☎ 08 9393 3770
✉ PO Box 4232
Harrisdale, WA, 6112
✉ Unit 5A
11 Erade Drive
Piara Waters, WA, 6112
Excellent Financial adviser.
Simon does everything plus more as our adviser and this is the type of service you want for family and friends too.
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.
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.
Kath, my financial advisor provided excellent advice for my current situation.
Trust and understanding of my current situation and the changes that will occur to these.
I was very happy and impressed by Simon, he went way beyond my expectations and I found the experience very worthwhile.
My investment did well, even in difficult world-wide conditions.
Will recommend Simon to my family. Very easy to understand and very happy with the outcome. Very impressive end results.
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.
Pleasant to deal with and seems to have our best interests at heart.
My wife was initially against any financial planner but found your manner and explanation to be open and trustworthy.
My original setup is very good, they offer sound financial advice.
Very satisfied with Simon’s direction and advice.