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Infocus Wealth Management
Founded in 1994 in Maroochydore, Queensland, Infocus began as a single financial advisory practice under Darren and Stephanie Steinhardt. The Steinhardts...
Infocus Wealth Management
Founded in 1994 in Maroochydore, Queensland, Infocus began as a single financial advisory practice under Darren and Stephanie Steinhardt. The Steinhardts observed that independent advisers lacked the autonomy and institutional-grade support to serve clients effectively. Three decades later, they still lead the firm, which now spans a national adviser network that the firm describes as "multi-award winning," a proprietary advice technology platform called Platformplus, and the wholly owned investment manufacturing arm Alpha Investment Management. Infocus operates across three integrated lines: advisory services, technology provision, and investment management. Its subsidiary Alpha Investment Management runs a separately managed account program overseeing roughly $2.5 billion in funds, led by CIO Jeff Mitchell, who joined the firm in August 2018. The firm's corporate website names no specific direct investments, fund vehicles, or portfolio companies. Infocus's national footprint is evident in its regional management structure, which covers Queensland, New South Wales, the Australian Capital Territory, Victoria, South Australia, and Western Australia. The group supplies technology and compliance infrastructure to its network of self-employed and salaried advisers. The firm's executive team reflects a shift toward institutionalized operations, with Hayley Briggs appointed Chief Financial and Operating Officer in January 2025 after senior roles at JP Morgan, Deutsche Bank, and Merrill Lynch. The board includes two non-executive directors with deep ties to Pinnacle Investment Management Group's founding and growth, signaling multi-generational governance beyond the founding family. Regional managers oversee adviser networks across Queensland, the ACT, NSW, Western Australia, Victoria, and South Australia. Infocus's structural differentiator lies in its full-stack ownership model. Unlike pure technology providers to advisers or asset managers that rely on third-party distribution, Infocus controls a proprietary adviser-facing platform, a salaried and self-employed advice network, and the investment products advisers place. This vertical integration creates a tightly coupled economic loop: the firm's technology enables its advisers, who then deploy the firm's manufactured SMAs, with compliance and practice management oversight sitting under the same corporate roof.
General information
Firm type
Bank / Wealth / Trust
Year founded
1994
AUM
Undisclosed
Location
Region
Oceania
Country
Australia
City
Maroochydore
Corporate office
Level 2, 37 Primary School Court, Maroochydore, QLD, 4558, Australia
Principals
Darren Steinhardt
Founder and Managing Director
Hayley Briggs
Chief Financial and Operating Officer
Jeff Mitchell
Chief Investment Officer
Dr Ed Young
Chief Technology Officer
Sector focus
Frequently asked questions
Who runs investment decisions at Infocus?
Jeff Mitchell has served as Chief Investment Officer since August 2018, overseeing policy, portfolio construction, and strategy selection. He also heads Alpha Investment Management, the firm's wholly owned subsidiary, where he initiated the separately managed account program now managing circa $2.5 billion. Mitchell's prior roles include leading the investment research group at Australian Unity Personal Financial Services.
Is Infocus a single-family office or an institutional wealth management firm?
It is neither a single-family office nor a pure institutional asset manager. Infocus operates as a privately held, vertically integrated wealth management platform combining a national network of financial advisers, proprietary advice technology (Platformplus), and an in-house investment manufacturing arm, Alpha Investment Management. The founding Steinhardt family remains actively involved at the board and executive level.
What is Alpha Investment Management and how large is it?
Alpha Investment Management is a wholly owned subsidiary of Infocus, responsible for the firm's investment product manufacturing. It runs a Separately Managed Account program that CIO Jeff Mitchell oversees, managing roughly $2.5 billion in assets as disclosed on the firm's website. The program spans multi-strategy and equity SMA offerings for Infocus's adviser network.
Does Infocus make direct investments in companies or real assets?
The firm's public disclosures describe only advisory and SMA-based investment activities through Alpha Investment Management. No direct private equity, venture capital, or real asset portfolio holdings are named on the corporate website. The business focuses on constructing managed account strategies for individual clients rather than operating a proprietary investment book.
What is Platformplus and why does it matter to the business model?
Platformplus is Infocus's proprietary end-to-end advice technology platform, which the firm says has ranked number one for adviser satisfaction in Australia for five consecutive years. Owning the technology stack means Infocus captures both the efficiency gains and the data from the advice process, reinforcing its vertically integrated model where the same entity provides the tools, the products, and the licensee.
How is Infocus governed beyond the founding family?
The board combines founder Darren Steinhardt with three non-executive directors. Two of those directors, Adrian Whittingham and Alex Ihlenfeldt, were instrumental in establishing and growing Pinnacle Investment Management Group, an ASX-listed multi-affiliate manager. Their presence signals exposure to institutional governance norms and multi-manager operating models beyond a typical family-led advisory business.
What is Infocus's geographic reach within Australia?
Headquartered in Maroochydore, Queensland, the firm maintains a regional management structure covering Queensland, New South Wales, the Australian Capital Territory, Victoria, South Australia, and Western Australia. The firm does not publicly state an office count by state but regional managers support adviser practices nationally.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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