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Sam is the Director and owner trading as Astute Manly, formerly Dee Why. Sam is also part of the growth of Astute Soldiers Point, with experienced Broker Jason Ross, and Astute St Leonards Stephen Wells. Sam is highly regarded in the industry since 2000, known for his boundless passion, energy and dedication toward client service and solutions, as a fully integrated financial services model.
Over the years, for a five year period, Sam was a regular contributor to live Sky Channel’s “Your Money, Your Call” property and investments segment, a guest panellist with Diana Dorahy, Bridie Barry, and then Margaret Lomas. Sam is recognised as an expert in the area of lending and investments.
With a wealth of experience in banking, finance, and mortgage broking and fully qualified with a Certificate in Accounting, and a Diploma of Financial Services in Finance/Mortgage Broking (Management); Sam brings a measured and experienced approach to the industry, doing all it takes to deliver results for his clients where possible.
Sam is committed to ensuring that clients receive the upmost in service before, during and after their finance needs are met, challenging lenders to earn the right to service clients of Astute Manly. With a very talented group, there is great longevity and experience within the ranks of this team.
The team has a full financial planning and advice firm with Andrew Foo, Apexx Wealth, offering professional financial advice specialising in superannuation, risk insurance, cashflow and investment strategies. Sam has partnered with Andrew Foo based on his talent and care for clients. His skill and expertise ensure the team are well positioned to look after all the clients financial and advice needs.
Sam has always been a Northern Beaches local, born and raised in Avalon. Sam and his wife Sandi reside in Balgowlah with their three daughters Lily, Maddy and Holly. Sam is a keen rugby, AFL, and cricket supporter with a passion for entering motorsport events, including past success in motorcycle racing pre-kids of course!
Astute Manly are also proud and loyal supporters of the local area, having supported local schools for their fundraising events, charity walks, motorsport and events for many years and is rooted deep in the Northern Beaches community.
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!
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.
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.
Thank you Sam, Kirsty and Claire for delivering and delivering with a smile. As a team you’ve truly gone above and beyond to help us achieve the result you have in our financing arrangements.
This was a result our incumbent bank of 15 plus years was uninterested in even attempting.
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.
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.”