Founded in 1846 as the Independent Order of Odd Fellows to protect working families, today Insignia Financial Ltd is an ASX 200 company and one of Australia’s leading wealth managers. Helping our clients reach their financial goals sooner is our specialty. Few others can match the range of wealth management products and services we offer, or the level of individual tailoring this allows – one of the key reasons for our success. Our goal is to create financial wellbeing for all Australians. We use our scale and expertise to offer advice and financial solutions that are easy to access, engaging and affordable. This is how we invest in a future that’s better for everyone.
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Insignia Financial reposted this
MLC TechConnect's, Jenneke Mills, focuses on empowering women to achieve financial freedom, in her latest contribution to Money Magazine Australia. Read the article here - https://lnkd.in/gVHhqJz9 #MLC #FinancialFreedom #IWD2025
Insignia Financial today announced a 30% increase in underlying net profit after tax to $124 million, driven by market growth and the benefits of its cost optimisation program. Insignia Financial CEO, Scott Hartley said, “Throughout the first half of FY25, we achieved a number of milestones critical to our ongoing plans to simplify our business, and continued to lay the foundations for long-term sustainable growth. “We embedded a new operating structure and executive team, unveiled our strategy to become Australia’s leading and most efficient wealth management company by 2030, successfully completed the separation of MLC and implemented pricing changes in Master Trust to improve retention. “We remain on track to achieve our strategic priorities for the second half of FY25 including, meeting our operating cost reduction target, preparing for the Master Trust transition to SS&C and refreshing the MLC brand to launch in market in 1H26.” Read more here: https://lnkd.in/ghv3ba4w #results #companyperformance #businessupdate #growth
Congratulations to everyone who participated in the Krazy Kosci Klimb over the weekend. As part of the Krazy Kosci Klimb, 16 young people living with cerebral palsy or similar disabilities climb to the top of Mount Kosciusko with the assistance of their support teams. Insignia Financial was the proud sponsor of Team Annabelle, raising more than $25k for charity partner Cerebral Palsy Alliance, and some team members from Insignia also participated as members of Annabelle’s support team. #KrazyKosciKlimb #BreakingBarriers #Inclusion #Empowerment #teamannabelle Leanne Herrett Kimberly Lunday Becky Wallace Jessica Fung
Today Insignia Financial provided its quarterly update for the three months ended 31 December 2024 (2Q25). Insignia Financial CEO Scott Hartley said, “FUMA grew to $326.8 billion during the quarter, supported by strong market growth and improved flows performance across several business channels. “The growth we've achieved throughout this quarter and the delivery of key strategic milestones highlights our ability to deliver our 2030 strategy. Looking forward, we continue to focus on delivering our remaining FY25 initiatives, including accelerated cost optimisation and embedding our new operating structure.” Read more here: https://lnkd.in/gH3iwigT #results #companyperformance #businessupdate #growth
Insignia Financial reposted this
Our CEO, Nathan Stanton, reflects on what he thinks will be the three biggest impacts on the financial advice industry in 2025. Take a read: https://lnkd.in/gTyJXSFT
The Insignia Community Foundation supports programs that reach people in small communities right across Australia to provide support for financial wellbeing, basic needs, reconciliation, social inclusion or mental health. We recently commenced supporting new programs with Gotcha4Life Foundation, Youth Focus and LIVE4LIFE to provide information and services to young people experiencing mental health challenges. Our final grant round for 2024 opens on 1 December and we welcome applications from charitable organisations. Applications close on 31 December. For more information visit: https://lnkd.in/gq8U4C_G #InsigniaCommunityFoundation #GrantRound
Congratulations to Shadforth Financial Group Ltd on having 25 advisers included in the Barron's Top Financial Advisers List, and for being the most recognised firm in the 2024 list. #Barrons #financialadvice #Shadforth Terry Dillon Christina Anderson Phillip Gillard Charlie Fraser Ashley Davis Brad Wira Andrew Bollen Andrew Mccracken Clint Beeck Andrew Harrison Philip Davison Andrew Pidgeon Kevin Centra Sally Huynh Steven Grenda CFP Belinda von Knoll Simon Growden Campbell Sorell Joshua Blythe Harriet Gibb Andrew Brunero Kathryn Humphreys Stuart Graham Campbell Breheny Jackie Kirkwood Craig Raits Finn Dorney
🏆 We are honored to announce that 25 of our Private Wealth Advisers have made the The Australian / Barron's Top Financial Advisers List for 2024! 🏆 This recognition highlights our commitment to providing expert, comprehensive advice to our clients, and reinforces our position as a leader in the Australian advice sector. This acknowledgement is not only for these advisers, but the commitment of the high calibre advisers and support staff in their teams, all of whom have made this possible. The Barron’s award is regarded as the "Michelin Star" ⭐ of our industry, and to have the largest firm presence on The List is a significant achievement. Congratulations all ! Here’s to continued success and growth! 🚀 #AdviceforLife #BarronsTopAdvisers #Shadforth #FinancialExcellence
We’re proud to have placed fourth in the GoodCompany Awards for 2024, recognising Australian companies who give back. This award highlights how we engage our people in the community and the programs we deliver that bring benefit to our community, environment, suppliers, customers and other stakeholders. https://lnkd.in/gEBJhnEk #top5 #community #impact
Insignia Financial today outlined its strategy to become Australia’s leading and most efficient wealth management company by 2030 through technology and product innovation, cost optimisation and simplification at an Investor Day in Sydney. Insignia Financial CEO Scott Hartley and the refreshed leadership team outlined how each of the company’s four business lines – Advice, Wrap, Master Trust and Asset Management – would drive scalable and sustainable growth while targeting around $200 million p.a. in net cost savings by FY30. “Our vision is for Insignia Financial to be Australia's leading and most efficient wealth management company by 2030, and through the breadth and expertise of our competitive businesses we will deliver innovative, quality outcomes for customers, and drive double digit earnings growth," said Mr Hartley. “Through MLC Australia – as our go-forward consumer brand - and Shadforth Financial Group Ltd and Bridges Financial Services – our financial advice brands – we have some of the strongest brands within the wealth and financial advice market, and our strategy will unlock their potential to drive growth.” Read more here: https://lnkd.in/gXY9QHCQ Renee Howie, Liz McCarthy, David Chalmers, Dave Woodall, Garry Mulcahy, Daniel Farmer, James Mayfield, Terry Dillon, Jason Sommer, Anvij Saxena, Melissa Walls, Adrianna Bisogni, Lawrence Hastings #growth #strategy #investorday
Today Insignia Financial provided its quarterly update for the three months ended 30 September 2024 (1Q25). Insignia Financial CEO, Scott Hartley, said, “The strategic initiatives delivered in FY24 and 1Q25 have provided a strong foundation for growth, which we will continue to build on throughout FY25. “FUMA grew to $319.6 billion during the quarter supported by strong market growth, and provides the opportunity to drive efficiencies and economies of scale. “Looking forward, we remain on-track to deliver our FY25 initiatives including separation from NAB, accelerated cost optimisation, embedding our new operating structure and announcing our FY26-30 strategy at the upcoming Investor Day.” Read more here: https://lnkd.in/gsdHthkR #results #companyperformance #businessupdate
