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
When I have needed advice I have received an immediate response which was a great comfort and alleviated my anxiety.
Pleasant to deal with and seems to have our best interests at heart.
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.
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.
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.
Kath, my financial advisor provided excellent advice for my current situation.
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!
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.
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.
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.
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.
Excellent Financial adviser.
Answers all my questions in a language that i understand.