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.