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.

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.
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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 keep you updated on the process and progress of your advice 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.
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  • “Simon and his team addressed my concerns quickly and are proactive with informing me of any changes that may affect my situation”

    Uday Chopra
  • “I have only been seeing Simon for a short time, but he has done exactly what he said he would do within a short time and provided and executed a clear plan forward.”

    Ronald Jr.
  • “Kath is a very understanding and dedicated person who looks after and cares about her clients with heartfelt passion!”

    Theresa Webb
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.
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Want to know more about how to design your dream retirement? Download our free white paper now.
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08 9393 3770
Infinity Wealth Solutions are the financial advisers of choice of hard-working people all over Perth – and beyond. We work closely with our clients to craft fit-for-purpose strategies to help them live a life on their terms.
Infinity Wealth Solutions ABN 24 147 842 715, Corporate Authorised Representative of Matrix Planning Solutions Limited
ABN 45 087 470 200, AFSL & ACL NO. 238256
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