Life is a Journey
Live for Today
Plan for Tomorrow
INFINITY FINANCIAL CONSULTANTS
Infinity Financial Consultants is dedicated to simplifying intricate financial choices for aspiring Australians. Our mission is to optimise tax efficiency, facilitate wealth accumulation, and enable individuals to realise their Australian dream with clarity and confidence.
Financial Planning
Everyone thinks financial planning is about numbers and investing.
But the core of financial planning is about goals.
What are your goals? Where do you want to be in 5, 10, or 15 years from now?
Traveling to Naples? Buying a new family car? Putting your kids through a great school? Leaving wealth for your children?
We take those goals and your circumstances and turn them into numbers.
And with our help, those numbers will transform into you achieving those goals.
Accounting
Remember those goals we spoke about?
Our accounting team are all-in on your financial plan, working with your financial adviser to execute your strategies.
They put the tax in tax-effective strategies.
Again, our accountants are not just focused on numbers.
They’re focused on creating the most effective outcomes to help you achieve your goals.
Lending
The first thing you think when you hear lending is “mortgage.”
Well, you’re not wrong, we can absolutely help you with your mortgage and re-financing.
But there is so much more our lending specialists can help with (see: holistic financial strategy), such as, investment loans, agri-loans and many more.
Meet our Leadership Team
Trevor Benson
Founder and CEO
Tim Benson
Managing Director
Will Clark
Head of Accounting
Matt Evans
Head of Lending