We have been happy with Andrew's advice. His explanation of the investment strategies seems sound and his advice is clear and understandable.
Speaking on Zoom at our last review, it was much more difficult to understand him.
My wife and I have been clients of Andrew for almost two years and have relied upon him for developing and implementing the best strategy for transitioning to retirement. His attention to detail and ability to educate us on what steps to take has been very beneficial. This has included advising us of our options and gauging our level of comfort regarding them. Although there were early times when investments did not deliver the best performance, Andrew has encouraged us to persevere and it has been encouraging to see returns improve since then. Andrew has always answered any questions or concerns we may have had promptly which we value greatly. We also really appreciate Andrew's personal care for explaining each investment in ways which makes sense (particularly what seems very confusing to the common person) and we both look forward to our regular meetings with him. We are also relieved that Andrew and his team are regularly checking our investments and that they make decisions on our behalf which reflect our financial goals; and we are able to monitor the progress ourselves also, which we value. Engaging Andrew is a decision we are grateful for everyday and definitely recommend him to others.
Andrew has been our financial adviser for several years now. He takes time to understand your situation and risk profile so he can provide advice in line with your needs. Andrew has a professional and personable manner and is always happy to answer your questions. The advice he has provided us over the years has always been in our best interests. I would recommend him to anyone needing financial advice.
We started our journey with Andrew 10 years ago. During this time our financial situation has continued to improve and we will be forever thankful.
Andrew has always given me sound advice in areas including loan products, self managed super funds and managing debt. Andrew was articulate and able to explain things to me in a clear way. Through Andrew's expertise, knowledge and experience, I feel very confident that the advice given was just right for my needs. I always received Andrew's full care and attention when I needed it. That said, I found Andrew to be gentleman of high calibre, exceedingly ethical, with a scrupulous nature and wicked smart on financial matters. If you want sound sound and solid advice, and treated with care, dignity and respect, you cant go past Andrew.
Milestone Financial Services Pty Ltd12a Thesiger Ct
Deakin, ACT 2600
- 9:00am – 5:00pm Monday – Friday
- Adviser status Platinum
- Number of reviews 16
- First year providing advice 2008
- Years of experience 15
- Master of Applied Finance
Amp Financial Planning Pty Ltd