Mandy has been our financial planner for a few years now. In that time, she has assisted us with reviewing our financial position, most importantly our superannuation and insurances and even an income protection claim. Mandy and her staff at Astute are always available to assist with anything in a helpful, friendly manner. Living away from the Sydney area isn’t a problem either, she is willing to travel to the Newcastle region to assist – even after business hours. I have no hesitation in referring Mandy and Astute’s services to anyone.
Philip Sachs and Associates are registered tax agents and accountants. Prior to 2003 I was using various mortgage brokers for my clients. I commenced a relationship with Astute in 2003 as they were located in the same office block. Astute cover a wide range of services including property loans, vehicle & equipment loans and financial planning services. My business requires many of my clients to update their mortgage requirements on a regular basis. At all times I have found the services offered by Astute to be highly professional and most efficient. Their product knowledge is without fault and I have found that ongoing negotiations between my clients and them have been handled with minimal fuss. I would highly recommend the team at Astute to any of my clients for their future mortgage requirements.
Several years ago, we purchased our first apartment with the help from Claire and the team at Astute. We were vey impressed with their knowledge and understanding of different products on the market and their assistance in choosing the right product and ensuring everything was completed on time. It was a tremendous help in what is normally a stressful experience and we found the same again recently when we upgraded to a new property.
We could not have hoped for a better service and would have no hesitation in recommending Astute to potential borrowers.
Claire has been our mortgage broker for a few months now. In that time she has assisted us in reviewing our loan situation. We had a preference for a specific institution and she assisted us in obtaining a home loan with that bank. She was able to generate a few scenarios for us which gave us a better opportunity as we were still able to retain our investment property whilst purchasing a new one – a scenario we thought impossible. We were also able to obtain competitive insurances for home and contents insurance and landlord insurance through them. Claire and the team at Astute are always available to assist with anything in a helpful, friendly manner. Living away from the Sydney area isn’t a problem ether, she is willing to travel to the Newcastle region to assist – even after business hours. I have no hesitation in referring Claire and Astute’s services to anyone.
Claire is a life saver, we definitely WOULD NOT have got a loan without her help. Saying she went above and beyond is an understatement.
We had a complex situation, one salary (by bank standards) as my husband was a sole trader in a newish business. New job post redundancy and a house to refinance to assist us with the deposit for our primary residence home.
It was hard but at no time did she give up. Claire and the Astute team were great and I would highly recommend them. Its good having a team like this looking after your finances.