Financial planning for expats in Asia: 12 reasons you can trust Infinity
There are lots of financial advisers out there but how do you choose a good one? We outline 12 reasons you can trust Infinity with your financial planning.
Customer-focussed financial planning in Asia
When Infinity’s MD and co-founder, Trevor Keidan, first came to Asia he discovered a financial services industry that was far from client-centric and offered little choice when it came to financial solutions for expatriate clients. Infinity was founded in 2004 to plug this gap in the market, providing independent and unbiased advice and a range of bespoke financial planning services carefully tailored to each client’s unique needs.
The industry has changed a lot since 2004 but Infinity remains committed to providing the same level of gold-standard financial advisory services to expats across Asia. We now have offices in KL, Phnom Penh, Ho Chi Minh City, and Shanghai, over 35 staff, and in excess of $250 million Assets Under Management.
We believe that our growth and the trust our clients put in us are a testament to our dedication to putting the customer first.
Below we outline 12 reasons that you can trust Infinity to deliver first-class financial planning services.
12 reasons to trust Infinity with your financial planning
- A dedicated adviser and first-class customer support
All our clients have a dedicated adviser who works on their behalf. They also have a single point of contact for administrative support. Whenever they have questions about their financial planning or need advice, they know exactly who to contact and can be reassured that they will receive prompt assistance.
- A truly bespoke financial plan
Our financial planning process is as rigorous as you will find anywhere. It starts with a detailed Financial Needs Analysis because understanding each client’s needs is key to delivering a plan that is tailored to their circumstances and objectives. In this video, one of our consultants, Adon Beddoes, explains what happens in a first meeting.
Your Infinity financial plan will focus on the Four core pillars of financial planning: protection (for you and your loved ones), growth of assets and accumulation of wealth, and protection of your wealth in the later years. We also assist with tax and trust planning, international medical insurance, and property. We find creative solutions to even the most complicated financial planning problems.
- Cutting-edge technology
Infinity has invested significantly in cutting-edge tools to ensure our ability to deliver the best possible bespoke solutions to our clients.
These include a sophisticated risk profiling tool to establish our client’s tolerance to risk and cash modelling software to enable real-time calculations for shortfall planning. This ensures you will receive a bespoke and holistic financial plan to protect, build and maximise your wealth for your financial security both now and in the future that is aligned to your unique profile and goals.
- A coherent investment strategy
When it comes to investment strategy, we strive for consistent and structured financial planning processes to achieve our clients’ long-term goals, usually favouring the reliable and consistent returns delivered by compounding over the often volatile and less reliable results of attempting to outperform. This differs from the approach of many of our competitors.
We provide exclusive access in Asia to Evelyn Partners for investment management services. Your investments will be managed by the UK’s leading integrated wealth management and professional services group.
Transparency underpins everything we do here at Infinity. Our IFAs take great care to ensure that clients understand the relationship between risk and reward and how volatility impacts their portfolio and its potential returns. They speak plain English and use visual examples to communicate as effectively as possible without scaremongering.
We are always upfront about the fees we charge. These are all laid out in detail from the outset in the client proposal document. We generally avoid commission-based products to ensure unbiased advice and propose products that meet clients’ needs. On the rare occasions that we do work on a commission basis, we are always clear about how the consultant is remunerated.
Independence has always been a key element of our business model. Infinity has terms of business with over 100 of the world’s leading financial institutions and this gives our advisers the freedom to propose a wide range of solutions to suit the individual circumstances of each client. Rather than pushing our own funds or products, we can offer genuine choice when it comes to meeting their investment, insurance, estate planning, and property investment needs.
- Secure 24/7 access to your documents
Wealthcraft, our robust and secure database, ensures consistent levels of service for our clients. It is the crème de la crème of CRM platforms in the finance industry. Clients have password-protected 24/7 access to their portfolios via their investment portal which keeps all data concerning personal assets, policies, plans, and investment performance in one place.
- Compliance and safeguarding
Our entire team takes compliance and safeguarding very seriously. We have a dedicated compliance officer who ensures that Infinity operates effective risk policies and procedures and implements compliance requirements over and above those of our regulators. Clients can be reassured that our due diligence and business monitoring are fundamentally sound and that their information is protected in accordance with stringent data privacy laws, including GDPR, as set out by regulatory bodies.
- Pre-emptive communication
Our knowledgeable and experienced client service team is committed to providing seamless support to our clients and they understand that prompt, regular communication is key to great customer service. They preempt the needs and desires of our clients and strive to resolve issues before the customer feels pain, or as soon as a problem is flagged.
Our highly efficient systems facilitate preemptive communication to obtain updated KYC data (for example, renewing expired passports), advise of upcoming policy renewals and maturity advices, and carry out other day-to-day administrative tasks.
- Regular reviews
At Infinity, an (at least) annual review is part of our proactive approach to financial planning. As your life evolves, so do your financial goals. Regular reviews ensure that your financial plan always remains aligned with your aspirations, circumstances, and the general economic climate.
- Event Invitations
Clients have the opportunity to attend free events including:
- Regular free webinars: for market updates and information on hot topics, such as ESG investing.
- Evelyn Partners tour: live events at different locations in Asia with talks and round table dinners which give clients the opportunity to meet with our investment management partners, enjoy great hospitality, and find out more about the current investment landscape.
- Ad hoc events: such as back-to-school events for expat teachers, wine tastings, and Halloween parties.
- A long-term relationship
We aim to cultivate long-term relationships with our clients. A lasting partnership with your financial adviser brings many benefits. A deep understanding of your financial aspirations, risk tolerance, and evolving life circumstances means that the financial advice you receive is truly bespoke. Building trust and rapport with an adviser over the long term will empower you to make informed decisions with confidence and enjoy continuity when working towards your ultimate goal of long-term financial security and peace of mind.
At Infinity you come first!
If you are looking for sound investment advice, a high level of service, and dedication to customer support, look no further. Put your trust in Infinity who, in partnership with Evelyn Partners, can give you the peace of mind that your finances are in safe hands and on track to fulfill your goals and ambitions.
To make an appointment for an initial meeting with one of our excellent advisers, please contact us.
A leading provider of expat financial services and wealth management services across Asia.