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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
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!
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 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.
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.
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.
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!
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.
