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Everything from Infocus Wealth Management

Infocus acquires financial advice business Announcer

From Infocus Wealth Management

Infocus is pleased to announce its acquisition of leading financial advice business Announcer. Announcer currently has offices in Sydney and Brisbane providing financial advice, mortgage broking and property advisory for

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06 Sep 2017

Innovation fuels Infocus Software Updates

From Infocus Wealth Management

With their demonstrated commitment to innovation in the financial advice space, Infocus has recently updated its holistic finance practice management software Platformplus with digital signature technology. Following a consultation with

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21 Jun 2017

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

Earn CPD Points

CPD: The case for Australian mid-caps – why quality is on sale
Share prices move every day. The underlying value of the businesses behind those prices does not move nearly as often, or as much. That distinction matters more than usual right [...]
CPD: Investment bonds revisited – understanding the fundamentals in a changing tax landscape
For many years, investment bonds have occupied a relatively small corner of the Australian investment landscape. While familiar to some advisers, others may have had limited reason to consider them [...]
CPD: Positioning portfolios for the next world order
Key takeaways The global system is becoming more fragmented and policy-driven, leading to more uneven and less predictable market outcomes. Geopolitical risk is now persistent, showing up not just in [...]
CPD: A review of the Code of Ethics (part one)
The Financial Planners and Advisers Code of Ethics (Code) has sat at the centre of adviser conduct in Australia since it became mandatory on 1 January 2020. This article, proudly [...]
CPD: Think your clients aren’t complaining? ASIC might disagree
Complaints are so big right now 2026 has been a big year for financial services complaints, and not just numerically. Certainly, the volume of complaints is noteworthy. AFCA data[1] released [...]