Infinity Wealth Solutions in Piara Waters, Western Australia | Financial service

Infinity Wealth Solutions

Locality: Piara Waters, Western Australia

Phone: (08) 9393 3770

Address: 11 Erade Drive 6112 Piara Waters, WA, Australia

Website: http://www.infinitywealth.net.au

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25.01.2022 Totally spoilt by one of our clients we all received our own personalised coffee cups as a thank you You can’t start the working day without a good caffeine hit

23.01.2022 Great news, I have been thinking about how this pandemic will affect job oppotunities for those leaving school in the next few years and looking for work!

22.01.2022 Are you nervous about chatting to a #financialplanner for the first time? Here's what to expect in your first meeting and what you can do to get the most from the experience - it's not as daunting as you may think! #FPWeek2020 #WFPD2020 https://www.moneyandlife.com.au//how-financial-planning-wo

22.01.2022 We had an appointment with clients this morning, during the appointment we asked do you want to talk about the market? Do you have any concerns. The response was "No you told us not to panic so were all good with where everything is at". Over the past few weeks we have also had very minimal calls from clients because we educate our clients about the investment decisions they make....... I saw this video from one of my colleagues today and yesterday at our Professional Development Day we were told that most people prefer to visualize to understand concepts, this is great TikToK and rings true! Have a great weekend!

21.01.2022 It is such a privilege as an adviser to work with clients who are terminally ill. To these clients time is of the essence and along the way they have taught me so much about life and what matters at the end of the day. D Happy 1st day of the new financial year

19.01.2022 I love our wall of wisdom in our office, lately I have seen so many get rich quick schemes advertised on FaceBook. Remember Investing done right is like watching grass grow, and with a clear plan in front of you and a slow and steady pace you will win the race to achieve your goals. Happy Tuesday Kath ... X See more

19.01.2022 As my family stood out the front early this morning we heard the last post ringing out across Secret Harbour, and then the NZ and Australian national anthems. We saw candles lit at the end of drive ways, poppies, art work, neighbours talking, service men and women at the end of drive ways. As a country in the middle of a pandemic my heart was full as we all came together to celebrate those amazing lives that have served and sacrificed and are still serving our great nation t...oday. Lest we Forget We would love to see how your families marked ANZAC Day 2020 at home

18.01.2022 Awesome review for Simon this afternoon, Thanks Diane

18.01.2022 The COVID19 Pandemic has bought to the forefront for many the difficult conversations about end of life planning. Nobody likes talking about it! Here are some tips to help the process be a little less stressful for you and your loved ones.

18.01.2022 We hope all our mums were spoilt today.

16.01.2022 Wonderful way to start the weekend. Having a great financial adviser means when life throws you a curve ball and you can no longer work you can still strive to reach your financial goals without any financial worries. Simon Podesta put the plan in place and Ruth Hawken and I worked on finalising the claim, team effort at infinity wealth.... Thank you to all our clients for trusting us with your financial future.

15.01.2022 Its easy to get caught up in the emotion of whats happening around us, we always need to stay focused on the long-term our WHY great video from morningstar which explains the importance of sitting tight and listening to your adviser

15.01.2022 It’s Scam Awareness week, unfortunately we come across people in our community who have been affected by super scams that are operating within the community and for those affected it causes devastating consequences so please Take 5 min to read and share with family and friends

13.01.2022 Big congrats to Guy who is kicking some amazing fitness goals along with his financial goals a huge achievement. Who said retirement was boring? Certainly not our clients who are living life kicking some amazing personal goals

11.01.2022 With us on lock down this Easter Weekend it’s the perfect time to get your home Winter Ready

10.01.2022 Thinking about getting financial planning but not sure what it is or how we can help check out our Client Book

10.01.2022 WARNING OF WHAT COULD BE ON THE HORIZON For many years we have had reservations about the lack of transparency in the investment options in Industry Super Funds. Generally speaking they have held large portions of their members assets in illiquid assets such as unlisted assets and private equity, these are difficult to value and even harder to sell when cash is needed in a hurry. So what are these two things anyway and what's the problem? Unlisted assets are generally infras...Continue reading

09.01.2022 Its been a big week for claims, we always like to pay credit where credit if due! Big thanks to REST Super!

08.01.2022 How is everyone going, I’m thinking of holding our get financially fit series again here online focusing initially on budgeting and making the budget stretch, setting down priorities, helping you identify your needs from your wants. I didn’t have as much take up the last time but we are facing uncertain times and I find so many of my family and friends have found themselves out of work and having to adapt quickly. Would you be interested, if so comment Yes below and let me kn...ow what would be a good time to hold them, given a lot are working from home and some of us still have children schooling from home. After work today I headed down the beach to check out sunset with a coffee it was magic. Look forward to your response Kath Xx

08.01.2022 Happy Easter from our families to yours, it’s an Easter like no other for most,so with some spare time we just went over our budget Please share with us how you are you budgeting and getting creative in the kitchen and how have you spent your Easter weekend

07.01.2022 Do you love my Roses from my Rose bushes?On the weekends of late I have spent a fair bit of time in the garden, getting to do those jobs around the house we have been putting off. What tasks or projects have you been doing since we have been in lock down that your proud of? Show me some pictures?

06.01.2022 We walk with our clients through some of lifes hardest roads to travel, we dont let them walk alone. Biggest shout out to our beautiful Ruth who puts her heart and soul into assisting our clients, and big shout out to One Path, this wasn't a straight forward claim and we worked together as a Team to provide a great outcome!

05.01.2022 It’s Monday wishing you all a great start to your working week

03.01.2022 COMMUNITY ANNOUCEMENT This is a real cause for concern, a move from one of Australia's leading superfunds, which is leaving a bad taste in the mouths of many and raising a few eyebrows!!! Your superannuation is one of the biggest investments you will have in your lifetime, cheap and cheerful isn't always the best way forward. ... We encourgage our followers to get financial advice from a licensed authorised representative to help you understand how your super works, educate you around your decsions making and the best way forward to achieve your goals so you can make confident informed decsions around your future. It is not too late to take action We are waiving our initial consultation fee for anyone who would like to discuss reviewing current superannuation arrangement to make sure they are fit for purpose to give you peace of mind and transparency. Please share this post with your friends and family

03.01.2022 Happy Fathers Day to all our wonderful Dads

02.01.2022 We have been busy as we are doing our annual reviews for our clients, so I have been quiet on the social media front. I’m sorry A timely article from Simon, point 2 is critical. We have had great feedback from clients during our reviews, particularly our continued contact and updates and reminding clients what we are working towards was so valuable to them to stay focused. If you don’t have an adviser get in touch with us.