Rory D'agostino

"Rory has been an incredible support to my husband & I over the past 10 years.

He is knowledgeable, professional, relatable & down to earth.He is consistently dependable, patient, helpful & clear with advice. Qualities that make him a pleasure to work with.

We are extremely grateful to Rory for everything he has done for us."

"We have worked with Rory for some time, he is easy to work with, provides clear and well thought out recommended actions, communicates in a clear and personable manner, and takes a proactive approach to helping us with our financial needs."

"Rory has supported me with financial guidance over many years, across multiple disciplines. I would recommend Rory for his knowledgeable and understanding approach."

"I have been a client of Rory for many years and have always found him to be thoroughly professional, knowledgeable and honest."

"We were referred to Rory by our children and found him to be very accommodating. He explained everything in detail and most importantly broke it down so it was easy to understand. Nothing is ever an issue and he is always available when required. To put it simply, Rory makes you feel like you’re a family friend and not a business transaction. I’m happy to pass on his names to all my friends in need of help with there financial planning."

"A friend put us onto Rory. He looked through all our finances and helped us get ready to buy a home and sorted out our super/insurance."

"I have been involved with Rory for a couple of years, I feel he always has time for me and is always over my finances. I would recommend him."

"Rory's sound judgement gave us confidence and comfort in the difficult decisions that my partner and I were making at the time. We really appreciated all the guidance that he, and his team gave us. Thanks again Rory."

"My wife and I have been working with Rory for a number of years. We were making good money but felt we weren't getting ahead. He has been extremely helpful in helping us set up property investments, understanding our cash flow and putting our money to good use. We have seen a noticeable increase in assets and feel like we are making good progress longer term. Would highly recommend!"

"Rory has been an amazing influence on helping us to achieve our financial goals. Rory implemented sound investment strategies based on our aims and objectives. We are on track to achieve an early retirement and a nest egg for our children’s tertiary education. I would highly recommend Rory’s services."