Onefocus

What Onefocus does

Onefocus is an Australian integrated financial services firm headquartered in Melbourne with a regional office in Albury, operating continuously since 1967. The firm delivers five interconnected practice areas: insurance broking, financial planning, accounting and advisory, finance broking, and audit and assurance, including specialised sub-services such as SMSF management, estate planning, AFSL audits, foreign-owned entity services, and not-for-profit audits. Its core technology footprint is light and conventional for professional services: a client portal (MyFinance Hub) for portfolio tracking and document access, third-party payment integrations (QuickFee and DEFT) for invoice processing, and, since the July 2025 acquisition of Good Financials, cloud-based accounting and real-time reporting capabilities targeted at SMEs and NFPs. The firm does not operate proprietary AI systems, mobile apps, or developer-facing APIs.

The business model is a quote-based professional services model with multi-year engagement horizons, monetised through fees, commissions (notably via insurance broking), and audit/assurance engagements. Customer segments span SMEs and business owners, families and individuals, not-for-profits, AFSL holders, and foreign-owned entities operating in Australia, served through a consultative, sales-led motion combining in-person consultations at both offices, virtual sessions, referral channels, and educational content marketing. Since 2013, Steadfast Group — Australasia's largest general insurance broker network — has been a major shareholder, granting Onefocus access to broad insurance product ranges and competitive pricing it could not secure independently. Recent activity is centred on capability expansion via the Good Financials acquisition and adjacent ecosystem partnerships (moneyGPS, cybersecurity seminar partners), rather than on scaling new geographies or technology platforms.

Name

Onefocus

Legal name

Onefocus

Website

https://onefocus.com.au

Company type

Private

Founded year

1967

Operating status

Operating

Short description

Onefocus is an Australian integrated financial services firm offering insurance broking, financial planning, accounting, audit, and SMSF advisory to SMEs, business owners, families, and not-for-profits from offices in Melbourne and Albury since 1967.

Ownership category

akta.pro rank

Product category

Financial Advisory Services

NAICS

Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)

SIC

Insurance Agents, Brokers & Service (6411), Investment Advice (6282)

akta.pro primary industry

Family Office Advisory (Single/Multi-Family) (FSAEAAAI)

Keywords

• Insurance broking
• Financial planning
• Accounting advisory
• Audit assurance
• Self-managed super funds

Headquarters

HQ city

Melbourne

HQ country

Australia

HQ region

Oceania

Offices2 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Insurance Broking Services: Expert insurance broking for comprehensive protection covering business, commercial and personal insurance products. Services include risk profile analysis and tailored insurance recommendations.
2. Financial Planning Services: Comprehensive financial planning including estate planning, personal insurance, portfolio administration, and SMSF management. Long-term advisory relationships.
3. Accounting and Advisory Services: Full-service accounting including bookkeeping, financial reporting, tax planning and compliance, business advisory, and virtual CFO services.
4. Finance Broking Services: Bespoke finance solutions including owner-occupied loans, asset finance, business lending, SMSF lending, refinancing, and investment property financing.
5. Audit and Assurance Services: Audit services for financial statement audits, regulatory compliance, forensic audits, risk assessment, and due diligence reviews for businesses, not-for-profits, and AFSL holders.

Pricing tiers

Go-to-market motion1 record

Distribution channels4 records

Marketing channels5 records

Core offering

Onefocus is an Australian financial services firm that provides an integrated suite of advisory services spanning insurance broking, financial planning, accounting and advisory, finance broking, audit and assurance, estate planning, personal insurance, portfolio administration, and self-managed super fund (SMSF) management. The firm serves SMEs, business owners, families, individuals, not-for-profits, and foreign-owned entities through direct in-person and virtual consultations from offices in Melbourne and Albury.

Product overview

Onefocus is a comprehensive financial services firm operating since 1967, offering an integrated suite of advisory services across insurance, financial planning, accounting, audit, and SMSF management. The firm operates as a unified platform with multiple interconnected service lines: Insurance Broking and Personal Insurance provide risk protection; Financial Planning, Estate Planning, and Portfolio Administration address wealth management and legacy planning; Accounting and Advisory delivers tax and compliance services; Finance Broking handles lending solutions; and Audit and Assurance provides regulatory compliance services. The portfolio is strengthened by the acquired Good Financials brand (cloud accounting for SMEs and Not-for-Profits), the moneyGPS partnership, and specialized sub-services including AFSL Audits, Foreign-Owned Entity Services, and Not-For-Profit Audits. A client portal enables real-time portfolio tracking and management. The firm maintains offices in Melbourne and Albury, serving SMEs, business owners, and families.

Differentiator

Problem solved

Functional benefit

Brands

• Good Financials: Provides cloud-based accounting, real-time reporting, and governance solutions for Not-for-Profits and the SME sector. Joined onefocus in July 2025.

Products and services

• Insurance Broking
• Financial Planning
• Accounting and Advisory
• Finance Broking
• Audit and Assurance
• Estate Planning
• Personal Insurance
• Portfolio Administration
• Self-Managed Super Fund (SMSF)
• Good Financials

Quantifiable outcome

• Many clients stay with the firm for over 20 years
• +1 more outcomes

Segments5 records

Ideal customer profiles5 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration2 records

Feature3 records

Partnerships

Two partnerships are on record, tiered minor and core.

• moneyGPSminorStrategic or Co-development PartnerOnefocus has partnered with moneyGPS to offer integrated financial planning services. This partnership enhances their comprehensive financial services offering.
• Good FinancialscoreOthersGood Financials joined Onefocus in July 2025, strengthening internal capabilities in cloud-based accounting, real-time reporting, and governance solutions for Not-for-Profits and SME sectors. Good Financials specialises in financial management, bookkeeping, governance, compliance, budgeting, reporting, payroll, and salary packaging.

Scale indicators5 records

Recent moves6 records

Expansion highlights5 records

Broad incumbents

• Count Limited: Australian accounting and wealth advisory network serving SMEs and HNW clients through member firms. Comparable in its multi-service platform and accountant-channel distribution model.
• Insignia Financial (formerly IOOF): Large Australian wealth management and financial advisory platform. Comparable as a scaled provider of financial planning and wealth services to HNW and mass-affluent Australians.
• Steadfast Group: Parent and largest insurance broker network in Australasia. Comparable as the strategic umbrella under which Onefocus operates and the source of its insurance product and pricing advantages.

Direct peers

• BDO Australia: Mid-tier professional services network in Australia providing accounting, audit, tax, and advisory services to SMEs and HNW clients. Comparable in its integrated service model and target segments.
• William Buck: Australian mid-tier accounting and advisory firm providing audit, tax, business advisory, and wealth services to SMEs and HNW clients. Closely comparable integrated service model.
• Crowe Australasia: Australia and New Zealand accounting, audit, and advisory network serving SMEs and mid-market clients. Comparable in its multi-disciplinary professional services model and cross-sell approach.
• RSM Australia: Mid-tier accounting and advisory firm offering audit, tax, wealth management, and corporate advisory. Comparable to Onefocus in its multi-service platform and SME/HNW client focus.
• HLB Mann Judd: Australian accounting and advisory network offering audit, tax, business services, and financial planning. Comparable as an integrated mid-tier firm serving SMEs and families.
• Pitcher Partners: Australian mid-tier accounting and advisory firm offering accounting, audit, wealth advisory, and business advisory services. Closely comparable to Onefocus as a multi-service advisory firm serving SMEs, HNW individuals, and NFPs across regional Australia.

Regional players

• Shadforth Financial Group: Australian wealth advisory firm serving HNW individuals with financial planning, SMSF, and estate services. Comparable in its focus on integrated private wealth and SMSF advisory, though serving a different geographic mix.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks5 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/asparq

Compliance3 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles8 records

Subsidiaries1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Onefocus