
Financial Planner and SMSF Specialist Adviser

☎ 08 9393 3770
✉ PO Box 4232
Harrisdale, WA, 6112
✉ Unit 5A
11 Erade Drive
Piara Waters, WA, 6112
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.
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.
Trust and understanding of my current situation and the changes that will occur to these.
When I have needed advice I have received an immediate response which was a great comfort and alleviated my anxiety.
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.
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.
Excellent service and advice. I feel secure in the knowledge that my financial future is being looked after.
Our adviser keeps us informed of any new developments, changes in policies or procedures and is caring and considerate at all times.
My original setup is very good, they offer sound financial advice.
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 investment did well, even in difficult world-wide conditions.
My wife was initially against any financial planner but found your manner and explanation to be open and trustworthy.
I was very happy and impressed by Simon, he went way beyond my expectations and I found the experience very worthwhile.
I have full trust in Simon Podesta he is trustworthy and answers all my questions no matter how silly some of them are.