ANDREW TOOK US UNDER HIS WING

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