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
Kath, my financial advisor provided excellent advice for my current situation.
I have full trust in Simon Podesta he is trustworthy and answers all my questions no matter how silly some of them are.
Very satisfied with Simon’s direction and advice.
Trust and understanding of my current situation and the changes that will occur to these.
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.
I was very happy and impressed by Simon, he went way beyond my expectations and I found the experience very worthwhile.
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.
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.
Will recommend Simon to my family. Very easy to understand and very happy with the outcome. Very impressive end results.
Answers all my questions in a language that i understand.
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.
My investment did well, even in difficult world-wide conditions.
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 does everything plus more as our adviser and this is the type of service you want for family and friends too.