Information regarding our financial matters was presented by Simon in such a great format. We now both have a much better understanding of where our finances are at, and where they are heading.
Our adviser keeps us informed of any new developments, changes in policies or procedures and is caring and considerate at all times.
You can trust Kath to do her very best every single time.
He is so easy to talk with and is very helpful when needed.
Simon is always there to answer any questions or concerns that we may have. He deals with our finances as if they were his own. There is nothing that is too much trouble for our adviser – even travelling the 100km to come and see. We couldn’t ask for any better service!
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.
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.
Excellent Financial adviser.
Kath has been a breath of fresh air on my cancer journey. She has made negotiating accessing superannuation a breeze compared to if we’d had to work it all out on our own. Her advice has been spot on and invaluable. She is extremely helpful, friendly and knowledgeable and she uses language anyone can understand and explains everything in a simple easy to understand. She has also made excellent recommendations when we have needed access to other professionals. Ruth (in the office) has also been incredibly helpful and supportive also. Thankyou Kath and Ruth!!
I have known Simon for many years & transferred my SMSF to him around 4 years ago. He has always been willing to discuss all investment aspects & is available to assist in all matters. I would have no hesitation in recommending Simon to other friends & colleagues