Insignia Financial will today outline 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.

Under the FY26-FY30 strategy being presented to investors today, Insignia Financial’s breadth and reach will be harnessed to maximise the benefits of scale and drive efficiency, while unlocking the value of its brands, building a high-performance culture, becoming an AI-enabled organisation, and delivering positive outcomes for customers and shareholders. 

Insignia Financial CEO Scott Hartley and the refreshed leadership team will outline 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.

Read the full media release.