Infinity Financial Advisors

Infinity Financial Advisors is a Newcastle-based financial advisory firm established in 2016 by Managing Director Andrew Masson. The firm has grown its client base to over 300 clients and holds $100 million in funds under management. It has a team of experienced advisors and recently joined forces with two respected local firms. The trustee for IWFS Unit Trust trades as Infinity Financial Advisory. The firm provides financial advice and insights and offers services in planning, investing, and insurance.

Newcastle clients of Infinity Financial Advisors describe a consistent pattern of trust and diligence in the guidance they receive. Several customers highlight Andrew by name, noting that his approach is built around integrity and a genuine desire to improve outcomes for those he advises. Reviewers frequently point to the care taken to strategise investment portfolios so they can adapt to changing circumstances and differing needs over time. One thing mentioned again and again is the personal quality of the relationships the team maintains, with business dealings described as a pleasure and the overall experience felt to be both productive and comfortable.

Clients speak of the organisation as customer focused, noting that the team has cultivated a low-fuss partnership that supports long-term financial planning. The work spans wealth management, superannuation consulting and investment guidance, with customers expressing confidence that their financial position will continue to grow under the team's stewardship. The dedication and work ethic shown by Andrew and his colleagues are credited with creating an environment where trust is central, and clients describe an ongoing relationship they expect to maintain for years. The result is advice that clients feel is both strategic and personally tailored to their family circumstances.