Personal & Business Protection

Protecting your loved ones and hard-earned assets

Future-proofing

The only certainly in life seems to be uncertainty. And while we make no claims to be able to predict the future, we have several proven methods to help future-proof our clients against the unexpected.
What's important
Insurance is about protecting what and who's important to you. We never know when an accident, illness, or death, will  upend our lives. Appropriate insurance can provide comfort.
What's possible
Once we understand your situation, we scour the market for industry-leading insurance products, and present you with competitive options that will suit your needs.
Personal insurance
Life insurance claims
Succession planning
Business insurance
Protecting your income, or protecting your family's security and lifestyle is all about peace of mind. We will help you to understand what you really need and aren’t paying for things you don’t. 

We have access to a host of competitive insurance products and will guide you through the process.
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Making a claim for life insurance can be fraught. It is exceptionally complex, and is usually needed during already challenging times. Whether you are claiming from your super fund, direct with the insurance company or through your work fund we know what’s involved in making things easier so you can focus on you and the family. 

We help our clients through the process of making a claim, ensuring the process is as seamless as possible.

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You've worked hard to build a business, now it's time to protect your hard-earned legacy through succession planning. 
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Your business is a valuable asset, and one that you rely on. We can help ensure the your business is protected in the event a key person leaves – or is unable to work – unexpectedly.
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How we work together

Your Infinity Wealth Solutions adviser is here to map out a strategy that helps you achieve your financial and lifestyle goals, now and long term.
01
Exploration meeting
Let's talk about what you're hoping to achieve, establish whether we're a good fit for each other, and map out a plan of attack.
02
Research and analysis
Your Infinity adviser will crunch the numbers and research available options, leveraging both tech and industry insight.
03
Your custom solution
We'll meet again to show you your custom solution, explain how it all slots into place, and get your buy-in into the strategy.
04
Making it happen
The paperwork will be handled by your Infinity Wealth adviser, who'll keep you updated on the process and progress of your advice plan.
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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08 9393 3770
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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