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
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.
When I have needed advice I have received an immediate response which was a great comfort and alleviated my anxiety.
I have full trust in Simon Podesta he is trustworthy and answers all my questions no matter how silly some of them are.
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.
He keeps me informed, responds to queries promptly, reassures me and has my best interests taken care of.
My wife was initially against any financial planner but found your manner and explanation to be open and trustworthy.
Answers all my questions in a language that i understand.
Excellent service and advice. I feel secure in the knowledge that my financial future is being looked after.
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!
Simon does everything plus more as our adviser and this is the type of service you want for family and friends too.
Our adviser keeps us informed of any new developments, changes in policies or procedures and is caring and considerate at all times.
My original setup is very good, they offer sound financial advice.
My investment did well, even in difficult world-wide conditions.
Very satisfied with Simon’s direction and advice.
Very open communication in words and terminology that I can understand; he doesn’t complicate things.