Where to begin with Andrew? It’s my appointment day; I have my list of questions in hand and the team at AdviceOne Financial Services, Jocelyn’s professionalism on the administration side, welcome me. I’ve been stressing over my financial questions for weeks, yet once Andrew and I get talking, it is evident that no question is too embarrassing to ask. Andrew explains everything to me in great detail, all the concepts and equations are neatly organised on the whiteboard, very much like a teacher! After leaving his office, I feel completely at ease and that my financial problems aren’t really problems after all. He literally is my lifesaver, which I’ve told him many a time. I have absolutely no hesitation in recommending Andrew’s expert advice to any family member or friend. He is honestly a true professional in the financial field/world.
We commenced our journey with AdviceOne many years ago. I always remember this was a huge step to take but looking back now, it is clearly the best decision we ever made. All our concerns and worries with managing our finances gone!
The committed and loyal AdviceOne team is ably led by Andrew Halliday, a true professional in this field. He is a true family man, a very good listener and communicator. He and the team consistently deliver management and advice of our account with passion, energy, product knowledge and one on one commitment.
Our commitment to AdviceOne remains as strong as ever!! Take the step!
Leon & Maxine
I have known Andrew for a long time, having known with his father Paul for many years and always enjoyed hearing about Andrew’s achievements throughout the years. I originally lived in Brisbane and decided to move to the Sunshine Coast for the lifestyle and getting ready for retirement, I was having problems with my current Financial Adviser – the business had been sold and these new Advisers didn’t seem to be interested in me or my future.
Not long after coming to the Sunshine Coast I was faced with my first margin call – a situation I had never been in before and that shocked me – my Advisors at the time were of little assistance – thankfully I had the resources at the time to pay the account. I knew after this that I had to change Advisers – and thankfully made the right choice to contact Andrew (after discussions with several people).
Changing Financial Advisers for me was not easy to do as I am time poor and not financially astute, but it was the best decision I ever made transferring all my financial business to Andrew and his team at Advice One Financial Services. Andrew has always listened to what I want for the future and where I want to be when I retire. He has never made me feel silly about any questions I have asked and his explanations (via whiteboard) are easy to understand and I always leave his office feeling in control.
I know I can call him or his team at any time with questions and they always respond with confidence and reassurance. Andrew has a wonderful team who are definitely in the same calibre as him, in that nothing is an issue, no phone call is too silly and they know who I am which makes for a friendly and relaxed association.
In early 2011, I decided it was time to retire after 40 years with the Queensland Police Service and required advice as to my future financial security. i was directed to Andrew at AdviceOne by a friend who had previously received quality advice.
My wife and I have been impressed with the service, advice and friendly nature of not only Andrew, but all of the staff at AdviceOne. We would recommend AdviceOne to anyone looking for advice regarding all their financial inquiries.
G & H
We have been very fortunate to have known Andrew for many years on a personal basis and now to have him manage our finances, we could not have found anyone more knowledgeable, committed and enthusiastic to give us the advice needed to manage our future. Particularly in today’s market, Andrew spends a great deal of time researching and finding ways of making sure that our money works smarter for us, and delivering the best financial outcome that he can.
Andrew and the team are not only so professional in their work, but also take the time to make you feel that you are not just a number to them but an important part of their business; and they have the special quality of making you feel welcome and part of their “Financial Family”. Thank you team for all your efforts; believe me, it is very much appreciated. Sincerely,
Lorrie & Dennis
Andrew and his team are what I think customer service is all about, and I would recommend his services to anybody.
I have known Andrew for a many years having worked with his father, changing from a boy who used to come
into the office and visit his Dad to the man he is today.
Andrew assisted me at a time when I didn’t know who to turn to – I had just finished paying for my first margin call and was concerned that I may get another one – the Financial Advisors I had at the time didn’t seem to be able, or interested in helping me. Andrew assisted and guided me, enabling me to pay the second call – during this time although I was concerned Andrew always made me feel I was in control and this was due to the assistance from Andrew and his team.
I have been a client of Andrew’s since 2008 and during this time have continued to grow and become more financially astute. Andrew and his team are professional in their dealings, no problem is too big or small, I know that they know me and where I am wanting to go in the future.
Andrew never glosses over the details thus, helping me make informed decisions. It has been, and continues to be a pleasure to work with Andrew and his team and I would not hesitate to recommend there services to anyone.