Financial Planner and SMSF Specialist Adviser
Financial Planner
☎ 08 9393 3770
✉ PO Box 4232
Harrisdale, WA, 6112
✉ Unit 5A
11 Erade Drive
Piara Waters, WA, 6112
To contact us with any questions regarding our services, please use the form below.
We look forward to hearing from you!
☎ 08 9393 3770
✉ PO Box 4232
Harrisdale, WA, 6112
✉ Unit 5A
11 Erade Drive
Piara Waters, WA, 6112
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.
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.
When I have needed advice I have received an immediate response which was a great comfort and alleviated my anxiety.
My wife was initially against any financial planner but found your manner and explanation to be open and trustworthy.
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.
Very open communication in words and terminology that I can understand; he doesn’t complicate things.
I have full trust in Simon Podesta he is trustworthy and answers all my questions no matter how silly some of them are.
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.
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 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.
Excellent service and advice. I feel secure in the knowledge that my financial future is being looked after.
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.