Advisory
We understand the unique challenges faced by financial advisers, which is why our approach is designed to give you the freedom to run your business your way, backed by the strength of our systems, infrastructure, and network.
By partnering with us, you gain the flexibility to shape your advisory practice while tapping into the strength of the Infocus National Advisory Firm ethos, creating long-term value together.
Your Pathways to Growth
Infocus is your growth partner, offering expertise and support to help you reach your full potential. We seek to partner with firms that bring a growth mindset and are aligned with our distinctive culture and philosophy. We offer five distinct pathways to grow your advisory firm, as well as a pathway for mid-to-large enterprises to partner with us:
Getting Started
We've helped lots of firms take their first steps launching their own business. Find out how we can give you a boost from day one.
We'll help you start as you mean to go on, with streamlined Advicetech and the right support.
Become a Member Firm
Maintain the balance and flexibility you need.
Choose between Infocus Licensed or Self-Licensed models to focus fully on clients and growth.
Leverage our systems for efficiency and client success, while engaging with our collaborative adviser community.
Keep your brand or choose Infocus branding, whichever suits your vision; with the option to support and mentor other advisers within the network.
Become a Partner Firm
You are a true owner and driver of your firm, community minded, with strong governance and client first principles.
Your business meets certain performance benchmarks, and you are ready to amplify your impact.
Infocus becomes an active partner in your firm, offering growth capital via equity and/or debt funding, and resources to accelerate growth.
Structuring is flexible: either downstream exit or upfront equity participation.
Maintain control of your business, with full access to our business model, systems, the Infocus ‘play book’ and other valuable resources.
Clear expectations and understanding on level, timing, and value of any equity position taken.
Clarity and purpose are vital! We help you to gain a deeper understanding of your business and personal goals with a clear path to achieve them.
Join Existing Firm
Maybe running a business just isn't for you or maybe you're looking for a succession plan.
Join an existing Member or Partner firm, get out of the back office and ibn front of your clients.
You get to focus on the work you love, without the burden of ownership, while ensuring continuity for your clients.
Full Acquisition
You get one chance to sell your firm, let's make sure we do it well.
Our structured sale process allows you to unlock multiple layers of value, not just a single sale event.
Our structured sale process allows you to unlock value beyond market multiples while never treating your clients like a commodity.
Enterprise Solutions
Customised, scalable solutions tailored to meet the unique needs of medium to large enterprises that may not require the full partnership model.
Access key components of Infocus’ robust technology infrastructure, including systems designed to enhance investment, superannuation and pension offerings, portfolio management, and more.
Automate day-to-day processes from compliance to client management, driving efficiency and reducing manual tasks. This ensures your operations are streamlined, allowing your team to focus on higher-value activities and increasing overall productivity.
Why Partner with Infocus?
An Infocus partnership means more than just access to resources – it’s about unlocking your firm’s true potential. With our expertise and support, you can build a stronger, more sustainable business that stands the test of time. Here’s what you can look forward to:
Talent Retention
Say goodbye to succession planning worries, with access to capital funding for up-and-coming talent and development programs to nurture their growth.
Connect with our team today to explore the right partnership model for your business and discover how we can help you scale, innovate, and lead in today’s dynamic market. With over 30 years of expertise in empowering advisers, Infocus has built a reputation for providing flexible, sustainable solutions that foster growth. Our deep industry knowledge and commitment to innovation ensure that, no matter the partnership model you choose, you can trust us to support your firm’s long-term success.