Simon does everything plus more as our adviser and this is the type of service you want for family and friends too.
Very satisfied with Simon’s direction and advice.
We are happy with the way Simon has handled our Super and the advice he has given us on request.
Simon has been amazing and helped with all our needs, we would highly recommend him to our family and friends and anyone looking
Simon and his team addressed my concerns quickly and are pro-active with informing me of any changes that may affect my situation
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.
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.
Simon has given us lots of advice on our superannuation, retirement funds and setting up tax relief on my wife’s wages until she retires. He explains every step of any changes so we fully understand the process and the end outcome
I have known Simon for many years & transferred my SMSF to him around 4 years ago. He has always been willing to discuss all investment aspects & is available to assist in all matters. I would have no hesitation in recommending Simon to other friends & colleagues
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.