I went to two banks and three brokers to seek their advice and options prior to retiring.
When it comes to choosing a financial planning provider, it can be really difficult to find someone who can provide independent advice tailored to your personal situation but Pat Leahy and the team at Infinity Financial were the perfect fit for my personal and business needs. Pat took time to really understand my personal circumstances and requirements before designing a comprehensive plan to help me organize my finances, minimize income tax and other tax liabilities, and provide peace of mind for the future.
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We are in our 30’s and had queries about protecting our families future and were looking for impartial investment advice. We were introduced to Infinity Financial Planning by friends of ours who had dealt with Pat Leahy. We received the same levels of high-quality service and integrity that our friends received. We just want to say thanks again for all your assistance over the last few months. You helped us gain a lot of clarity with our finances. You have helped us ‘Build a Plan’.
Dealing with Pat Leahy of Infinity Financial was a real pleasure. Pat took the time to listen and then advised and took me through the highs and lows of retirement planning. Looking forward to many happy years ahead in retirement and I trust Pat will continue to provide that support and confidence one needs with financial planning.
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