Financial Planner and SMSF Specialist Adviser
Working out where you stand with your finances and investments can be a challenge. To help you, here are links to websites with useful calculators.
Colonial First State
The Colonial First State website provides useful budget and superannuation tools and calculators.
Money Smart
The Australian Securities and Investment Commission (ASIC) website provides useful information and a range of helpful calculators.
☎ 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.
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.
He keeps me informed, responds to queries promptly, reassures me and has my best interests taken care of.
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.
Answers all my questions in a language that i understand.
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.
When I have needed advice I have received an immediate response which was a great comfort and alleviated my anxiety.
Very open communication in words and terminology that I can understand; he doesn’t complicate things.
I was very happy and impressed by Simon, he went way beyond my expectations and I found the experience very worthwhile.
Trust and understanding of my current situation and the changes that will occur to these.
Simon does everything plus more as our adviser and this is the type of service you want for family and friends too.
Excellent service and advice. I feel secure in the knowledge that my financial future is being looked after.
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.
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.
Very satisfied with Simon’s direction and advice.