How We Can Help You

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.

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

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

Excellent Financial adviser.

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

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.

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.

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

He keeps me informed, responds to queries promptly, reassures me and has my best interests taken care of.

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

Answers all my questions in a language that i understand.

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.

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

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