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Everything from Infocus Wealth Management

H&R Block Accountants and Infocus Financial Advisers partner for growth

From Infocus Wealth Management

After winning the national tender to partner with H&R Block in December 2016, a pilot program offering no obligation wealth management services to H&R Block tax and accounting clients in

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18 May 2017

Infocus announces new leadership team for growth

From Infocus Wealth Management

Infocus yesterday announced that in response to substantial growth, it has restructured its senior leadership team and recruited a number of new team members across its operating divisions. As part of

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27 Apr 2017

Infocus staff giving continues in 2017

From Infocus Wealth Management

To support the group’s staff giving program, Infocus recently surveyed all 70 staff across the group to select a Charity who will benefit from this year’s fundraising activity. In 2017,

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22 Mar 2017

Infocus’ referral partnership with H&R Block already delivering the goods

From Infocus Wealth Management

Following the recent announcement of the client referral partnership with H&R Block, Infocus has announced the first referrals under the program are already flowing. In the initial stages of the

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10 Mar 2017

Infocus announces national referral relationship with one of Australia’s largest accounting firms, H&R Block

From Infocus Wealth Management

Infocus Wealth Management yesterday announced it has entered into an exclusive referral relationship with one of Australia’s largest accounting firms, H&R Block. Listed on the New York Stock Exchange (NYSE: HRB),

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07 Feb 2017

Infocus expands advice footprint

From Infocus Wealth Management

Infocus Wealth Management Limited (Infocus), one of Australia’s leading wealth managers, this week announced it has acquired another financial advice business under the Infocus Group Succession Plan. The Succession Plan

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01 Feb 2017

Conscious uncoupling…is this a sign of the times?

From Infocus Wealth Management

Another institutional licensee is exiting the advice industry, with the BankWest salaried advice division due to close its doors in a few months. This comes off Suncorp exiting its advice

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27 Sep 2016

Advisers grow revenue with Infocus

From Infocus Wealth Management

Queensland-based Infocus Group yesterday advised the national rollout of its ‘Building a High Performing Advice Business’ Program has been a great success, with more than 100 advisers licensed through the Infocus

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09 Sep 2016

New Infocus Director brings global perspective

From Infocus Wealth Management

Infocus Wealth Management Limited has announced that it has appointed Mr Roy McKelvie as an independent Non-Executive Director and Chairman-elect to the group’s Board of Directors. Roy’s career spans financial markets

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10 Aug 2016

O earnie!

From Infocus Wealth Management

Infocus Wealth Management (Infocus) launched the group’s direct-to-consumer financial advice solution earnie.com.au last month and this month, earnie is off to school! With O Week currently in various stages of progress

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26 Jul 2016

Earn CPD Points

CPD: The Two-Chapter retirement – a framework for understanding retiree psychology
Introduction Why do financially secure retirees still hesitate to spend, or commit to strategies that would clearly improve their outcomes? This article sets out the Two-Chapter Retirement framework, a new [...]
CPD: China’s next phase – what persistent supply-side growth means for global markets
China’s economic trajectory is shifting, but not in the way many had once expected. Consumption-led rebalancing has not materialised. Instead, economic policy continues to emphasise industrial modernisation, aligned with a [...]
CPD: Ethics and client best interests
In financial advice, acting in a client’s best interest isn’t just a regulatory rule, it’s the foundation of a trusting, successful partnership. This article, proudly sponsored by GSFM, examines the [...]
CPD: Capitalising on global growth in the decarbonisation era
Few themes rival the scale, urgency and long-term significance of climate change. Consequently, regions, countries, companies and individuals are taking positive action to decarbonise the planet and work toward net [...]
CPD: Decoding the compliance signals within AFCA’s Lead Decisions
Introduction In February 2026, the Australian Financial Complaints Authority (AFCA), reached a significant milestone when it issued its 1,000th Dixon Advisory determination[1]. Up until that point, this represented the single [...]