Every advice business reaches a point where the next stage of growth needs something different — more capacity, capital for an acquisition, a pathway for the next generation, stronger operations or a succession plan. Strategic Partnerships helps you turn those ambitions into a practical growth pathway

Our Partner Program is built around a simple idea: your firm, your leadership, with Infocus behind you.

It brings together the capabilities of a national wealth business with local owner-led leadership. For firms ready to accelerate, support can include:

• Operating capability — the Infocus Playbook, business planning, benchmarking and workflows to increase capacity and operating leverage.
• Technology and systems — iTech, automation, data, reporting and connected Platformplus workflows.
• Governance and risk — licensing, compliance, supervision and risk disciplines to support sustainable growth.
• Investment and platform capability — PlatformplusWRAP and Infocus investment solutions, where appropriate for the firm and its clients.
• People and growth — practice development, recruitment, Professional Year and leadership support, plus M&A origination and integration capability.
• Capital and succession — debt, minority equity and staged capital structures for acquisitions, shareholder liquidity and next-generation ownership.

Capital is one enabler within a much broader partnership. The objective is to help firms grow revenue, improve productivity and profitability, manage risk and build enterprise value — without having to build every capability themselves.

Owner-drivers continue to lead their business and retain local client relationships. We start with the firm’s ambitions and priorities, then agree the operating support, strategic capability and capital that can best help unlock them.

The Partner Program is designed to support advice firms from building a strong practice, through scaling with the right systems, support and capital, to succession and the next generation of ownership. The ambition is to help firms move from $1.5m toward $10m in revenue while preserving the value created by the people who built it.

Depending on your objectives:

• More capacity to grow — access systems and support you don’t need to build yourself.
• Capital for the next move — debt, minority equity or staged capital for acquisitions, reinvestment or expansion.
• Ownership and succession choices — shareholder liquidity and pathways for next-generation owners.
• Stronger business performance — greater operating discipline, efficiency, profitability and sustainable growth.
• Long-term business value — a more scalable, resilient and transferable advice business.

The Partner Program is deliberately designed for firms with the ambition and scale to benefit from a deeper strategic partnership. It won’t be right for every business — and that’s the point.

Where there is strong alignment, we can explore how Infocus’ operating capability, strategic support and capital can work together around your growth plan. Any partnership structure, support scope or capital solution is tailored to the firm’s circumstances and subject to assessment and agreement.

If your firm has clear growth ambitions and a closer operating and capital partnership could help accelerate them, contact Matt Fogarty, EGM Strategic Partnerships, on 0411 438 680 or Matthew.Fogarty@infocus.com.au to explore the fit.