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Astute Manly has a close relationship with Andrew Foo from Apexx Wealth who can provide you with objectively sound financial advice. Please find below an extract of Andrew’s bio:
I grew up with a large loving close-knit extended family with very strong family values. My parents emigrated to Australia in the 1980s and called this great country we live in home.
I completed a Bachelor of Business (University of Technology, Sydney) in 2007 focusing on Personal Financial Advice and began my career in financial services as a graduate at Macquarie Bank. Being selected for the only role within the Financial Planning group out of thousands of applicants was truly humbling. I progressed through various managerial roles within the bank and worked closely with many financial advisers and their practices during my time there.
I am very passionate about helping people obtain true objective financial advice. I have found that throughout my time as a financial adviser, people lacked defined goals and this meant their investing activities had no set timeframes or strategic links to specific outcomes in the future. I place a large emphasis on educating my clients around the key concepts of investing and ‘financial risk’ and how it is a critical part in the achievement of their financial goals. I have a desire to see my clients build strong and sustainable financial foundations in their homes.
They key areas of advice we focus on include:
I look forward to meeting you if you’d like to get in touch.
FSG.
Adviser Profile
Sam, Kirsty and Claire were amazing in helping me not only secure a loan, but also get me through the process every step of the way. Being new to the property market can be daunting but the assurance and guidance and finding the best possible option for me was outstanding in all avenues. Greatly appreciated and highly recommended!
Having Sam, Claire, Kirsty and the team at Astute take care of our loans has been wonderful. They have been brilliant with leading us through the loan process many times over the past decade. Making what is normally a daunting process very easy.
We have known Sam for the past three years now.
Sam has made the investing side of our lives a lot simpler than what we understood in the past. Always just a phone call away for great advice when we need it in limited time.
I have recommended Astute Manly to a number of our family and friends who have given me great feedback on their experiences working alongside Sam.
Sam and the team did everything to get us our finance and in a short period of time. Very grateful for his knowledge and persistence to navigate through a stressful time.
Sam and the team have been amazing since we started with them around two decades ago for both property and motor vehicle leasing. The most valuable benefit to us has been the ability to ask their advice and possibilities available to us at any point in time as our position changes. Their knowledge is confidence-inspiring, and takes the guesswork out of the equation. This saves us a lot of time as they have done all the research for us already. We’re a customer for life and would wholeheartedly endorse them to any and all of our family and friends.
The service at Astute Manly is fantastic; the team certainly exceeds my expectations every time. The most memorable thing about dealing with Astute Dee Why is how they manage to structure loans in a way that makes sense for our financial position. The team has helped us to obtain each of our loans and they work wonderfully for us.
Can’t recommend Sam enough! He helped me and my partner secure our first property giving us several options to choose from and provided great advice every step of the way. He was very responsive whenever we needed him and made the whole process seem easier than we thought especially given we needed a quick turnaround.