Advisory - Infocus

Our approach is designed to give you the freedom to run your business your way, backed by the strength of our multi-award winning systems, number one ranking infrastrucutre, and collegiate national community.

Infoucs acts as the trusted Operating Partner for our Member Firms and the Capital Partner to our Partner Firms. When the time comes, we’re a trusted Succession Partner to firms looking for an elegant exit from the profession.

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partnership options

Join as a Member Firm

Join the Infocus license, or use your own.

Join as a Partner Firm

Partner with Infocus to scale your business.

Join an Existing Firm

Focus on advising your valued clients.

Infocus Acquires your Firm

If you’re looking for an elegant exit.

Start an Advisory Firm

Start as you mean to go on.

Discover the Infocus difference

Backed by decades of experience and award winning proprietary solutions, Infocus is the growth partner for financial advisory practices looking to play a bigger game.

Our highly qualified, dedicated team work with you one on one to ensure you reach your full potential. We seek to partner with individuals and firms with a strong growth mindset, who are aligned with our community culture and client first philosophy. No matter what your goals, we have a partnership solution to ensure you achieve them. We offer five distinct pathways to grow:

flexible license options

With operational efficiency, risk management and revenue growth front of mind, becoming a member firm at Infocus will take your business to the next level. Whether it’s our industry leading technology, our collaborative national community or our 80-person strong team, we guarantee your advice business will succeed. Choose between our Infocus Licensed or Self-Licensed models, we’ll support you either way.

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Scale at speed

Designed for established advice firms looking to scale, becoming a Partner Firm at Infocus sees us become an active partner in your firm, offering growth capital via equity and/or debt funding and access to vital resources to accelerate your growth. Maintain full control and let us help you to gain a deeper understanding of your business and personal goals and outline a clear path to achieve them.

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Focus on your passion

If being a business owner isn’t for you, let us facilitate your joining of an existing firm within the Infocus community. Maintain your client relationships and spend your time doing what you enjoy the most, without the burden of ownership, the client always remains number one.

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leave a legacy you're proud of

At Infocus, we’re client obsessed. When it comes to selling your firm, we have two priorities – helping you to unlock business value beyond market multiples, and most importantly – ensuring continuity of care of the highest level for your values clients. If you’re looking for an elegant exist, we can help.

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Start Up

We’ve helped hundreds of firms start their own advice businesses. Start as you mean to go on, with streamlined AdviceTech, gold standard support models and even the option to use our brand, we’ll ensure long term success for your growing business.

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PARTNER PROGRAM

The Infocus Partner Program has been designed for established advice businesses looking to scale. We partner with the owners of ambitious financial advice firms, we invest in their growth and we enable them to maximise the long-term value of their business.

Our unique proposition offers partner program participants the invaluable support of a highly experienced minority investor, dedicated to driving growth and maximising value for stakeholders.

Our industry leading infrastructure allows our partners to leverage from the benefits of our scale, shelters firms from the ever-increasing demands of regulation, compliance, risk and running a business. Confident that our team handles these time-consuming and complex tasks, principals gain more time to focus on growth opportunities and unlock the full potential of their business.

Our participants

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 planeers and its true and he is still investing in it and making it better.

Geoff Bird, Infocus Nedlands (WA) – Member Firm

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

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)

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) – Member Firm

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

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, relationsip managemnt, marketing, portfolio management, strategic advice development, research, renvenue and time management, workflow monitoring, education and compliance, and ongoing service delivery).

Rebecca Hurford, Infocus Caloundra (QLD) – Member Firm

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

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 with our openly 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

The Infocus Partner Program has been pivotl 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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Contact us today to find your perfect partnership solution

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The power of true partnership

There are five ways to partner with Infocus

Discover the Infocus difference

Member Firm

Partner Firm

Join an Existing Firm

Acquisition

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A partnership, not a purchase

Meet our Partner Program participants

Why partnering with us makes a difference

Hear from our comminuty

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