INFUSION360 - Bella Vista, New South Wales

Dr N.

I have been with Infusion360 for the past 5 years and with career/life progression have been progressively using more of their services. They have been very informative with each financial question I have thrown their way, and have frequently come up with suitable and timely options - tax, mortgage, loans, superannuation, investment, business structure. Their communication and availability are commendable. While I have noticed more staffing/advisor changes in the past than I would have liked, the core team have been stable and appear to be continuously taking steps to refine their system. Thanks Infusion360 🙏🙏

Andrew R.

Infusion 360 have been professional from day one. Its really hard to trust companies when in comes to superannuation and they have been the best I could have hoped for. Even though they deal with Many medical and dental centres, they were able to help me with my purchase even though it was hospitality related. Highly recommend them in every way as they are hands down the best company to deal with and have the best contacts. If your looking for the best team to be on your side talk to them.

Toby N.

From the outset the team at Infusion360 delivered results and continue to deliver great results. The service is exceptional. The team are very professional and highly committed. The team have surpassed all expectations I had and they opened up opportunities that I never thought possible. My only regret is not finding this team earlier and engaging in their exceptional services and specialist knowledge sooner. I cannot recommend Infusion360 highly enough. I can now concentrate on seeing my patients and working as a GP, knowing that the team at Infusion360 are taking care of business which is what they do best.

Camilla J.

I am a neurology registrar in the final stages of my training and have been with Infusion360 for over a year now after realising the importance of future financial planning. In short, I have been very happy with them. Bryan (who started at the company when I joined) is my financial advisor and has a wealth of knowledge behind him and provides advice that I can trust and relate to. He manages my superannuation, investments and future financial planning with the aim to increase cash flow and assets. I am very happy with the way things are heading.

What I like about this company is:
1) They cater almost exclusively to doctors
2) They have a team of people working year round to manage your money
3) Their annual fees are reasonable and you have the option to pay them out of your superannuation fund which allows more available cash flow
4) I have one point of contact for all my financial advice (Bryan) who is available directly via mobile and email and is very flexible with meetings (after work hours and weekends), to meet my busy working schedule
5) Annual comprehensive meetings which can be done in person at the office or via video conference, to decide on a course of action for the next 12 months with a detailed statement of advice to follow.
6) They are keen to engage partners in the process

I will also be changing my accountant to Jack at Infusion360 who is a part of the team that manages my finances. I believe this will make my tax returns more streamline.

As for the negative feedback someone provided 2 years ago, income protection insurance and trauma cover is a basic building block of financial advice and most banks will ask for it prior to approving further investment loans. I have been to 2 other financial advisors prior to Infusion360 who also spoke about the same sort of cover prior to embarking on financial investments. To insure your car or house but not your income, which is your most important asset, is illogical. Expect this to be raised at your first meeting.

karthik R.

We have just started working with Infusion360 but we can already see the difference they are making.

It feels like we reached out to this financial group at the right time. A big investment such as buying a house is never easy if we don’t understand all the aspects of our finances.

Abraham, Melissa and team have been extremely professional and thorough in their work. Although this is expected from a financial group very few rarely pull this off. By understanding our financial position and our requirements, Abraham has been able to lead the team to project our future position, the steps that need to be taken on multiple fronts to make sure we move towards a strong position. The holistic approach of managing taxes, investments, debts, super has enabled us to be confident in our decision making.

We look forward to continue working with Infusion360, specifically Abraham, and we would highly recommend their services.

Mpho B.

I engaged Infusion 360 in 2017 and have had the pleasure to meet several team members, including Anthony Hanna and his team. Anthony Hanna has been a sounding board for the company’s financial decisions since 2017. The team has a good understanding of specific needs medical professionals. They deliver well-structured advice for an individual’s/company’s financial needs and goals. They are flexible in their availability when they cater for their clients and respond very quickly to any questions that I have.

Anthony’s passion and knowledge in relation to wealth management and tax savings have been of value. The team goes out of their way to provide ongoing strategic support and advice in many aspects of an individual’s financial needs. Infusion 360 go the extra mile to assist in reaching my goals. The quality and support from Anthony and Shabana remains consistent and professional at all times.

Engaging Infusion 360 has provided me with good insight in my individual and the company’s overall financial well-being.
I can recommend to any person who seeks sound financial advisor/planning. They are indeed a 360° company.
Many thanks to Anthony, Shabana and the team for their undivided attention and support.

Saubagya G.

I would like to thank Reg and the team for their excellent ongoing services. Special thank to Ryan for organising finance to purchase my first investment property and for guiding me correctly to refinance the existing mortgage. Ryan you are professional, friendly, quick to respond and very easy to contact. Abraham , you have been looking after my finance since 2016. You too are very professional and very easy to work with. Very helpful and very friendly. Since you are available to answer/respond even after hours, It is great for me as a busy Anaesthetist.

Jody K.

As a new business owner! and knowing I have Infusion360 guiding me gives me a huge level of comfort. From Ryan organizing my finance, Anthony becoming my business advisor/accountant and providing an unexpected level of support and Sam taking care of all insurances, I can honestly say I feel I have a team of experts on my side that are wanting/striving for me to succeed as much as I want to. Feeling blessed to have found INFUSION360