A goal without a plan is just a wish, and no more is this so than when it comes to your finances. We work with ambitious people who want to proactively set themselves up for success – whatever that looks like to you.
All about you
We will find out about what financial success looks like to you, assess where you are now, and then give you insight into what's achievable, and how.
The plan
Once we understand your situation, we will devise a tailored, tactical plan to help make your goals a reality. we then execute this plan and keep you updated along the way.
Investment
Financial structures
Debt recycling
Tax effective investments
We make data-driven investment decisions, that align with your values and long-term goals. We don't claim to be able to 'time the market' as we all know it's about time in the market, that's important.
If a family trust makes sense for your situation, we will help you establish, administer and structure your legal entities in a way that protects your ongoing interests, and your legacy.
We work closely with some of Perth's best accountants to help our clients structure their finances in a tax effective way. Whether it be to maximise gearing benefits, or minimise income tax, we are skilled at crafting smart tax-friendly solutions.
When crafting your investment strategy, it often makes sense for the tax on your investment to be less than the marginal tax rate. We can certainly help you maximise gearing benefits by structuring your portfolio in a tax-effective way.
Tom and Megan, both in their early 40s aren’t sure when they want to retire exactly but they're certain it will be well before they reach pension age. They enjoy working now but want to have an active retirement whilst they're still fit a...
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.
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