Infocus unveils refreshed adviser partner model | Australian Markets

Infocus has detailed its newly revised national adviser business model, with a complete retooling of its service offering for advice companions.

The 30-year-old advisory companies firm hailed the refreshed model as a “progressive step for the advice sector”, one which might “empower sustainable growth and flexible operations for financial advisers, advisory practices, license holders, and advisory enterprises across Australia”.

Touted for its “unique end-to-end structure” and improved integration of core companies, the revised service offering focuses on three key supply areas: advisory, technology and investment management.

Among the adjustments embrace a new versatile partnership model.

For occasion, a Member Model guarantees companions – regardless of whether or not they’re Infocus-licensed or self-licensed – “on-demand support”.

A more complete Partner Model will see Infocus appearing as capital partner, in addition to offering technology, investment options, and operational help to advisers.

Alongside the revised partnership model, Infocus has additionally moved to improve integration of its consumer companies, promising advisers a “fully client integrated advice, technology and investment framework”.

Centred across the Platformplus wrap platform – promoted because the “industry’s only fully integrated advice technology ecosystem with the client at its heart”, partner companies will gain entry to a complete suite of companies supporting AFSL compliance, follow and consumer relationship management, and financial advisory processes.

Infocus additionally spuiked its knowledge- and resource-sharing capabilities, with its objective of fostering a “collaborative national community” for advisers, workers, and stakeholders.

Infocus founder and managing director Darren Steinhardt hailed the adjustments as “an exciting and important chapter” for the firm – which has its roots in regional Queensland – one which is “uniquely designed for the evolving advice professional”.

“We are at present a national advisory firm with a number of new touchpoints, service and execution choices for financial advisers and their shoppers.

“At the heart of this is a carefully constructed commercial approach that seeks to deliver high-quality advice outcomes and hand hard-working financial advisers greater freedom to choose intuitive options in support of their own commercial success and partnerships with us.”

He added: “Advisers don’t just gain access to our proven market-leading technology that is also award-winning, and NPS positively rated. They also benefit from advanced functionalities coming through our system – like one of Australia’s best financial modelling tools.”

“We are perfectly placed to enhance the support our existing 200-plus advisers receive and welcome many more advisers, advisory firms, or self-licensed firms seeking a better model,” Steinhardt concluded.

Founded in 1994 on Queensland’s Sunshine Coast, Infocus boasts an Australia-wide community of more than 230 advisers, with workplaces in Brisbane, Sydney and Melbourne, along with its home base.

In addition to its advisory companies, the firm supplies investment management options through its wholly owned subsidiary Alpha Investment Management.

Infocus just lately accomplished the acquisition of Madison Financial Group from Clime Investment Management.