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introducing infinity financial solutions 
*The possibilities are endless
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.
2
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.”
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.”
5
6
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.“
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.
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.”
10
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.
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.”
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

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Introducing%20Infinity%20E%20brochure%2003-01-2014update

  • 1. introducing infinity financial solutions *The possibilities are endless
  • 2.
  • 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.
  • 4. 2
  • 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.”
  • 7. 5
  • 8. 6
  • 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.”
  • 12. 10
  • 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