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Gwen, 35 - 45 years, Ashbury, NSW
"Having never engaged financial planning services before, Andrew made the entire experience consistently comfortable, easy to understand, and provided a good amount of options. I am also someone who tends to get bogged down with work for weeks at a time, and Andrew handled my delayed response times with patience and kindness at every turn. Thank you so much for making my first experience with financial planning such a breeze Andrew"
- Property Investment
- Tax Strategies
- Growing Assets
- Budgeting
Christine, 65+ years, Illawong, NSW
"Andrew is extremely knowledgeable & helpful in all our areas of our financial standing. Easy to understand & listen to. I would recommend Andrew to anyone."
- Superannuation
- Retirement & Pension
- Self Managed SuperFunds
- Shares & Investments
Peter, 56 - 65 years, Geurie, NSW
"Andrew has been excellent in providing a range of options and demonstrating through cashflow modelling what is the impact to the bottom line with various strategies."
- Insurance Protection
- Retirement & Pension
- Self Managed SuperFunds
- Shares & Investments
- Cashflow & Income
- Growing Assets
Mary-Rose, 35 - 45 years, Meadowbank, NSW
"Another great experience. Andrew helped me to feel more financially secure after a separation. He was always quick to respond and checked in to make sure I was happy and understood the approach. Thanks."
- Superannuation
- Insurance Protection
- Shares & Investments
- Cashflow & Income
Jade, under 35 years, Cronulla, NSW
"Andrew has been fantastic for helping us get exactly what we wanted. Always available to help and very friendly."
- Superannuation
- Retirement & Pension
- Shares & Investments
- Cashflow & Income
- Growing Assets
Neil, 56 - 65 years, Kirrawee, NSW
"Andrew was thorough, professional and detailed in his financial advice. I was happy with the outcome and would recommended him to other potential clients."
- Superannuation
- Retirement & Pension
Bradley, 65+ years, Balgownie, NSW
"We're very happy with the service Andrew provided. He listened to our questions and provided clear answers that he was happy to revisit if we didn't understand in full or required further information. There was a lot of information to go through and he took us though it carefully and thoroughly, ensuring not only we understood what was being presented but explained potential risks and results - both positive and negative. The final solution recommended was one we both were happy with, and we expect to meet our goals and expected living standards easily."
- Government Assistance
- Superannuation
- Retirement & Pension
- Cashflow & Income
- Socially Responsible
- Growing Assets
- Wills & Estates
Nathan, under 35 years, Gymea, NSW
"Andrew was very helpful in answering all our financial questions. He listened and provided clear information to help us plan for our future."
- Superannuation
- Insurance Protection
Daniel, 35 - 45 years, Sydney, NSW
"I would highly recommend Andrew and his team for his caring, professional and sound insurance and investment advice. Andrew was very clear in presenting and outlining our options and spoke through recommendations made so that all decisions were easy to make. He truly kept our goals and interests at the forefront of our discussions."
- Superannuation
- Insurance Protection
- Managing Debt
- Retirement & Pension
- Tax Strategies
- Wills & Estates
Dean, 56 - 65 years, Helensburgh, NSW
"We found Andrew very helpful, easy to understand and feel confident with his advice to move towards our retirement goals"
- Superannuation
- Insurance Protection
- Retirement & Pension
- Cashflow & Income
- Tax Strategies
- Wills & Estates
My clients have reviewed me based on the following areas of advice
- Government Assistance
- Superannuation
- Insurance Protection
- Managing Debt
- Retirement & Pension
- Self Managed SuperFunds
- Shares & Investments
- Redundancy
- Property Investment
- Cashflow & Income
- Socially Responsible
- Borrowing
- Tax Strategies
- Growing Assets
- Wills & Estates
- Budgeting