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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.
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.
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.
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.
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.
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.
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!
