Our Services include:
Our Specialist Services include:
Financial Planner and SMSF Specialist Adviser
Our Services include:
Our Specialist Services include:
☎ 08 9393 3770
✉ PO Box 4232
Harrisdale, WA, 6112
✉ Unit 5A
11 Erade Drive
Piara Waters, WA, 6112
I have full trust in Simon Podesta he is trustworthy and answers all my questions no matter how silly some of them are.
I was very happy and impressed by Simon, he went way beyond my expectations and I found the experience very worthwhile.
Trust and understanding of my current situation and the changes that will occur to these.
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.
Very open communication in words and terminology that I can understand; he doesn’t complicate things.
Excellent Financial adviser.
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.
Will recommend Simon to my family. Very easy to understand and very happy with the outcome. Very impressive end results.
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.
Very satisfied with Simon’s direction and advice.
Excellent service and advice. I feel secure in the knowledge that my financial future is being looked after.
My investment did well, even in difficult world-wide conditions.
Simon does everything plus more as our adviser and this is the type of service you want for family and friends too.
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.
He is so easy to talk with and is very helpful when needed.