Personalised Wealth Plan
Unlock Your Path to Financial Freedom with a Personalised Wealth Plan
Personalised Wealth Plan
At Infinite Wealth, we believe that wealth creation is deeply personal, educational, and empowering.
- Gain Clarity: Understand precisely where you stand financially and the impact of continuing on your current path.
- Custom Strategy: Develop a tailored Chain Reaction strategy designed to meet your unique situation and goals.
- Immediate Opportunities: Identify and seize immediate investment and tax reduction opportunities.
- Mitigate Risks: Structure your finances to safeguard against potential risks and ensure long-term stability.
- Empower Yourself: Learn how to pay yourself first and maximise your wealth-building potential.
Our signature Personalised Wealth Plan is meticulously crafted to align with your unique goals and circumstances, leveraging the resources you already have. This transformative blueprint will give you the clarity and confidence to take actionable steps towards achieving your long-term financial aspirations, paving the way for a fulfilling and prosperous life.
Investment per person/couple:
$2,995
Item | Value |
|---|---|
You Save | $2,980 |
Personalised Wealth Plan | $2,995 |
Fast Track to Freedom Program | $1,495 |
Quarterly Education Events | $995 |
“The Insider’s” Monthly Emails Subscription | $395 |
Fast Track to Freedom Workbook | $95 |
Dedicated Strategy Specialist | Priceless |
Annual Strategy Reviews for Life | Priceless |
Ongoing Support from Our Team of Specialists | Priceless |
Total Value | $5,975 |
Personalised Wealth Plan
Real People, Real Results.
- Widower in early 50s with $350k mortgage and little superannuation.
- Aspiring to pay off the mortgage and retire... somehow
- Bad past experiences with financial planners and poor results
- We helped Rick to build a strategy to grow wealth and pay down debt
- Helped in the acquisition of his first investment property
- Only been a client for 18 months but is on track to retire at 60 as he is much happier and excited
- Working as an auto-electrician for years, never owned a home, declined for a car loan
- Currently in his 50s and wants to leave a house behind for each of his kids
- No idea where to start and thought it was too late to do anything
- Craig rentvests to maximise his financial growth and pay down investment debt.
- Now he has 3 investment properties worth more than $2million+
- On track to achieve a passive income in retirement and look after his children
- From Melbourne, but has moved overseas.
- Became a client of Infinite in April 2021
- Felt time poor and lacked the capacity to manage investments and finance.
- We helped him build a finance and portfolio structure that improved his cashflow
- Has now acquired 3 investment properties and looking into his 4th one.
- On track for his passive income goals as mapped out in his Personalised Wealth Plan
- Working FIFO earning good money and did not want to end up with nothing to show for it.
- Aspiring to be financially free in his 40s (currently in his 30s)
- Felt inexperienced with finance, tax, property so was reluctant to pursue anything
- We helped him build a finance and tax structure that improved his cashflow
- Assisted the acquisition of his first investment property.
- Increased his savings on tax by $12,507 esceeding the expectations set in his Personalised Wealth Plan.
What is the Personalised Wealth Plan?
The Personalised Wealth Plan is a comprehensive, customised strategy designed to put you on the fast track to financial freedom. We take your unique circumstances, goals, and resources into account to create a step-by-step roadmap that covers everything from reducing taxes to making the right investments and optimising your finances for long-term success.
1
Discovery
We’ll get to know your current financial situation, your goals, and any challenges.
2
Tailored Plan
Our experts will create a detailed, personalised strategy just for you.
3
Take Action
Follow your plan and take confident steps toward financial freedom.
4
Ongoing Support
We’re here every step of the way to provide guidance and adjust your plan as needed.
By the numbers:
Followers
0
K+
Workshop Attendees
0
K+
Personalised Plans
0
Invested For Our Clients
$
0
M+
We provide everything people need to achieve their financial goals.
The lack of financial security is a massive societal issue in Australia today, impacting people’s mental and physical wellbeing, their relationships, and their choices, not to mention the enormous cost of funding them in retirement.
The Infinite Wealth Way
We provide all the support people need to achieve their financial goals.
We give you the confidence that you are going to be taken care of.
We provide you with the right advice regardless of whether it helps business.
We are flexible to your needs and communicate in a way you understand.
What We Believe.
We believe Australians should be free from the constraints of their finances.
Why We Matter.
We empower people to live the life they want.
Where We Want To Be.
Only work with clients who inspire us.
What We Do.
We provide everything people need to achieve their financial goals.
Google reviews and feedback.
Why choose Infinite?
- Join 25,000+ Australians: Our workshops have empowered thousands across the country with actionable financial insights and strategies.
- 3,365+ Personalised Wealth Plans: We’ve crafted tailored financial strategies for over 5,000 individuals, helping them achieve their unique goals.
- $630+ Million Invested: Our clients have trusted us with over half a billion dollars, reflecting our high customer satisfaction and proven success.
- Award-Winning Leadership: Tim Guest is celebrated among Australia's business leaders, including accolades like WAToday Entrepreneur of the Year and Business News 40under40.
- Very High Customer Satisfaction: Our customer-intimate approach consistently sets new standards in financial education, personalised planning, and specialist implementation.
- Fastest Growing Company: Recognised by BRW as one of Australia's fastest-growing companies, showcasing our impact and growth.
- Media Recognition: Featured in top news outlets like Channel 9, Sydney Morning Herald, Herald Sun, and The West Australian, affirming our industry expertise.
- Commitment to Giving Back: We proudly donate 10% of our profits to charities and community projects, reinforcing our commitment to social responsibility.
Ready to Take Control Of Your Financial Future?
The Personalised Wealth Plan is your key to unlocking the path to ultimate financial freedom. Let us guide you through a journey that’s customized to your needs and designed to help you achieve lasting success.
