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Client’s Testimonials

We have a dedicated team who thrive on this ever-changing, fast-paced environment. Don’t take our word for it, see our feedback.

Our Testimonials

I would like to say that, as I don’t have a great understanding of the financial world, that when I meet with you, you are able to explain details of my portfolio and other financial factors, in a way which is uncomplicated, therefore easier for me to understand.

I look forward to our catch ups as you have a pleasant, friendly, manner, which makes talking to you very easy and I believe the advice you give to me and the actions you take regarding my finances, certainly  meet my needs.

Therefore, I would certainly recommend you and your company to family and friends.

Jan Islip, Business Owner

Andrew is a wealth of information and his financial advice and knowledge has been invaluable to our planning for our financial future. Andrew is always happy to assist and provides professional service. Andrew is the best financial planner I have come across and offers personalized service.

Georgia Hester and Simon Miljkovic, Academic Researcher

Andrew has always been extremely helpful with looking after our financial plan for the future .His knowledge is extensive and has always had our best interests at heart. He is polite, friendly and takes a genuine interest in our situation which allows him to guide us in making good decisions. He is proactive, not just reactive with his advice and always allow plenty of time for decision making. Highly recommend as a Financial Planner.

Robyn and Timothy Hunt, Design Professional

I would like to say that, as I don’t have a great understanding of the financial world, that when I meet with you, you are able to explain details of my portfolio and other financial factors, in a way which is uncomplicated, therefore easier for me to understand.

I look forward to our catch ups as you have a pleasant, friendly, manner, which makes talking to you very easy and I believe the advice you give to me and the actions you take regarding my finances, certainly  meet my needs.

Therefore, I would certainly recommend you and your company to family and friends.

Jan Islip, Business Owner

Andrew is a wealth of information and his financial advice and knowledge has been invaluable to our planning for our financial future. Andrew is always happy to assist and provides professional service. Andrew is the best financial planner I have come across and offers personalized service.

Georgia Hester and Simon Miljkovic, Academic Researcher

Andrew has always been extremely helpful with looking after our financial plan for the future .His knowledge is extensive and has always had our best interests at heart. He is polite, friendly and takes a genuine interest in our situation which allows him to guide us in making good decisions. He is proactive, not just reactive with his advice and always allow plenty of time for decision making. Highly recommend as a Financial Planner.

Robyn and Timothy Hunt, Design Professional

Our Reviews

BoiTong Huynh
BoiTong Huynh
2023-09-03
Very happy with the service provided - hassle and stress free. Highly recommended.
Giovina Tamburro
Giovina Tamburro
2023-08-31
We have been dealing with Andrew for a number of years, and we find his work and guidance most professional. His experience and knowledge in the financial sector gives us confidence with the information he provides. We highly recommend his services.
Robyn Hunt
Robyn Hunt
2023-08-30
Andrew has always been extremely helpful with looking after our financial plan for the future .His knowledge is extensive and has always had our best interests at heart. He is polite, friendly and takes a genuine interest in our situation which allows him to guide us in making good decisions. He is proactive, not just reactive with his advice and always allow plenty of time for decision making. Highly recommend as a Financial Planner
bradley guy
bradley guy
2023-08-29
I have always good thoughts of dealing with Andrew . He is a genuine person with his clients best interest. His knowledge of the industry is extensive and he is always soft spoken and polite when I attend an appointment with him , Good work Andrew, cheers Brad Guy.
Megan Nicholson
Megan Nicholson
2023-08-29
Andrew is friendly, efficient and timely. Explanations clear and concise. Happy with our plan.
Frances Hastie
Frances Hastie
2023-08-28
Andrew has kept us informed and we feel very confident about the way he handles our affairs.
Georgia Hester
Georgia Hester
2023-08-28
Andrew is a wealth of information and his financial advice and knowledge has been invaluable to our planning for our financial future. Andrew is always happy to assist and provides professional service. Andrew is the best financial planner I have come across and offers personalized service.
Rod C
Rod C
2023-08-28
Andrew has given me excellent advice over the last 18 months thankyou