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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
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 his fabulous team were extremely helpful when I purchased my first home in Sydney. They were very professional and efficient considering I needed a quick turnaround with my home loan application. They were able to find the best home loan facility that suited me – across various lending providers in their network.
Special mention to Claire and Kirsty who helped with the progress of my loan from application up to settlement. They constantly kept me in the loop and were available whenever I needed help/clarification. These two ladies were simply amazing!
I would highly recommend Sam and his team – they provide personalized service and look after you 100%! Certainly needed when you are going through a big milestone in your life such as buying a home.
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!
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.
Van, Sam, Kirsty, and the rest of the team were great to work with and made things a breeze to complete. With their combined technical knowledge, they were able to source me a variety of home loans and structures to choose from, at an excellent rate. Once lodged, they guided us to complete all the necessary paperwork without any hassles. They kept us well informed and were a pleasure to work with. I will definitely recommend their services to friends and family in the future!
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.
Thank you Sam, Kirsty and Claire for delivering and delivering with a smile. As a team you’ve truly gone above and beyond to help us achieve the result you have in our financing arrangements.
This was a result our incumbent bank of 15 plus years was uninterested in even attempting.
