Infinity Wealth Solutions

Financial Planner and SMSF Specialist Adviser

  • Home
  • Our Services
    • Retirement Planning
    • Investment
    • Superannuation
    • Insurance
    • Aged Care
    • Business Planning
    • Social Security/Centrelink
    • Estate Planning
    • Salary Sacrificing
    • Retrenchment
  • Education Centre
    • Basics of Investing
    • Investing Case Studies
    • Basics of Super
    • Superannuation Case Studies
    • Basics of Insurance
    • Insurance Case Studies
    • Basics of Retirement
    • Retirement Case Studies
    • Glossary
  • Calculators
  • About Us
    • Financial Planners
    • Our Product Providers
    • Our Philosophy
    • Matrix Planning Solutions
    • Client Testimonials
    • Sitemap
  • Contact Us
  • Portal

Our Philosophy

Infinity Wealth Solutions provides high-quality financial advice to all our clients. To help us provide this high level of service, we take the time to get to know our clients. The first step is to understand your goals, aspirations and current financial situation. If you are seeking limited financial advice on a single issue, we’ll ask just as much as is necessary to be able to provide appropriate advice. However, if you want a detailed financial plan, we’ll conduct a more in-depth analysis of your financial goals, attitude to risk and present financial position – including your income, assets, investments and liabilities.

Before undertaking any work, we will clearly explain the various steps involved in the financial planning process, as well as our fees and charges. We’ll also take the time to answer all your questions. If you are happy to proceed, we will then begin working on a plan for you. If part of our advice involves recommending certain products, we will set out in writing our reasons for suggesting those products so you can ensure you are happy with our recommendations before proceeding.

We can also provide you with contact details for some of our existing clients (with their permission). You can speak with them to find out more about how we work and what their experience with us has been like.

Join Us On Facebook

Join Us On Facebook

Follow Us on LinkedIn

Contact Details

☎ 08 9393 3770

✉ PO Box 4232
Harrisdale, WA, 6112

✉ Unit 5A
11 Erade Drive
Piara Waters, WA, 6112

  • Facebook
  • LinkedIn

Our Location

My location
Get Directions

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

Copyright © 2021 · Website Design by Imajayne