Infinity Capital Financial Planning is an innovative financial planning & consulting company located in Melbourne, Australia.
We devote ourselves to provide professional and superior financial planning services for every client.
The company owns branches in Sydney, Australia and Shanghai, China while maintains strong working relationships with large financial firms in both Australia and China. Leading by senior professionals who were past employees of international accounting firms and big four banks in Australia, our groups are highly-efficient and internationalised.
We are ready all the time to give our clients financial supports with experienced technics and professional knowledge.
Areas of expertise
Self Managed Super Fund
Why Infinity Capital Investment?
Infinity Capital Investment’s mission is to provide comprehensive financial planning services for our clients. We exist to attract and maintain customers. Clients know they are not an account number; rather, they are an integral part of our family of clients. Our focus is on listening, understanding, and caring about our clients’ concerns and then acting to provide assurance and peace of mind to complicated matters.
We recognize that selecting the “right” wealth management firm is a very individual decision and one that has the potential to provide you and your family with financial peace and security. There is no such thing as a firm that is a perfect fit for everyone and we certainly do not expect to meet every prospective client’s needs. Since choosing the “right” advisor will have a significant impact on you and your family for years to come, we welcome you to understand and embrace our approach.
We are independent and free from third party influence. We offer unbiased, objective advice to help our clients make important decisions. As an independent fee-based advisory firm, we act as a fiduciary and have no connection with any broker-dealer or investment group that encourages us to sell their particular products. This independence allows us to focus on our clients’ needs rather than our own. What is best for you is what becomes best for us.
We have a wide breadth of experience that covers most of our clients’ financial concerns. We have knowledgeable practitioners including a certified public accountant, a tax practitioner. The breadth of knowledge and experience at Infinity Capital Financial Planning assures our clients that we have the skills necessary to focus on their important financial matters. Infinity Capital Investment’s has accounting, taxation, banking and finance background and clients are advised on areas such as tax effective strategies, superannuation, investment, finance solutions, business succession planning, business insurance and effective wealth and asset protection.
At Infinity Capital Group, we are different. Our team of experts provides a complete, united approach.