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
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.
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.
When I have needed advice I have received an immediate response which was a great comfort and alleviated my anxiety.
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!
He is so easy to talk with and is very helpful when needed.
He keeps me informed, responds to queries promptly, reassures me and has my best interests taken care of.
Pleasant to deal with and seems to have our best interests at heart.
Trust and understanding of my current situation and the changes that will occur to these.
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.
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.
Will recommend Simon to my family. Very easy to understand and very happy with the outcome. Very impressive end results.
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.
Very open communication in words and terminology that I can understand; he doesn’t complicate things.
Answers all my questions in a language that i understand.
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.