Devon Wealth Financial Advisors - Canterbury (VIC)

5 /5 Peter Waite: Andrew Licciardi has always been interested in, not only listening to, but giving advice whenever my wife and I have needed his professional opinion. If there are several suitable options available, hell discuss the pros and cons of each with us. Terrific to do business with.

5 /5 Lauri K: Devon Partners have provided impeccable service for the three years that I have been with them. Andrew has been approachable, ready to support in a variety of ways for the complicated financial affairs that I am responsible for. Communication is prompt, clear and easy. I would certainly recommend Devon Partners financial planners.

5 /5 Cecelia Winkelman: I am more than satisfied with the service provided by Devon Partners. I feel secure in the knowledge that they are doing the best for me. I appreciate the personal attention and the understanding shown toward my circumstances. I look forward to our face-to-face meetings and come away feeling good about my financial situation. It is also the personal attention that I receive makes me feel that I am on the right track. Devon partners show themselves responsive to any questions I raise and to any changes in my personal circumstances. I am not just a client to Devon Partners, I am person. I highly recommend them. Cecelia Winkelman, retiree

5 /5 Craig Skelton: Having worked with Devon Wealth for all my financial matters for years I would recommend them without hesitation. Thorough, approachable and effective. Always there when I need them and happy to point me in the right direction.

5 /5 F S: We recently needed to look at aged care options for my dad after a serious fall. With existing complex financial structures Devon Partners were able to quickly work through scenarios that addressed my parents cash flow, capacity to pay, and potential tax implications including capital gains tax. A difficult time but made so much easier with a thorough understanding of aged care rules and regulations combined with a sensitive mindset.