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
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.
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.
I have been satisfied with Infinity Wealth, our SMSF has been picked and is running very well due to their support, Thank You and well done.
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.
My original setup is very good, they offer sound financial advice.
I was very happy and impressed by Simon, he went way beyond my expectations and I found the experience very worthwhile.
Trust and understanding of my current situation and the changes that will occur to these.
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.
My investment did well, even in difficult world-wide conditions.
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.
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.
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.
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.