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
Very open communication in words and terminology that I can understand; he doesn’t complicate things.
I have full trust in Simon Podesta he is trustworthy and answers all my questions no matter how silly some of them are.
Trust and understanding of my current situation and the changes that will occur to these.
Will recommend Simon to my family. Very easy to understand and very happy with the outcome. Very impressive end results.
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.
Kath, my financial advisor provided excellent advice for my current situation.
Pleasant to deal with and seems to have our best interests at heart.
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.
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.
I was very happy and impressed by Simon, he went way beyond my expectations and I found the experience very worthwhile.
Very satisfied with Simon’s direction and advice.
My investment did well, even in difficult world-wide conditions.
He keeps me informed, responds to queries promptly, reassures me and has my best interests taken care of.
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.