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.
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
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
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