READY TO UP YOUR GAME ?

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It's time to elevate your advice business...

Whether you're considering a licensee change for your advice business, or you're simply looking to upgrade your financial advice technology, we've got you covered.


This free no obligation online event consists of two 45 minute sessions hosted by key members of the Infocus executive team. Session details are outlined below, registration is required to attend this online event.


You are more than welcome to attend one or both of the sessions, session 2 will flow on directly from session 1.

The Infocus Difference...

Session 1 provides you with a detailed overview of Infocus, who we are and how a partnership with our team will help your advice business succeed.

We outline what our partnership offering is and how we support advice businesses across Australia to achieve their business goals.

We're looking forward to showing you how we differ from other reputable AFSL's...

Step up your technology

Session 2 will deep dive into our not so secret secret weapon, Platformplus.

Platformplus is our innovative advice management system (AMS) - the technology that has been designed by advice practices, for advice practices.

Platformplus AMS offers seamless advice generation with real-time compliance and can take your business to the next level.

EVENT AGENDA

Session 1: The Infocus Difference
10:00am - 10:45am (AEST)
11th February 2021

You'll hear from our executive team on the below topics:

- The Infocus values and culture
- How we help advice businesses to future proof and grow
- Details on our extensive support structure
- Our industry leading technology, which incorporates built in compliance technology and framework for business operational success
- Our investment philosophy and solutions

Session 2: Technology to Power your Business
10:45am-11:30am (AEST)
11th February 2021


You'll hear from our executive team on the below topics:

- Create efficiencies in your advice generation process
- Engage with your clients using multiple delivery formats
- Seamlessly integrate compliance checks into your advice delivery
- Manage every aspect of your advice practice from a single platform

What you need to know about Infocus

Our values and culture set us apart and drive our partnership decisions.

As financial advisers, we recognise that we occupy a trusted position as the primary adviser for the financial lives of our clients, and therefore our partnerships must reflect this. We seek to partner with financial advisers whose approach to business resonates with ours.

We partner with advisers who place real value on: professionalism, business acumen, emotional intelligence, ambition and passion and a genuine commitment to making a positive difference to people's lives.

Public unlisted, privately owned company

Full spectrum licensee support services

A national network of ~ 200 Advisers

Integrated wealth technology solution

What you need to know about Platformplus

Helping you strengthen your practice and deliver effective and efficient advice

Seamless advice generation

Client experiences that drive engagement and retention.

Unrivalled visibility to manage and grow your business

Embedded compliance that rapidly responds to industry changes

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Join our growing adviser community

Partner with Infocus and join a community of successful Financial Advisers. Enquire today to find out more.

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