Andrew McGrath

Partners Private Wealth/Windsor Advisory

Gold
19 Yrs Experience
Melbourne, VIC 3000
'Make the most of what you have, and more of what you want'

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.90
  • Number of reviews 13
  • First year providing advice 2003
  • Years of experience 19
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Partners Private Wealth/Windsor Advisory

Level 6, 455 Bourke Street
Melbourne, VIC 3000

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Oreana Financial Services Pty Ltd

AFSL 482234

4.90
13 Reviews
5
4
3
2
1
4.90
Clear communication
4.90
Knowledge & expertise
4.90
Customer care
4.90
Likely to recommend
Showing reviews 1—10 of 13

Sort by

4.00

"Andrew responds very quickly to curly questions and maps out an answer that makes sense to those not up with financial lingo."

  • Superannuation
  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Andrew is thorough reliable and always helpful. He meticulously prepared us for our retirement"

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"After my husband died, I needed support to understand and take control of my financial situation. Andrew helped me to secure my future, setting into place a plan which reflected my goals and needs. Over the years I have learnt to trust in his judgement and have benefitted from his financial knowledge, hard work and honesty. Andrew has consistently consulted with me, attended to my portfolio, making financial choices which have reflected his understanding of me as his client and making the most of my financial potential. I have appreciated his professional manner, integrity and generosity of time."

  • Superannuation
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Unsure whether a financial planner could really make a difference, we approached Andrew McGrath to listen to his recommendations. Needless to say we were very impressed with his approach and still are after several years. His professionalism and proactive approach are second to none. In today's society where it is impossible to speak to the same person regarding your account, it is refreshing to have Andrew who avails himself to get to know 'you' and respond to you promptly. His handling of our portfolio never leaves us with any doubts, we have complete trust in his advice. Paul and I cannot recommend Andrew highly enough and we value his commitment to genuinely aiding us with our finances."

  • Superannuation
  • Retirement & Pension
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Andrew Is an incredible person - so caring and compassionate and yet also very attuned to all things financial. I feel incredibly fortunate to have had his help. Apart from his strong financila skills his manner is just so lovely, I cannot speak too highly of him."

  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I have always found Andrew to be extremely caring, knowledgeable and professional. He shows absolute integrity at all times and he deals with any queries I have quickly, explaining things in a way I find easy to understand. Andrew has guided me through the aged care system with my husband, making a difficult transition easier. I am confident my finances are being looked after and would have no hesitation in recommending Andrew."

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Andrew's professionalism is of an extremely high standard and he has set us on the correct path for our retirement and future. We always appreciate the manner in which he explains things that makes it easy to understand."

  • Superannuation
  • Retirement & Pension
  • Small Business Advice
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"We have found Andrew to be very efficient, very patient and good at explaining things. If we have any queries he always makes time to give answers to our satisfaction. He has a friendly but business like approach to clients and we would highly recommend him."

  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Andrew Mcgrath is an extremely professional, reliable and most knowledgeable adviser. As one of his clients, I feel most privileged that he always finds the time to respond with promptness to any query or request I make. Andrew's honesty and openness has always been appreciated and greatly valued. It is not often you come across a professional who goes beyond the expectations of their role and takes the time to show a genuine concern for your well being on a personal level."

  • Superannuation
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Andrew was recommended to us after a bad experience with a previous advisor. He has always offered us solid advice and never tried to push us into anything. Our investments have continued to grow with his guidance."

  • Insurance Protection
  • Retirement & Pension
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 13

My clients have reviewed me based on the following areas of advice

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Socially Responsible
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

Qualifications & Training

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2006

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner
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