“I have been a widow for six and a half years and needed professional assistance in securing my financial situation for the future. Simon was able to give me valuable advice and direction in how to manage my assets, setting up a lifetime annuity and establishing a prepaid funeral plan that enabled me to receive a part pension through CentreLink. He also acted on my behalf and submitted all the necessary applications to the various agencies resulting in a very successful conclusion. At all times Simon was professional, very patient and made every endeavour to ensure that I understood the plan which, in turn, made me feel very confident that the advice he gave was right for my needs”
“Kath assisted me with a rather unique situation. Her compassion and understanding of my situation was second to none. She explained all details every step of the way and has given me confidence transitioning into retirement. Kath was always available to answer any questions or concerns I had regarding my finances”
“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”
“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”
“Simon provided advice for My Superannuation funds and insurance. As a person who does not fully understand the finance world. Simon explained everything fully and in a way I could understand. I feel fully confident in Simons ability to provide the information, advice and services I need. I am fortunate to have Simon assisting with my ongoing financial needs”
“Kath helped me obtain my superannuation after I learned of my terminal illness. Right from the beginning Kath was knowledgeable, open and available if I had any questions. Between Kath and Ruth they kept me up to date with my claim through the whole process. I would highly recommend the lovely ladies at Infinity Wealth Solutions.”
“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!!”
“Simon listened to what we wanted and then put forward a financial plan to meet our wants. He is a caring man and will do anything to make sure we are happy with what he presents. He goes out of his way to put things in place for us.”
“Kath has been amazing for us. She has sorted everything out and continues to do this for us. She is always in contact, informing us of any changes and help that we may need. We would certainly recommend her to our friends and work colleagues.”
“Kath and Simon are friendly, knowledgeable, professional, and provide regular contact. I feel very secure with their service.”
“I have only been seeing Simon for a short time, but he has done exactly what he said he would do within a short time and provided and executed a clear plan forward.”
“Kath is a very understanding and dedicated person who looks after and cares about her clients with heartfelt passion!”
“Simon is very easy to talk to and has given us some great investment ideas.”
“Katherine Cairns is fantastic at what she does and has helped us out a lot.”
“We are happy with the way Simon has handled our Super and the advice he has given us on request.”
“We did not understand all the financial elements of our super and pension. All it took was one phone call and a meeting with Simon and everything was explained clearly to us.”
“You can trust Kath to do her very best every single time.”
“Information regarding our financial matters was presented by Simon in such a great format. We now both have a much better understanding of where our finances are at, and where they are heading.”
“Kath is very supportive and understands exactly what our needs are.”
“Simon provided us with excellent service. He is now guiding us on the right path to retirement.”
“I have very high trust in Simon’s service.”
“I am extremely satisfied with our interactions with Simon and the results he helped us obtain.”
“Simon is very easy to talk to and understood my needs and requirements.”
“Kath, my financial advisor provided excellent advice for my current situation.”
“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”.
“Very satisfied with Simon’s direction and advice”.
“Answers all my questions in a language that i understand”.
“He keeps me informed, responds to queries promptly, reassures me and has my best interests taken care of”.
“I have full trust in Simon Podesta he is trustworthy and answers all my questions no matter how silly some of them are”.
“When I have needed advice I have received an immediate response which was a great comfort and alleviated my anxiety”.
“Trust and understanding of my current situation and the changes that will occur to these”.
Osborne Park, WA
“He is so easy to talk with and is very helpful when needed”.
“Pleasant to deal with and seems to have our best interests at heart”.
“Our adviser keeps us informed of any new developments, changes in policies or procedures and is caring and considerate at all times”.
“My wife was initially against any financial planner but found your manner and explanation to be open and trustworthy”.
“I was very happy and impressed by Simon, he went way beyond my expectations and I found the experience very worthwhile”.
“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”.
“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 has been very proactive and always keeps me up to date as a long distance truck driver I’m very hard to get hold of but he always keeps me in the loop. Compared to previous managers he is a breath of fresh air”.
“Excellent Financial adviser”.
“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!”
“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”.
“Very open communication in words and terminology that I can understand; he doesn’t complicate things”.
“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”.
“My investment did well, even in difficult world-wide conditions”.
“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”.
“Simon does everything plus more as our adviser and this is the type of service you want for family and friends too”.
“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”.
“Excellent service and advice. I feel secure in the knowledge that my financial future is being looked after”.
“My original setup is very good, they offer sound financial advice”.
“Will recommend Simon to my family. Very easy to understand and very happy with the outcome. Very impressive end results”.