Professional Financial Advice – What is it & how does it work
Your Financial Plan – What’s involved in preparing a robust strategy
Action! – Implementing the recommendations
Financial Planner and SMSF Specialist Adviser
Professional Financial Advice – What is it & how does it work
Your Financial Plan – What’s involved in preparing a robust strategy
Action! – Implementing the recommendations
☎ 08 9393 3770
✉ PO Box 4232
Harrisdale, WA, 6112
✉ Unit 5A
11 Erade Drive
Piara Waters, WA, 6112
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.
Excellent service and advice. I feel secure in the knowledge that my financial future is being looked after.
My wife was initially against any financial planner but found your manner and explanation to be open and trustworthy.
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.
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.
My investment did well, even in difficult world-wide conditions.
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.
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.
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.
I found Kath to be knowledgeable and understood what I was trying to source even when I wasn’t sure myself at the start. Kath explained all my options without being pushy. Very approachable. Thanks Kath
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…
My original setup is very good, they offer sound financial advice.
Pleasant to deal with and seems to have our best interests at heart.