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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
Having Sam, Claire, Kirsty and the team at Astute take care of our loans has been wonderful. They have been brilliant with leading us through the loan process many times over the past decade. Making what is normally a daunting process very easy.
Sam and the team did everything to get us our finance and in a short period of time. Very grateful for his knowledge and persistence to navigate through a stressful time.
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.
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.
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!
Very friendly and knowledgeable on the best way to structure our home loan needs while listening to our preferences and desires and providing informative suggestions. Always willing to explain the various products and considerations for future planning.
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!
