How we help

Retirement planning

Income streams
Estate planning
Centrelink / DVA
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Personal & Business Protection

Personal insurances
Life insurance claims
Succession planning
Business insurance
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Wealth Creation

Financial structures
Debt recycling
Tax effective investments
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Self Managed Super Funds

Investment strategies
Strategic planning
Administration and audit
Wind up
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Frequently Asked Questions

Curious about how we work together or how financial advice works? We've put together a list of questions you may have
Who uses a financial adviser?
You might be pleased to know that using a financial adviser isn't reserved for the elite. Our services are ideal for anyone looking to take charge of their money, make the most of their retirement, and have more peace of mind that their family will be looked after.
How much money will I need to retire?
Despite what the media would have you believe, there's no neat answer to this question. How you'll be able to achieve your ideal retirement will depend on a lot of factors. We'll help you define that magic number, and then craft a strategy to make the most of your entitlements, superannuation and assets in a tax effective way. 
When can I retire?
Again, the answer to this depends entirely on your individual situation. What we do know is that the sooner you start preparing for your retirement, the more options you'll have. You'll be able to access your superannuation once you turn 60 (if you were born after 30 June 1964), however this doesn't necessarily mean you should.
Do financial advisers play the stock market?
Some might, but not the good ones. We never make empty promises of being able to 'time the market', because the data tells us it doesn't work – and we'd never risk your hard earned dollars on a gamble. At Infinity Wealth Solutions, we make data-driven investment decisions that align with your values and long term goals.
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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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
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