Infuse Financial

We had the pleasure of attending the Millennium3 National Conference last week.

Chelsea was honoured to be named Financial Planner of the year 2022 for Western Australia at the conference. Tom was a finalist in the Professionalism Award for 2022.

We had the opportunity to connect, after a 2-year hiatus, with many other leading industry professionals and reflect on what has been a challenging time, for the world in general, and the financial services industry as a whole.

The agenda focused on the many opportunities that are out there if we are careful enough to filter through all the noise. Individually and professionally, we all face stormy seas but our ability to ‘stay the course’ allows us to adapt and succeed.
There will be many ‘waves of change’ facing the world as we navigate through what is likely to be a turbulent time on an economic, health and geopolitical front.
However, we are proud to have successfully navigated many headwinds and have come away with a renewed sense of optimism and confidence. The team at Infuse Financial are ‘on-course’ having harnessed the chance to network and leverage from the many qualified and experienced professionals that were in attendance.

It’s been a while since you saw a post from us.

This is because we have been busy working hard servicing our clients and looking at solutions to help us better meet their needs.

We are also excited to announce that we have a new specialist adviser that has joined our team!

Infuse Financial welcomes Lesley Legg.

Lesley has over 30 years of knowledge and experience in Personal Risk Insurance, having worked as a Business Development Manager for a number of insurance companies and for the last 9 years as a Financial Adviser. Her experience on both sides of the business allows her to assist clients in preparing for unexpected events that may occur within their life’s journey.

Lesley works with clients helping to identify their needs, making recommendations, and putting the appropriate insurances in place. In the event of a claim, she is there to support her clients through the process. Her passion is to ensure clients understand exactly what cover they have or need and how it will work to protect them and their families. Leslie holds a Diploma of Financial Services and is registered as a Tax (Financial) Adviser through the Tax Practitioners Board (TPB).

Tom, Lesley and Chelsea offer personalized, holistic and comprehensive advice to Australians looking to manage, protect and grow their wealth.

Please visit our website for more information:

Infuse Financial Enjoyment of life today. Peace of mind for tomorrow. Infuse Financial started helping clients enjoy more life now, and plan for a better future.