☎ 08 9393 3770
✉ PO Box 4232
Harrisdale, WA, 6112
✉ Unit 5A
11 Erade Drive
Piara Waters, WA, 6112
When I have needed advice I have received an immediate response which was a great comfort and alleviated my anxiety.
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.
Our adviser keeps us informed of any new developments, changes in policies or procedures and is caring and considerate at all times.
I was very happy and impressed by Simon, he went way beyond my expectations and I found the experience very worthwhile.
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.
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.
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.
My original setup is very good, they offer sound financial advice.
My investment did well, even in difficult world-wide conditions.
He is so easy to talk with and is very helpful when needed.
Simon does everything plus more as our adviser and this is the type of service you want for family and friends too.
Answers all my questions in a language that i understand.
He keeps me informed, responds to queries promptly, reassures me and has my best interests taken care of.
Excellent Financial adviser.
Pleasant to deal with and seems to have our best interests at heart.