BEEN THERE WITH US DURING THE HIGHS AND LOWS OF THIS EVER-CHANGING JOURNEY
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