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
Very open communication in words and terminology that I can understand; he doesn’t complicate things.
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.
Simon does everything plus more as our adviser and this is the type of service you want for family and friends too.
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.
Excellent Financial adviser.
He is so easy to talk with and is very helpful when needed.
When I have needed advice I have received an immediate response which was a great comfort and alleviated my anxiety.
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.
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!
Our adviser keeps us informed of any new developments, changes in policies or procedures and is caring and considerate at all times.
Trust and understanding of my current situation and the changes that will occur to these.
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.
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.