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
He keeps me informed, responds to queries promptly, reassures me and has my best interests taken care of.
Excellent Financial adviser.
Excellent service and advice. I feel secure in the knowledge that my financial future is being looked after.
When I have needed advice I have received an immediate response which was a great comfort and alleviated my anxiety.
Answers all my questions in a language that i understand.
Pleasant to deal with and seems to have our best interests at heart.
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.
I was very happy and impressed by Simon, he went way beyond my expectations and I found the experience very worthwhile.
Our adviser keeps us informed of any new developments, changes in policies or procedures and is caring and considerate at all times.
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.
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.
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.
My original setup is very good, they offer sound financial advice.
Simon does everything plus more as our adviser and this is the type of service you want for family and friends too.