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The importance of insurance

If you are like most Australians, insurance is one of those things which can be put off for another day. But another day might be one too late – the story of Patty outlines how important it is to have …

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InFocus shareholders vote for PATRON merger

InFocus shareholders vote for PATRON merger
24 July 2014

Infocus shareholders today unanimously voted in favour of merging with fellow independent PATRON Financial Advice. The vote formalises the merger, creating a national wealth manager with 200 Advisers operating from 120 …

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PATRON and InFocus Merger

Dealer group Infocus Wealth Management has announced its intention to merge with PATRON Financial Services, with the PATRON brand and adviser teams being maintained for a minimum of three years, post-merger.

For the full press release please CLICK HERE

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Are you better off with an industry super fund?

We’ve all seen the commercials. You know the one, ‘compare the pair’ where one woman whose super is in an industry super fund is shown ascending an escalator of good fortune. Meanwhile her counterpart is depicted descending to a future …

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PATRON Adviser Solutions

An indisputable FOFA change will be the introduction of a “right advice” duty. Structuring your processes and staff to comply with the changes is becoming increasingly more difficult and expensive.

For the cost of less than 1 full time staff

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Happy New Financial Year!

Everyone thinks about change and making resolutions when the calendar year ends but what about the financial year end?

The new financial year is a perfect time to make some resolutions to improve your financial health. If you create simple …

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