Rajini Kodialam

Focus Financial Partners Inc. (Focus), a leading partnership of fiduciary wealth management firms, has announced that it has entered into a definitive agreement under which MISSO Wealth Management (MISSO), a boutique wealth management firm headquartered in Brisbane, Queensland, will join Connectus Wealth Advisers (Connectus).

This transaction is expected to close in the fourth quarter of 2021, subject to customary closing conditions.

Founded in 2001 by Jason Misso, MISSO serves high and ultra-high net worth individuals in Queensland and throughout Australia, with a specific focus on executives, business owners and self-employed professionals.

Through a core emphasis on quality advice and transparency, MISSO delivers strategic advice through a holistic approach that is tailored to each client’s specific needs and objectives. Key services include financial advice and planning, investment management, family office services, superannuation, estate and family succession planning, insurance advice and liability management.

“Joining Connectus will position us to expand the value proposition we offer our clients while maintaining our approach to providing unconflicted advice and our boutique culture,” said Jason Misso, Founder of MISSO.”

The array of client service tools and resources that Connectus provides will enable us to create a much richer client experience. Leveraging Connectus’ shared resources will allow us to not only devote more time to our passion, which is serving our clients, but also to accelerating the growth of our business. We are excited by the prospect of Connectus helping our business evolve in a way that we could not have achieved on our own.”

“We extend a very warm welcome to the MISSO team as the sixth addition to the Connectus family in Australia and the third addition in Brisbane since Connectus entered the Australian market late last year,” said Rajini Kodialam, Co-Founder and Chief Operating Officer of Focus.

“MISSO further deepens Connectus’ presence in the ultra-high net worth client segment in Australia and will bring differentiated expertise in serving this clientele to the Connectus consortium. We are thrilled with Connectus’ continued growth and momentum in Australia, which reinforce the benefits of Connectus’ growing scale and the value of the sophisticated resources it offers its firms, while enabling them to maintain the boutique cultures that made each of them so successful prior to joining Connectus.”

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Travis Pitt has over twenty years of industry experience as a tenured financial adviser providing customised investment and wealth management solutions to ultra-high net worth individuals and families. He is a nationally ranked adviser, having been named to the Barron’s list of Australia’s Top 100 Financial Advisers in 2021 as well as in prior years. Through this transaction, Escala will further increase its presence in the Melbourne market and add to the depth and breadth of its investment advisory team. By joining Escala, Pitt will gain access to Escala’s specialised investment management capabilities and operational infrastructure, continuing his commitment to provide best-in-class services to his clients.

“We are excited to partner with Travis, whom I have known for many years and respect as an outstanding adviser with a commitment to personalised, high-touch client service,” said Pep Perry, CEO and Partner at Escala. “This transaction elevates our organisation with the addition of high caliber leadership and further deepens our presence in the attractive Melbourne and Sydney markets. We welcome Travis and his clients to the Escala family.”

“We are very pleased that Travis has joined the Escala team. Talent acquisition is a central component of the value-added support that we provide to our partner firms, particularly in facilitating the addition of highly experienced advisers who have a long track record of success in serving ultra-high and high net worth clients,” said Rajini Kodialam, Co-Founder and Chief Operating Officer of Focus. “Helping our partners build scale and accelerate their organic growth are essential elements of our value propoposition.”

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Rajini Kodialam

Focus Financial Partners Inc. (Focus), a leading partnership of fiduciary wealth management firms has announced that Connectus Wealth Advisers (Connectus) has entered into a definitive agreement under which the Aspiri Financial Services Group (Aspiri) will join Connectus. This transaction is expected to close in the second quarter of 2021, subject to customary closing conditions.

Aspiri is a boutique wealth management firm headquartered in Newstead, Queensland. Founded in 2004 by Gavin Kelly, Aspiri serves high net worth individuals in Queensland and throughout Australia by providing personalized advice, discretionary investment management, superannuation services, estate planning and insurance advice. The firm leverages digital tools and tailored processes to deliver customized, holistic advice and a differentiated client experience.

“In Connectus, we have found a partner that understands our business and is aligned with our customized approach to serving clients,” said Gavin Kelly, Founder and Director of Aspiri. “The partnership with Connectus and Focus is the next step in our continued evolution to expand our value proposition. We are excited to join a collaborative community through which we will gain access to additional resources to accelerate growth and support the firm’s long-term succession plan.”

“We are excited to welcome Aspiri as the fourth firm to join Connectus since its initial expansion into Australia late last year,” said Rajini Kodialam, Co-Founder and Chief Operating Officer of Focus. “The addition of Aspiri is further evidence of Connectus’ continued strong momentum in Australia and will also increase its footprint in the broader Brisbane market. Through Aspiri, Connectus will gain complementary capabilities in investment management and the delivery of highly personalized client service, further strengthening the synergistic benefits of the consortium to its advisors. Australia is an important strategic market for Focus, and Connectus is a natural extension of our growing presence there.”

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