We have known Andrew Licciardi for some years as our Financial Adviser and found him to be professional and very knowledgeable in all aspects of financial planning. We had previously seen a number of financial advisers but didn’t feel like they had our best interests in mind and never really felt confident with their advice.
Although we are only small clients in financial terms we have always been treated with the utmost respect and care from Andrew. He makes sure we understand exactly what is happening with our finances and consults with us regularly to ensure that we are happy with our financial situation which is very comforting for us.
We have complete trust in his management of our financial planning as he has a genuine understanding of our aims and requirements. As we are now retired we especially rely on his expertise to find the best way to finance our future. We know that if we have any concerns at all we can call Andrew and he will either have the answer we need or will take the time to find out and get back to us promptly.
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
Thanks so much to Justin and the team at Devon Partners. The process in changing and setting up new income protection insurance was seamless. Justin went above an beyond to ensure all our needs were met. Highly recommend.
Adrian and Bec, September 2016
We first saw the team at Devon Partners 4 years ago. At the time, we really didn’t have a financial strategy. We had focused on putting our kids through school and assisting them through their university studies and getting our home loan down. Along the way, we had purchased an investment property, but really had not considered what our retirement would look like and whether we could even afford to retire and keep the investment property.
To be honest, retirement was a dirty word for us, mostly because we were scared of the unknown. Then, through a good friend, we were introduced to the team at Devon Partners. Their care for our needs and goals was immediately apparent and we felt at ease from the first meeting.
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
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
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
I would highly recommend Devon Partners for any financial advice you need. I have been dealing with Justin Cilmi, who has been extremely patient and understanding but most importantly, has given me financial advice that will certainly set me up well for my future.
Cass Harding, February 2018
My knowledge of financial planning was limited and when presented with a problem which was unusual I contacted Devon Partners for advice and guidance on the matter. I met with Justin Cilmi and he approached my problem with a great deal of professionalism, knowledge and interest. When Justin was presented with obstacles he went out of his way to find the answers. My contact with Justin was a very positive experience. He was very patient and thorough and kept me constantly updated on developments. Devon Partners have subsequently provided me with financial advice and planning now ensuring confidence in my financial future.
Wendy, February 2018
“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