Your Success, Our Priority
At ASR Wealth Advisers, we pride ourselves on being a trusted and reputable provider of investment advice and dealing services to corporate, sophisticated, professional, and private clients. Our commitment to delivering exceptional service, integrity, profitability, and responsiveness has earned us a reputation as a leading firm in the financial industry.
Our Mission
Our mission is to provide timely guidance for investments across the corporate, wholesale, and retail financial markets, allowing our clients the freedom to participate in a wide range of financial products. We strive to constantly be a cut above the rest through our service, offering growth and profitability for all our clients. Our success depends on our client's success, making profitability essential to our reputation as a successful firm.
Our Services
We offer a comprehensive range of services, including research advisory, funds management, and corporate finance. Our team of expert analysts and financial advisors are dedicated to providing personalized guidance and support to help our clients achieve their financial goals. We combine cutting-edge financial technology with a tailored, personalized service to ensure our clients receive exceptional performance and returns on their investments.
What Makes Us Different
As an integral part of the Amalgamated Australian Investment Group (AAIG), we can offer clients a large range of investment and financial solutions not offered by other firms. Our partnership with HALO Technologies provides our clients with access to leading financial technology, enabling us to stay at the forefront of the industry.
Our Team
Our team of over 20 dedicated wealth advisers and client services teams are committed to delivering exceptional performance through a tailored and personalized approach. We are dedicated to providing a professional, responsive, and committed service to our clients, ensuring their financial goals and objectives are met.
Summary of Reviews
Overall Experience
The reviews are mixed, with some customers having a positive experience and others having a negative one.
Positive Experiences
- Several reviewers praised the excellent job done by ASR Wealth Advisers and Halo Technologies in managing their portfolios and providing confidence in their investing decisions.
- Some reviewers appreciated the helpful and patient nature of their advisors, such as Mr. Logan Harrison Wong, Robert Norman, Khaled El-Katateny, and Alexander Irish.
- The reviewers commended the advisors for their ability to explain complex investment concepts in a clear and understandable manner.
Negative Experiences
- A few reviewers expressed frustration and disappointment with ASR Wealth Advisers, citing broken promises, failed refunds, and unresponsive customer service.
- One reviewer reported being harassed into signing up for a 5-year commitment and then being denied a refund due to fine print.
Common Themes
- Customer service and communication appear to be a significant issue for some reviewers, with some experiencing unresponsiveness and broken promises.
- The competence and professionalism of advisors seem to be a key factor in determining customer satisfaction.
