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
Will recommend Simon to my family. Very easy to understand and very happy with the outcome. Very impressive end results.
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.
Answers all my questions in a language that i understand.
Trust and understanding of my current situation and the changes that will occur to these.
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.
My wife was initially against any financial planner but found your manner and explanation to be open and trustworthy.
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.
He is so easy to talk with and is very helpful when needed.
I have full trust in Simon Podesta he is trustworthy and answers all my questions no matter how silly some of them are.
Simon does everything plus more as our adviser and this is the type of service you want for family and friends too.
Simon has been very proactive and always keeps me up to date as a long distance truck driver I’m very hard to get hold of but he always keeps me in the loop. Compared to previous managers he is a breath of fresh air.
My investment did well, even in difficult world-wide conditions.
Kath, my financial advisor provided excellent advice for my current situation.
Excellent Financial adviser.
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.