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Helping create financial wellbeing for Australians
Our purpose is ‘Understand me, look after me, secure my future’, and our goal is to help more Australians achieve financial wellbeing. 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.
The breadth of our financial expertise, the strength of our financial position and our investment in innovation means we can meet the evolving financial needs of a wide range of Australians – from those starting their careers to those enjoying retirement.
We provide security in retirement through superannuation and pensions, wealth accumulation through asset management, ease of portfolio administration through our investment platforms and expert, personalised guidance through our financial advice teams.
Key facts
Financial
- ASX 200 company (ASX code: IFL)
- Group funds under management and administration (FUMA): $312.3 billion*
People
- Service approximately 2 million members and clients
- 1,110* advisers in the Insignia Financial network
- ~ 5000 employees
- Offices in every major Australian city
ESG
- Carbon neutral across Australian business operations
- Our Innovate Reconciliation Action Plan was endorsed by Reconciliation Australia in June 2023
- More than $17 million distributed as grants by our charitable foundation to Australian communities