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
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.
I have full trust in Simon Podesta he is trustworthy and answers all my questions no matter how silly some of them are.
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!
Kath, my financial advisor provided excellent advice for my current situation.
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.
Answers all my questions in a language that i understand.
Very satisfied with Simon’s direction and advice.
Will recommend Simon to my family. Very easy to understand and very happy with the outcome. Very impressive end results.
My wife was initially against any financial planner but found your manner and explanation to be open and trustworthy.
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.
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.
Pleasant to deal with and seems to have our best interests at heart.
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.
My original setup is very good, they offer sound financial advice.