Why INFUSION360 Wealth Management?

Our experienced Wealth Management team will discover what is important to you. We will listen to the goals you are looking to achieve now and in the future. We partner with you throughout life’s journey. Our Financial Advisers will streamline your situation. They will develop comprehensive strategies to safeguard and build your wealth.

We know that everyone is different.

Your individual circumstances, financial needs, priorities and long-term goals will determine our approach.

We get to know you by listening to and understanding your needs. Your desired lifestyle is front and centre of our solutions.

We tailor our advice to your circumstances. This helps you to make smart financial decisions and gives you peace of mind.

Core services

  • Financial advisory / planning
  • Cashflow planning & cash management
  • Debt management
  • Personal risk management (Life insurances)
  • Business risk management (Business insurances)
  • Superannuation including self-managed super funds (SMSF)
  • Investment and gearing advice
  • Retirement planning
  • Investment portfolio management including ASX listed securities
  • Margin lending
  • Estate planning
  • Tax (Financial) advice & planning

Our proven approach

By partnering with a private wealth advisor and an in-house accountant, you attain better tax and investment outcomes.

Our expert advisory and strategic expertise will help you achieve your life and retirement goals.

Our proven strategies include:

  • Wealth creation
  • Superannuation
  • Tax management
  • Estate planning and
  • Debt reduction.

Each solution contributes to your overall wealth plan.

Ongoing management and review is an essential part of the way we do business to ensure you remain on track to achieve your goals.

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Our Mission

We aim to provide you with an exceptional customer experience, founded upon quality advice and innovative solutions that are tailored to your needs. Using the latest technology, we ensure that doing business with us is simple and seamless.

Meet One of our Advisers

  • Abraham Aguilan

    Senior Financial Adviser

    Abraham specialises in investment portfolio design, risk management, superannuation, SMSF advice, retirement planning and holistic wealth management strategies.

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