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
Our adviser keeps us informed of any new developments, changes in policies or procedures and is caring and considerate at all times.
Simon does everything plus more as our adviser and this is the type of service you want for family and friends too.
My original setup is very good, they offer sound financial advice.
Excellent service and advice. I feel secure in the knowledge that my financial future is being looked after.
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.
Trust and understanding of my current situation and the changes that will occur to these.
Excellent Financial adviser.
Kath, my financial advisor provided excellent advice for my current situation.
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.
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.
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.
Answers all my questions in a language that i understand.
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!
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.