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Mark, 46 - 55 years, Robina, QLD
"'With Andrew it is different, from the first phone call we knew this was a man who was going to have our backs' We had an idea, Andrew took that and turned it into something we never thought possible. From a long term strategic plan and highly tax effective outcome, Andrew explained the entire process (which was complicated) to us in a way that he wasn't happy until we fully understood every stage. We can communicate at any time with Andrew and he responds to our questions with speed and efficiency. We have no hesitation in our relationship and trust in Andrew to recommend his integrity and skills."
- Self Managed SuperFunds
- Complex Investments
- Borrowing
- Tax Strategies
Alexandra, 46 - 55 years, Benowa, QLD
"We met Andrew approximately 7 years ago and at that stage, he helped to set us on a path to working towards paying off our mortgage, reducing debt and working on increasing our self managed super fund. In doing this he took into consideration our life stage and the fact we were undertaking educating three children and all that goes along with that. Meeting with Andrew throughout this time and again most recently, his forecast of 7 years ago sees us on track to reaching the goals set 7 years ago. Some tweaking in our recent visit will continue to help us on our savings and super journey. Andrew's knowledge, willingness to work with current circumstances and flexibility with ideas helps us to determine our best path forward. I would and do recommend him to anyone seeking solid and sustained financial advice."
- Superannuation
- Insurance Protection
- Retirement & Pension
- Self Managed SuperFunds
- Borrowing
- Growing Assets
- Wills & Estates
Leanne, 35 - 45 years, Chifley, ACT
"Andrew clearly understood what we wanted to achieve, and presented us with practical and achievable options to take us from where we are to where we want to be, without compromising our current lifestyle. We were particularly impressed that Andrew took the time to evaluate our current position to be able to make the most useful recommendations."
- Superannuation
- Insurance Protection
- Managing Debt
- Retirement & Pension
- Tax Strategies
- Growing Assets
- Wills & Estates
Stuart, 46 - 55 years, Benowa, QLD
"Andrew is a great dancer and deserves another crack at Tap Dogs."
- Superannuation
- Insurance Protection
- Managing Debt
- Retirement & Pension
- Self Managed SuperFunds
- Margin Lending
- Borrowing
- Tax Strategies
- Growing Assets
- Wills & Estates
Lou, 56 - 65 years, Brinsmead, QLD
"I have appreciated Andrew's professional, patient and friendly manner. He has taken time to understand my personal situation and I feel that I can contact him or others at the office at any time."
- Superannuation
- Insurance Protection
- Retirement & Pension
- Self Managed SuperFunds
- Growing Assets
Annette, 46 - 55 years, Sinnamon Park, QLD
"We are long term clients of Andrew's. He has always provided us exceptional service and advice. He is trustworthy, personable and genuinely interested in assisting us reach our family financial goals. He always demonstrates an agile approach going the extra mile to ensure we get the bast outcome for our financial position."
- Superannuation
- Insurance Protection
- Retirement & Pension
- Self Managed SuperFunds
- Margin Lending
- Borrowing
- Tax Strategies
- Growing Assets
Kevin, 65+ years, Ballina, NSW
"Andrew Stewart has handled all our investments since January 2009 . His genuine concern and advice in regards to our situation went beyond expectations, that he treated and guided us as he would his own family and in so doing became a p-art of our own family' His knowledge and integrity in his industry I believe is second to none and i have no reservations in recommending the Stonehouse group and the Stewart Family. Andrew we are forever in your debt. Regards Kev Reibelt."
- Government Assistance
- Socially Responsible
- Tax Strategies
- Growing Assets
- Wills & Estates
- Budgeting
Rpobin, 65+ years, Victoria Point, QLD
"We have had Andrew advising us in retirement for 15 years and have been completely satisfied with the spread of investments to buffer us against unexpected economic downturns. His expertise and knowledge of the most appropriate investment areas has been very beneficial to our retirement lifestyle."
- Government Assistance
- Superannuation
Di Meade, 56 - 65 years, Arundel, QLD
"As a very skeptical client, having had a bad experience with a previous financial advisor, we put our trust in Andrew and his team which was the best financial decision we could have made. Andrew worked hard at earning our trust providing sound financial advice and lear communication in a very respectful way. We have and will continue to recommend Andrew and his team knowing there is no pressure given with advices."
- Superannuation
- Retirement & Pension
Lloyd, 56 - 65 years, Westlake, QLD
"Andrew has been my Financial adviser for 15 years and I would not be in my financial situation and retire early if it was not for him, I cannot recommend Andrew highly enough for what he has achieved and accomplished for me personally. Thank you Andrew, keep up the excellent work that you do."
- Government Assistance
- Superannuation
My clients have reviewed me based on the following areas of advice
- Government Assistance
- Superannuation
- Insurance Protection
- Managing Debt
- Retirement & Pension
- Self Managed SuperFunds
- Margin Lending
- Complex Investments
- Socially Responsible
- Borrowing
- Tax Strategies
- Growing Assets
- Wills & Estates
- Budgeting