News & Insights

News - 07/07/2016

Media Release | Infocus Enters Robo-Advice Market with earnie.com.au

Infocus Wealth Management (Infocus) today announced the launch of earnie.com.au, the group’s direct-to-consumer financial advice solution. earnie.com.au is available at no cost for consumers, providing simple smart investing for Australians from all walks of life.

News - 27/04/2016

Media Release | Infocus takes out the Investment Trends Innovation Award for 2015

We were calling for a rate cut in the last update on two grounds – full-time jobs (f/t) growth had stalled and inflation was low. We don’t get another read on inflation for a couple of months but May’s jobs report showed that the last three months had experienced cuts to trend f/t employment. That is worrying. The question is, will the RBA’s cut in May be enough?

News - 04/04/2016

Infocus Expands Advice Footprint

Infocus Wealth Management Limited (Infocus), one of Australia’s leading privately-owned wealth managers, this week announced it has acquired another financial advice business under the Infocus Group Succession Plan.

News - 08/03/2016

Media Release | Infocus' GM of PATRON Financial Advice Retires

Infocus Wealth Management Limited (Infocus) confirmed the retirement of PATRON Financial Advice General Manager, Rob McCann today.

News - 07/03/2016

Media Release | Infocus Announces Direct-to-Consumer Financial Advice Solution

In an Australian first, Infocus Wealth Management (Infocus), a leading non-aligned wealth manager, will launch a direct-to-consumer advice solution in May this year. The advice solution will incorporate the Morningstar Wealth Forecasting Engine and investment management services from Ibbotson Associates Australia, part of the Morningstar Investment Management group.

News - 24/11/2015

Media Release | Infocus honoured to partner with Suncorp and Guardian advisers

Infocus is honoured to be selected as a future licensing partner for advisers following the decision this week by Suncorp to exit its financial advice businesses Suncorp Financial Planning and Guardian Advice.

News - 13/11/2015

Praemium and Infocus extend partnership

Praemium (ASX: PPS) and Infocus Wealth Management are pleased to announce that they will integrate Infocus’s Platformplus financial planning system with the Praemium SMA platform to create the industry’s first end-to-end advice and investment solution.

News - 24/09/2015

Media Release | Infocus adds to Board of Directors

Infocus Wealth Management Limited today announced it had appointed experienced director and senior executive Karen Smith-Pomeroy to its Board of Directors.

News - 14/08/2015

Media Release | Infocus is awarded company Innovator of the Year at the 2015 ifa Excellence Awards

Over 350 of the nation's top Advisers and industry executives gathered at Doltone House on Jones Bay Wharf in Sydney last Friday for the ifa Excellence awards, created to recognise professional excellence and highlight the sector's top individuals and businesses. These awards are the only industry awards dedicated exclusively to boutique and non-aligned Financial Advisers.

News - 03/08/2015

Media Release | Clients Opt-In Online with Infocus

With the recent release of ASIC’s updated Regulatory Guide 221 on Disclosure, advisers who issue Opt-In statements via Infocus’ proprietary CRM software PlatformPlus can now have their clients view and approve these online via Infocus’ online client engagement tool, Client Portal.

News - 27/05/2015

Infocus Announced as Financial Advice Partner to TWUSUPER

Infocus Wealth Management today confirmed it will provide financial advice services to members of TWUSUPER as part of a broader initiative championed by superannuation financial services provider Industry Fund Services. The client referral program between TWUSUPER and Infocus Wealth Management follows the recent announcement about Infocus providing financial advice to First Super members in South Australia.

News - 07/05/2015

Infocus launches Managed Accounts

Infocus Wealth Management Ltd today announced the launch of its Managed Accounts solution for advisers and their clients. The solution, delivered by market leader Praemium (ASX: PPS), adds to the group’s existing managed funds model portfolio solution and provides a Separately Managed Accounts (SMA) platform with integrated reporting and tax optimisation functionality.

News - 13/04/2015

Infocus Wealth Management announced as financial advice affiliate to First Super

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.