OUR OFFER
OUR AIM IS YOUR FINANCIAL INDEPENDENCE
Managing and creating wealth is much more than just sound financial and investment advice.
It must encompass all parts of a person’s financial life. A holistic approach to your individual, family and business needs – current and future – provides the platform to help our client to create financial independence, now and for future generations to come.
At INFIN8 we start by developing a plan that will maintain and increase your wealth based on your specific financial situation, goals and comfort level with risk. Our primary aim is to assist you to reach financial independence.
Together we will structure a plan to achieve and sustain your desired lifestyle during the earning and accumulation years and onward to retirement. This plan will become your essential framework for organising your assets, minimising financial complexities and prioritising your life’s varied interests.
OUR SERVICES
INCLUDES.
Our service includes Investment Advice – Retirement Planning, Tax Efficient Investment solutions, Cash Flow Management and Bespoke Model Portfolio Investment options, both locally and abroad. We also offer advice regarding Personal Share Portfolios. Managing your risk is a key component of what we offer.
Risk Management includes Estate Planning ensuring that your legacy is protected, as well as solutions to protect you financially against the risk of Disability, Severe Illness or any other related issues. A further important component is Insurance ensuring that you’re covered when you need it most. We offer a range of services for all your Life, Short Term, Medical and Business Insurance needs.
Although some of these services might be outsourced to our business partners, we will always retain ultimate control and accountability. We believe that wealth cannot be managed in isolation and it needs to be planned in an integrated and holistic way. INFIN8 is totally independent and therefore not obliged in any way to allocate capital to any specific service provider.
InFin8 with our partners have a thorough knowledge of both local and global markets, offering sound ongoing financial advice to clients. Our commitment to sound investment outcomes is achieved through individual advice, building long-term relationships and ensuring that we are continuously educated and up-to-date about the ever changing financial planning and investment.
OUR
OFFER.
The world around us never stops moving or changing. Your financial well-being is dependent on the pro-active management of your specific financial plan, identifying opportunities when they arise and minimising the risks that you might encounter along the way.
OUR AIM IS FINANCIAL INDEPENDENCE –
WHERE YOUR PASSIVE INCOME IS MORE THAN YOUR EXPENSES.
TREATING OUR
CLIENTS FAIRLY.
At INFIN8, our clients are our most valuable asset and our aim is to ensure we deliver a user-friendly, robust, reliable and cost-effective financial service. As a part of our overall approach we are fully committed to treating our clients fairly and as such we strive to meet their expectations.