Trust and understanding of my current situation and the changes that will occur to these.
Simon provided us with excellent service. He is now guiding us on the right path to retirement.
Simon took the time to explain the options and best course of action with regard to our superannuation and insurances. His expertise and advice was very much appreciated, educational and extremely valuable
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.
Kath has been a breath of fresh air on my cancer journey. She has made negotiating accessing superannuation a breeze compared to if we’d had to work it all out on our own. Her advice has been spot on and invaluable. She is extremely helpful, friendly and knowledgeable and she uses language anyone can understand and explains everything in a simple easy to understand. She has also made excellent recommendations when we have needed access to other professionals. Ruth (in the office) has also been incredibly helpful and supportive also. Thankyou Kath and Ruth!!
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.
Simon has given us great advice and been very easy to communicate with. His explanations always make perfect sense and he makes you comfortable enough to ask as many questions as you need to. He is also very prompt with his replies and and touches base as necessary which is greatly appreciated. Thank you to Simon and Joanna for making the insurance process a vast improvement on our past experiences with other advisers
Kath and Simon are friendly, knowledgeable, professional, and provide regular contact. I feel very secure with their service.
Our adviser keeps us informed of any new developments, changes in policies or procedures and is caring and considerate at all times.
Excellent service and advice. I feel secure in the knowledge that my financial future is being looked after.