No matter what stage of life you’re at, a well-structured financial plan and investment strategy could make a real difference when it comes to living the lifestyle you want.
We can establish your present financial position and draw up a plan that will help you build wealth, achieve financial security and protect those that you care about the most.
☎ 08 9393 3770
✉ PO Box 4232
Harrisdale, WA, 6112
✉ Unit 5A
11 Erade Drive
Piara Waters, WA, 6112
My original setup is very good, they offer sound financial advice.
My investment did well, even in difficult world-wide conditions.
My wife was initially against any financial planner but found your manner and explanation to be open and trustworthy.
I was very happy and impressed by Simon, he went way beyond my expectations and I found the experience very worthwhile.
He is so easy to talk with and is very helpful when needed.
Trust and understanding of my current situation and the changes that will occur to these.
There are no others that would even come close to this company, and I don’t often refer, especially family members to these kind of services – I would here.
When I have needed advice I have received an immediate response which was a great comfort and alleviated my anxiety.
Pleasant to deal with and seems to have our best interests at heart.
We found Simon to be very helpful and respectful of our position and easy to talk to. The service is to be commended, we could not wish for better. We found his knowledge in handling the affairs of our family to be over and above expectations.
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.
Kath, my financial advisor provided excellent advice for my current situation.
Very open communication in words and terminology that I can understand; he doesn’t complicate things.
Simon has been very proactive and always keeps me up to date as a long distance truck driver I’m very hard to get hold of but he always keeps me in the loop. Compared to previous managers he is a breath of fresh air.
Will recommend Simon to my family. Very easy to understand and very happy with the outcome. Very impressive end results.