After only two years in business local financial planning and investment company, Infinity Financial Advisors has experienced remarkable growth.
In early October the business combined forces with Allegiance Financial Planning and Hamilton Insurance & Investment Services (HIIS) to double in size and strengthen their financial advisory firm for their clients.
Together the three businesses will be building on their strengths in financial planning and investment advice.
Infinity’s Managing Director, Andrew Masson said the Infinity, Allegiance and HIIS teams are excited about the change as the new combined team will have the scale, breadth and capability to service their clients even more effectively in the Hunter.
“This announcement is a result of the hard work of our people, who make our teams what they are today and raise the bar for what we can do for our clients tomorrow,” Andrew said.
Each of the three teams have their own specific focus areas, with Allegiance and HIIS specialising in financial planning and Infinity specialising in investing. Together, they look forward to providing a holistic financial advice service.
Andrew believes it is a shift in mindset that has enabled Infinity to grow so rapidly.
“Newcastle’s community members have finally realised they no longer have to travel to capital cities to receive world-class financial advice. If anything, many are opting to work with local firms as they are disillusioned with the large corporates in the wake of the Royal Commission,” Andrew said.
Infinity Financial Advisors are passionate about challenging what has been the status-quo for decades now. They reject the common set and forget mindset that often leads to low returns for clients.
Instead, they embrace an active investment philosophy. Andrew believes it is in the daily management of money that gains are made.
“We live and breathe investing so that our clients don’t have to,” Andrew said.
IMAGE | The new Infinity team comprises of Louise Evans; previous owner of Allegiance Financial Planning, Ian Hamilton; previous owner of Hamilton Insurance & Investment Services, Andrew Masson; Infinity’s Managing Director and their respective teams.
Infinity Financial Advisors provide investment strategy and advice to help their clients achieve the financial freedom they need to live the life they want. Experience from Sydney and Newcastle’s biggest financial management firms has taught Infinity’s advisors that by being hands-on with their client’s portfolios, they can maximise returns.