Phoenix Private Wealth Management
Hours
Chamber Rating
-
Theodore English
Andrew and his team are simply amazing. The level of professionalism and care they offer is second to none. Andrew has so much experience and genuine passion for what he does, he's always available for a chat and making sure that I'm happy in what we are doing and in alignment with my goals. I'm so happy to have chosen to work with Phoenix Private Wealth and can't recommend them highly enough.
Apr 26th, 2022 -
Frances Orr
Andrew is not part of Phoenix . He IS Phoenix. I have been with him for many years and he is not only professional and knowledgeable he is supportive in all circumstances. He provided support and guided me through all the necessary paperwork when my husband passed away and, he answers emails and phonecalls immediately with great patience. Cannot recommend him more highly.
Feb 17th, 2022 -
Sarang Sathe
Extremely satisfied and impressed by the team at Phoenix. I recently had the opportunity to meet Andrew and right from the beginning, I was very impressed with his approach to financial planning. He was extremely friendly, asked all the right questions and did the risk assessment to find out more about myself as an individual before tailoring his advice to my needs and goals. He has a wealth of knowledge and experience but still made me feel very comfortable and did not at any point push me to make any decisions or drive his agenda. The process to transfer my existing accounts, investments, superannuation was seamless and very well managed by his assistant Grace who has been extremely helpful and easily contactable. I would recommend Andrew and Phoenix to anybody seeking the right financial advice, you won't be let down!
Dec 19th, 2021
Contact Info
Questions & Answers
Q Where is Phoenix Private Wealth Management located?
A Phoenix Private Wealth Management is located at Suite 205, Level 2/84 Pitt St, Sydney, NSW 2000
Q What is the internet address for Phoenix Private Wealth Management?
A The website (URL) for Phoenix Private Wealth Management is: http://www.phoenixprivatewealth.com.au/
Q What days are Phoenix Private Wealth Management open?
A Phoenix Private Wealth Management is open:
Monday: 9:00 AM - 5:00 PM
Tuesday: 9:00 AM - 5:00 PM
Wednesday: 9:00 AM - 9:00 AM
Thursday: 9:00 AM - 9:00 AM
Friday: 9:00 AM - 9:00 AM
Saturday: Closed
Sunday: Closed
Q How is Phoenix Private Wealth Management rated?
A Phoenix Private Wealth Management has a 5.0 Star Rating from 3 reviewers.
Hours
Ratings and Reviews
Phoenix Private Wealth Management
Overall Rating
Overall Rating
( 3 Reviews )Theodore English on Google
Andrew and his team are simply amazing. The level of professionalism and care they offer is second to none. Andrew has so much experience and genuine passion for what he does, he's always available for a chat and making sure that I'm happy in what we are doing and in alignment with my goals. I'm so happy to have chosen to work with Phoenix Private Wealth and can't recommend them highly enough.
Frances Orr on Google
Andrew is not part of Phoenix . He IS Phoenix. I have been with him for many years and he is not only professional and knowledgeable he is supportive in all circumstances. He provided support and guided me through all the necessary paperwork when my husband passed away and, he answers emails and phonecalls immediately with great patience. Cannot recommend him more highly.
Sarang Sathe on Google
Extremely satisfied and impressed by the team at Phoenix. I recently had the opportunity to meet Andrew and right from the beginning, I was very impressed with his approach to financial planning. He was extremely friendly, asked all the right questions and did the risk assessment to find out more about myself as an individual before tailoring his advice to my needs and goals. He has a wealth of knowledge and experience but still made me feel very comfortable and did not at any point push me to make any decisions or drive his agenda. The process to transfer my existing accounts, investments, superannuation was seamless and very well managed by his assistant Grace who has been extremely helpful and easily contactable. I would recommend Andrew and Phoenix to anybody seeking the right financial advice, you won't be let down!
Overall Rating
Overall Rating
( 3 Reviews )Write a Review
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