Independently owned Infocus Wealth Management Limited will, during September, have access to HUB24’s award winning platform technology. This new initiative will see the HUB24 platform deployed for the two AFSL holders within the Infocus Wealth Management Group, PATRON Financial Advice and Infocus Securities Australia, representing around 120 financial planning firms nationally.
Infocus Wealth Management Managing Director Rod Bristow said “As part of our focus on providing freedom of choice for advisers, we are pleased to provide access to a broad choice of platforms for advisers and their clients across investments, superannuation, and insurance. With their extensive product offering and leading managed portfolio capability, HUB24 can help us provide the best possible product solutions to our advisers and their clients”, he said.
“Our focus in supporting our fast-growing national network is to help advisers grow revenue, increase efficiency and effectively manage risk as they deliver outstanding client service. Delivering market leading technology and investment solutions is key to achieving these outcomes. HUB24 impressed us, not just with their broad product choice, but with also their implementation efficiency made possible by their leading edge technology,” Bristow said.
This latest white label initiative further extends HUB24’s branded platform offerings, strengthening their position as one of the fastest growing platforms in the industry.
HUB24 Managing Director Andrew Alcock said “Delivering solutions for Infocus and PATRON advisers represents another step in becoming the leading independent platform provider in this country. It’s really gratifying to be selected by Infocus Wealth Management to be a key partner in their long term growth plans and to also play a major role in changing the way advisers do business.”
“HUB24 has had remarkable growth over the past 12 months, and this new venture reinforces the scalability and real leadership in our wrap and managed portfolio technology, and the way the rest of the industry is moving with us,” he said.
It is anticipated that Super, IDPS and Pension will launch in September and will encompass the Infocus Invest bespoke portfolios as well as a comprehensive investment menu.
Source: HUB24 and Infocus Wealth Management