Helping you live your best life, now and in retirement

Infinity Wealth Solutions are Perth-based financial advisers who help hard-working people plan ahead and create their ideal lifestyle – of ultimate security, freedom and choice.

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What does financial success look like to you?

For us, we know that a prosperous life is less about money, and more about freedom to spend your time how you choose. We exist because we believe that quality financial advice is not just for the elite. If you've worked hard your whole life, you deserve to make your money work harder for you.

How we help

Our expertise is in crafting strategies to help you live your best life, all on your own terms, now and in retirement.

Highly experienced and well-qualified financial advisers to guide you on a range of solutions:

Retirement

Estate Planning

Insurance

Exit Planning

Superannuation

Retrenchment

Investing

Social Security

Aged Care

Salary Sacrificing

How we work together

Your Infinity Wealth Solutions adviser is here to map out a strategy that helps you achieve your financial and lifestyle goals, now and long term.

Exploration meeting

Let's talk about what you're hoping to achieve, establish whether we're a good fit for each other, and map out a plan of attack.

Research and analysis

Your Infinity adviser will crunch the numbers and research available options, leveraging both tech and industry insight.

Your custom solution

We'll meet again to show you your custom solution, explain how it all slots into place, and get your buy-in into the strategy.

Making it happen

The paperwork will be handled by your Infinity Wealth adviser, who'll work with you long-term to implement, assess and refine your plan.

Infinity Wealth difference

Find out how we make a difference at every interaction.

Trusted partners

We build strong relationships with all our clients and are hell-bent on delivering great results.

Product agnostic

This means we're not here to spruik you products from certain banks or insurers.

Here when you need us

We pride ourselves on being transparent, supportive, and strong communicators.

Fluff free

It's our job to take complex financial concepts and present them in a clear, compelling way.

Who we are

Without Income Protection to support Calvin while he wasn’t working, Monique would have to have gone back to work, leaving Calvin to somehow manage the household and recuperate from his injury.

Calvin & Monique

Protecting your income

You are never too young to make plans for your retirement. Whether it’s filled with adventure, travel or just piece of mind, there is a perfect plan for you. Contact Us and let’s get planning.

Chris & Josie Nickson

Insurance claim

See what our clients say about us

We've helped many people in Perth – and beyond – secure a better financial future.

Book an appointment

“
I have been satisfied with Infinity Wealth, our SMSF has been picked and is running very well due to their support, Thank You and well done.

“
Our adviser keeps us informed of any new developments, changes in policies or procedures and is caring and considerate at all times.

“
Kath is very supportive and understands exactly what our needs are.

“
I am extremely satisfied with our interactions with Simon and the results he helped us obtain.

“
Katherine Cairns is fantastic at what she does and has helped us out a lot.

“
We did not understand all the financial elements of our super and pension. All it took was one phone call and a meeting with Simon and everything was explained clearly to us.

“
Simon and his team addressed my concerns quickly and are proactive with informing me of any changes that may affect my situation

“
I have full trust in Simon Podesta he is trustworthy and answers all my questions no matter how silly some of them are.

“
Answers all my questions in a language that i understand.

“
I have known Simon for many years & transferred my SMSF to him around 4 years ago. He has always been willing to discuss all investment aspects & is available to assist in all matters. I would have no hesitation in recommending Simon to other friends & colleagues

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Get started

Let's meet for a no-obligation consultation to discuss your options, and give you a sense of what it's like to work with Infinity Wealth Solutions.

Call 08 9393 3770 Book a meeting

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Helping you live your best life, now and in retirement

What does financial success look like to you?

How we work together

Exploration meeting

Research and analysis

Your custom solution

Making it happen

Infinity Wealth difference

See what our clients say about us

“I have been satisfied with Infinity Wealth, our SMSF has been picked and is running very well due to their support, Thank You and well done.

“Our adviser keeps us informed of any new developments, changes in policies or procedures and is caring and considerate at all times.

“Kath is very supportive and understands exactly what our needs are.

“I am extremely satisfied with our interactions with Simon and the results he helped us obtain.

“Katherine Cairns is fantastic at what she does and has helped us out a lot.

“We did not understand all the financial elements of our super and pension. All it took was one phone call and a meeting with Simon and everything was explained clearly to us.

“ Simon and his team addressed my concerns quickly and are proactive with informing me of any changes that may affect my situation

“I have full trust in Simon Podesta he is trustworthy and answers all my questions no matter how silly some of them are.

“Answers all my questions in a language that i understand.

“I have known Simon for many years & transferred my SMSF to him around 4 years ago. He has always been willing to discuss all investment aspects & is available to assist in all matters. I would have no hesitation in recommending Simon to other friends & colleagues