'Make the most of what you have, and more of what you want'
Andrew responds very quickly to curly questions and maps out an answer that makes sense to those not up with financial lingo.
Andrew is thorough reliable and always helpful. He meticulously prepared us for our retirement
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.
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.
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.
- Adviser status Gold
- Number of reviews 13
- First year providing advice 2003
- Years of experience 19
- Certified Financial Planner (CFP)
Windsor AdvisoryLevel 6, 455 Bourke Street
Melbourne, VIC 3000
- 9:00am – 5:00pm Monday – Friday
Oreana Financial Services Pty Ltd