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News - April 13th, 2015

Infocus Wealth Management announced as financial advice affiliate to First Super

by Infocus Author

Infocus Wealth Management today confirmed it will provide financial advice services to members of First Super as part of a broader initiative championed by Industry Fund Services.

Financial services provider Industry Fund Services and Infocus Wealth Management have been working on developing a national financial advice referral program for client members of Industry Superannuation Funds.  Whilst the client referral program between First Super and Infocus Wealth Management starting this month is the first in progress, Infocus anticipates it will be one of many for the group.

Infocus Wealth Management’s Managing Director, Rod Bristow, is delighted with the outcome and acknowledges First Super for making available to its client members, the offer of a full service financial advice offer.  According to Bristow, “Infocus is honoured and excited by the opportunity to support First Super in its initiative, especially since offering retail advice to client members has traditionally been something many industry funds were not prepared to consider.  First Super is leading the way for other Super Funds and should be celebrated as the first movers that they are.  As an independently owned wealth management group, we understand and respect the commercial concerns of Industry Funds.  It has been from this foundation that we have progressed with a transparent and accountable process that has given both Industry Fund Services and First Super the confidence to move forward with us”, he said.

Financial advice services to be delivered by Financial Advisers across the Infocus Group will initially roll out to First Super members in South Australia.  “It is our intention to work closely with First Super to ensure the success of this initiative in advance of a broader national rollout.  We have highly skilled and incredibly personable advisers on the ground in South Australia and right across the country and we’re confident we will be able provide exceptional service to First Super’s members accordingly”, Bristow said.

Beyond this initiative with Industry Fund Services and its member funds, Infocus is in discussions with other organisations and employer groups to provide similar outsourced financial advice services for consumers nationally.

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