PROFESSIONALISM, INTEGRITY & EXCELLENCE.
Infineight Financial, pronounced ‘Infinite”, was founded by Jason Menzies. We operate out of offices in Newcastle and the Central Coast as well as servicing a number of clients in the Sydney metropolitan area.
Key to our value proposition is that we are specialists in financial planning and are predominantly interested in developing long term relationships with our clients. We feel that we can create the most value for our clients through not only establishing the right financial planning strategy when they come to see us but in also continuing to review and manage the strategy as needs and investment fundamentals change over time.
Infineight Financial, pronounced ‘infinite’ was chosen for our name as it represents our thinking towards the financial advice process.
The unique spelling, combined with the concept of infinity reflects our commitment to think outside the square and have flexibility in approach to ensure we find the best possible outcome for our clients within the legal boundaries. Each of our client’s situations and needs are unique and we treat them as such.
Jason Menzies – Director and Senior Financial Adviser
Jason was the founder of Infineight Financial and he has always harbored a deep passion for ensuring the best possible outcome is delivered for anyone seeking financial advice.
He holds a Bachelor of Commerce and Diploma of Financial Planning and has been in the financial planning industry since 1995. He started off as a Self Managed Superannuation Fund Accountant and Financial Planner with a Newcastle Based accounting firm before moving into the corporate world, holding senior roles with companies such as Westpac/BT, Kaplan and AMP.
Over his time in the industry he has developed a superior technical knowledge of financial planning concepts and advisory skills. He and his team at Westpac serviced well in excess of 10,000 calls each year from financial advisers who needed advice on financial planning concepts and the best strategy for their clients.
His passion for ensuring anyone seeking advice receives the best possible outcome led him to writing a number of Australian Securities and Investments Commission (ASIC) compliant courses for the Diploma and Advanced Diploma of Financial Services (Financial Planning) in such areas as Superannuation and Retirement Planning, Taxation Planning and Self Managed Super Funds. In addition, he developed Ontrack, which is now the industry leading online continuing professional development program for financial services professionals used by over 20,000 financial advisers, stockbrokers and support staff to meet their ongoing training requirements.
He is a sought after speaker at financial planning industry events, and has conducted thousands of presentations and training sessions for financial advisers, accountants, support staff and other financial services professionals.