Investing
Superannuation
Insurance
Retirement
Financial Planner and SMSF Specialist Adviser
Investing
Superannuation
Insurance
Retirement
☎ 08 9393 3770
✉ PO Box 4232
Harrisdale, WA, 6112
✉ Unit 5A
11 Erade Drive
Piara Waters, WA, 6112
When I have needed advice I have received an immediate response which was a great comfort and alleviated my anxiety.
He keeps me informed, responds to queries promptly, reassures me and has my best interests taken care of.
My investment did well, even in difficult world-wide conditions.
Excellent service and advice. I feel secure in the knowledge that my financial future is being looked after.
Very satisfied with Simon’s direction and advice.
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.
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.
My wife was initially against any financial planner but found your manner and explanation to be open and trustworthy.
Kath, my financial advisor provided excellent advice for my current situation.
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.
Excellent Financial adviser.
Simon does everything plus more as our adviser and this is the type of service you want for family and friends too.
I was very happy and impressed by Simon, he went way beyond my expectations and I found the experience very worthwhile.
Trust and understanding of my current situation and the changes that will occur to these.