“I’m a father of three and I’m in a role that takes me away from my family for long periods at a time and often
keeps me at work late at night. To make sure that my money is working as hard for me as I am with my job, I’ve
relied on someone over the years that I can really trust and someone who I know is going to do the right thing for
me and my family. Sam Adams and the team have really helped me a lot and I couldn’t recommend their services
highly enough”
Orlando – Executive
“Nicole and I have been utilising Andrew’s financial planning services for the last four years. Following our initial
meeting with Andrew we felt comfortable and confident in his ability to provide financial advice that was tailored
to our requirements and appetite for risk. Andrew’s advice and management of our portfolio has significantly
exceeded our expectations! We find Andrew knowledgeable, educational and someone of the highest integrity. Our
engagement with Andrew has been first class and we would not hesitate to recommend his services to anyone
looking for financial advice”.
Ian & Nicole – Balwyn North
“I am most pleased to endorse Mr Samuel Adams, my great satisfaction for the dedicated, efficient and excellent
service provided to myself and members of the family for a period of over 10 years”.
John – General Practitioner
“After many years of bank-employed financial advisors, I decided it was time to find someone who was better
incentivised to build MY wealth, not the banks.
Through the recommendation of a trusted - and financially successful - family friend, I found Sam & Glen of Adams
Orbell McGrath Partners.
Six years later, my personal wealth has grown materially, thanks, in no small part to the sound advice, planning
and financial discipline of Adams Orbell McGrath Partners.
Knowing that they're always just a phone call or email away, whatever the question, is very reassuring.
Knowing that the future of my family will be financially secure is priceless”.
Trent – Senior Vice President – International (One Spa World)
“Prior to consulting (Adams Orbell McGrath Partners), I knew little about financial planning but with the help and
guidance of Sam Adams and Glen Orbell I am now a more confident investor and my superannuation is in a
stronger position towards a comfortable retirement. I commend (Adams Orbell McGrath Partners) on their
professionalism, knowledge, independence and prompt advice on the ever volatile financial markets”.
Annie – Executive Assistant
“We have been clients of Mr Andrew McGrath for several years. Throughout this period, Andrew has always acted
with our best interests at heart, proceeding according to the highest professional standards and with careful
attention to market trends, which has greatly benefited our financial situation. Beyond this, Andrew has regularly
consulted with us about any proposed changes to our portfolio, and where necessary, he has patiently explained
the complex world of finance to us in straightforward lay language. With Andrew and (Adams Orbell McGrath
Partners), we feel that our assets are superbly managed and our interests well looked after, and this gives us
feelings of considerable security and peace of mind”.
Ms Cherry Rattue and (Dr) Alfred Gabay
“When I consider the current fiasco that financial advisers (mainly from the banks) have freedom to promote their
own products, a big step back to the past, I’m glad we are with you! I hope the Government’s moves, if successful,
do not tarnish the image of trustworthy advisors like (Sam Adams and Glen Orbell)”.
Michael - Academic/Professor
“My wife Pauline and I have used the services of Andrew McGrath for more than 6 years. We have found him to be
caring, honest and very professional. He always has our interests at heart and we value his counsel greatly, so
much so that we have recommended his services to friends who have been equally happy”.
Keith – Brighton
“I have had the privilege of coming to know Andrew through the need to establish a financial portfolio to support
my future retirement years. I found Andrew to have a lovely disposition and his integrity as a human being are
embedded in the work he carries out and understands so well. Andrew not only impressed me with his
professionalism, which included his appearance, promptness and social grace, but more importantly, his character
and personality. These qualities are a natural part of who Andrew is. He made me feel very comfortable in his
presence which made all communication with him very easy. Andrew understood that much of the jargon and
terminology associated with financial planning and associated decision making, is at the best of times, difficult for
me to follow. Andrew was very patient and empathetic to this, he explained things clearly and slowly to me,
allowing me to ask questions whenever I felt the need. Andrew also impressed me with his listening skills, he made
sure he understood my needs and requirements before any action plan was put into place. Andrew seems to be one
of those genuine people who holds the concern and best interest of his clients at heart. I would have no hesitation
in recommending Andrew McGrath to any prospective client. I thank Andrew for helping me to regain my faith in
my associations with financial Advisers”.
Jana – Lower Templestowe
“Accessibility is important to me and I have found (Sam Adams and Glen Orbell) very accessible and always happy
to discuss and analyse my suggestions. Knowing someone is keeping an eye on my portfolio gives me great peace of
mind.”
Colin – Retiree (Melbourne)
“I have the upmost respect for Andrew McGrath as professional financial adviser. His ability is evaluate and
understand the needs of each investment opportunities has been superb as he may recommend a number of
options, he will always stresses the final decision is mine. He always conducts himself with integrity and one of this
strengths is he make you feel important as your time is his time. I have been very pleased with the investment
advice and plans which have been implemented over the years as he has been genuinely supported our wealth
creation. He is very understanding and has a genuine caring approach with the opinions and needs of all parties
concerned. I would have no hesitation in recommending his services to anyone who is willing to invest in their
future as he has made a positive result with our overall financial plans. There are so many choices in financial
advice, however, in my opinion he is undoubtedly the best financial adviser in the business”.
Stephen and Lyn – Hampton
“It is with great pleasure that I provide this testimonial for Mr. Andrew McGrath and his service as a Financial
Adviser. Andrew has been involved with both me and the company for six years looking after our diversified
portfolios with a keen interest for a stable wealth and growth management program. Andrew’s service has been
very attentive, answering any questions that arise, keeping me updated with the changing face of the investment
world and making suggestions where the portfolios can be improved or refined. Through his knowledge, honesty
and professionalism this leads to a level of trust which gives a good feeling of satisfaction that our financial
interests are in good hands. It is this satisfaction that provides confidence that our portfolios are in good shape,
considering the state of the current global financial situation. Without hesitation I would recommend Mr. Andrew
McGrath as a Financial Adviser to anyone wishing to develop a secure and stable wealth management future”.
Graeme – Somerville
“Andrew and his team get it spot on. They apply personal, practical advice on how to best structure my finances,
and deal with me in a highly professional manner. I find that the regular portfolio updates are insightful, timely and
personalised. As a time-poor individual, Andrews no-nonsense approach to advice and doing the ‘heavy lifting’ to
ensures that those small but vital things are taken care, and allows me to sleep at night. I would recommend
Andrew to any of my colleagues, and to anyone needing financial guidance”.
Adam – Manly
“I have found Andrew to have the highest integrity in the way he operates his business and provides financial
advice. He conducts himself in a very professional manner and is open and frank in his advice. There is no degree of
over servicing or pushing certain products rather, Andrew ensures I am aware of the relevant opportunities or
products without the need or obligation to act. I have known Andrew for a number of years and over this period of
time we have continued to have an open and trustworthy relationship”.
Mark – Glen Iris