“I have been a solicitor for over 20 years and, more recently, a Class 1 Real Estate Agent and the founder of For The Buyer; a boutique Buyer’s Agency. As a client and business owner I have consistently referred clients, friends and family to Satori Advisory.

I witnessed first-hand the depth of knowledge Tim and his team has and their absolute commitment to putting the best interests of our mutual client first. This client-centric approach informs every aspect of the relationship and underpins his commitment to offer a holistic service that is tailored to the individual circumstances of the client. Clients benefit from having a range of experts (financial planning, mortgage brokers, accounting and investment advisors) all working together under the Satori Advisory corporate umbrella to offer this holistic service, optimising the financial plans of clients while ensuring they are always kept informed and given choices. Satori Advisory holds itself accountable and these values resonate strongly with the service offering and values of my business.

Tim and his exceptional team are easy going, razor sharp and are a valuable ‘sounding board’ for our mutual clients. They are trusted advisors who can quickly understand the ‘big picture’ objectives and then assist their clients to navigate and break down the ‘little steps’ needed to activate their plan and achieve their goals. They remain by their clients’ side for the entire journey.”