Very simply described, the methodology is based on a two-phased approach, the first being to identify precisely the needs of an individual or organization and secondly applying the correct product, if necessary, to meet that need. Quite often, most people are just sold a product, with figures merely thumb-sucked, leaving much to desire. The process of understanding one’s client and his/her needs is mostly ignored making for a poor end result. And although regulatory requirements today stipulate that this academic exercise be concluded, it often isn’t. The key is not only to conduct this exercise but to further have the intellectual capital and creativity to ensure that one is thorough, and to be further able to create the ‘most effective solution’. This is what Infinity prides itself on. Also having strong reservations about most products that are riddled with costs and penalties, Infinity has chosen to take a road less traveled by steering clear of high commission generating products with a preference for more suitable solutions, such as unit trusts, etc. The Intellectual Capital coupled with Service Excellence has certainly yielded the results for their clients.
Having an array of value-add propositions further enhances the experience and one can expect only the best from the Infinity House.