What my clients have to say about my team and I
Debbie and I would like to thank you for all the professional advice and the excellent service you have afforded us.
As you know we had no retirement plan when you first met with us because Debbie, who had financial experience before joining me to jointly run Optic Print, had never been approached by a financial broker who could answer her questions for her to invite them to a meeting to discuss our finances. I’m so pleased you ‘passed the test’ and became our financial advisor. You have guided us from the start of our retirement plan when you advised us where to invest, up to the present where we are now ready to put in place the final phase of the plan.
I can’t wait for our next meeting to see the figures for the various options we discussed. It’s going to be an exciting time in our lives and I just want to tell you how much we sincerely appreciate your involvement in the future of our lives.
- Tony and Debbie van Rensburg
It is really refreshing to work with Mark and his associates, who are truly interested in our needs, circumstances and preferences.
We have had many Financial Advisors but found him to be the most professional. We were very impressed with the personalised service and advice given to us, and how he tailored this specifically to suit our situation and future needs. We felt very comfortable to put our finances in his care and for him to guide us in the right direction. He will always explain everything thoroughly and we never feel uncomfortable asking questions or expressing an opinion. Mark has depth of knowledge in his field, and a common sense approach.
His professional and caring demeanour elicits our trust and respect and we gladly recommend his services.
- Carlton Caesar