Existing clients can use these links to log in to the Infinity dashboard. Not a client? Why not get in touch to find out about our services.
Expats moving to Shanghai for the first time may find it a bewildering place; especially with no previous experience of Asia. No matter how busy your home city, it cannot compete with the sheer bustle, crush and pace of life in a Chinese metropolis.
Finding a financial adviser in Shanghai can be equally fraught, with an almost frantic plethora of agents and companies all scrabbling to help you invest your money. Our advice is to step back, consider the options and take time to choose an adviser with whom you feel totally comfortable.
One of the most important factors in choosing a financial adviser in Shanghai is to find someone who is truly independent. An independent financial adviser (IFA) is one that is not tied to any product provider and can find the savings plan or investment package that best matches the requirements of the client.
However, not all financial advisers in Shanghai are truly independent. Some are contractually tied or part-tied to specific product providers. In a world where there are thousands of products to choose from, a tied financial adviser is severely restricted in the choices they can recommend. Whether a client wants a savings plan, investment vehicle or insurance product, their choices are limited when their financial adviser is not truly independent.
The reason some financial advisers choose to tie themselves to particular products is that they get larger commissions from the providing company.
This is not how we do business at Infinity. All our offices across Asia, including our Shanghai branch, are completely independent and able to recommend financial products from any source.
The reason we remain independent and forgo the opportunity to earn higher commission rates is that we strongly believe in a client-focused philosophy. For Infinity, the client’s requirements always come first. We believe in finding the right products to fit the client’s needs.
Putting the client first is the reason we have grown into one of the leading financial services companies in Asia with high levels of client satisfaction. If you are looking for a financial adviser in Shanghai, get in touch and we will be happy to discuss all your options, whatever your requirements.
This Site and the Content are not directed at or intended for distribution to any person (or entity) who is a citizen or resident of Hong Kong (or located or established in) any other jurisdiction where the use of the Site would be contrary to applicable law or regulation or would subject Infinity Financial Solutions Limited to any registration or licensing requirement in such jurisdiction.
Persons (or entity) who is a citizen or resident of Hong Kong please click on the link below to access our Hong Kong Site.