Trey's Profile

 
5 / 5 (1 reviews)
Trey Archer BA (Hons) CII
Certified Consultant
Infinity Financial Solutions (independent)
I am a certified financial consultant at Infinity Financial Solutions. Infinity specializes in tax efficient investments, savings, retirement plans, and insurance. We also proudly offer specialized services for Americans: IRA/401(k) rollovers, FATCA compliant investments, and more.
Advises clients with all wealth levels
< 100K 100K + 250K + 500K + 1M +
 China
 Philippines
 Taiwan
FREE
Initial Consultation

I'm a certified financial consultant at Infinity Financial Solutions. My job is to assist expats living in Asia take advantage of their expat status to make smart investments for the future. Infinity specializes in tax efficient investments, savings, retirement plans, and insurance. Infinity also offers specialized services for Americans: IRA/401(k) rollovers, FATCA compliant investments, and more.

I have travelled to about 100 countries, lived in 15 cities in nine different nations across the globe, and speak fluent English (native), Spanish, Portuguese and Mandarin Chinese. I thrive in an international environment, and therefore love working with individuals from various cultures and backgrounds. Nonetheless, being American and personally dealing with the difficulties that Americans face while living abroad, one of my specializations is FATCA compliant investments and IRA/401(k) pension plans for US expats.

WHAT MAKES INFINITY BETTER

✻Independent: so you have more choice
Infinity is not tied to any product provider. We will recommend the right products for you to fulfill your financial objectives.

✻Outsourced investment management: so you get better results
We are financial planners, not investment managers. All investments are outsourced to the award-winning professionals at Tilney Bestinvest.

✻Regulated: for your protection
Infinity Financial Solutions is regulated by the Labuan Financial Services Authority, Licence No. BS200548 & in Hong Kong by Confederation of Insurance Brokers (HKCIB), CIB Licence No. 0462. Our partner, Tilney Bestinvest, is regulated by the UK Financial Conduct Authority.

✻Qualified Advice: for your peace of mind
All our consultants hold internationally recognized qualifications.

✻Ongoing Support: that you can rely on
Support and servicing that stays with you and provides for your needs as your life circumstances change.

Qualifications

Award in Financial Planning
Chartered Insurance Institute (CII)
United Kingdom
 
MBA
Hult International Business School
United States
 

Infinity Financial Solutions is a leading provider of expat financial services across Asia with offices in Malaysia, Hong Kong, China, Cambodia and Vietnam. It is our fundamental belief that financial planning makes life better and we are dedicated to providing exceptional service to both our individual and corporate clients.

The combination of carefully tailored financial planning and a wide range of options is at the heart of what makes Infinity different from other financial advisers. We’re completely independent, so the advice we give is impartial and unbiased.

We’re here to protect, build and maximize your wealth for the future security of you and your family. But most of all, we want to help you achieve your hopes and objectives, whatever they may be. The possibilities are endless.

Shanghai, China
Operates in:
 China
 Philippines
 Taiwan
 

1 Reviews from clients

Average 5 out of 5 (1 reviews)
 
Julienne H -  Mar 2, 2017 -  Malaysia
 
5 out of 5
"The best thing about Trey is that he thinks about his clients and our needs first. He is honest, trustworthy and transparent - which is exactly what I need from a Financial Advisor. He also took the time to talk me through the entire process and he did so very patiently, might I add! I appreciate his regular check in's as it makes me feel that my savings and future is in the hands of someone who truly cares. Thanks Trey! I would highly recommend. "