Purpose Advisory - Alexandria, New South Wales

Shea O.

My wife and I have been working with the Purpose Advisory Team for a few years now and it has transformed our approach to money and how we run our finances. We have learned ways we never knew possible to save which without their advice we would have been throwing money away. Having them on hand via call or email has also aided us greatly in our search to buy property or to assess if certain moves into business have been the right direction/approach. We continue to use them and are grateful for their continued support.

Anthony

We just had the most amazing team experience with Roy and Tristian at our first ever team building session. Thank you so much for bringing our staff out of their shells and helping us to unite as a stronger team. Looking forward to our next session together.

Patrick C.

Working with Roy has been a game-changer for our business. In just three months, he helped us double our turnover with his strategic insights and extensive network in sales, marketing, recruitment, and more. His approach is both innovative and practical, allowing us to implement changes quickly and see immediate results.

Roy not only provided us with a solid strategy but also connected us with key industry players, opening doors that we previously couldn't access. His connection in sales and marketing is unparalleled, and his ability to identify and capitalise on opportunities is remarkable.

Moreover, his guidance in recruitment has helped us build a stronger, more capable team, which has been crucial for our growth. He has a unique ability to understand our business's specific needs and tailor his advice accordingly, ensuring that every step we take is aligned with our goals.

We are incredibly grateful for Roy's dedication and support. His impact on our business has been profound, and we look forward to continued success with his ongoing guidance. If you're looking for a business coach who can deliver tangible results and truly transform your business, look no further than Roy Kwan from Purpose Advisory.

Thank you Roy, for your exceptional work and unwavering commitment to our success!

Joachim S.

Tristan truly gets to know you, your family and the right path for your future.
Highly recommend his services.

Michael E.

Tristan has been providing me with ongoing business coaching for a few months now. I was a bit hesitant of the "business coaching" concept initially. Tristan has a wealth of knowledge and took the time to understand my business goals, and has provided me with valuable insight which that has already provided a tenfold return to my business outcomes and processes. Tristan is genuine in his interest in your business and his years of experience is shown through the advice he provides. I would highly recommend him to anyone seeking valuable business coaching advice.

Hang X.

My wife and I were introduced to Harry from another financial advisor. We related well with Harry. Harry was able to video conference with us outside normal hours and the flexibility helped us greatly. On the technical side, Harry helped us understand financial concepts, our risk appetites and different investment strategies. A lot of time was devoted to understanding our financial circumstances and background in general. At the end recommendations were made promptly and instructions given on how we can implement them. We would recommend Harry to any first time investors.

Ricky G.

Tristan has been so awesome to work with. He's helped us get control of our finances and set us up for the future to continue to build wealth and live the lives we want to live. 1000% recommend Purpose to anyone that thinks they can be managing all aspects of their wealth better. Thanks again Tristan, you've been amazing to deal with mate!

Amanda B.

Harry really cares and provides excellent financial planning and advice that truly caters to your needs. And best of all, he doesn't accept commissions which means he's not incentivised to over-insure you like most advisers are. I've heard wonderful things about Tristan too. Highly recommend Purpose Advisory.