About

A little about us

Infinity Wealth Solutions are a team of well-credentialed Financial Planners who help people in Perth, the Peel region – and beyond – achieve their financials goals. No matter what financial success looks like to you, you can depend on us for straight talking guidance and expert strategy to help you get there. We are in the business of helping people understand their goals and living their Best Life. We focus on delivering a solid plan to get your there and helping you stay the course through life’s ups and downs.

Strategies completely tailored to your goals and needs

Absolutely transparency every step of the way

Upfront communication so you know where you stand

Data-driven investment decisions, and quality reporting

No empty promises of being able to 'time the market'

Zero reliance on hot tips, fads, scams, or unqualified commentary

All about you

We take the time to understand your situation and what's important to you, and then craft a tailored strategy to help you achieve your goals.

For the long term

Our clients work with us for the long-term. They know we have their interests at heart, and that we take a rigorous approach to financial planning.

Our dedicated team

Katherine Cairns

Director & Senior Financial Adviser

Katherine is wholeheartedly dedicated to helping her clients make the most of their finances through best-in-class financial planning services and an impeccable customer experience.

She helps people build wealth, as a way to achieve their lifestyle goals. She's a big proponent for educating and empowering each family she serves with the knowledge required to make more informed decisions about their future.

She's worked in the financial services industry since 2004, gaining extensive knowledge working in various stockbroking firms in Perth, in positions including Dealers Assistant, Corporate Actions Officer and Settlements Clerk before moving into financial advice in 2009.

Simon Podesta

Principal

Simon has been part of the financial planning industry since 2005 and founded Infinity Wealth Solutions to provide quality advice directly to the people who deserve it.

He's particularly passionate about helping people build their wealth, craft their ideal retirement, and protect their loved ones.

Alongside his formal qualifications in accounting and financial planning, Simon is a Certified Financial Planner (CFP) and a Superannuation Specialist Adviser – accredited by the SMSF Association, the leading organisation in Superannuation and Self Managed Super Fund education.

We are considered

Our track record is underpinned by a rigorous approach to financial planning.

We are transparent

When you work with us you can count on clear, upfront communication.

We are passionate

We're on a mission to make quality financial advice accessible to everyday Australians.

Financial Services Guide (FSG)

We conduct ourselves ethically and professionally in every aspect of my work and adhere strictly to the guidelines set out in the Financial Services Guide.

What is our Financial Services Guide (FSG)?

This guide provides you with information about the advice that we provide, and the Licensee that we represent: Matrix Planning Solutions. Its purpose is to educate you prior to us providing a financial service. You have the right to ask us about our charges, the type of advice we will give and to whom you can complain if you are unhappy. For further details click on the Financial Services Guide link.

Download Financial Service Guide – Infinity Wealth Solutions

Important Information on Matrix Planning Solutions

Matrix Planning Solutions is responsible for financial planning advice provided by me as an Authorised Representative. Please refer to the Financial Services Guide (FSG) for the scope of my authority under Matrix Planning Solutions. Matrix Planning Solutions is not affiliated with nor does it endorse other business activities conducted by me.

You can identify when I am acting on behalf of Matrix Planning Solutions because the advice will be provided on letterhead clearly identifying Matrix Planning Solutions . Matrix Planning Solutions is not affiliated with nor does it endorse any of the other business activities conducted by me.

Your decision to deal with me in my other business capacities is made independent of my involvement with Matrix Planning Solutions and I advise that Matrix Planning Solutions is not responsible or liable in whole or in part of my actions and advice in my other business activities.

Our partners and product providers

An effective plan combines sound strategies and astute product selection drawn from years of education and experience.

Our approved product list is drawn from a broad range of fund managers. It includes those funds we believe are the best in each major asset class – Australian shares, global shares, listed property, fixed interest and cash. It incorporates a core selection of high-profile fund managers together with some specialist boutique funds selected to meet specific client needs.

Before adding a fund to the approved product list we conduct rigorous analysis to identify the most skilled and consistently high-performing fund managers in each asset class. Each fund manager is also reviewed regularly to ensure it continues to meet our criteria.