3. 1
The possibilities are endless.
Success in life often comes down to making the right decisions
at the right times. And choosing Infinity Financial Solutions
could be one of the best decisions you will ever make.
Infinity is here to protect, build and maximise your wealth for the
future security of you and your family.
We’re one of the leading financial services companies in Asia,
and provide a unique brand of personalised financial solutions
to clients across the region.
With our extensive regional experience and impressive network
of global partners, Infinity can cater for the financial planning
needs of private individuals, corporations or non-governmental
organisations alike.
Infinity’s financial planning can help you achieve your hopes and
objectives, whatever they may be.
These comments, together
with those from a wide range
of other clients, are reproduced
in full on our website.
Throughout this brochure, we’ve reproduced
some of the many positive comments we have
received from our satisfied clients. We hope that
they support our own words about Infinity.
5. 3
The value of independence.
Infinity Financial Solutions offers you the peace of mind of
having your personal wealth managed securely, professionally
and expertly.
What’s more, Infinity is completely independent. In short,
the advice we give is both impartial and unbiased.
We are never dictated to by a parent company, so we are always
free to access and select from an extensive range of thoroughly
researched investment options and potential solutions.
The combination of carefully tailored financial planning and
a wealth of opportunity is at the heart of what makes Infinity
different from other financial advisers.
“With the Infinity team, I feel I have a competent
partner to whom I can turn for financial advice,
who offers a wide range of options, and who acts
promptly when needed.”
“Having received inappropriate financial
advice in the past I was glad to meet the
people at Infinity who have since guided
me in the right direction.”
“Important for me are regular reviews and
updates. Infinity provided this service as routine
which was a contrast to other financial
companies that I have experienced.”
6. 4
A relationship we take seriously.
Because we realise that everyone is different, we take the time to
understand your particular financial objectives. We work with you
to develop an individually tailored plan that will suit you and your
lifestyle – now and in the future.
Once we have agreed on the way forward, we remain with you
every step of the way. The strong, long-term relationship we aim
to develop with you is not taken for granted. We will work hard to
ensure that you receive a superior level of service, with regular
contact that keeps you informed on the progress of your portfolio
as well as online access to important information.
Of course, all of our business with you is always conducted in
an environment that respects your privacy and confidence.
We see our relationships with our clients as paramount, so service
and integrity are firmly at the centre of everything we do.
“Wherever I move, I know that Infinity
will be there for me. A very secure feeling
based on trust, wherever in the world
you are.”
“I have found a company that I can
trust with Infinity Financial Solutions
...the team have helped me to better
prepare for my family’s future.”
“Over the years, I’ve used a number of financial
and investment advisers, often with limited
satisfaction. However, that has fortunately
changed with the team at Infinity.”
9. 7
A focus on security and stability.
Naturally, the desire to make your money work harder must always
be balanced with the need for security, so Infinity provides you with
the highest level of investor protection available.
We recommend solutions based in the most secure and stable of the
world’s international financial centres – like the Isle of Man, Channel
Islands, Switzerland and Hong Kong.
As well as ensuring that your assets are held securely, Infinity can
also help you to structure your assets to mitigate the impact of
taxation and probate.
Some of our most frequently used services are listed overleaf.
“I have had excellent service over the years
from Infinity. An important feature, for me,
in a financial service provider is regular
reviews and updates of my portfolio.”
“Switching to Infinity was the best financial
move we ever made. Infinity provides us with
excellent support services and we highly
recommend them to other investors.”
“I can sleep soundly in the knowledge that I am
receiving good, impartial financial advice which
has helped me realise substantial returns on
my earnings.“
10. 8
A comprehensive range of services.
SAVINGS
Regular monthly savings plans are one of the
most effective ways to achieve your financial
objectives – whether you’re planning for a
comfortable and secure retirement, purchasing
property, or ensuring sufficient funds are
available for your children’s education costs.
We are confident that we can source the most
effective savings vehicles for all of our clients.
INVESTMENTS
We can develop a thoroughly researched
investment portfolio to suit your objectives as
well as your personal outlook.
Those with an appetite for risk – and a tolerance
of volatility – can select investments that are
focused on delivering impressive returns.
Whereas those with less of an appetite for risk,
but a desire for growth nonetheless, can enjoy
capital guaranteed investments where their
money can never be lost.
WEALTH MANAGEMENT
Infinity offers a wealth management service to
clients with accounts typically in excess of
US$200,000, or equivalent. By working closely with
private banks and wealth management companies,
we can provide tailor-made investment
management services that will maximise the
potential of your portfolio and ensure your specific
requirements are being directly addressed.
WEALTH PROTECTION
We offer advice on life insurance policies, trusts,
foundations and international companies –
which can all be useful tools in providing for your
family’s future financial welfare and protecting
your assets against unforeseen events.
We can provide a range of services that ensure
that your accumulated wealth is protected and
passed on – with minimal cost and loss.
PROPERTY
As property can play an important role in a
well-balanced and diversified portfolio, we offer
our clients access to an impressive portfolio of
investment properties throughout Asia, Europe
and Australia. You can therefore benefit from
our contacts, regional knowledge and
in-depth research.
11. 9
INTERNATIONAL MORTGAGES
Infinity can help our clients to raise capital
against properties in the United Kingdom, the
United States, Australia, New Zealand, France,
Dubai, Portugal and other countries.
In those countries where mortgages are
difficult to secure, we can even assist clients
in raising loans against investment portfolios
and other assets.
INSURANCE
We also work closely with leading insurers
to offer our clients a wide range of insurance
products.
Insurance solutions include international and
local medical care, income protection, accident
and disability insurance, professional indemnity
insurance, life cover and critical illness cover.
In Thailand and Cambodia we have been able
to extend this cover to include general
insurance – covering personal possessions such
as property, vehicles and belongings.
CORPORATE BENEFITS
By working hard to understand our corporate
clients’ unique needs, we are well-placed to
advise companies and organisations on the most
effective group pension plans, provident funds,
medical insurance and life insurance schemes.
We can help businesses to protect their most
valuable resource – their employees.
TRAINING AND EDUCATION
Dealing with financial matters can be a
complicated and often confusing business.
We therefore offer our clients complimentary
seminars, workshops and training courses
which are designed to provide a better working
knowledge of the world of finance and the
solutions available.
“They understand my investment
objectives and have given good advice
in line with my risk/reward objectives.
Their service is excellent.”
“One year ago I faced the daunting task of restructuring my
entire investment portfolio ...I would recommend Infinity
Financial Solutions without reservation to anyone looking
for superior financial advice.”
“Infinity are not just a service
provider, they are a true partner in
employee benefits. They genuinely
care about what is best for us.”
13. 11
The people behind Infinity.
Trevor Keidan
Born in South Africa and resident in London for many years, Trevor now lives in Hong Kong
with his wife and young son. Trevor holds the Financial Advisers International Qualification
and is a member of The Chartered Insurance Institute as well as having the relevant
qualifications in financial planning in both Hong Kong and Singapore. Trevor specialises in
financial planning and, as Chief Executive, has responsibility for the overall operations of
the business. He also has the daunting responsibility for the IT infrastructure across Infinity’s offices.
With a career in the international financial services industry spanning almost a decade Trevor brings a
wealth of business management and financial planning experience. Trevor’s main driver is a
fundamental belief that good financial planning makes people’s lives better!
Ben Bennett
Ben has worked in the international insurance industry for 25 years in Guernsey, United
Arab Emirates, South Africa and Malaysia. He spent 13 years working for a FTSE 100 listed
insurer and thereafter worked for a Dutch private bank. Ben manages the Malaysian office
and is also responsible for Infinity’s finance, regulatory and compliance functions. He holds
the International Certificate for Financial Advisers and the London Securities Institute
International Capital Markets Qualification.
Trevor and Ben are supported by a network of experienced financial planning consultants
and a dedicated team of professionals working from our offices throughout Asia.
14. 12
A global network of partners.
We carefully select and monitor each one of our service providers. Over the years
Infinity has built a significant network of partners and currently works with over 100
global institutions to provide the most efficient solutions for our clients. We are
constantly researching and updating our range of solutions so that we can be sure of
providing the very best for our clients.
To ensure that our clients are only offered providers with proven track records our
company has its own in-house compliance department.
Doing business with Infinity.
Infinity receives its remuneration directly from product providers and, occasionally, via
fees from our clients. We do not charge a fee for initial consultations and will only
apply charges with prior agreement.
Malaysia - Infinity Financial Solutions Ltd is licensed and regulated by the Labuan
Financial Services Authority (Labuan FSA) and is subject to legislation as defined in the
Labuan Financial Services and Securities Act 2010. (Licence Number BS200548)
Hong Kong – Infinity Financial Solutions Ltd is a member of the Hong Kong
Confederation of Insurance Brokers and is permitted to conduct long term (including
unit linked long term) insurance business. (Membership number # 0462)
“I wouldn’t hesitate in recommending
the Infinity team to anyone looking
for a real financial adviser who
actually delivers.”
“Infinity has been such a help to me –
taking me through all of the stages of
planning financial goals, linked to goals
that I have for my family and life.”
“When the solutions were selected, Infinity
took care of everything and it was all set
up in no time at all, and surprisingly
enough, very cost effectively.”
15.
16. infinityfinancialsolutions.com info@infinityfinancialsolutions.com
Infinity Financial Solutions Ltd
(Unit 19) Level 3,
Three Pacific Place,
1 Queen’s Road East
Hong Kong
Telephone +852 2855 6961
Infinity Financial Solutions Ltd
S06A2, 6th Floor, South Block
Wisma Selangor Dredging
142-A Jalan Ampang
Kuala Lumpur
50450
Malaysia
Telephone +60 3 2164 6585
Infinity Financial Solutions Ltd
Registered Office
U0195, Jalan Merdeka
PO Box 81933
87007 Federal Territory of Labuan
Malaysia
Company No.LL04446
Labuan FSA Licence No. BS200548
Visit our website to find an Infinity office in your location