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
Answers all my questions in a language that i understand.
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.
Excellent service and advice. I feel secure in the knowledge that my financial future is being looked after.
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!
Pleasant to deal with and seems to have our best interests at heart.
Trust and understanding of my current situation and the changes that will occur to these.
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.
Very satisfied with Simon’s direction and advice.
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.
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.
He keeps me informed, responds to queries promptly, reassures me and has my best interests taken care of.
Will recommend Simon to my family. Very easy to understand and very happy with the outcome. Very impressive end results.
Excellent Financial adviser.
My wife was initially against any financial planner but found your manner and explanation to be open and trustworthy.