Infinity Wealth Solutions

Financial Planner and SMSF Specialist Adviser

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Posts

  • Category: Inform Monthly Blog (continued)
    • Informing You: Managing the Costs of Child Care
    • Informing You: Navigating the Options of Aged Care
    • Informing You: Property Owners - What the 2017 Federal Budget Means for You
    • Informing You: Teaching Kids the Secrets of Financial Success
    • Informing You: The Business Owner’s Checklist
    • Informing You: The Nitty-Gritty of Financial Goal Setting
    • Informing You: Understanding the Medicare Levy
    • Informing You: Wedding Thrills Minus the Endless Bills
    • Informing You: Where in Australia Can You Afford To Live?
    • Informing You: Why Women and Men Invest Differently
    • Informing You: Women and Cancer - What you Need to Know
    • Informing You: Your Financial Future Starts Now
    • Informing You: Your Handy Moving House Check List
    • Informing You: Your Top Five New Year’s Financial Resolutions
    • Preparing For The End of The Financial Year - What You Need to Know
  • Category: Insights Quarterly Newsletter
    • Insights: Autumn 2017
    • Insights: Be Race-Ready for What Lies Ahead
    • Insights: Drive Your Wealth Strategy This EOFY
    • Insights: Happy New (Financial) Year
    • Insights: Learning From Experience
    • Insights: Make the Most of the Family Home
    • Insights: Make Today Count
    • Insights: Rise as the Dollar Falls
    • Insights: Spring 2017 Financial Issues Affecting Your Lifestyle
    • Insights: Summer 2017-2018 Financial Issues Affecting Your Lifestyle
    • Insights: Take Charge of Your Retirement Journey
    • Insights: Winter 2017 Financial Issues Affecting Your Lifestyle
  • Category: Market Watch Monthly Update
    • Market Watch Special Edition - A Trump Presidency
    • Market Watch: Market and Economic Overview for April 2016
    • Market Watch: Market and Economic Overview for August 2016
    • Market Watch: Market and Economic Overview for January
    • Market Watch: Market and Economic Overview for January
    • Market Watch: Market and Economic Overview for July
    • Market Watch: Market and Economic Overview for July 2016
    • Market Watch: Market and Economic Overview for June
    • Market Watch: Market and Economic Overview for June 2016
    • Market Watch: Market and Economic Overview for March
    • Market Watch: Market and Economic Overview for March
    • Market Watch: Market and Economic Overview for May
    • Market Watch: Market and Economic Overview for May 2016
    • Market Watch: Market and Economic Overview for October 2016
    • Market Watch: Market and Economic Overview for September
    • Market Watch: Market and Economic Overview for September 2016
    • Market Watch: Special Edition - Market Volatility
    • Market Wrap August 2017: Market and Economic Overview
    • Market Wrap July 2017: Market and Economic Overview
    • Market Wrap June 2017: Market and Economic Overview
    • Market Wrap November 2017: Market and Economic Overview

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    • Financial Wisdom
    • Our Philosophy
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  • Calculators
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      • Basics of Insurance
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      • Basics of Investing
      • Investing Case Studies
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      • Retirement Case Studies
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News and Research

  • General
  • Inform Monthly Blog
  • Insights Quarterly Newsletter
  • Market Watch Monthly Update

Recent Posts

  • Informing You: Wedding Thrills Minus the Endless Bills
  • Informing You: Your Financial Future Starts Now
  • Is it too late for financial advice in my 50s?
  • Informing You: Teaching Kids the Secrets of Financial Success
  • Informing You: The Nitty-Gritty of Financial Goal Setting
  • How to be financially happy!
  • Informing You: How Much Will Your Childs Education Cost
  • Insights: Summer 2017-2018 Financial Issues Affecting Your Lifestyle
  • Top 10 New Year Financial Resolutions
  • Informing You: How to Create the Ultimate Bucket List

Contact Details

☎ 08 9393 3770

✉ PO Box 4232
Harrisdale, WA, 6112

✉ Unit 5A
11 Erade Drive
Piara Waters, WA, 6112

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Testimonials

It’s what we’ve been missing for quite a long time, and the service that has been provided to date is of the highest quality.
There are no others that would even come close to this company, and I don’t often refer, especially family members to these kind of services – I would here.
We found Simon to be very helpful and respectful of our position and easy to talk to. The service is to be commended, we could not wish for better. We found his knowledge in handling the affairs of our family to be over and above expectations.
Armadale, WA
Thank you for looking after my financial state, I have great faith in you. We have to put faith in our financial advisers as we do not have the knowledge to do it ourselves which is such a large risk, I feel I am in very safe hands with you Simon. 
Munster, WA
Very satisfied with Simon’s direction and advice.
Male, 52
I have full trust in Simon Podesta he is trustworthy and answers all my questions no matter how silly some of them are.
Female, 33
Cannot speak too highly of Simon Podesta. He has always been able to help us no matter what we ask him and never any trouble. Highly recommend him.
Simon does everything plus more as our adviser and this is the type of service you want for family and friends too.
Our adviser keeps us informed of any new developments, changes in policies or procedures and is caring and considerate at all times.
Mandurah, WA
My investment did well, even in difficult world-wide conditions.
Will recommend Simon to my family. Very easy to understand and very happy with the outcome. Very impressive end results.
My original setup is very good, they offer sound financial advice.
He is so easy to talk with and is very helpful when needed.
Munster, WA
Kath, my financial advisor provided excellent advice for my current situation.
Testimonial 29
Simon is the best I’ve had since the inception of superannuation he is very proactive and tailors my super to my needs and what I will need to retire on.

Infinity Wealth Solutions ABN 24 147 842 715 is an authorised representative of Financial Wisdom Limited ABN 70 006 646 108, AFSL 231138 (“Financial Wisdom”). Financial Wisdom is a wholly owned but non-guaranteed subsidiary of the Commonwealth Bank of Australia.

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