Insignia Financial Ltd (ASX:IFL)

Renato Mota
Market Cap (AUD): 2.3B
Sector: Financials
Last Trade (AUD): 3.41 +0 (+0%)
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1. About

IOOF (ASX:IFL) has been helping Australians secure their financial independence for over 170 years and has grown to become a leading provider of quality financial advice, products, and services.

IOOF is one of the largest financial services group in Australia. The Company is an ASX top 100 company with $161.7 B in funds under management, administration, advice, and supervision, and it currently provides services to more than 500,000 customers around Australia.

The Companys broad range of products and services means that its ability to provide tailored solutions to help its clients achieve their financial goals is unparalleled.

IOOF provides a range of wealth management solutions for Australians, including:

Financial Advice

The Company believes in the value of financial advice. Whether provided through the organisations it partners with or the Companys own extensive network of financial advisors and stockbrokers, its goal is to help clients build, maintain and protect their wealth.

Platform Management and Administration

The Company offers financial advisers, their clients and hundreds of employers around Australia leading superannuation and investment administration platforms. The Companys unique open architecture model means the Company not only offer its IOOF platforms but selective leading external platforms to ensure advisers and their clients can choose the product and service solutions that best suit their individual needs.

Investment Management

Through the Companys investment management expertise, the Company offer a range of highly rated multi-manager solutions that add value on several fronts; those being the Companys active management of underlying investment managers, its dynamic asset allocation and its robust risk management approach. The Company also offer a tax effective alternative to Super through its leading investment bond.

Trustee Services

The Companys trustee business includes compensation trusts, estate planning and administration, personal trustee services, philanthropy, self-managed super fund (SMSF) solutions.

2. Business model

3. Strategy

4. Markets

5. Competition

6. History

7. Team

8. Financials

9. Risk