Rory D'agostino

Rory has been extremely helpful in getting our insurance affairs in order. They were all over the place and with Rory's help we were able to tailor them to our needs. He also supported with getting a proper budget set up and significantly reducing avoidable fees. Within a short period of time he was able to provide us with an overview of our current financial situation and guide us through the finance jungle.

Rory has been so easy to deal with - always explaining everything in clear concise easy to understand jargon. All questions that we have - and we have had many are always answered in a very timely manner. We are thrilled with our results since moving from our previous financial adviser. We recommend Rory to our friends and family whenever we can.

My wife and I have been seeing Rory for a couple of years now. He greatly assisted us initially in sorting out our super accounts (which we both had several of) as well as getting our insurances in order. He then guided us through setting financial goals for our family and the daunting task of reviewing all our existing spending and setting up budgets and banking strategies to achieve these. He also helped us make a big decision regarding potential development of our previous home which we had been sitting on the fence with for several years. Since seeing Rory we have improved our current and future financial position greatly and I would highly recommend making the time to speak to him. He explains things simply, is very knowledgeable, honest and will add a lot of value for you.

My partner and I went to see Rory as we started our first home buying journey. The main area Rory helped was cutting through the news, media, and doom and gloom to provide a clear path forward. His approach was customised around our life goals and aspirations rather than just cashflow and finances. Since meeting with Rory about 9 months ago, we are confident about the direction we're going, can understand more about our options and have lived on a concise but manageable budget whilst still saving for our first home deposit. He educated us on the 'why' behind his advice, not just the 'what to do', which enables us to make informed decisions in the future. Wouldn't hesitate in recommending Rory for anyone starting or looking to level up their investment journey.