Whether it’s for yourself or for your business, there may come a time when you need to plan for a future change or to tackle an unexpected ‘one-off’ event. Our experienced team can provide specialist help with:
Financial Planner and SMSF Specialist Adviser
Whether it’s for yourself or for your business, there may come a time when you need to plan for a future change or to tackle an unexpected ‘one-off’ event. Our experienced team can provide specialist help with:
☎ 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.
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.
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.
Excellent Financial adviser.
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.
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.
Answers all my questions in a language that i understand.
I have full trust in Simon Podesta he is trustworthy and answers all my questions no matter how silly some of them are.
Very open communication in words and terminology that I can understand; he doesn’t complicate things.
Excellent service and advice. I feel secure in the knowledge that my financial future is being looked after.
Kath, my financial advisor provided excellent advice for my current situation.
I have been satisfied with Infinity Wealth, our SMSF has been picked and is running very well due to their support, Thank You and well done.
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
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!