☎ 08 9393 3770
✉ PO Box 4232
Harrisdale, WA, 6112
✉ Unit 5A
11 Erade Drive
Piara Waters, WA, 6112
Simon has been very proactive and always keeps me up to date as a long distance truck driver I’m very hard to get hold of but he always keeps me in the loop. Compared to previous managers he is a breath of fresh air.
Very open communication in words and terminology that I can understand; he doesn’t complicate things.
My original setup is very good, they offer sound financial advice.
Pleasant to deal with and seems to have our best interests at heart.
Simon is always there to answer any questions or concerns that we may have. He deals with our finances as if they were his own. There is nothing that is too much trouble for our adviser – even travelling the 100km to come and see. We couldn’t ask for any better service!
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.
Kath, my financial advisor provided excellent advice for my current situation.
Any questions I have are only a phone call or email and reply the same day…very happy with the way my money is growing.
When I have needed advice I have received an immediate response which was a great comfort and alleviated my anxiety.
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.
I have full trust in Simon Podesta he is trustworthy and answers all my questions no matter how silly some of them are.
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.
Excellent Financial adviser.
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.
My wife was initially against any financial planner but found your manner and explanation to be open and trustworthy.