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
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.
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.
Answers all my questions in a language that i understand.
My wife was initially against any financial planner but found your manner and explanation to be open and trustworthy.
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.
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.
When I have needed advice I have received an immediate response which was a great comfort and alleviated my anxiety.
Will recommend Simon to my family. Very easy to understand and very happy with the outcome. Very impressive end results.
My investment did well, even in difficult world-wide conditions.
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.
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.
I was very happy and impressed by Simon, he went way beyond my expectations and I found the experience very worthwhile.