Inifiniti Wealth is a boutique Financial Advisory business based in Subiaco. Infiniti Wealth place their client’s needs at their core and build tailored solutions which are reinforced by ongoing management & support of their strategy. We work with our clients to help them achieve their financial & lifestyle goals and have been providing these solutions to our clients for a number of years.
About us
Who we are?
Infiniti Wealth : A short story
Our Services
Infiniti Wealth place their client’s needs at their core and build tailored solutions which are reinforced by ongoing management & support of their strategy
Superannuation
Superannuation is a way to save money for your future, to fund your retirement so you’re not dependent on the social security system to maintain your lifestyle in retirement.
Investments
Growing your wealth can take time and it is important to invest in a range of suitable investment mediums to suit your goals. Our Advisors can help you determine the most suitable investment type to diversify your portfolio and assist you in reaching your financial and lifestyle goals.
Risk Insurance
Life Insurance protects individuals or families, by providing a lump sum payment in the event of the insured person’s death. It can provide protection for the main earner and the homemaker and dependents.
Debt Recycling
With most Australians now having high levels of personal debt (home loans, credit cards and personal loans) it is important to work out what debt to focus on paying out first or what other investment opportunities can assist to reduce your interest commitment and in turn help to improve your overall wealth position.
MEET OUR TEAM
Say Hi to Infiniti Wealth's team members.
TRAVIS STYLES
Director/ Financial Adviser
Alex Santioni
Client Services Officer
OUR PROCESS
Customised Solutions to All problems
Step 1: Making an appointment
Please contact Infiniti Wealth on (08) 6388 9099 to arrange a time to discuss your current circumstances with Travis Styles.
Step 4: Implementation
After discussion of the recommendations and strategy we work with you to implement the changes in a timely and efficient manner.
Step 2: Discovery meeting
This meeting presents an opportunity to establish your goals and objectives, both financially and lifestyle based. We will also establish your attitude towards various investments to help with our strategy moving forward.
Step 5: Ongoing support
This meeting presents an opportunity to establish your goals and objectives, both financially and lifestyle based. We will also establish your attitude towards various investments to help with our strategy moving forward.
Step 3: Advice Presentation
After a thorough research process, we will meet up to present a detailed advice document which outlines the wealth creation and protection strategies we will recommend to meet your personal situation.