Wealth management is the process of managing an individual’s or an organisation’s assets, in some cases, it may even include some specific goals. It is not only about managing money but also about managing various other forms of assets that are acquired by people or organisations. This strategy has various benefits and many financial institutions,…
With good earnings potential and significant tax advantages, expats have a unique opportunity to achieve their goals. And Infinity’s personalised pension planning services across Asia can help you get there.
With an ever-changing investment landscape and increasing regulation, retirement planning seems to get more challenging every year. A clear plan, and real expertise, are essential.
Our approach starts with a detailed report that takes clients’ existing circumstances into consideration – along with their plans, their attitude to risk – and that all-important target retirement date.
Along with income levels and geographical location, retirement objectives can change. That’s why we create flexible plans that can adapt as life changes.
As you’d expect, we have access to an extensive range of pension wrappers from some of the world’s leading providers – as well as the knowledge and expertise to advise you on the most suitable investment funds within them. Our pension planning services are available across the Asia region and we can help you get the retirement solution that best suits your needs.
Our financial advisers also conduct regular reviews – a vital part of keeping plans on track.
I began investing with Infinity in 2018 adopting a cautious investment strategy to protect my capital – retirement in mind. Infinity established and has subsequently successfully managed a low risk investment portfolio primarily using initially Stephen Bottomley and currently Elmira Donald; both capable consultants.
I would like to take the opportunity to thank you for the excellent service that you have provided over the last couple of weeks. You helped make a laborious process much, much easier. Thank you.
I have used Infinity Solutions as my investment advisor for nearly two decades now. I trust their integrity and professionalism in managing my investments. Getting a reliable advisor who can be trusted for sound and timely advice is absolutely critical especially if one is entrusting hard-earned funds to build a retirement nest-egg. The investment market-place is increasingly flooded by dodgy…
The Havas Riverorchid group has worked with Trevor Keidan now for a number of years, commencing when we started our professional relationship with Infinity Solutions. We started working with Infinity, and principally with Trevor, due in large part to a dissatisfaction with our previous healthcare insurer. Our group is 300 plus people working across the 5 markets of Indochina and we have a myriad of insurance needs…for local…
As an expat living and working in the Asia region for over 20 years, I have been very fortunate to have benefited from the guidance and support of the team at Infinity. Back in the late 90’s I had little or no experience in personal financial management outside of my home country (even there my…
Head of Media at Crisis Solutions
My wife and I started working with Carl while we were expats living in Thailand. He helped enormously with our investment and pension planning. Although we no longer live in Asia, Carl still keeps us updated on a regular basis. I would recommend Carl to all expats who need advice on their investments and savings.…