll solutions, ensuring compliance with all tax and employment regulations.
