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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
Thanks Kirsty! You stayed very patient and professional with me and calmly guided me through what needed to be done. I really appreciate all of your help, and glad you finally got it across the line. I am not sure how you stay so patient, lenders are harder and harder to deal with and the bar seems to constantly move with more and more risk management requirements.
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.
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.
After many years taking what we felt as a safe and cautious approach to our finances, sticking with one of the “Big four” banks for all our financial needs, we decided we need to look into other options. We knew we could be getting a better deal with our mortgage and the bank we were with weren’t going out of their way to help.
After our first meeting Sam had provided excellent information and gave us confidence to look at the Astute team. Since engaging Sam and his Astute Manly team we have been very impressed with the level of service and the options provided to us. We subsequently switched banks and are making significant savings in the process.
The Astute Manly team did all the leg work in the background with excellent communication and advice throughout, making it a relative smooth transition. We highly recommend Sam and his Astute Manly team for any of your financial needs.
My praise and recommendation for the team at Astute Manly is endless. My case was anything but easy, yet the entire team were constantly on the ball, if not already ahead of the game.
Sam, Claire & Kirsty orchestrated a superbly choreographed routine delivering a stress-free process with solid and sound support every step of the way. I thoroughly enjoyed working with each of them, their flexibility and accommodation working across crazy time zones was outstanding. Not only are they top of their game, they are lovely people.
I honestly couldn’t have achieved the desired result without them. Do yourself a favour and get Astute onboard today!
“We have utilised the services of Sam Ayliffe and his team at Astute Manly for over ten years.
The level of service we have received is always beyond peer and nothing is ever too much trouble. Even though we are based in regional NSW, distance is never an issue because they are always on the front foot in regards to communication and paperwork.
Due to the trust that we have in Sam, we have referred our family and friends to Astute Dee Why many times without hesitation.
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.
