Anthony Poole

We are new to using the services of a financial advisor and chose Anthony based on a recommendation from a friend. Anthony has been very patient with us explaining the process throughout and happy to revisit areas when we have questions. He is flexible and will meet face-to-face, via TEAMs or phone, whichever suits his clients best. We had very limited understanding about retirement planning and Anthony has used his skills and expertise to help us determine our retirement goals and provided us with strategies on how to achieve those goals over the coming years.

Anthony is very responsive to both emails and phone calls and his priority is educating his clients in their financial planning to achieve identified goals. He is also very clear that financial planning is not "set and forget" and will meet with you as needed to make required adjustments or to ensure you are on track. Working with Anthony is a partnership, and we feel supported in moving forward to achieve our financial goals. We wish we had started using Anthony's services ten years ago!

After decades living across the globe self-managing our finances we decided that we needed professional support to deal with the complexity of our lifestyle and future dreams. Early retirement, global relocation, multi-fold income, ESL, supporting our studying child her and abroad, overseas accounts and pensions make up the complexity of our financial household.

From the get go Anthony was engaged. We had discussions about our dreams and worked out how to finance them through budgeting and wealth growth. He asked many a question to ensure the advice and plan would achieve the outcome we strive for.

Now one year on, following our second annual review, we are pleased to share we are on track and ahead of expectations. The interaction with Anthony has been positive and yes his smile is real. He has been responsive and always willing to explain and answer questions. He is flexible in his engagement, sometimes virtual other times in person. Sometimes over a morning coffee, others over an afternoon wine. This has made it easy to fit in with my work demands of long hours and frequent travel.

Anthony is an absolute expert in all things financial planning and advising. He has not only helped us with superannuation, insurances, our small business and structuring, but he has put a retirement plan and education savings in place for the security of our three beautiful children. We are beyond impressed with his affable nature coupled with his obvious passion and excellence in his field. Thank you, Anthony. We are certain we will have a long and prosperous relationship with our financial position and structure with you at the helm guiding us. Couldn't think of a better person.

One year on and we only have great things to say! Anthony and Catherine have worked with us to create financial goals and helped us budget for our retirement, which is now closer than we thought. The ongoing advice and support has been excellent. We know what our finances are doing and how they are tracking at all times. We wholeheartedly recommend Poole Advisory.