As a retiring couple, we had no idea what to do with our superannuation, inheritance and money from the sale of our home. Andrew took us under his wing, as it was all too daunting for us to cope with.

We had an in-depth discussion with him as to what we required in the future and how much risk we wanted to take with our money. From this, Andrew developed a portfolio that was appropriate for our future retirement requirements.

Over the past 6 years, our portfolio has maintained its value even though we have taken a regular account-based pension and numerous cash withdrawals.

We have been extremely happy with how Andrew has managed our portfolio, especially through COVID and other international stock exchange hiccups.

We have had regular check-ins over the years that ensure we are maintaining the appropriate pathway for our investments.

-Julie and Trevor, clients of Devon Wealth for 6 years

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After almost 9 years of service from Devon Wealth formerly known as Devon Partners we would like to acknowledge their unique services.

Our family situation is unusual, complex and forever changing due to disability (NDIS), ageing, superannuation and retirement planning too!

Andrew has been there with us during the highs and lows of this ever-changing journey in the world of wealth management. We intend to have Andrew’s services for many years to come. Initially it was Justin (2017 to 2019) , then Andrew, each have steadily provided individualised and specialised advice to us, at our pace.

Andrew is friendly, a good listener, has endless patience, empathic and is not afraid to take questions on notice. No bluff and bluster here. He is easy to work with, efficient and always gets back to you in a timely manner.

Appointments are conducted at our convenience in our family home. Something we value and appreciate.

Andrew is never too far away. He stays connected with regular dialogues/meetings and he is not too overzealous. It is a relief to know that Andrew is quietly watching and ready to alert us should the need arise.

- M and L, clients of Devon Wealth for 9 years

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My late husband and I first engaged this company some years ago, and I have continued to use their services as a widow. Throughout that time, my financial adviser has always been knowledgeable, helpful, and willing to explain things clearly.

What I particularly appreciate is his manner. He takes the time to listen, answers questions patiently, and never makes me feel rushed or uninformed. If he were in the medical profession, I would say he has an excellent bedside manner. He has a way of making what can sometimes seem complicated feel understandable and manageable.

I have always felt respected, well informed, and confident in the advice I have received, and I would not hesitate to recommend his services to others.

-Coleen, client of Devon Wealth for 11 years

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My husband and I have been a client of Devon Wealth for well over 10 years and would highly recommend them to anyone looking for a knowledgeable and trustworthy financial advisor.
Andrew Licciardi is always approachable, friendly and assists promptly with any advice that we require.
With a recent deceased estate Andrew was very patient, helpful and understanding while we were deciding what we needed to do.
Andrew’s advice has been invaluable and we appreciate his ongoing support and attention to detail.

-Annette and John, clients of Devon Wealth for 11 years

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