about-us-page

Infiniti Wealth : A short story

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

Our team is focused on building long-standing relationships with our clients. With a broad range of specialised financial services, your adviser will provide you with the comfort of dealing with someone you can trust.

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Meet our team

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Travis Styles

Director/ Financial Adviser
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Renata Popis

Marketing Officer

Our process

We focus on understanding our clients’ unique objectives and situation as the foundation for creating a tailored strategy.

Step 1: Making An Appointment

Please contact Infiniti Wealth on (08) 6388 9099 to arrange a time to discuss your current circumstances with one of our advisers.

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.

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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.

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 5: Ongoing Support

It is important to constantly review the strategy you have in place to ensure that it still meets your goals and objectives. We work with you on an ongoing basis to provide reviews on the performance of your investments to ensure you are on track to achieve your desired goals. When required we will provide recommendations on changes to your strategy to ensure you are heading in the right direction.