About us
Where Your Wealth Meets Its Future
THE INFINITI WEALTH PROCESS
To achieve our objectives of wealth preservation and wealth growth for High-Net-Worth Clients, Infiniti Wealth conducts a highly personalised and comprehensive process.
Meet with the client individually and gather all relevant financial information and data regarding the client’s financial situation.
Establish the client's financial goals and conduct a disciplined financial needs and risk analysis.
Analyse and assess the client’s current wealth portfolio and financial plan.
Develop and present Infiniti’s recommended wealth management strategy and personalised financial plan taking into account investment portfolio recommendations, financial needs, taxation and estate planning.
Implementation of the High-Net-Worth Client’s wealth management plan.
Regularly monitor, report and periodically update the client’s wealth management plan in accordance with changing investment dynamics and circumstances.
INFINITI CLIENT CARE
The core of our business at Infiniti Wealth is client care. Client-Centricity is our guiding mantra. This means placing the client's needs and goals at the forefront of all interactions and advice. Providing tailored, goal-based recommendations to help clients manage their financial affairs and achieve life objectives. Fostering trust through ethical and honest conduct, acting in the client's best interests, especially when managing their savings. Clearly explaining the rationale behind recommendations, products and strategies to the client. Recognising that financial services are relational and require effort to provide an exceptional, individualised client experience. Addressing client needs and concerns timeously. Developing integrated financial plans that address income, expenses, assets, liabilities and other relevant factors to achieve life goals. Clearly communicating potential risks, especially if a client chooses to proceed with a transaction or strategy different from the recommended one. Providing efficient and accessible channels for clients to resolve issues. Infiniti is so committed to client care that we have a highly qualified Director of Client Care and all our staff sign our Client Care Charter that guides the service provided to our clients.
Chairman
Ian Kilbride
Chief Executive Officer
Marc Wiese
Chief Financial Officer
Tiaan Meyer
Director of Operations
Ryan Magee
Director of Client Administration
Christiaan le Grange
Director of Take-On
Connor Kilbride
Director of Communications
Tim Hughes
Director of Client Care
Cobus van Schalkwyk
Director of Marketing
Wendy De Sousa
EXTERNAL COMPLIANCE
In addition to our internal compliance department, our external compliance services are provided by one of the country’s leading companies in the field – Compli-Serve, (https://compliserve.co.za/).
