Infinity Financial Advisory
Nearby finance companies
New Bridge Road #16-10 Chinatown Point
059413
New Bridge Road
New Bridge Road #22-01 Chinatown Point
Anson Road
New Bridge Road
New Bridge Road
Alexandra Road
New Bridge Road
New Bridge Road
Blk 531 Upper Cross Street
China Point
Upper Cross Street #01-22 People's Park Centre
Upper Cross Street
๐ฏ Vision:To Build an Integrated Ecosystem Encompassing A Full Suite of Advisory-Support Capabillties Limitless Boundaries, Absolute Impact.
At Infinity, you're never alone. At our company, we are dedicated to helping our consultants succeed at every stage of their careers. Our goal is to nurture talent and create an environment in which our employees can thrive and advance. We are committed to building lifelong relationships and supporting our people throughout their entire journey. When Infinity and our consultants work together, we believe that anything is possible. At Infinity, we believe that the sky is the limit.
๐ Happy Chinese New Year! ๐
In the spirit of the Dragon Year, we want to wish you and your family a prosperous lunar new year ahead! ๐คฉ
May the dragonโs fire of success light up your oaths, and its wisdom guide you to new heights ๐ฑ๐โจ
Hereโs to a new year filled with joy, achievements, and good fortune. Huat ah! ๐งง๐๐ฒ
Treat yourself today, but what about tomorrow? ๐ฐ๐ธ
Between the rising cost of living, self-care habits, and planning for the future, where do we even begin? ๐คฏ How can we strike a balance between enjoying the present and preparing for what is to come? โ๏ธ
In this article by Today, Infinity's Senior Group Financial Services Director, Clarence Cheong Zhi Wei , shares his thoughts, along with practical tips that you can adopt today ๐คฉ From alleviating spending anxiety to prioritizing self-care activities, his insights bring clarity to the overwhelming situation that many have faced ๐
Click here https://buff.ly/490ecjQ to read the full article now!
What a full house yesterday at our Navigating 2024 Investment Seminar! ๐คฉ๐ ๐
Yesterdayโs Investment Seminar with our host, Michelle Martin, and Senior Investment Specialist, Anand Francis, was a huge success, with an overwhelming response from the public ๐๐ป
As the Year of the Dragon unfolds, we now have a better understanding of how the market may pan out and what investment opportunities there might be! We canโt wait to apply the knowledge gained and make better investment decisions in 2024 ๐๐ผ
Stay tuned and keep a lookout for our next seminar! ๐๐ผ
Are you ready for the year of the dragon? ๐ฒ๐งง
Our previously client-exclusive 2024 Global Investment Outlook Seminar is open to all TODAY!
Join us and our host, Money FM Radio DJ Michelle Martin, as we tune in to the insights that Senior Investment Specialist Anand Francis will be sharing ๐คฉ From the hottest investment sectors to what you should be looking out for in 2024, you wonโt want to miss out on the gems shared tonight ๐โจ๐
What does TEAM mean to you? ๐ญ
Every day in the office, we work on our own deliverables and strive to achieve our personal goals. At the same time, we collaborate with our team under our leaders to bond, grow, and thrive ๐ฑโจ
As a company, we function as a team that is as strong as the sum of our individual strengths. On our own, we are limited, but as a team, we can achieve so much more! ๐ช๐ผ
To ensure that we are aligned to achieve peak synergy, the Infinity Management team will be having their overseas retreat ๐คฉ With a focus on this yearโs theme of โญ๏ธPLAYโญ๏ธ, the team will build their relationships, align their visions, and return ready to lead you into the best that 2024 has to offer ๐ฅณ
Introducing Infinityโs Latest Initiative: โญ๏ธHigh Net-Worth Specialist Group ๐
Entering the High Net-worth or Mass Affluent Market can be intimidating ๐ฅ But with our Specialist Group, you can be equipped and prepared to take on the market ๐ช๐ผ
Our โญ๏ธHigh Net-Worth Specialist Group ๐ is an exclusive group where you will get the best support, as you begin your journey to becoming a go-to in the Market ๐คฉ
With our โจIn-House Estate Specialistโจ, who boasts more than 15 years of experience and has also personally coached over 1000 advisers in the market, rest assured that you are in the best possible hands ๐๐ป
From understanding the technical aspects, to strategies that will level up your business and bring it to greater heights, you wonโt want to miss out on the gems that will be shared!๐
Are you ready for this ๐คฉ
Our Inaugural Investment Outlook Seminar is happening โจTODAYโจand we canโt wait to learn about:
โ๏ธ How to navigate and make informed decisions in the market
โ๏ธ Discover how to enjoy steady returns with disciplined investing
โ๏ธ Learn useful Fengshui tips that may impact markets in 2024
2023 was an eventful year that left many feeling disorientated and confused. As we step into 2024, we want YOU to know what you should be looking out for in this market YOU, and how can YOU be prepared for what is to come! ๐ช๐ป๐โพ๏ธ
See you there ๐๐ป
Event Details:
๐ Date: Today, 25 January 2024
โฐTime: 7:00pm - 9:00pm (Dinner provided at 6:15pm)
๐Location: Capital Tower Auditorium (Level 9) 168 Robinson Road S068912
Psst, have you registered? Donโt miss out on your chance to be one of our Lucky Draw winners! With prizes of up to $300 CapitalMall vouchers to be won, you wonโt want to miss out ๐ฅณ
Do you know how to enter this niche market? ๐ค
(Psst! This previously exclusive sharing is now open to EVERYONE ๐คฉ)
At Infinity FA - Our Mission is simple: to propel YOU towards โจsuccessโจ We are NOT just your average financial advisory firm; We are a powerful ecosystem dedicated to supporting you in your journey ๐ช๐ผ
Thatโs why we are inviting YOU to join us this Friday, 19 January, 3pm for this one-time sharing! Hosted by our visionary Co-Founder, Andy Peh , and our Senior Group Financial Services Director, Ng Jian Da, where they share their experience and tips on how you can get started and add Employee Benefits to your portfolio of services! ๐ฑ
Join us and learn:
๐ฏ How to prospect to the correct target audience
๐ฅ Identifying and understanding the demography and their options
๐๐ผ How to upsell the benefits that they will get to enjoy to the employees
โ๏ธ Click here to sign up before our slots are filled: https://buff.ly/3RY8gRf We'll see you there!๐๐ผ
2023 passed like a blur, filled with uncertainties and confusion ๐คฏ
To better prepare ourselves for the 2024 market, we need to first reflect on the 2023 market and the main events that shaped it ๐ญ And thatโs what Senior Investment Specialist Anand Francis and Capital Groupโs Investment Director Andy Budden shared with us during our quarterly Sales Symposium this month!
From low equity markets going up to sticky inflation rates that wonโt come down, how does one navigate and make informed decisions? ๐คThe session was insightful and useful, with practical application points that we canโt wait to practice ourselves! ๐คฉ
Want to find out more about what we learned? Join us for our upcoming client-exclusive โจ2024 Investment Outlook Seminarโจ, where you will learn how to navigate and make informed decisions in the market and more!
Stay tuned for more information ๐
How can you kickstart your Employee Benefits business? ๐ญ
That was one of the many questions Senior Group Financial Services Director Ng Jian Da shared during his sharing at our Infinity Sales Symposium! โ๏ธ
During the session, our top Corporate Solutions Specialist, Jian Da, shared how he began his journey and experiences to become the adviser that is well-loved by his corporate clients ๐ He provided great insights for veterans, that was also understandable for those starting out in the industry! His personal and relatable sharing left us wanting for more โจ A big thank you to Jian Da for his engaging and heartfelt session!
If you missed our symposium, don't worry! We won't let you miss out on his gems of wisdom. Here are our favorite takeaways from his Monday session ๐๐ผ
We're looking forward to seeing you at our next Sales Symposium! ๐
๐Happy New Year ๐
As 2023 draws to a close, we express our deepest gratitude for your support as we start our new chapter together ๐We wish you and yours a year of growth, health and prosperity! Hereโs to the new year and the adventures that await us ๐ฅโจ
#2024
๐ Merry Christmas! ๐
This Christmas, it is our wish that your days may be merry and bright, filled with love and warmth as we celebrate the merry season together with families and friends! ๐๐
๐ป๐
Christmas is also the season of gratitude, and we want to take this moment to express our sincerest thank YOU for your unwavering support in the past year ๐
Merry Christmas and Happy New Year! ๐
What drives you? ๐ค
For Infinityโs Senior Financial Services Director, Khim Advises , itโs her passion for providing sound and unbiased financial advice to her clients. With over 20 years of experience in the financial advisory industry, Khim ensures that her services remain client-focused and solution-driven๐
Her passion and hard work have not gone unnoticed. She has qualified as a Life Member of the prestigious MDRT and has received the Court of the Table award three times ๐คฉ
Khim is also highly sought after as an expert in her field and has been interviewed numerous times on radio stations, television programs, newspapers, webinars, and public seminars! Keep your eyes peeled for her next media feature ๐
Meet Dylan Ng AG โ Infinity's globetrotter, having explored over 40 countries! From South Africa's wild safaris to the ancient allure of Machu Picchu, Dylan has seen it all ๐คฉ๐โ๏ธ
Beyond jet-setting, Dylan is also the Senior Group Financial Services Director at Infinity Pinnacle Advisory. As a leader, he highly values meaningful connections, genuineness, and empathy ๐ Most importantly, Dylan embodies his values, and his outstanding results speak volumes about his hard work and dedication ๐ช๐ผ
Over the past decade, he has consistently achieved the prestigious MDRT while leading his team to become top performers in New Business, Life Business, and General Insurance! ๐ฅ๐
Dylan is truly an all-rounder, balancing being a remarkable leader and a seasoned traveler โ๏ธ Despite his busy schedule, he always carves out time for one of his favorite pastimes: jamming out with his daughter! He treasures the moments they create music together on the guitar and ukulele, fostering harmonious bonding ๐ธ๐ต
Re-living the magic of โจInfinity FA's Award Nights 2023โจ
Time flies, and it's already December! ๐ฐ As we reflect on the past year, we recall the shared memories, struggles, and victories. It wasn't an easy year, but it was certainly a fulfilling and fruitful one ๐ Awards Night 2023 was one of the many testaments to the hard work you've put in, and we can't wait to celebrate you at the next awards night! ๐๐ผ๐ฅ๐
As we bid farewell to November, itโs time to shine a spotlight on the extraordinary achievements of our financial advisers who have truly set the bar high! ๐ Among nearly 200 talented advisers at Infinity FA, these trailblazers have emerged as the Top 3 Producers for the month, showcasing exceptional dedication, expertise, and an unwavering commitment to client success.
Amidst our transition to a new platform, Infinity FA has not just adapted but thrived, embracing new possibilities set to redefine the financial advisory landscape. ๐ผ This shift signifies more than a mere technological change; it signifies a transformation in how we empower our financial advisers. With an enhanced support system, increased autonomy, and a wider array of choices at their disposal, our advisers are now better equipped than ever to navigate the complex landscape of financial solutions.
๐ ๐๐ผ๐ป๐ด๐ฟ๐ฎ๐๐๐น๐ฎ๐๐ถ๐ผ๐ป๐ ๐๐ผ ๐ผ๐๐ฟ ๐ง๐ผ๐ฝ ๐ฏ ๐ฃ๐ฟ๐ผ๐ฑ๐๐ฐ๐ฒ๐ฟ๐: ๐๐ต๐๐ฎ ๐ญ๐ต๐ถ๐พ๐๐ป, ๐ฅ๐ผ๐ป ๐๐ต๐ถ๐ฎ, ๐ฆ๐๐ฑ๐ป๐ฒ๐ ๐๐ต๐ผ๐ป๐ด.๐
This achievement isnโt solely about the numbers; itโs about the lives youโve positively impacted and the financial futures youโve helped secure. Your success resonates across the entire Infinity FA community, inspiring us all to strive for excellence.
As we continue on our journey with โLimitless Boundaries, Absolute Impact,โ letโs celebrate these top producers who embody the spirit of our firm. Your accomplishments remind us that when we transcend limitations, we create absolute impact. ๐โจ
Balancing career heights and treasured family moments โ๏ธ
Thatโs the pursuit Lena Soon, Senior Group Financial Services Director at Infinity Wealth, dedicates herself to achieving ๐ซ
From humble beginnings, Lena has earned esteemed accolades like MDRT, COT, Lifetime MDRT member, and TOT๐คฉ But her commitment and passion doesnโt stop there!
Lenaโs passion extends beyond personal success; it lies in coaching and mentoring like-minded individuals in her team, empowering them to break barriers and reach unprecedented heights in their careers ๐ผ Her secret? Cultivating enduring connections, both professionally and with her most cherished treasuresโher four beloved children.
Lena cherishes every moment with them and her career not only fulfills her professionally but also affords her the luxury to spend precious time creating lasting memories with her loved ones ๐กโจ
What is your deciding factor when getting travel insurance? ๐ญ
Itโs the end of year travel season again, but are you getting the correct coverage for your travel insurance? Senior Group FSD Bryan Tong IFA shares his thoughts and experiences, as well as the importance of looking beyond the cost and premiums ๐ก
With multiple aspects to consider, such as risk tolerance, frequency of travelling, and pre-existing conditions, it is important to know what to consider before choosing the correct coverage for your trip โ๏ธ
Check out the full episode of Money Mind at https://www.channelnewsasia.com/watch/money-mind-2023-2024/travel-checklist-3932476
Have you cycled 100 km around Singapore? ๐ฒ
Unlike most of us, Infinity Treasure's Senior Group Financial Services Director, BoonWah Sim, has! In fact, he has already clocked more than 2022 km on his bike this year ๐ฑ
Just like his passion for cycling, Boon Wah has an unwavering dedication to guiding individuals toward financial freedom as early as possible! His hard (heart) work and dedication have not gone unnoticed, as he is on the way to achieving Life Membership for the Million Dollar Round Table after 9 years of MDRT and COT ๐คฉ
Boon Wah also serves as a mentor to Infinity Treasures, sharing his insights on industry trends and best practices to foster collective growth and improvement. He's always on the lookout for like-minded individuals to join his team, aiming to grow and achieve greater heights together! ๐
๐ค๐ What does the increase in the monthly CPF contribution ceiling mean, and how does it affect you?
In February 2023, Finance Minister Lawrence Wong announced changes in Central Provident Fund (CPF) contributions ๐ฑ With unavoidable increments scheduled until 2026 and the rising cost of living, how can we prepare for the changes ahead?
Infinity's Senior Group Financial Services Director Kelvin Koh shares his insights with PYTCH Host Roshan Gidwani on navigating these changes ๐ฃ Check out the full video https://buff.ly/3szMDxY and gain valuable tips to make the future seem a little less daunting! ๐ก
Share your thoughts below as well as which tip you want to adopt! ๐ฌโจ
"Last Quarter Sprint!๐๐ป" "New Year, New Meโจ" Sounds familiar?
As 2024 approaches, so does the pressure to set new goals and expectations, with everyone gaining a fresh sense of motivation๐ฅ But what if there were a more effective way for you to maintain consistent motivation throughout the year๐ค
Join us on Friday, November 24th, 3:00pm - 4:30pm as our co-founder, Andy Peh , shares his strategy for pacing yourself and setting up success in 2024 ๐คฉ Learn how you can build a sustainable system and achieve consistency ๐
โ๏ธ DM us today to sign up before our slots are filled! We'll see you there!๐๐ผ
What's your goal? ๐ญ
For Clarence Cheong Zhi Wei, his primary goal as Senior Group Financial Services Director of Infinity Platinum is to assist his clients in achieving their financial goals, ensuring they feel confident and secure in their financial future ๐ฏ Dedicated to client success, he believes in the power of strong relationships and quality time!
Beyond his role as a financial adviser and leader, Clarence is an avid reader, constantly gaining new perspectives and exploring diverse skills๐ซ But above all, his family will always come first in his heart, as he believes that a successful career is only meaningful when it contributes to the well-being and betterment of his loved ones๐
To our Infinity Clients and family, may the warmth of the festive lights of Diwali brighten your hearts and bring you comfort ๐ ๐ช ๐ซ
Busan Trip 2023 ๐ฐ๐ท
A photo cannot fully capture the excitement and memories from the Busan trip, so here's a compilation of many photos! Next stop ๐ช๐ธMadrid, Spain๐ช๐ธ 2024! We'll see you there ๐คฉ
POV: You're watching Senior Group Financial Services Director Bryan Tong IFA get interviewed by Channel News Asia ๐
We can't give away too much, but we can't wait to watch the full interview it when it airs ๐ฅ In the meantime, here's an exclusive behind-the-scenes about how the interview went!
์๋
ํ์ธ์! ๐ฐ๐ท
2023 has been a challenging, yet exciting year, as we transitioned to our new firm, Infinity FA, and our team has been working tirelessly to ensure a smooth and seamless transition ๐ Despite the busyness of this season, we decided to go ahead with this trip to celebrate those who qualified for year 2022! For those who weren't able to join us this round, we look forward to seeing you next year in Madrid, Spain ๐ช๐ธ
Here's to a restful break, and we hope you come back refreshed and well-fed ๐ฅณ
๐โ๏ธ EMBARK ON YOUR DREAM ADVENTURE! ๐โจ
Infinity FA is excited to announce an EXCLUSIVE collaboration with FWD Singapore, offering ALL our cherished clients and their families an unbelievable 35% travel discount! ๐๐
Whether youโre planning a quick getaway or a year of travels, this discount applies to both Single and Annual Plans, making your travel dreams even more achievable! ๐ ๐ผ
Imagine exploring Japan for a 10-day trip at just S$32.13 (after a whopping 35% DISCOUNT), down from the usual S$42.84! ๐ฏ๐ต๐ธ That makes it a mere S$3.20 per day for an ease of mind!
Or thinking to go further? How about a 15-day trip to the United States at just S$67.32 (after 35% discount), down from the usual S$89.76? ๐บ๐ธ
But thatโs not all! With features like
โ
Coverage up to $200,000 for overseas medical expenses
โ
Theft/damage coverage of $3,000 for personal belongings
โ
Baggage delay claim of $150
โ
Travel delay of $300
โ
Unlimited Emergency medical evacuation & repatriation
โ
Emergency phone charges of $200
โ
Claims for Chinese medicine, physiotherapist and chiropractor
โ
And many moreโฆ
Seize this golden opportunity to discover the world with Infinity FA and FWD Singapore!
T&C applies: https://buff.ly/48UjayP
Whether you're a seasoned entrepreneur or a budding business owner, it is important to insure and protect your business โ๏ธ๐ก๏ธ
Check out this insightful radio interview by MoneyFM 98.3 with our Senior Group Financial Services Director Tan Quing Jue, where he shares strategies and considerations for business owners ๐ป From industry-specific risk to cybersecurity insurance, this radio interview is not one to be missed!
๐๏ธ Tune in here: https://buff.ly/40omqP8
Results speak for themselves! ๐ฃ
The achievements of Wilson Lee ,Senior Group Financial Services Director at Infinity Ark, undoubtedly demonstrate his exceptional capabilities. Wilson has consistently led his team to surpass million-dollar revenue targets, earning them the prestigious title of the Best Recruitment Team. What makes this accomplishment particularly remarkable is that Wilson's team comprises dynamic professionals, including mid-career switchers and former bankers!
Wilson's commitment to developing others extends beyond his professional responsibilities. He actively seeks opportunities to enhance his skills, having attended courses on Positive Psychology and is working towards certification as a life coach. ๐ฑ By combining his financial expertise with coaching principles, he aims to empower individuals to lead fulfilling lives and achieve their personal and financial aspirations. ๐
Click here to claim your Sponsored Listing.
Our Infinity Story
Infinity Wealth Management Group is a group of Financial Advisor Representatives representing Professional Investment Advisory Services Pte Ltd (PIAS).
We are also currently the LARGEST & *TOP GROUP within PIAS. (as of 28th Feb 2020)
We are also proud to be the first branch in PIAS to achieve an unprecedented figure of *$10m Gross Revenue earned in the financial year 2016. This achievement was also advertised in The Straits Times, 3th April 2017. In the financial year 2018 and 2019, once again, we took it to another level by breaking through $15m and $18.58m respectively in Gross Revenue.
Since 2006, Infinity Wealth Management Group has been true to our main aim of injecting innovation into the financial planning industry.
This is due to our agencyโs key priority: Investing in our people. Weโre well known for our up-to-date training systems that provide ongoing intensive training for our advisors, enabling them to always be at the forefront of our industry!
We give this rewarding experience to our advisors to help them become top-notch experts in our field, so that our clients will be assured of a financially rewarding experience with us. This two-pronged approach enables our advisors to stay sharp and resourceful, so as to provide our clients with the most suitable financial investments to build their wealth.
By adhering to our key priority, we can focus on what matters most โ ensuring the continuous growth of both our advisors and our clients, so that we can make the best out of every situation!
As you can see, Infinity Wealth Management Group is committed to providing an unparalleled experience in our industry to help both our advisors and clients achieve their desired goals!
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