RESPECTFUL & MINDFUL
CLEAR, USEFUL & SUCCINCT
When I was looking for aged care advice for my mother, I had already been to see another financial advice company, who left me feeling confused (and out of pocket) and in need of a second opinion. I found Devon Partners, and from the very first meeting, I was confident that I had found the right people to help me navigate all things regarding aged care. They are knowledgeable in this ever changing area, answered all my infinite questions, and provided me with the honest and straightforward information and advice that I was looking for. Most importantly, as I was acting on behalf of my mother, I felt that Devon Partners were respectful and mindful of delivering the right solution for my mother.
I sincerely recommend Andrew and the team if you are looking for aged care advice.
- Laura, July 2017
CARE FOR OUR NEEDS & GOALS
I engaged Andrew Licciardi from Devon Partners to provide financial advice to our family regarding management of the finances of both of my elderly, incapacitated parents. The advice and support he gave me was clear, useful and succinct, at a time where I was very overwhelmed with both emotions and responsibilities. He was sympathetic and very helpful.
I am very grateful regarding the advice, since it enabled me to be far better prepared to sort out my parents’ affairs, which made things much easier to organise the aged care they both deserved. Our family has subsequently engaged Devon Partners to provide us with additional financial advice, which is also proving most beneficial to our progression into retirement.
- Pam Clunie, June 2017
PROFESSIONAL & VERY KNOWLEDGEABLE
In our time working with Devon Partners, we have been able to repay our investment loan, boost our superannuation accounts, save for a couple holidays (and more to come), set aside funds for our grandchildren. Now we are on track to retire 3 years earlier than expected and enjoy our next couple of years working part-time, as we ease our way into retirement. All of which would not have been possible without the partnership we have formed with the team at Devon Partners.
Now our children are all clients of Devon Partners, making sure that their financial futures will be secured early on in the working lives. This is perhaps the most comforting aspect of all.
- John and Allison, October 2016
A GREAT BIG THANK YOU
Andrew conducts his business with a high degree of professionalism and his up to date financial knowledge and friendly, caring attitude at a reasonable cost are features of the service. For these reasons we have no hesitation at all in recommending Andrew Licciardi whether you have a large portfolio or are small investors like us – we are confident that you will receive the same care and expert attention.
- Martin and Nerelie, June 2015
A great big THANK YOU! We are very relieved to have found Devon Partners. Thank you for attending to our portfolio suggestions and changes so promptly. Such a refreshing change from our previous adviser of 6+ years where we had become the forgotten species in all aspects other than fee deductions! We now look forward to watching our portfolio perform in line with our expectations……….markets\governments etc permitting of course. Many many thanks!
- M and L, May 2018