Our 3 Step Approach
We believe you want freedom of choice to do what you want, with whom you want, when you want. By making the right investments, you can achieve just that.
We tailor your personal investment plan by looking at:
1. What you’re currently doing
2. What you could be doing
3. Where you want to be.
Once we have developed your plan, we get to work on maximising your investment portfolio.
Investing is our speciality, and our approach to managing our client’s money is what makes us different. Whether it’s investing in shares, bonds, property or any number of the hundreds of options available, we reject the “set-and-forget” approach in favour of actively managing portfolios daily.
We will tailor your portfolio to suit your specific needs. Whether you want to be heavily involved in the investment decisions or trust us to do it for you, we have the product to suit your needs.
We make sure you win, even when life doesn’t go to plan.
We can help you find the perfect level of protection to ensure you and your loved-ones are covered. Whether that includes life, trauma, income or other forms of protection, we know that success isn’t just about maximising the upside, but also minimising the downside.
Financial Services We Can Help With Such As...
You would like a retirement where you have the freedom to live the life you want. This means ensuring your Super is working as hard as you are. A 2% increase in returns over ten years could mean more than $200,000 in your favour. We are here to provide the guidance you need to retire comfortably.
- Estate Planning
At Infinity, we know that building your wealth portfolio is not just about you, but also your loved ones. By working out a plan for the future, we can help you have the peace of mind knowing your family will be taken care of.
- Ethical Investing
You want to maximise your investment portfolio in a way that is good for the world. We can help you make choices that will be good for you and the planet.