Insignia Financial Ltd. has unveiled a strategy to lead the wealth management industry

Insignia Financial Ltd (ASX: IFL) unveiled its ambitious strategy today at an Investor Day in Sydney to establish itself as Australia's premier and most efficient wealth management company by 2030. This forward-thinking approach for fiscal years 2026 to 2030 emphasizes harnessing technology and product innovation, optimizing costs, and streamlining operations. During the presentation, CEO Scott Hartley and the renewed leadership team will detail how the company's four business lines—Advice, Wrap, Master Trust, and Asset Management—will contribute to scalable and sustainable growth. They aim to generate around AU$200 million in annual net cost savings by FY30.

The vision is to position Insignia Financial as Australia's leading and most efficient wealth management company by 2030. By leveraging its competitive businesses' extensive expertise and capabilities, it will deliver innovative and high-quality outcomes for its customers while driving double-digit earnings growth. It is committed to transitioning from focusing on capability-building through acquisitions, unification, and simplification to an unwavering dedication to accelerated and sustainable growth centered around its customers.

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