The birth of Infinity Wealth Advisers stems from a seed planted by a grave personal tragedy. At 17 years of age, and within a matter of minutes, Daniel, the director’s world came crashing down when he lost his father prematurely to a horrible and unfortunate accident. The sole bread winner’s untimely departure, left young Daniel, his teenage brother and their widowed mother with a whole lot of unanswered questions and uncertainties about the future ahead.
The grieving process was hard and the loss was irrevocable. From that day on, life was never going to be the same for the family and if ever there was a lesson to be learnt from this tragedy, it was the value of being prepared for the unexpected. The saving grace in this heartbreaking ordeal was that Daniel’s father had done the right thing by having a sound personal protection plan in place which ultimately secured their family’s financial position. The life insurance proceeds from this protection plan that was set up by their financial adviser turned out to be the difference between the family getting back on its feet or having to undergo severe financial hardship.
Luckily for Daniel and his family, the strong foundation laid by that financial plan secured their future. So when time came for Daniel to pursue a career path, he didn’t have to go looking for one as his mission and purpose in life of bringing hope and financial security to families had been burnt deep into his heart during those difficult times. Daniel feels it is one of the most fulfilling ways to make an honest living and therefore after earning his stripes and working for some of the leading Australian financial institutions since 2007, Daniel launched, Infinity Wealth Advisers in 2012.
The aim being to bring his love and passion for financial advice directly to his customers with a hands on personalised service approach where clients are treated with the care and respect that they deserve and not like as if they were just another account number. Since its inception, Infinity Wealth Advisers has helped thousands of Australians secure and map out a better financial destiny through ethical and valuable advice.
We exist to empower our clients and help them reach their full financial potential.
To inspire Australians to take charge of their financial destiny through sound and ethical advice.
Whatever task we engage in will be conducted with ethics and integrity.
Whatever task we engage in will be conducted with ethics and integrity. In the unlikely event that there is if ever, a conflict of interest, we will always uphold the client’s interest ahead of any other interests.
In this ever changing world of financial advice, markets and legislations, we are committed to putting in the hard work to keep enhancing and developing our craft so that we not only stay in the game but stay well ahead and in the process give our clients the “x-factor” they need to achieve their goals and objectives.
We believe that in the end, people don’t remember as much of what you say, but rather how you make them feel. Therefore, we will treat our clients and stakeholders with the same respect and care as we ourselves would like to be treated with. In our books, a little extra care and respect goes a long way towards achieving wonderful client experiences.
We will not let go off the client’s hand when the going gets tough. If anything, this is our time to prove our commitment and dedication to the clients and their families. The numerous successful client claims stories are a testament to the fact that we go all out for our clients.
Step 1
Initial Assessment
We conduct a complimentary initial assessment to gain an overall understanding of your current situation and learn about your specific financial needs, challenges and opportunities whilst allowing you the opportunity to learn about us, our processes and ask any questions.
Step 2
Identifying your goals and objectives
In this step we work with you to identify and formulate your immediate, medium and long term goals and organise them in order of priority. We discuss what needs to be done now, what can wait, an estimated cost and how long will it take to achieve each goal.
Step 3
Strategy formulation
After carefully examining your situation and goals, we call upon our vast experience, resources and expertise to put together a strategy map to help you achieve your goals and objectives all the while working with you closely. These solutions are then presented to you and any queries addressed.
Step 4
Plan implementation
Upon agreement of the solutions and strategy, we then proceed to implementing the financial plan all the while guiding you through each step of the process such as completing paperwork, liaising with product providers and ensuring compliance.
Step 5
Ongoing Review and Partnership
After putting the plan is in place, we will keep track of the results and analyse your position on an ongoing basis. This ensures that not only does your existing strategy remains appropriate and valid but also that you can capitalise on any future opportunities.