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.
Trust and understanding of my current situation and the changes that will occur to these.
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.
Will recommend Simon to my family. Very easy to understand and very happy with the outcome. Very impressive end results.
Excellent Financial adviser.
When I have needed advice I have received an immediate response which was a great comfort and alleviated my anxiety.
Very satisfied with Simon’s direction and advice.
I have full trust in Simon Podesta he is trustworthy and answers all my questions no matter how silly some of them are.
Excellent service and advice. I feel secure in the knowledge that my financial future is being looked after.
He keeps me informed, responds to queries promptly, reassures me and has my best interests taken care of.
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.
My wife was initially against any financial planner but found your manner and explanation to be open and trustworthy.
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.
He is so easy to talk with and is very helpful when needed.
Answers all my questions in a language that i understand.