How it all works

To provide first class advice and market leading service to our clients, we don't leave anything to chance. That’s why we use a straightforward, four step process.

Infinity’s financial planning services can help expats in Asia achieve their hopes and objectives, whatever they may be.

Whether you’re looking for investment advice, insurance cover, or a pension plan, it’s essential for us to build a ‘big picture’ of your financial situations and objectives. It’s the only way we can be certain we’re providing the right service and the right products at the right time.

That’s why we work with you to develop a tailored plan that will suit you and your lifestyle, or your business – now and in the future.

Once we have agreed on the way forward, we remain with you every step of the way. The strong, long-term relationship we aim to develop with you is not taken for granted. We will work hard to ensure that you receive a superior level of service, with regular contact that keeps you informed on the progress of your portfolio as well as online access to important information.

With our extensive regional experience and network of global partners, Infinity can cater for the financial planning needs of private individuals, corporations or non-governmental organisations alike.

Of course, all of our business with you is always conducted in an environment that respects your privacy and confidence, with service and integrity firmly at the centre of everything we do.

Your Experience With Us In Four Steps

A ‘fact-finding’ meeting with your local financial planning consultant, who will ask about your current situation and commitments, your future prospects… and your objectives.
Your consultant will prepare a comprehensive financial plan that details our recommendations. This is reviewed by our compliance team, and agreed with you.
When you’re ready to go ahead, your consultant and the administration team will help out with practical stuff, like completing forms.
You’ll be contacted every now and then to find out if your situation has changed, to identify if your plans need to change accordingly.

And of course, you can call your consultant or the admin team any time if you want to discuss anything about your plans or policies.

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