I highly recommend Anthony. He advises us on all aspects of our financial management, retirement planning, SMSF and investment strategies for growth.
Anthony is warm, personal and has a very genuine interest in understanding our values, goals and family and tailoring his advise to fit with who we are. He has demonstrated a wealth of knowledge and as he has come to know and understand us, he fits his knowledge perfectly with our goals and values. I feel secure having Anthony as part of our advisory team.
Anthony has been an excellent adviser to us over the years, and really goes the extra mile. His professionalism, transparency, and caring style is a winning combination, and he has shown a fantastic ability to find opportunities and insights into our financial situation.
He highlights risks and opportunities that we would never had considered ourselves, and aligns his advice with our values and what we’ve indicated is important to us. We’re definitely better for having him with us, and indeed would feel a bit lost without him at this stage! Highly recommended.
There is no doubt on Anthony’s expertise, advice, and the tools he provides. But importantly, the true value he adds is when because of my entrepreneurship rides, I throw at him challenges beyond his core skills, he not only connects you with the relevant specialists but educate and prepare you beforehand to get most out of your specialist consults.
It is Anthony who personally drives to ensure we are on track with our personal goals. Working with him has made our personal journey extremely easy. He understands our personal wealth management goals, and coordinates with our accountants, tax planners, lending and buying agents whenever necessary. Having him around for years not only gave us support but peace of mind. I will highly recommend Anthony and Poole Advisory team.
Being one of the Senior Advisers at Announcer, Pooley is someone I look to for guidance and inspiration often. It is rare to find someone with the work ethic and care factor towards his role as much as Anthony does. He is efficient and thorough which can be a hard combination at the best of times.
Seeing Pooley interact with clients and diving as deep as he needs to provide value far above and beyond what his role requires is a true testament to why his clients love him as much as they do and why I am so thankful to operate alongside him. Pooley is one of few Advisers I would highly recommend my family and friends to be looked after.
If you’ve struggled to meet an honest, straight-forward finance professional, go no further. Here’s an expert I am very delighted to recommend to friends who need great advice on what to do with their spare cash. Another great thing about Anthony is that he is so friendly and trustworthy.
When it comes to financial planning & advice Anthony has been absolutely instrumental in providing sound advice to my family over the past 3 years (2014). His thorough investigations into our financial affairs led to a complete assessment of our situation and action plan into our budget, investments and SMSF. His thoroughness, ongoing communication and authentic & honest approach has provided a great level of satisfaction we are on the right track with or financial affairs.
Anthony has always been accommodating to our every request and has ensured open communication between us and his colleagues to ensure action plans have been effectively managed and carried out. I highly recommend Anthony to anyone looking for a thorough financial advisor. Anthony has a vast range of experience in all facets of financial planning, is extremely knowledgeable and honest in his approach and advice.
Simply put, Anthony is one of the best financial advisors I have met. His professionalism and consultative approach is always backed with sound advice, good planning and follow through. I cannot recommend Anthony highly enough.
Anthony is a great person to work with. He has a great manner and attention to detail. He is smart and thorough with his work. I can happily recommend his work.
Poole Advisory has been advising us on retirement strategy and associated investment and superannuation options. We have always received very knowledgeable advice that is carefully matched to our needs; prompt and friendly service; clear explanations of our options; and prompt and informative responses to our queries.
Poole Advisory’s real time tracking tools for our funds are accurate, detailed and very helpful. Their associated advisors on taxation and estate issues have also provided high quality service. Overall, Anthony and his staff have been an absolute pleasure to deal with.
My husband and I have been working with Anthony Poole for approximately 10 years now. He has identified for us ways we can build our wealth that we never would have thought of, he has put strategies in place that meant not only are we maximising our finances right now, but we are building for our future.
We are now in a place where we didn’t think we would ever be – planning for at least one of us to fully retire in the next 12 months while still being able to maintain our comfortable lifestyle.
Anthony has been my advisor for 10+ years. We treat him as an extension of our family in that we trust him implicitly. He has helped build a really sensible financial strategy to help us reach our financial goals quickly whilst making sure we have contingency plans in place for any emergencies that life may throw at us. Highly recommend!
Working with Anthony as part of the Announcer Investment Committee has provided me with insight into Anthony’s relentless commitment to enhancing the financial wellbeing of his clients. Anthony applies a thorough process in selecting investment options deemed fit for purpose for Announcer’s client base.
Anthony is extremely well versed in analysing (and interpreting) industry and market developments and displays a high level of investment acumen. There is a conspicuous culture of high performance at Announcer which I feel ultimately translates into superior client outcomes. I would have no reservations recommending working professionals to speak to Anthony about how he can help improve their financial wellbeing.
Anthony has been our financial advisor for the past 12 months (2014). He is completely trustworthy and in combination with his financial planning skills has guided us on a journey that has been very beneficial for our future financial planning. Thanks Anthony we are very comfortable with your financial advice and recommendations.
Anthony is our trusted adviser and has done a great job for us over many years. He is able to bring his excellent experience and skills to bear to give and implement sound planning advice. He is able to work both at a detailed analytical level and at a strategic level. Anthony is highly responsive and passionate about delivering value for clients.
Anthony has a keen understanding of our long and medium goals, and our personal circumstances. With his wealth of knowledge and experience spanning multiple disciplines, he was able to help us to utilise a series of wealth building tools to enable us to purchase the lifestyle property which was at the top of our list of priorities.
Anthony is always personable, yet conducts our finances with professionalism second to none. Able to look strategically at the larger long term goals, taking often complex and varied circumstances into account, Anthony’s advice on investments, tax, insurance, super, property, budgeting and overall financial health has never disappointed. Thank you, Anthony!
Anthony has been our Financial Planner now for over 10 years. He makes sure all bases are covered and has enabled us to reach our goals in planning for our retirement aspirations. I have no hesitation in recommending Anthony to sort you out financially.
“Anthony has been assisting us in our financial planning matters for over 10 years, during this time he has assisted us with our SMSF, investment properties and setting up a share portfolio and general financial advice. Anthony has shown a great understanding of our goals and priorities and thanks to his advice we are in a strong position to reach these goals in our desired timeframe. We are both looking forward to early retirement! We have recommended Anthony to family and friends alike. “
Anthony has been advising my husband and I for several years now and we’ve had many tangible benefits from this advice already (including an insurance claim that helped us with a medical ailment) as well as having our estate planning firmed up with robust protections for our kids.
We are now well progressed to accelerate our retirement savings through Anthony’s strategic advice and have markedly improved the line of sight to our cash flow and budgeting. We trust Anthony and have always felt he has the best interests of our family at heart. We wouldn’t hesitate to recommend Anthony to other families.
Anthony took over our financial portfolio after we had been passed around between several other planners. Where we felt like overlooked numbers before, with Anthony, we feel valued and seen.
He diligently and meticulously fact checked all our previous information to ensure we had everything in order. We trust in the services and advice he provides us in planning, debt management, super, and insurance.
My wife and I are fairly new in Australia and we were looking for a professional to help us with our financial matters here. A good friend introduced us to Anthony and we are extremely happy to have met him. Anthony helped us sort out all of our insurances, put a nice financial plan to help us grow our wealth, took care of all the nitty gritty details and complexities of the right type of insurances and super etc.
Anthony is a wonderful person and made us feel very comfortable throughout the process. He covered all the scenarios for us and we are very satisfied with his services so far. He is reachable, responsive and delivers solid advice based on your situation and aspirations. We can highly recommend Anthony for his services.
Anthony has been more than a financial advisor – more a trusted business partner. His industry knowledge and ability to explain things to us has been invaluable across all our financial affairs’ and I cannot recommend Poole Advisory services highly enough. If I could give more stars I would.
Anthony has been our advisor for a number of years now through a few of life’s big milestones and is willing to go the extra mile when we make requests that can be tough. He keeps our financial and personal goals in mind and also prods us to consider things we have not thought through… a rather valuable thing when talking about your finances!
Anthony and I have had a business relationship for the past 12 months (2015). During this time I have found Anthony to be professional and customer focussed. He has the ability to place himself in his clients shoes at all times and he continues to push through the red tape to execute. Anthony is a true professional.
We have engaged Anthony’s financial and advisory services for many years. Anthony is professional in his approach and can easily navigate and explain complex financial situations to make our life earlier. We have no hesitation in recommending his services.
I’ve worked closely with Anthony since the beginning of 2016, and he is without a doubt one of the most highly skilled and knowledgeable financial advisors I’ve met. He has an effortless ability to make quite complex financial concepts easily accessible to his Clients (and co-workers) and is quite entertaining when he does so. Anthony is a great role model in relation to how he engages with his Clients and our team relies heavily on his knowledge of applied finance, investment and the economy – but he is also just a great guy to hang-out with.
It’s been an important turning point for my family to have had Anthony’s advice and support since we began working with him in 2010. His advice as a financial advisor has been critical to assisting us move forward with planning for our future. I have no hesitation recommending him and his team, so if you are thinking about it, stop, just give him a call.