How We Can Help You

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.

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. 

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

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.

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

I have full trust in Simon Podesta he is trustworthy and answers all my questions no matter how silly some of them are.

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.

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.

Will recommend Simon to my family. Very easy to understand and very happy with the outcome. Very impressive end results.

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

Very open communication in words and terminology that I can understand; he doesn’t complicate things.

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

Answers all my questions in a language that i understand.

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