☎ 08 9393 3770
✉ PO Box 4232
Harrisdale, WA, 6112
✉ Unit 5A
11 Erade Drive
Piara Waters, WA, 6112
My wife was initially against any financial planner but found your manner and explanation to be open and trustworthy.
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.
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!
Very open communication in words and terminology that I can understand; he doesn’t complicate things.
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.
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.
Pleasant to deal with and seems to have our best interests at heart.
Will recommend Simon to my family. Very easy to understand and very happy with the outcome. Very impressive end results.
He is so easy to talk with and is very helpful when needed.
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.
When I have needed advice I have received an immediate response which was a great comfort and alleviated my anxiety.
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.
Excellent service and advice. I feel secure in the knowledge that my financial future is being looked after.
My investment did well, even in difficult world-wide conditions.