☎ 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 does everything plus more as our adviser and this is the type of service you want for family and friends too.
Our adviser keeps us informed of any new developments, changes in policies or procedures and is caring and considerate at all times.
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!
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 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.
Kath, my financial advisor provided excellent advice for my current situation.
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.
Trust and understanding of my current situation and the changes that will occur to these.
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.
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 have full trust in Simon Podesta he is trustworthy and answers all my questions no matter how silly some of them are.
Very open communication in words and terminology that I can understand; he doesn’t complicate things.
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.
He is so easy to talk with and is very helpful when needed.