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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 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.
I had my first dealings with Sam, Kirsty and Claire two years ago, after I was unable to secure finance from several banks to settle a divorce arrangement. They were recommended to me by an existing client who suggested; “If Sam can’t get it done, no one can”. Due to my situation, finance was very difficult to secure, but they were very determined to succeed.
Kirsty and Claire were a pleasure to deal with throughout and were very patient and helpful with my computer illiteracy, during the many exchanges of documents.
Thanks to them I was able to retain ownership of the property, which has since doubled in value.
I recently purchased another property and needed to restructure my finances. With Sam’s recommendations I received a great rebate and reduction of interest rate as well!
Having dealt with many banks over many years, I am now very content to have Sam, Kirsty and Claire look after all my future financial requirements.
Nothing is too much trouble and “If Sam can’t get it done, no one can.”
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.
After many years taking what we felt as a safe and cautious approach to our finances, sticking with one of the “Big four” banks for all our financial needs, we decided we need to look into other options. We knew we could be getting a better deal with our mortgage and the bank we were with weren’t going out of their way to help.
After our first meeting Sam had provided excellent information and gave us confidence to look at the Astute team. Since engaging Sam and his Astute Manly team we have been very impressed with the level of service and the options provided to us. We subsequently switched banks and are making significant savings in the process.
The Astute Manly team did all the leg work in the background with excellent communication and advice throughout, making it a relative smooth transition. We highly recommend Sam and his Astute Manly team for any of your financial needs.
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.
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!
Thanks Kirsty! You stayed very patient and professional with me and calmly guided me through what needed to be done. I really appreciate all of your help, and glad you finally got it across the line. I am not sure how you stay so patient, lenders are harder and harder to deal with and the bar seems to constantly move with more and more risk management requirements.
