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.
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.
My wife was initially against any financial planner but found your manner and explanation to be open and trustworthy.
I have only been seeing Simon for a short time, but he has done exactly what he said he would do within a short time and provided and executed a clear plan forward.
Very satisfied with Simon’s direction and advice.
Simon and his team addressed my concerns quickly and are pro-active with informing me of any changes that may affect my situation
Simon is very easy to talk to and has given us some great investment ideas.
He keeps me informed, responds to queries promptly, reassures me and has my best interests taken care of.
I have been a widow for six and a half years and needed professional assistance in securing my financial situation for the future. Simon was able to give me valuable advice and direction in how to manage my assets, setting up a lifetime annuity and establishing a prepaid funeral plan that enabled me to receive a part pension through CentreLink. He also acted on my behalf and submitted all the necessary applications to the various agencies resulting in a very successful conclusion. At all times Simon was professional, very patient and made every endeavour to ensure that I understood the plan which, in turn, made me feel very confident that the advice he gave was right for my needs
Simon has given us lots of advice on our superannuation, retirement funds and setting up tax relief on my wife’s wages until she retires. He explains every step of any changes so we fully understand the process and the end outcome
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