Retirement

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.

Pleasant to deal with and seems to have our best interests at heart.

When I have needed advice I have received an immediate response which was a great comfort and alleviated my anxiety.

Our adviser keeps us informed of any new developments, changes in policies or procedures and is caring and considerate at all times.

My investment did well, even in difficult world-wide conditions.

My original setup is very good, they offer sound financial advice.

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.

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 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 service and advice. I feel secure in the knowledge that my financial future is being looked after.

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.

Kath has been a breath of fresh air on my cancer journey. She has made negotiating accessing superannuation a breeze compared to if we’d had to work it all out on our own. Her advice has been spot on and invaluable. She is extremely helpful, friendly and knowledgeable and she uses language anyone can understand and explains everything in a simple easy to understand. She has also made excellent recommendations when we have needed access to other professionals. Ruth (in the office) has also been…

Trust and understanding of my current situation and the changes that will occur to these.

My wife was initially against any financial planner but found your manner and explanation to be open and trustworthy.