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
Pleasant to deal with and seems to have our best interests at heart.
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 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.
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.
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.
He is so easy to talk with and is very helpful when needed.
Kath, my financial advisor provided excellent advice for my current situation.
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.
I was very happy and impressed by Simon, he went way beyond my expectations and I found the experience very worthwhile.
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.
Excellent Financial adviser.
When I have needed advice I have received an immediate response which was a great comfort and alleviated my anxiety.
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!
He keeps me informed, responds to queries promptly, reassures me and has my best interests taken care of.