RELIABLE, EFFECTIVE AND TRUSTWORTHY

I joined Devon Wealth more than ten years ago when the business first opened. Lynne was one of the founding partners and had previously owned a large financial business with 200 staff. She had told me that Andrew and his colleague were among the best people she had worked with, and she was delighted to be building a new business alongside them.

Many years on, sadly Lynne has passed on and Andrew is now the principal and has been exceptional. I have little real interest in money matters, and I needed someone to grow and secure my superannuation. Andrew has explained everything I needed to know and has been utterly reliable, effective and trustworthy. His rates are very reasonable and he is meticulous with his work, negotiating the maze of superannuation and associated financial regulations.

I would strongly recommend Devon Wealth to anyone seeking to administer and build a good superannuation account over a long period. He has never pushed his ideas or personal beliefs, and he has always carefully explained the options and left me to make the decisions. He meets with me regularly over coffee, and we discuss developments as old friends.

I recommend Devon Wealth to anyone seeking to invest their funds in superannuation or trusts.

-Hugh Dean, client of Devon Wealth for 10 years