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
My investment did well, even in difficult world-wide conditions.
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.
Very open communication in words and terminology that I can understand; he doesn’t complicate things.
I was very happy and impressed by Simon, he went way beyond my expectations and I found the experience very worthwhile.
Our adviser keeps us informed of any new developments, changes in policies or procedures and is caring and considerate at all times.
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.
Will recommend Simon to my family. Very easy to understand and very happy with the outcome. Very impressive end results.
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.
My wife was initially against any financial planner but found your manner and explanation to be open and trustworthy.
Very satisfied with Simon’s direction and advice.
Excellent service and advice. I feel secure in the knowledge that my financial future is being looked after.
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.
Trust and understanding of my current situation and the changes that will occur to these.
Excellent Financial adviser.
He keeps me informed, responds to queries promptly, reassures me and has my best interests taken care of.