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Andrew Foo

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:

  • Superannuation Strategies (including SMSFs)
  • Insurance Protection
  • Investment Portfolio Creation
  • Cashflow Management Planning
  • Pre-Retirement and Retirement Planning

I look forward to meeting you if you’d like to get in touch.
FSG.
Adviser Profile

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What Our Clients Have To Say

“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.

Stuart and Sarah, Murrumbateman

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!

Lindsay & Jake Bennett, Manly

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.

Cameron and Dani, Berowra

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!

Lu Howlett, Sydney

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.

Joyce, Sydney

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.

Dom and Zoe, Seaforth

Sam, Kirsty and Claire were amazing in helping me not only secure a loan, but also get me through the process every step of the way. Being new to the property market can be daunting but the assurance and guidance and finding the best possible option for me was outstanding in all avenues. Greatly appreciated and highly recommended!

Aiden , Gold Coast