To Infinity and Beyond with Infinity Group Australia such a massive scale – many clients cut a 30-year mortgage down to under 10 years – is fantastic for promoting improved mental health and fostering a positive mindset. In today’s world, we all know how important and desirable this is. This only scratches the surface of the value Infinity Group adds for its clients, as the continuous coaching it delivers sees them supported across every stage of their personal journeys, with strategies built that work just for them. These services form the basis of Infinity Group’s financial coaching programme – the amalgamation of everything that sets it apart in this space. “Our financial coaching programme is what makes us different. We don’t sell, we empower and guide our clients to find the best ways to take control and make decisions that work for them, enabling them to reach their goals. ” Infinity Group’s financial programme spans the likes of tailored budgeting, proven debt-reduction strategies, and accountability checks-in, with these going beyond teaching clients about managing their finances and giving them the confidence, control, and mindset they need to open the doors that were previously inaccessible to them. These may lead to avenues such as investing and automated wealth building. The best part is that many of these clients even go on to build generational wealth, inspiring the future generations of their families to adopt healthy financial habits and lifestyle choices. In this way, Infinity Group is freeing people from the pitfalls of spiralling debt by getting them ‘financially fit’, holding their hands but still holding them accountable. Now into its 13th year, Infinity Group has recently made some welcome challenges to the processes behind its financial coaching, streamlining the client experience and making it even more straightforward for its clients to achieve their financial aims. A big part of this is the company’s recently upgraded client portal, which is today central to its service delivery. Graeme told us: “It provides clients with a live dashboard of their loan balances, budgeting goals, and financial progress.” Recent tweaks to the portal have resulted in much higher engagement across the board – a 60% increase in monthly logins – as well as the ability to generate valuable behaviour and financial performance data that both informs product development and identifies upselling opportunities. “This is particularly useful as we have the broadest financial services offering of any brokerage in Australia”, Graeme stated, “including offering credit advice, financial planning, and real estate services, as well as managing $5 billion in assets.” Additionally, projects such as automating its monthly results reports have helped clients to stay on track in between the formal checks-in they have with the team, with this automation saving around 250 hours every month and reducing manual errors. Staff can now also see the same information as the client in real time, leading to the proactive and personalised support they are given being done monthly not quarterly.
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