No matter what stage of life you’re at, a well-structured financial plan and investment strategy could make a real difference when it comes to living the lifestyle you want.
We can establish your present financial position and draw up a plan that will help you build wealth, achieve financial security and protect those that you care about the most.
☎ 08 9393 3770
✉ PO Box 4232
Harrisdale, WA, 6112
✉ Unit 5A
11 Erade Drive
Piara Waters, WA, 6112
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!
Very satisfied with Simon’s direction and advice.
My wife was initially against any financial planner but found your manner and explanation to be open and trustworthy.
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.
Kath, my financial advisor provided excellent advice for my current situation.
Excellent service and advice. I feel secure in the knowledge that my financial future is being looked after.
Excellent Financial adviser.
My investment did well, even in difficult world-wide conditions.
Answers all my questions in a language that i understand.
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.
Trust and understanding of my current situation and the changes that will occur to these.
When I have needed advice I have received an immediate response which was a great comfort and alleviated my anxiety.
Our adviser keeps us informed of any new developments, changes in policies or procedures and is caring and considerate at all times.
Will recommend Simon to my family. Very easy to understand and very happy with the outcome. Very impressive end results.
Very open communication in words and terminology that I can understand; he doesn’t complicate things.