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
He is so easy to talk with and is very helpful when needed.
My wife was initially against any financial planner but found your manner and explanation to be open and trustworthy.
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.
Very open communication in words and terminology that I can understand; he doesn’t complicate things.
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!
Excellent Financial adviser.
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.
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.
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.
I was very happy and impressed by Simon, he went way beyond my expectations and I found the experience very worthwhile.
Answers all my questions in a language that i understand.
My original setup is very good, they offer sound financial advice.
Trust and understanding of my current situation and the changes that will occur to these.
Kath, my financial advisor provided excellent advice for my current situation.