Non-institutional dealer group Infocus Wealth Management has entered into an arrangement with Industry Fund Services (IFS) to provide comprehensive advice services to members of First Super.
Under the terms of the deal with IFS, Infocus advisers will provide face-to-face advice services to First Super members in South Australia in their private homes on a fee-for-service basis.
“Everyone deserves a secure financial future, but getting access to the right financial advice can be challenging for many people who may not have the time or resources to find - and travel to - a good financial planner,” said First Super CEO Bill Watson in a statement.
“We want to help our members get easier access to the right financial advice.
“This is a unique offering. We believe that no other super fund provides a personalised financial advice service delivered to where their members live.”
The two organisations have plans to roll the deal out nationwide following the trial in SA.
United Global Capital being the largest contributor to the CSLR for the next financial year has upended much of the ...
ASIC will continue to conduct a thematic review into SMSF establishment advice focusing on why some clients are advised ...
South African-based financial advice and wealth management software firm DMA is set to acquire an 80.1 per cent stake in ...
Never miss the stories that impact the industry.
Get the latest news! Subscribe to the ifa bulletin