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Very appreciative of updating existing investments and his availability for meetings at very short notice to fit in with my ever changing work schedule.
I also had a previous financial advisor who contacted me once every two years and never offered advice other than all was well. Then I met Steve Maddox and learned the difference between a friendly but lackadaisical advisor and a professional one.
Steve and I meet every three months and I receive a full written report and sound advice as to how to proceed to get the best return on my savings. The quarterly magazine is a nice touch as well. I have already recommended Infinity and Steve to several friends and have no hesitation in doing so to anyone interested in professional financial advice from an efficient and friendly consultant.
Dealing with Lynda with ones personal financial issues is always done with the ease that makes you feel as though you’re having a ‘friendly chat’ with a neighbour – and yet is still done so on a very professional, factual and astute manner. She always comes across as extremely sincere that leaves one convinced that your best interests are being taken to heart – especially comforting in recent times where globally we have all been facing an extremely volatile prevailing economic climate. I sincerely endorse her to any future potential clients.
Infinity are not just a service provider, they are a true partner in employee benefits. They genuinely care about what is best for us, and we have built a strong relationship based on mutual trust and respect.
With Infinity, the daunting challenge was simplified. By explaining my ‘wish list’ to them they were able to come up with a few easily understandable solutions for each of my issues. This allowed me to decide what the best was for me, my family and my company.