Angel Advisory - South Melbourne (VIC)

5 /5 Facebook Team: Initially hesitant to invest outside the safety of banks, we were referred to Angel Advisory and are grateful for their trustworthy, professional approach. They respected our cautious pace and quickly identified ways to restructure our business for significant tax and superannuation benefits—far beyond our original goal of simply outperforming bank interest. Their clear communication and ongoing support have given us confidence and financial growth we couldn’t have achieved alone. We fully trust Stef and his team and highly recommend Angel Advisory to anyone seeking expert investment advice.

5 /5 Crispin Butteriss: Angel Advisory was recommended to us in the lead up to the successful exit from my software business. They have helped us for the past five years to navigate the world of finance in a way that aligns with our family values around ethical investment and sustainability. Their personal advice and effort to really listen and understand our family needs in the immediate, medium and long term sets them apart. We continue to be very happy with their professionalism and advice, and would happily recommend them to anyone looking for an advisory relationship that is both personal and professional.

5 /5 Kristie McConnell: Stefan, Tom and the team have been great to work with, always professional and helpful. At all times, they show great communication skills and expertise.

5 /5 Christopher Fraser: Working with Stefan, Tom, and the team at Angel Advisory has been an absolute game-changer for my financial journey. From the very first meeting, they took the time to truly understand my goals and provided clear, practical advice that made everything so easy to grasp. The start of my financial journey was quite overwhelming, but Stefan has an incredible way of breaking things down into simple, actionable steps, not only explaining what he is doing but, most importantly, the why. Beyond just offering great advice, they focus on educating their clients, ensuring that I not only make informed decisions but also gain confidence in managing my finances. Their patience, professionalism, and ability to explain complex concepts in a relatable way set them apart. Thanks to Stefan and the team, I feel more secure about my financial future than ever before. I am not surprised Angel is starting to win industry awards based on my experience. If youre looking for a knowledgeable, approachable, and genuinely caring financial advisor, I highly recommend them!

5 /5 Shane McCurry: I was introduced to Stef & Tom through my Accountant who Ive been working with for several years. Ive found them to be easygoing & incredibly astute with building out a plan and bringing my personal and business financial & investment strategy to life. Theyre also not afraid to ask tough questions about broader life aspirations, and how the financial goals sit within that ecosystem. Theyre proactive with regular market & portfolio updates, and in a tough market things have always trended in an upwards direction (a great result!). As a business owner Im not always easy to contact, but they are always very diligent in following up, given time is of the essence when it comes to seeing something grow. Id have no hesitation in recommending their services to others.