Our Clients

"As a self-employed dentist, my ability to earn an income is my biggest asset. Simon and the Astute Investing team helped me understand all my insurance options and establish appropriate insurance to meet my needs on a commission-free basis. As a result, my husband and I were able to save $2,200 on our premium costs

“Apart from general piece of mind, we've found the independent advice and investment outcomes that you've been able to achieve for us over the years have more than adequately justified your fees. So as we've told our friends, we are very happy with the financial advice we receive from you.”

"Many thanks Simon and John for the advice you have given us for the past twelve months and especially the financial strategy you set for us and your assistance in implementing the strategy faithfully to ensure we are on target for a rewarding retirement."

Apart from general piece of mind, we've found the investment outcomes you've been able to achieve for us over the years have amply exceeded your fees. So as we've told our friends, we are very happy with the financial advice we receive from you."

I felt completely confident that their recommendations were based on careful assessment of our needs and situation, and not based on the need to sell a particular product.

"Thank you for all your advice and patience through the process, Megan.  We will certainly pass on your details to others who may benefit from your skills.  We are very satisfied with you service and please accept our gratitude for guiding us through the process."

"I really appreciate the independent, highly personalised service I receive from Astute Investing.  You listen, evaluate and solve financial problems in a very practical and caring manner.  My trust is continually justified."

"As a recent medical graduate I knew it was important to insure my future income.  Simon and the team at Astute Investing were able to deliver tailored advice sensitive to my needs a young medical professional. They helped me insure a higher level of income than my current salary because they understood my future earnings

"You've done a tremendous job for us, very thorough, responsive and professional.  A totally different class to the service we received elsewhere in recent years. Thanks."

"The staff at Astute Investing are friendly and very helpful... I would certainly recommend (them) Simon to people considering private wealth management and independent investment advice."

“We have both been very happy with the advice you have given to us and feel much more invested and engaged both when we've had meetings with you and also with the prepared Statement of Advice. This has stood out when compared to past experiences we've had, so we thank you for your work.”

"As we approached our imminent retirement we had mixed emotions as to what the future may hold for us. We really appreciated all the time that was put in to preparing our retirement scenarios. Being armed with the figures for differing eventualities is reassuring, so we now know how to confidently prepare for the future."

"I have known John for over 30 years. He is honest, straight and genuinely cares about his clients.  Although I have the skills and interest to manage my own investments, I have chosen to work with John and Simon (as a fee paying client) so that I can concentrate on other activities in my retirement.

"In retrospect, we should have consulted John years before. He carefully assessed our needs for retirement, capacity to consider risk and drew up a plan for us to consider. He presented this to us in an easy to comprehend style and was willing to debate the merits of each part of the plan with us.

"In all the unhappiness about CBA-related Advisers, I realise I've never had any worries about your firm and that is why I returned to you a couple of years ago. Thanking you all."