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I have had 20 years’ experience working for one of Australia’s major banks and have been lucky enough to join the Astute Wilston Team.
I am very customer driven and focus on being proactive and reliable in my dealings. My aim is to make sure our clients have the best experience possible. I assist with after settlement with any maintenance and any administrative tasks to make sure everything is running smoothly.
June 2021 – I wanted to take a moment to try and put into words, my amazing time and experience with Josie.
This was the first time I have applied for a loan, let alone a home loan, and I was more than green…literally no idea.
Previous to contacting Josie, I had been involved with another Broker, that was not overly communicative and unfortunately made some poor decisions.
From the first moment I called Josie, her patience and instant action made me feel more than confident she would do whatever she could for us.
I’m trying to stay away from cliches because Josie is so much more, but honestly she went above and beyond.
The path from that day onwards became more stressful due to finalising my father’s estate. Nevertheless, Josie was there by my side. Her calming nature and confidence in her knowledge always left me feeling focused and positive. Josie gave me the honesty of my situation, so I knew every step of the way where we are at and what was coming next.
I cried, I had lots of small to medium freak outs, and I feel like we kinda went through it all together. Best part was, we giggled and laughed too.
As a single mumma buying her first house at 42, it was not a quick process. Josie had my back for over 6 weeks, and we now have our forever house.
Thank you for having Josie in your team, she has helped us make our dreams come true.
I’d like to nominate her for every award that exists within your organisation.
Tanya is just a beautiful person who is extremely professional and genuinely wants what is best for her customers. When you deal with Tanya you feel like your dealing a friend.
She always finds an answer to our needs, no matter how challenging. Her product solutions always provide us with something that exceeds what we previously experienced. She knows her stuff.
This is the fifth time we’ve worked with the Astute team to secure a loan. It’s always a delight working with the team on our finance arrangements. To a person, the team is knowledgeable, fast and professional which minimises and stress for us when we’re setting up a new loan. We really appreciate your help and look forward to working with the Astute Wilston team again soon!
I would like to say thank you for taking the best care of me, my loans and my accounts. You are not only one of the nicest ladies I have ever met, you are also the best out there at what you do. Thank you for managing my portfolio of investment properties, for always getting me the most competitive interest rates, and for managing all of my transfers and accounts so that any and all transitions happen as smooth as possible.
I appreciate the high level of professionalism you continue to provide. I have recommended you to many of my family and friends, and everyone who meets you is impressed with how easy you make the transition to better loans.
You are great at what you do, and always make sure your clients best interests are at the front of what you do. Thank you again for working so hard to make my life easier.
Towards the end of our working life, we realised we were not really prepared for retirement and all that meant. We were advised to seek professional help from a financial adviser and we were introduced to Martin Newnes. Martin assessed our situation and prepared a portfolio which gave us an assured retirement income and low risk security. We have always been confident with his strategies and the way he regularly explained his plans for us. Martin’s expertise has taken away all our anxieties about future security and allowed us to live a well-balanced and productive lifestyle in confidence. While difficulties were faced through the financial crisis we have survived and survived well and continue to be confident in the way Martin handles our portfolio and trust his personal judgements that ensure this continues.
Peter has built an amazing practice which shows from the loyalty of his staff and the friendly approach they take to everything. I am not a big client but am always made to feel special. My only comment would be how someone can work for the Astute family as they seem to encourage an amazing culture.
I am a single person and it can sometimes be daunting making financial decisions on my own. Peter always makes me feel confident that the best decision at the time has been made.
Tanya is an enthusiastic, passionate and kind person who made the process of buying a house understandable and clear. The fact that she is so passionate and organised in her profession assisted the process that for most people, is quite stressful. I will happily recommend Tanya to anyone that is planning on purchasing an investment.
