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I have always been very sceptical with personal advisers as I have had poor experiences in the past. I was recommended to give Infinity a try and was appointed Dermot Monaghan.
I really appreciate the professionalism Dermot has demonstrated. He has never pressured me to sign and has always been very careful that I understand all the details of the investment plan (benefits, fees, risks, etc.).
I am extremely satisfied with the plan and the service I receive from Infinity. If you wish to have a well-managed investment plan with peace of mind I have no hesitation in recommending Dermot.
I was with my previous pension advisor for five years and was unhappy with both the service and the performance of my investments. A work colleague recommended I speak with his adviser, Dermot Monaghan of Infinity.
I appointed Dermot in July 2014 after an initial review identified I was in a pension that was unsuitable for my personal circumstances and performing poorly. I have just met with Dermot for our planned quarterly review (Dec 2014). I was delighted that in the first 5 months since switching the funds we have seen excellent growth of around 4 to 5%.
If you have any questions on your current pension plans, savings or investments I strongly recommend meeting with Dermot. He is easy to talk to, very knowledgeable on financial planning, and may just help you make some extra money for that rainy day.
Along with quite a few other people in my organisation, I was not satisfied with the service provided by our previous pensions adviser and, a year ago, decided to change my broker to Steve Maddox at Infinity. With our previous adviser I found that there was no contact from one year to the next, nor any recommendations as to what I could do to improve the returns.
I now receive quarterly face to face service and review meetings, with access to a far improved investment selection and online access. My new pension actually also has lower charges. Personally, I have been very happy with the service provided by Steve Maddox and Infinity and would happily recommend them to anyone in similar circumstances.
I was very disappointed with the lack of service and professionalism shown by previous financial advisors. I’ve found that Infinity and Steve Maddox have provided continual support for my investments. This is from when I first became a client… and I’m pleased to say this level of service has continued following my relocation to the Middle-East.
Steve has always made himself available to answer any of my queries in a friendly, professional way. He has been especially helpful in helping me to iron-out all the problems and paperwork involved with relocation to the Middle-East.
Very appreciative of updating existing investments and his availability for meetings at very short notice to fit in with my ever changing work schedule.
Originally I started with Infinity because Chris Palmer was at that time looking after my portfolio and I had known Chris before he joined Infinity. After the sad departure of Chris very quickly Tom arrived to take over, I myself was starting a new job with Firefly Air in KL and I was very pleased to continue with Tom.
I was immediately impressed at his financial knowledge and the way he has always got time to go over an idea or offer sound advice. I am currently now with Air Asia based in Penang but I will continue to work with Tom and Infinity for the foreseeable future. Tom has already mentioned that my move too Penang does not present any problems for our future meetings.
I just wanted to write a letter about Vanessa [Vrdoljak] saying how helpful she has been to me over the last year or so. She has really gone over and above what I would expect of anyone in her line of work. Even when she had familial issues or other stress she was always able to be helpful in a timely manner.
I have enjoyed working with Tom Henson over the past few years. Not only has he provided some great advice about diversifying my portfolio, but he has always been very patient and responsive with my questions and extremely efficient with my special requests and transactions. In days like these, where “people do business with people they like”, I can see why Tom is so successful.
I also had a previous financial advisor who contacted me once every two years and never offered advice other than all was well. Then I met Steve Maddox and learned the difference between a friendly but lackadaisical advisor and a professional one.
Steve and I meet every three months and I receive a full written report and sound advice as to how to proceed to get the best return on my savings. The quarterly magazine is a nice touch as well. I have already recommended Infinity and Steve to several friends and have no hesitation in doing so to anyone interested in professional financial advice from an efficient and friendly consultant.
What we appreciated the most with Nathan, was his patience and his listening capacity to understand our personal situation and objectives taking into consideration a variety of details and specifications, before proposing any investment plan.
Dealing with Lynda with ones personal financial issues is always done with the ease that makes you feel as though you’re having a ‘friendly chat’ with a neighbour – and yet is still done so on a very professional, factual and astute manner. She always comes across as extremely sincere that leaves one convinced that your best interests are being taken to heart – especially comforting in recent times where globally we have all been facing an extremely volatile prevailing economic climate. I sincerely endorse her to any future potential clients.
I started dealing with Infinity financial solutions since over one year ago. I find their services very good. Mr. Nathan Andrews has being handling all requests and queries professionally on behalf of Infinity. He calls me often to check if I have concerns about the growth of my investment I made through them. He gives me professional advice on the benefits of investing in the Funds at any time.
He is very friendly. I have found him helpful in personal matters as well; he will willingly offer assistance in these regards.
Finally, I am at rest with the investment I made through Infinity, because they are always on top of it to monitor and advise when necessary. I think Nathan is doing a great work!
I have been associated with Judy Blair and Infinity for a number of years. They understand my investment objectives and have given good advice in line with my risk/reward objectives. Their service is excellent.
Infinity have proved to be professional and thorough . Since joining Infinity my experience has been a very positive one – with regular feedback from Judy, reviews of my accounts plus receiving ongoing support and advice. I would happily recommend Judy /Infinity to anyone looking for independent financial advise.
Infinity are not just a service provider, they are a true partner in employee benefits. They genuinely care about what is best for us, and we have built a strong relationship based on mutual trust and respect.
With Infinity, the daunting challenge was simplified. By explaining my ‘wish list’ to them they were able to come up with a few easily understandable solutions for each of my issues. This allowed me to decide what the best was for me, my family and my company.
An excellent professional service that sets a new standard for advisors in KL.
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