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
My investment did well, even in difficult world-wide conditions.
Very open communication in words and terminology that I can understand; he doesn’t complicate things.
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.
Answers all my questions in a language that i understand.
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.
Trust and understanding of my current situation and the changes that will occur to these.
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.
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!
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.
Simon does everything plus more as our adviser and this is the type of service you want for family and friends too.
My original setup is very good, they offer sound financial advice.
Any questions I have are only a phone call or email and reply the same day…very happy with the way my money is growing.
Will recommend Simon to my family. Very easy to understand and very happy with the outcome. Very impressive end results.
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 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.