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
He keeps me informed, responds to queries promptly, reassures me and has my best interests taken care of.
I found Kath to be knowledgeable and understood what I was trying to source even when I wasn’t sure myself at the start. Kath explained all my options without being pushy. Very approachable. Thanks Kath
He is so easy to talk with and is very helpful when needed.
When I have needed advice I have received an immediate response which was a great comfort and alleviated my anxiety.
Will recommend Simon to my family. Very easy to understand and very happy with the outcome. Very impressive end results.
Our adviser keeps us informed of any new developments, changes in policies or procedures and is caring and considerate at all times.
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!
I have full trust in Simon Podesta he is trustworthy and answers all my questions no matter how silly some of them are.
My wife was initially against any financial planner but found your manner and explanation to be open and trustworthy.
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.
Simon does everything plus more as our adviser and this is the type of service you want for family and friends too.
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.
Excellent Financial adviser.
Very satisfied with Simon’s direction and advice.
I was very happy and impressed by Simon, he went way beyond my expectations and I found the experience very worthwhile.