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Monday 8:30am - 5pm Tuesday 8:30am - 5pm Wednesday 8:30am - 5pm Thursday 8:30am - 5pm Friday 8:30am - 5pm

Insurance Advisory Service

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Australia
North Sydney, NSW
Insurance Advisory Service

Ready to find financial peace of mind? We help you find the solutions that work for you. Talk to us! We help you find the answers that work for you.

🌟 Find Financial Peace of Mind with IAS 🌟
How can you grow your business, secure your family’s future, and enjoy a worry-free retirement? Welcome to Insurance Advisory Service (IAS). For over 40 years, our women-led, family-operated business has been a beacon of tailored financial and insurance advice. Whether you're an individual, a family, or a business owner, we recognise your unique needs and

create personalised strategies to meet them. Let’s work together to bring you the financial peace of mind you deserve.

✨ Talk to Us: Ready for financial clarity? Message us to start your financial journey.

02/06/2026

Hands up if your financial plan has been on autopilot for a while.

No judgement. Life gets busy. But the thing about financial plans is they're not set and forget. Your life changes, and your plan should change with it.

An annual review is one of the simplest and most valuable things you can do. And with EOFY around the corner, now is the perfect time.

We make it easy. No jargon, no pressure. Just a clear conversation about where things are.

Want to book yours? Just reach out.

31/05/2026

It's June, which means EOFY is just 30 days away.

This is the month to check in on the things that matter. Super contributions, insurance, deductions, your overall financial picture.

Over the next few weeks, we'll be sharing practical tips to help you wrap up the financial year feeling organised and in control.

No stress. Just a few smart moves before June 30.

Want to get ahead of it? We're here to help.

29/05/2026

Jo and Leah were at the MDS Self Licensing Summit yesterday, Australia's first event bringing together the growing community of self-licensed advisers from across the country.

Being self-licensed is a big part of what makes IAS different. It gives us the ability to choose the best solutions for our clients — not what a licensee tells us to recommend. It’s been that way for over 50 years.

A great day of learning and connection. Back today with new ideas and energy.

Happy Friday!

26/05/2026

Today marks the start of National Reconciliation Week, a time to reflect on our shared histories and how we can all contribute to reconciliation in Australia.

We pay our respects to Aboriginal and Torres Strait Islander peoples and acknowledge the Traditional Custodians of the lands on which we live and work.

https://www.reconciliation.org.au/

24/05/2026

Running a business? EOFY is a good prompt to check a few things:

Has your business insurance kept pace with your growth?
Is your cyber protection up to date?
What happens if a key person in the business can't work?

Many business premiums are tax-deductible, so it's worth reviewing before June 30.

Not sure where you stand? We can help you work through it.

21/05/2026

Did you know retirement has four phases? Most people only plan for the first one.

Jo's latest DeepDive newsletter explores Dr Riley Moynes' framework, from the initial 'holiday' phase through to reinvention and genuine purpose.

A thought-provoking read, especially if you're starting to think about what life after work might actually look like. Beyond the numbers.

Read it on LinkedIn: [https://www.linkedin.com/pulse/retirement-has-four-phases-you-ready-jo-brassett-yqync]

19/05/2026

You insure your car. You insure your home. But do you insure your income?

Income protection covers a portion of your earnings if you can't work due to illness or injury. One of the most important types of cover, and one of the most overlooked.

Many people assume the cover inside their super is enough. Sometimes it is. Often it isn't.

With EOFY coming up, it's a good time to check where you stand, especially since income protection premiums may be tax-deductible.

Learn more: https://www.insuranceadvisoryservice.com.au/our-services/personal-advice/income-protection-insurance/

17/05/2026

Jo's dad Doug founded IAS decades ago. One of the things he taught her early on was beautifully simple: save first, then spend. Not save whatever's left over. Save first. Spend what's left.

It sounds obvious, but it's one of those lessons that sticks with you forever.

What's the best money lesson you learned from a parent? We'd love to hear it. 💭

14/05/2026

Thirteen years! 💐 This week marks Teresa's 13th anniversary at IAS, and we couldn't let it pass without saying how much she means to this team.

If you've spoken to IAS, chances are Teresa has been part of your experience. Reliable, incredibly capable, and always putting clients first.

Thank you, Teresa. We're so glad you're part of the IAS family. 🎉

12/05/2026

EOFY is less than seven weeks away. Here are a few things worth checking before June 30:

✅ Super contributions. Are you making the most of your caps this year?
✅ Insurance. Has anything changed? New car, renovations, income changes?
✅ Deductions. Work-from-home expenses, professional memberships, income protection premiums.
✅ Records. Get them sorted now, not in July. Your accountant will thank you.

Small steps now, less stress later. Need a hand? We're here.

Address

Level 2, 273 Alfred Street
North Sydney, NSW
2060

Opening Hours

Monday	8:30am - 5pm
Tuesday	8:30am - 5pm
Wednesday	8:30am - 5pm
Thursday	8:30am - 5pm
Friday	8:30am - 5pm

Website

http://www.insuranceadvisoryservice.com.au/

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