The 7 Biggest Financial Consulting Firm in Kuala Lumpur

JakaJanuary 28, 2024January 28, 2024inFinancial Consulting FirmLeave a comment

I have been working with Infinity for nearly one year in relation to transferring and investing my personal pension. Everything is very transparent and the ongoing service is excellent for example Infinity regularly host Webinars in conjunction with Tilney which keep clients such as myself up to date with markets and conditions.

Trevor Keidan himself is providing me with outstanding personal service. This in terms of always responding to any questions or queries I have, investment strategy, financial planning, monthly updates on portfolio performance, detailed cash flow analysis. Trevor also sourced better health insurance cover saving me around 30%.

I would have absolutely no hesitation in recommending Trevor and Infinity for all your financial planning needs.

Chris Barclay✭✭✭✭✭

2 years ago

I had been uncertain how to proceed with a pension plan and an investment, and a friend suggested I contact Trevor at Infinity Solutions for advice. I am extremely pleased that I did so.
Trevor explained the options available to me in a friendly and helpful but professional manner and I am especially grateful that I acted on what has proved to be his very sound advice.
I am very happy with the results of our meetings, discussions and action taken, and I certainly recommend anyone requiring financial advice & investment planning meet with Trevor.

Roy Manchip✭✭✭✭✭

2 years ago

I started investing with Infinity in 2018 with a focus on maximising my portfolio growth and retirement planning. During this period, I have been very well advised and supported by my original account manager Steven Bottomley, and my current advisor Elmira Donald. My Infinity managed investments have been generating an average annual return in excess of 10%, during what has been a tricky period for the markets. I have been very happy with my investment performance, the quarterly updates, and the friendly and well researched investment advice provided by both Steve and Elmira, who I consider friends, rather than just financial advisors. I would recommend Infinity Financial Solutions to any prospective investor.

Scott C✭✭✭✭✭

2 years ago

I moved to Malaysia in 2019 and was recommended Infinity, specifically Jamie Bubb-Sacklyn, by a friend, and I am glad I listened. Jamie set me up with investments and a very comprehensive medical insuarance policy for my family. I am very happy with the performance of my investments, the medical coverage, and also by Jamie’s performance as a financial professional. I would thoroughly recommend Jamie’s services; he is very switched on and definitely knows his industry very well which is demonstrable by the excellent advice, guidance, and recommendations he has given me so far. I have recommended Infinity and Jamie to several other people who are also extremely happy with the service provided. If you are new to Malaysia, ignore all of the unsolicited messages on LinkedIn etc. and go straight to Jamie at Infinity.

Mikey Farrelly✭✭✭✭✭

2 years ago

Since May 2020, Jordan Donald at Infinity Financial Solutions has been offering me financial planning and investment advice. I am an expat living in China for the last 15 years. Jordan facilitated the transfer of my investment fund from a moderately-performing scheme to a much more suitable investment plan. The transfer was implemented with the minimum of fuss and hassle.

In addition, Jordan has provided me with excellent advice on issues like pensions, taxation and retirement planning. He is always available for a chat and discussion about my financial situation and what I especially like is the way in which he makes sure he fully understands my individual circumstances, needs and aspirations before offering advice. I have also enjoyed his contribution to public forums such as the Chinaexpatinvester podcast, where he gave a very clear overview of tax and pension implications for Irish expats living in China. I am very happy I changed over to Infinity and thanks to the quality of service I received from Jordan, I have recommended Infinity to many of my expat friends who have similar circumstances.

Related articles:

Temukan 5 Tomyam Terbaik di Kuala Lumpur
Map: Click here Rating: 4.1 (2360) Phone: +60 16-908 2454 Website: Opening hours: Monday: 1:30 – 11:30 PM Tuesday: 1:00 – 11:30 PM Wednesday: 1:00 – 11:30 PM Thursday:..
5 Zus Coffee Terbaik di Kuching
Zus Coffee Sekama Alamat: Jalan Sekama, 93000 Kuching, Sarawak Jam buka: Setiap hari pukul 09.00 – 21.00 Sajian spesial: Variasi..
Temukan 5 Zus Coffee Terbaik di Kota Kinabalu
Menu: Menawarkan berbagai kopi, teh, kue-kue, dan makanan ringan. Harga: Harga terjangkau, dengan kisaran harga RM5-RM20 per item. Rekomendasi: Cobalah..
Temukan 5 Zus Coffee Terbaik di Melaka
2. Zus Coffee Tengkera Lokasi: No. 28, Jalan Paya Dalam 10, Taman Paya Dalam, 75250 Melaka Jam buka: Setiap hari,..

Pages: 1 2 3

Leave Reply Cancel reply