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What Our Clients Say

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Rachel Ferguson

This is awesome!

I have known my adviser for the past seven years and find him to be a very knowledgeable and competent individual. He is trustworthy, communicates well and understands my financial needs and matches them with suitable tools very well. I find him to be very reliable, a confidante for financial matters. Prior to knowing him, I had no long term retirement plan from an investment viewpoint and was deeply in debt (with banks and credit cards). After being introduced to him, my financial life has stabilized and improved tremendously over time. Investments have borned results and there is now a financial plan towards retirement. I feel that he always has his clients’ wellbeing upfront rather than the pushing of products and services to simply close a sale.

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Anthony

Totally worth it

I came to know of my adviser through a friend who recommended that I speak to him to learn how to be more prudent and wiser with my finances. I had been married for just over two years and supporting a wife and baby daughter on a single income meant having to be more careful with my money. I've been with him for the past three years, and it's been great. He has recommended various investment and insurance products to better cover my family and help take care of our long-term financial needs. He is quite approachable and open in sharing information about the products and market, making it easier for me to balance my long-term financial needs with my more immediate needs. I would be happy to recommend his services to others.





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Edward Freeman

Value for money

My adviser treats me more like a friend than a client. He advises me on investments and other financial related matters based on my needs rather than promoting products for his advantages. His professionalism is displayed through his consistent updates of my investment portfolio, putting me at ease amid my busy life. It is a comfort to know that my investments are in good hands.





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Emily Murray

Value for money

I was introduced to my adviser by my colleague. I have known him for the past one year and I find him to be very competent and professional compared to my previous adviser. Prior to having professional advice, I found that I was lacking of such knowledge knowing that it is important. Thanks to him, I am now more confident in investing.