Simon Podesta

Wealthwise

Platinum

15 Yrs Experience

Osborne Park, WA 6017

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Simon has been part of the financial planning industry since 2005 and founded Infinity Wealth Solutions to provide quality advice directly to the people who deserve it.

He's particularly passionate about helping people build their wealth, craft their ideal retirement, and protect their loved ones.

Alongside his formal qualifications in accounting and financial planning, Simon is a Certified Financial Planner (CFP) and a Superannuation Specialist Adviser – accredited by the SMSF Association, the leading organisation in Superannuation and Self Managed Super Fund education.

Government Assistance
Superannuation
Insurance Protection
Managing Debt
Retirement & Pension
Self Managed SuperFunds
Margin Lending
Shares & Investments
Aged Care
Property Investment
Complex Investments
Expat Finance
Socially Responsible
Small Business Advice
Borrowing
Tax Strategies
Growing Assets
Wills & Estates
Budgeting

We charge an initial consultation fee of $440 for all types of advice. More complex advice needs are quoted and agreed upon before proceeding.

5.00 August 2024

SOOOOOOO GOOD. RECCOMOMEND TO ANYONE. LOVE THIS DUDES WORK. BEST MATE EVER. SO SIGMA

5.00 October 2022

Always knowledgeable, helpful and professional. Simon has looked after us very well over a long period of time.

5.00 March 2022

Thanks Simon. For your advice n how to get the most out of my super!

4.75 October 2021

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.

5.00 September 2021

Simon was very helpful with a number a questions about my Superannuation and very happy with the final outcome.

Adviser status Platinum
Rating 4.90
Number of reviews 25
First year providing advice 2009
Years of experience 15
Highest qualification
- Bachelor of Commerce (Accounting and Financial Planning)
Language spoken
- English