Katherine managed my husbands superfund & organised a pension plan following a stroke. Following the passing of my husband she has organised my financial well-being into my retirement years. I can't thank her & the Infinity team enough. Always respond to calls promptly. Friendly & helpful with advice. I feel happy knowing they looking out for my future.
I highly recommend Kath as I found her approach to be highly ethical. She has a broad knowledge base in financial planning, which inspires confidence in her recommendations.
My wife runs a daycare photography business and met Kath via business networking several years ago. Good news travels fast in the business community and we were told very good things about Kath and her colleagues at Infinity. So, when the time came last year for me to begin planning my retirement, she was our only choice. And, I am so glad we did. Kath is a lovely person who knows every conceivable financial detail and can explain them to me so even an old electrical engineer can understand! Kath visited our home on several occasions and devised a low-risk plan for our futures, which we are both very happy with and will provide us with the security we need, come what may. I am now happily retired with no debts and I have an income from my super fund which will only grow over time. Many thanks to Kath, Caitlin and the team at Infinity for making a difficult process into a simple and enjoyable one. I have already recommended Kath to others...
Kath always went above and beyond to provide us with the right advice for our investments and for moving into a comfortable retirement. She had to put in a lot of extra time and effort to understand my Defence superannuation funds and to achieve positive tax and investment outcomes with unfamiliar products. We didn’t always agree on certain facts or moves in the investment markets, but she always pushed for the best way to reduce our tax and make the most of our investments. She was for the most part right, but don’t tell her that. Thanks Kath always a pleasure
Kath is an excellent financial adviser. I have every confidence in her wealth of experience & expert knowledge. I trust her implicitly & know that she has my best interests at heart. I’m truly grateful for her guidance & advice, as I approach retirement and am excited for the future. Both Kath & Ruth communicate with me on a regular basis and are always helpful & very friendly. Nothing is ever too much trouble which is greatly appreciated. Thank you both so much.
Infinity Wealth SolutionsLevel 5a, 11 Erade Drive
Piara Waters, WA 6112
- 9:00am – 5:00pm Monday – Friday
- Adviser status Silver
- Number of reviews 16
- First year providing advice 2014
- Years of experience 8
- Advanced Diploma of Financial Planning
Matrix Planning Solutions Ltd