Our clients share their experience of getting personalised financial advice, how they feel as a result, and why they continue to work with us.
We find nothing more rewarding than helping our clients achieve their full financial potential.
“We have engaged Infinity Wealth Advisers for over 5 years now regarding our financial planning needs, and we are confident to state that we have found them to be ethical, honest, diligent and professional in their dealings. They have helped us in achieving both our short-term financial goals as well as in taking the right steps towards our medium to long term goals. Given Daniel’s professionalism, passion for helping his clients and an unwavering commitment to providing ethical advice by putting the client’s interest above his own or any other interests, we will continue to seek his services. We are comfortable in recommending Infinity Wealth Advisers to our family and friends and have done so whenever the opportunity has arisen.”
J Troup & C Summers
Collingwood, Vic
“I have been a client of Infinity Wealth Advisers since 2013 and Daniel has always exceeded my expectations during this time. I am completely satisfied with the service, professionalism, and the high quality of advice I have received which has enabled me to get ahead financially and achieve peace of mind knowing that my family and I are adequately covered for any contingencies. I have found Daniel to be genuine, honest, reliable and trustworthy in his dealings with me and other people that I have referred to him. I particularly like his work ethic, his professionalism and empathy towards his clients. I am confident that I will continue to receive excellent service and advice from Daniel and thoroughly recommend him to anyone seeking a genuine adviser who will go above and beyond to help make a real difference to a client’s financial well-being.“
R Van ES
Hoppers Crossing, Vic
“We feel as if Daniel’s arrival into our lives was a divine intervention. After being referred to Daniel of Infinity Wealth Advisers by our mortgage broker in 2016 to review our financial planning needs, little did we know that the timely and invaluable advice Daniel was to provide us with would become indispensable for us. Not long after Daniel had set up our insurance policies, out of nowhere my wife was diagnosed with Breast Cancer. To say the least, this was really a challenging time for us as we had barely begun our financial journey and still in the middle of building our first home. Through this time, Daniel’s support and guidance has been exemplary. His commitment and service in helping us get a successful claim payout for my wife’s trauma and income protection policy deserves a worthy mention. Whilst my wife’s tragic diagnosis may have been inevitable, having Daniel by our side made a world of difference to us during this pronounced time. As a result of his ethical and professional advice and his remarkable support during the claim process, we feel financially secure even during this very difficult period. It’s great that we don’t have to worry about money issues and can focus on the recovery and treatment. Financial advisers of Daniel’s ethics, knowledge, passion and commitment are few and far in between and he is a credit to his profession and the industry. I am proud to say that I have recommended Daniel’s services to my brother and his wife, my cousin and at least 3 very close friends. The feedback I have received from all these people regarding Daniel’s service has all been outstanding and no doubt I will continue to advocate for Daniel’s advice and service.“
S Raja
Craigieburn
“It is with great delight that I write this recommendation for our financial adviser Daniel of Infinity Wealth Advisers who has been our trusted adviser for over 6 years now. At the time, I could not have imagined how important Daniel’s expert advice would prove to be for me and my family. In January of 2016 I suffered from a substantial trauma in the form of a stroke and was rushed to emergency. What followed was a series of complicated medical procedures and a lengthy recovery. Whilst we were going through a lot as a family, all thanks to Daniel’s ethical advice and expert recommendations, the one thing we did not have to worry about was how we would cope financially with this unforeseen trauma. Furthermore, the support that Daniel provided during this challenging time with handling of the claims process to ensure that my claim was paid fairly and squarely in a timely manner is applaud able and worthy of recognition. Given my first hand experience of Daniel’s empathetic and professional conduct, highly skilled and expert advice, his willingness to go above and beyond in every single dealing we have had with him over all these years, it is my absolute pleasure to recommend Daniel and his advisory services to anyone that wishes to engage an ethical, honest and trustworthy financial adviser.”
M Coralie
Cranbourne North, Vic
“Daniel has been our trusted financial adviser since 2011. He find him to be professional and trustworthy. He is passionate about providing the right solution for our changing needs and has always treated us as valued clients. His advice has helped us achieve many of our most important financial goals such as reduce our debt quite significantly, grow our investment and retirement portfolio substantially and most important protect ourselves and our family if an unfortunate event was to occur through his risk protection advice. From our past experience in seeking financial advice, we realised that in this industry clients are often treated as numbers. Daniel is one of the very few advisers who actually takes the time to listen and understand his client’s needs and gives them the individual support and attention they need to achieve their financial goals. We would not hesitate in recommending Daniel’s services to anyone looking for an ethical, client focussed adviser who goes above and beyond to look after their client’s needs in the most professional and caring way.“
R&S Sankappa
Craigieburn, Vic