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
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.
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.
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.
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.
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!
My investment did well, even in difficult world-wide conditions.
Our adviser keeps us informed of any new developments, changes in policies or procedures and is caring and considerate at all times.
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.
He keeps me informed, responds to queries promptly, reassures me and has my best interests taken care of.
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.
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.