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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 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.
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.
“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.
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.
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.
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!
