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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
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.
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.”
Van, Sam, Kirsty, and the rest of the team were great to work with and made things a breeze to complete. With their combined technical knowledge, they were able to source me a variety of home loans and structures to choose from, at an excellent rate. Once lodged, they guided us to complete all the necessary paperwork without any hassles. They kept us well informed and were a pleasure to work with. I will definitely recommend their services to friends and family in the future!
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!
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.
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!
Dear Sam and Jason
I just wanted to say thank you so much for the help you have given me in finding the right vehicle for me and then sorting the finance out for me.
The service I received was exceptional and the help and support provided in getting everything complete in time was better than any I have received before.
It’s great to know there are still people out there prepared to put 120% into getting their clients what they nee.
Thank you again, I will certainly recommend Astute to all my friends and colleagues.
