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Welcome to the Infinity blog site. A place for our team to have their say on the world of personal finance & beyond.

Featured Posts

Know Your Customer regulations: Why pesky paperwork is a necessary evil

Know Your Customer regulations: Why pesky paperwork is a necessary evil

Sometimes clients wonder why banks and financial institutions ask for so much personal information before opening accounts or carrying out transactions on their behalf. Rest assured we really don’t do it for fun - Duncan Taylor explains.

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Duncan Taylor

Duncan Taylor

Posted on December 13, 2018 in Viewpoint.

Ten life moments when DIY financial management is not enough

Ten life moments when DIY financial management is not enough

It’s not uncommon for people to think that a financial adviser is not for them. Often this is because they think they don’t earn enough (wrong!) or because they think they can do it themselves. Adon Beddoes analyses ten key life moments when expert guidance is essential.

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Adon Beddoes

Adon Beddoes

Posted on December 07, 2018 in Financial Planning.

How life insurance can be a useful estate planning tool

How life insurance can be a useful estate planning tool

Estate planning is a really important part of the wealth protection element of a comprehensive financial plan and life insurance can play a number of roles in this, particularly if you should pass away suddenly and/or prematurely. Jordan Donald takes a look at some of the ways life insurance can help.

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Jordan Donald

Jordan Donald

Posted on November 27, 2018 in Estate Planning.