Au Financial Pty Ltd

Au Financial Pty Ltd is a Corporate Authorised Representative of Alliance Wealth Pty Ltd. Au Financial NSW Pty Ltd is also a Corporate Authorised Representative of Alliance Wealth Pty Ltd. Eddie Au is a Senior Financial Planner & Mortgage Consultant who has provided financial planning advice since 2009 and mortgage broking advice since 2001. He is an Accredited Member of the Finance Brokers Association of Australia Limited (FBAA) and a Financial Planner AFP and Accredited Member of the Financial Advice Association Australia (FAAA).

Ivon Fellowes is a Senior Financial Planner who moved into financial planning in 1999, is a Life Risk Specialist (LRS), and is a Financial Planner AFP and member of the FAAA. Matthew Bruce is a Wealth Coach with nearly 30 years in the financial services industry, a Certified Financial Planner with the FAAA, and holds a Bachelor of Economics. The firm helps businesses and individuals achieve their financial and lifestyle goals. Its services include investment strategies, retirement planning, superannuation strategies, personal insurance, budgeting and cash flow management, and debt management.

Home lending sits at the centre of the work described by clients of Au Financial Pty Ltd in Sydney, alongside superannuation and retirement planning, with several reviewers outlining a home loan approval or a first home purchase. Advisers Eddie and Amy are named often for their patience, professionalism and genuine interest in securing the strongest possible outcome for each client. A point made in several accounts is the speed of responses and the clarity of explanations, with questions welcomed and time taken to help people understand their options and the processes involved.

Reviews regularly refer to the breadth of knowledge across investments, superannuation and taxation rules, including one account of a transition to retirement and the consolidation of finances after a bereavement, where complicated steps were handled through to a successful result. Efficiency during the loan process is a recurring theme, as is the sense of feeling supported while applications were underway, and communication that remained steady across relationships of five to six years. The consistent thread is methodical, well-informed guidance delivered with care.