Our Clients

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."

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."

"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."

“I can highly recommend Simon and the team at Wotherspoon Wealth for providing independent financial advice that is easy to understand. Great service, reporting and attention to detail.”

"We have found Simon to be easy to work with, having a good understanding of our situation and coming up with a financial plan we can work with that suits our needs both now and in the future. In addition to his professionalism and expert knowledge he is a genuinely nice person and, therefore, we

"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."

"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

"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."

"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.

Ready to start the conversation? Request your complimentary first appointment.

 GET IN TOUCH