We’re advice led, and client obsessed

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Infocus is in the business, of the business of financial advice

Infocus is in the business, of the business of financial advice

We’re a multi-award winning ‘new model’ financial services enterprise that is advice led, and client obsessed.

We operate Australia’s only end-to-end integrated wealth platform dedicated to empowering financial advice professionals with the independence, infrastructure, and support they need for success in the business of financial advice.

For over 30 years we’ve balanced founder-led values with industry leading technology, giving financial advice professionals true autonomy backed by national infrastructure, support and client-first discipline.

The Infocus difference

We combine best practice business and operating models, driven by multi-award winning SaaS and PaaS technology, investment solutions, and a client-centric framework, ensuring financial advice professionals have everything they need for success. Our integrated approach gives our partners the autonomy to operate their businesses their way, backed by the resources of a national, trusted, founder-led network.

Financial Advisory

Your business, your way.

Our multi-award winning advisory solutions offer five distinct pathways to grow your advisory firm, plus a pathway for mid-to-large enterprises to partner with us.

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Technology

Australia’s AdviceTech leader.

Our industry leading integrated tehnology solutions have been ranked number one for adviser satisfaction for five years running.

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Investment Solutions

Designed for advisers, built for clients.

We provide the highest quality services across Investment Management, Funds Management, Asset Consulting, and OCIO.

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OUR STORY

Infocus has been helping advisers grow for more than 30 years

Our foundational legacy has today delivered a national financial advisory community model with the maturity, intelligence and advice-and-client-first principles required for a dynamic and sophisticated advice sector in Australia.

Our Story
Advisory

Partner with Australia's national financial advisory community

FINANCIAL ADVISORY

We help financial advice professionals grow revenue, enhance operational efficiencies, and effectively manage risk.

We’re a ‘new model’ financial service enterprise that is advice led, and client obsessed. When you join Infocus, you gain the flexibility to shape your business as you see fit, backed by the resources, expertise, and scale of a national firm and a national community of like minded professionals.

Our highly resourced and deeply experienced team is dedicated to your success, whether you join us as a Member Firm, Partner Firm or take advantage of our Enterprise Solutions.

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Technology

Powering the future of advice

technology

AdviceTech’s Innovation Powerhouse

Infocus is Australia’s undisputed leader in Advicetech — owning and operating the nation’s only fully integrated end-to-end SaaS + PaaS solution, Platformplus.

Rated #1 for adviser satisfaction five years running, our multi-award winning technology sets the gold standard for innovation and excellence in the market, with no genuine peer. With award winning tools for client engagement, advice generation, practice management and embedded institutional scale governance, Platformplus exemplifies unparalleled, tangible efficiencies.

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Investment Solutions

Industry leading investment solutions

Investment Solutions

Designed for advisers, built for clients

Infocus is recognised for its consistent performance and trusted expertise in a broad range of Investment Solutions. We provide the highest quality services across Investment Management, Funds Management, Asset Consulting, and OCIO. Our track record reflects a commitment to precision, performance, and enduring client success.

With $3.65Bn in Funds under Management, we’re proud of our disciplined and fundamental valuation-driven approach to the creation of investment solutions that seek to achieve client objectives. With a dedicated team of high performing experienced investment professionals, Infocus gives financial advice professionals the confidence to deliver results that matter.

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how we operate

We're advice led, and client obsessed

We combine leading-edge technology, investment solutions, and a client-centric framework, ensuring advisers have everything they need to deliver exceptional advice. Our integrated approach gives advisers the autonomy to operate their way, backed by the resources of a trusted, founder-led network.

We're built on foundations of excellence

Our operating model is built on the foundations of excellence.

We enhance quality and efficiencies in the advice process through our industry leading technology and risk management frameworks. We facilitate capacity and growth for our partners through industry leading tools such as our Playbook. Most importantly, we deliver an exceptional client experience through our physical and digital engagement strategies.

recognition

Our recent awards

Infocus wins Dealer Group Executive of the Year
Infocus wins IFA Dealer Group of the Year 2024
Infocus wins Dealer Group Executive of the Year - 2024
Infocus wins IFA Innovator of the Year - Individual 2023
Infocus wins IFA Innovator of the Year - company 2023
Infocus wins IFA Innovator of the Year - Individual 2022
Infocus wins AWMA 2025 Innovator of the Year - Wealth Tech
Infocus comes runner up Core Data - licensee of the year Award 2025

testimonials

Hear from our community

Infocus Nedlands

We have quadrupled our turnover since we joined and this is partly due to the continued innovation and investment into the proprietary Platformplus that makes it so easy to do business. Darren said it is a system designed by financial planners for financial planners and it’s true and he is still investing in it and making it better.

Geoff Bird, Infocus Nedlands (WA) – Member Firm

Wealth Connexion

Wealth Connexion is a well-oiled machine, ready to take advantage of aquisitions in a timely and efficient manner. Over a two-year period we have acquired four businesses, resulting in a significant group revenue uplift. These transactions were not by chance, and would not have been possible without our partnership with Infocus.

Xan Kitchin, Wealth Connexion (QLD) – Partner Firm

Loyalty Financial Services

Partnering with Infocus through their Enterprise Partnership program has been a game-changer for our business and broader advice network. The collaboration has provided us with access to cutting-edge technology, streamlined operational processes, and strategic support that has significantly enhanced our efficiency and scalability both at an AFSL management and practice level. Infocus’ integrated AdviceTech and governance framework have allowed us to focus on delivering exceptional client outcomes while confidently managing compliance and risk. Their commitment to understanding our goals and aligning resources to help us achieve them has been invaluable. This partnership hasn’t just improved our business—it has positioned us for sustainable growth and long-term success.

Andrew Whelan & Ivan Jones, Executive Directors, Loyalty Financial (NSW) – Enterprise Partner

Merideon Wealth Strategies

The team are implementing consistent and significant improvements to the network of Advice practices that will deliver business efficiencies, better client experiences and profitability to its members.

Mark Rattigan, Merideon Wealth (WA), Adviser Council Chair – Member Firm 

SMI Financial Solutions

I cannot thank you enough for your team’s support, it’s been a fantastic year for us both professionally and personally. With people like George (he is our absolute rock) and the team at Infocus in our corner I am sure we will be able to continue growing our business and having better balance in our lives.

Chris Smith, SMI Financial (NSW) – Member Firm

Infocus Caloundra

Across my 30-year career in financial advice, I have engaged with a range of advisory groups (both mid-sized and large, and both non-bank and bank-owned)… and can confidently and wholeheartedly assure that Infocus is by far the standout. With customer-centricity at the core, Infocus has developed market-leading sofware which improves efficiency and compliance for advice staff, whilst delivering improved customer experience through direct engagement with clients. This custom-built technology allows advice staff and clients to each utilise the same software as a central suite capturing all relevant information and tools in one location – incorporating key components of an advice business (data collection, relationship management, marketing, portfolio management, strategic advice development, research, revenue and time management, workflow monitoring, education and compliance, and ongoing service delivery).

Rebecca Hurford, Infocus Caloundra (QLD) – Member Firm

Infocus Advisory

Being part of the Infocus Partner Program has transformed the way we scale. Working to a proven playbook has standardised our processes and lifted operationl efficiency across the firm. With shared infrastructure, specialist support data-driven growth frameworks, we can expand faster while maintaining governance and a consistently excellent client experience. The partnership gives us real leverage – turning best practice into repeatable outcomes that compound, so we grow at pace without adding unnecessary overheads.

Infocus Advisory (QLD) – Partner Firm

CA Financial

Infocus demonstrates their commitment to our success through ongoing, proactive support across the licensee. The team’s genuine care and accessibility is refreshing and truly valued; we have regular meetings with our Regional Manager to keep on track. We regularly speak with Professional Standards and Operations to improve processes and we have key staff contribution to the Adviser Council and Paraplanning Collective to provide feedback into the licensee’s excellence initiative.

Thomas Cotter, CA Financial (NSW) – Member Firm

Complete Wealth

The Infocus Partner Program has been pivotal in scaling our firm – providing practical infrastrucute and proactive support that accelerates growth. Far from a prescriptive, franchise-style model; it’s a robust framework that prioritises effectiveness, not just efficiency – whilst giving us the freedom to build our business our way. That combination of autonomy with expert backing is the real value.

Matt Battye, Complete Wealth (ACT) – Partner Firm

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Want to know more?

Discover how we can help you unlock scalable growth and deliver exceptional client outcomes, talk to our team today