☎ 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.
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.
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.
Trust and understanding of my current situation and the changes that will occur to these.
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.
Excellent service and advice. I feel secure in the knowledge that my financial future is being looked after.
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 satisfied with Simon’s direction and advice.
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.
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.
Answers all my questions in a language that i understand.
Will recommend Simon to my family. Very easy to understand and very happy with the outcome. Very impressive end results.
I have full trust in Simon Podesta he is trustworthy and answers all my questions no matter how silly some of them are.
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.