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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 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.
I had my first dealings with Sam, Kirsty and Claire two years ago, after I was unable to secure finance from several banks to settle a divorce arrangement. They were recommended to me by an existing client who suggested; “If Sam can’t get it done, no one can”. Due to my situation, finance was very difficult to secure, but they were very determined to succeed.
Kirsty and Claire were a pleasure to deal with throughout and were very patient and helpful with my computer illiteracy, during the many exchanges of documents.
Thanks to them I was able to retain ownership of the property, which has since doubled in value.
I recently purchased another property and needed to restructure my finances. With Sam’s recommendations I received a great rebate and reduction of interest rate as well!
Having dealt with many banks over many years, I am now very content to have Sam, Kirsty and Claire look after all my future financial requirements.
Nothing is too much trouble and “If Sam can’t get it done, no one can.”
Sam, Claire and the entire team at Astute were an absolute pleasure to deal with during our home loan process. Prior to Astute, we had been rejected for a loan and were feeling disheartened. Astute not only had us preapproved in just a few weeks, they got us MORE than what we needed to get our dream place. They are experts in the field, know all the industry secrets and I would recommend them for anyone looking to get a loan. No doubt we’ll be using them again in the future!
Thank you Sam, Claire & team for everything!
Very friendly and knowledgeable on the best way to structure our home loan needs while listening to our preferences and desires and providing informative suggestions. Always willing to explain the various products and considerations for future planning.
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.
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.
Dear Sam and Jason
I just wanted to say thank you so much for the help you have given me in finding the right vehicle for me and then sorting the finance out for me.
The service I received was exceptional and the help and support provided in getting everything complete in time was better than any I have received before.
It’s great to know there are still people out there prepared to put 120% into getting their clients what they nee.
Thank you again, I will certainly recommend Astute to all my friends and colleagues.
