Poole Advisory

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 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 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!

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.

Anthony Poole, of Poole Advisory, has successfully managed my superannuation since 2014. In that time the global economy has experienced some shocks, but Anthony's professional skills have ensured that their impact has been only minor. Anthony has solid financial skills and is a vigilant financial manager; however, to only describe him in those terms does not do him justice. HIs highly developed interpersonal skills enable him to understand all of his clients, as individuals, and tailor investments to suit each client's risk profile. Not only that, he ensures that he explains and demonstrates all elements of any investment, to provide you with that all important surety and confidence that you are being well looked after. I have no hesitation in recommending Pool Advisory.

Poole Advisory has been helping my wife and I manage our finances since 2019. He has been instrumental in helping us get our family finances to a position where we are confident with where we are now, and where we will be in the future. He took the time to understand our needs, and develop a plan for the future that is achievable and actionable.

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.

I have been working with Anthony for the past 8 months implementing a long term financial strategy. Anthony's personal approach and ability to understand what I am looking for in the future has made this easy. I can't nor recommend Anthony highly enough. I look forward to working with Anthony for many years to come to achieve the goals we have in place.

There is no doubt on Anthony’s expertise, advice, and the tools he provides; but importantly, the true value he adds in 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, 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.

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 !