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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.
Josie is a great communicator and answered any questions I had. She explained things thoroughly to me and no question was a “dumb” one. I will definitely utilise her skills again.
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.
He made us feel like nothing was too much trouble. He was professional and friendly at the same time. I have already referred a friend to him post settlement. My friend has also asked me to compliment Grant on his professionalism and knowledge.
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.
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 had never purchased or financed a new car before so the whole process was new to me, David was extremely knowledgeable in putting forward multiple options that were most suitable to my finances. He was also extremely diligent in follow up to make sure I had everything I needed or if had any questions. During the financing process of the car, David went over and above what was required to ensure I had the best deal and made it prevalent that he genuinely cares for his clients. I would recommend anyone to David for the transparent client focused service and he is also just a good down to earth bloke.
