Client testimonials

Dear Mark

I wish to inform you how pleased I have been with the way that you have handled my wife’s and my portfolios. Mine for the past 20years plus.

You have always conducted yourself in a highly professional and ethical manner aided by your efficient staff, throughout all our dealings.

I have come to trust you implicitly and it has been a pleasure for me to work with such a knowledgeable and professional financial consultant.

Mark. Your professionalism, dedication and honesty certainly reflect credit upon your company.

Best Regards

Ron Simons

– Ron Simons

Dear Mark

I would like to compliment  you and your staff, for the professional and efficient manner in which you have handled my portfolio over many years.

Your investment advice has always been excellent, especially during times when financial markets have been volatile.

Any  questions I have raised have at all times been dealt with speedily and efficiently and I appreciate this exceptional service and the willingness to “go the extra mile”.

Thanks for a wonderful professional relationship – keep up the good work!


Prof Jackie Walters

– Prof Jackie Walters