Isaac Devine

Isaac has made the process of building our foundations super simple and easy to understand. I had very little knowledge or understanding of what options were out there for us at our age before meeting with Isaac. Trying to get your money in order can be quite daunting, but Isaac has been really helpful and comforting, and has been great to help us find direction and set ourselves up for future success. I have and do recommend Isaac to anyone who needs guidance or support. It’s a great relief to have someone you trust completely in your corner.

As a start-up business owner, I needed guidance on setting up a strong financial foundation--budgeting smarter, saving for a house, and planning for future investments. Isaac was incredibly knowledgeable, patient, and supportive throughout the entire process. He took the time to understand my goals and tailored his advice to suit my situation. I walked away feeling confident and in control of my finances, with a clear strategy in place. Isaac’s communication style is clear, down-to-earth, and approachable. He explains complex financial concepts in a way that’s easy to understand, without any unnecessary jargon. He also provides ongoing support and useful resources, so I always felt informed and comfortable making decisions. Isaac has a deep understanding of financial planning, investment strategies, and super funds, and it really shows in his advice. His ability to simplify the process and handle all the coordination with providers made everything seamless. His expertise, combined with his genuine care for his clients, makes him an outstanding financial planner.

Issac helped me set up a financial plan that matched my future goals and I am happy to have worked with him. He is genuine and willing to answer any questions.

My husband and I have participated in face to face and zoom meetings with Issac. He is very thorough and has taken the stress out of managing our finances and superannuation, taking care of all the fine details. Issac is helping us to achieve our goals by keeping us accountable, helping us to avoid making emotional decisions and checking in with us regularly to keep us in track.