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(AR 325421) Brad has a strong passion for financial literacy and was the creator of a successful financial literacy program. With nearly 20 years’ experience in the financial services industry he aims to set himself apart, providing his clients with a consistent personal and professional service, focused on holistic advice with tailored solutions.
Brad aims to identify every client’s unique financial position and their objectives so he can develop strategies that thoroughly meet their needs. The end result provides empowerment and financial confidence to his clients with real value and benefits that will improve their financial wellbeing now and further on.
Strong ongoing relationships with his clients are pivotal, being their trusted adviser and sharing their continued financial success is a key priority. He strives to enhance the status of his profession as he is proud to be an Adviser for Astute Melbourne City South/Gippsland.
As a member of the Financial Planning Association Brad is committed to the growth and integrity of the financial planning profession.
Josh helped me every step of the way! Really helped me understand what was going on and made the whole process painless, even with my difficult 4&1 work roster.. Fast and efficient definitely recommended!! Thanks.
Wonderful service. Couldn’t recommend anyone better. Josh made our process seamless and guided us the whole way. Thanks to all at astute. Very much appreciated.
Josh helped my husband and I with the mortgage on our recently purchased coastal property. He also re-financed our existing loan on our primary residence. I highly recommend Josh’s service.
We found Josh to be diligent, professional, efficient and very pleasant to deal with. Josh went above and beyond for us, for which I am extremely grateful.
My husband and I are both self-employed and unfortunately some banks do not tend to view self-employed people very favourably. If it weren’t for Josh we would not have received an approval for a loan. Not only did he get us over the line but he also saved us an enormous amount of money.
I have and will continue to recommend Josh to my friends and family.
I’ve used the Egan’s for several years now, from simple owner occupiers/investment properties, vehicle finance to complex commercial building and business loans. Excellent products, pricing sourced and service, really are faultless. Thanks
Josh was so professional and helpful with my home loan, strongly recommended!!!
Thank you to Josh and team for the exceptional service provided. The options & detail provided when organising our finance was fantastic and all my questions (there were a lot) were answered clearly. Very happy with our ING mortgage so far, settlement went smoothly and the overseas card fees were minimal – very impressed! Thanks so much Josh. We will keep recommending you.
Fantastic service highly recommend Josh to anybody!!!
