Media – Infocus

If you’re running a financial advice practice in Australia today, you don’t need another headline to tell you we’re in crisis.

You feel it long before you read it, in the overflowing calendars, the clients waiting months for appointments, the teams running on fumes. The pressure is palpable the moment you step into most practices.

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Infocus – National Advisory Firm was a finalist in three categories: Dealer Group Executive of the Year, Dealer Group of the Year, and Innovator of the Year – Company. We proudly took home Dealer Group Executive of the Year, Ben Neilson won Training & Education Partner of the Year, and Xan Kitchin won Practice Principal of the Year plus the prestigious ifa Excellence Award – Individual, being the first time an overall excellence award has been won within the Infocus community.

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In this episode we speak with Jane Ridder, Financial Adviser and Mortgage Broker licensed with the Infocus community. We discuss how her advice business leverages AI, automation and an integrated end-to-end advice tech solution – Platformplus, to deliver a highly personalised and efficient client experience.

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Running an advice business in 2025 isn’t for the faint-hearted. Between shifting margins, rising costs, and the daily balancing act of people, tech, and compliance – it’s no wonder you’ve found yourself thinking, what next?

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Infocus advice - Build, sell or partner: Making the right call for your advice business

Winning one premiership can come down to talent, luck, or timing. Winning multiple in a row – like the Penrith Panthers’ four straight NRL titles from 2021-2024; or the Brisbane Lions’ 2001–2003 AFL threepeat matched by Hawthorn in 2013–2015, signals something deeper at play. What they shared was this: they engineered a proven, repeatable system, underpinned by trust, discipline, aligned purpose, and a culture that turned individual strengths into collective success. Financial advisory firms are no different.

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While regional Australia may not be the epicentre of the financial advice sector’s ongoing debates about solving the great unmet need for quality advice across Australia, advisers outside the big cities still have expertise to share.

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The growing compliance burden is time consuming and costly for financial advisers. But there are some strategies to meet your obligations. Advisers need to be viewing compliance as leverage, not load, according to adviser Justin Hooper, of Lifestyle Led Wealth. “Being part of a national advisory firm like Infocus makes that doable,” Hooper says. “Their tech PlatformPlus, QA support, and training are all built into the framework, so we’re not constantly reinventing the wheel. It frees us up to focus on clients, knowing we’re covered from a compliance perspective.”

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Growth has suddenly become sexy again and the temptation to jump into a commercial contract or private equity purchase arrangement that builds overnight scale is a clear and evident.

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Infocus has named Matthew Fogarty as executive general manager of strategic relationships and Hayley Briggs as chief financial and operating officer to support the firm’s new revised operational model across the country.

“The appointments reinforce the firm’s commitment to accelerating its national expansion, aligned with a vision to empower advisers, advisory practices, and licence holders through a flexible, end-to-end advice model that fosters growth, innovation, and operational excellence,” the firm said.

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Infocus, having completed its acquisition of Madison Financial Group from Clime Investment Management last year, has unveiled a major refresh of its business model. The firm said it is looking to drive sustainable growth and flexible operations for Australian advisers, practices, licence holders and advisory enterprises.

Its new business model has a focus on flexible solutions in three core areas: advisory, technology and investment management.

Key elements of the firm’s offering will include flexible partnership models – member, partner, enterprise – and licensing support regardless of whether advisers are self-licensed or licensed by Infocus.

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Infocus launches new business model member partner enterprise firms

Infocus in the media

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Infocus wins at 2025 IFA Excellence Awards

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