Testimonials

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

We have been dealing with Mark Weston since 2010, with regards to advice on investment, retirement annuity, endowments, insurance (long and short term) and trust.

Mark informed us of various Discovery products which led us to change all our existing policies and insurance over to Discovery. The manner in which he presented himself and his knowledge of the Discovery products is both professional and exemplary.

This relationship and his advice led us to open a family trust in which we hold many investment and insurance policies. He has on many occasions done full wealth assessments and is always ready to present new and updated Discovery products.

It is through Mark that we have placed our assets and investments into trusts, which, for peace of mind, our assets are completely protected. We look forward to having many more years of dealings with Mark, due to his wealth of knowledge, expertise, experience and good sound advice.

- Shane & Karen Crawcour

I write this letter of testimonial for the outstanding and efficient service Mr Mark Gordon Weston has provided me in my personal and professional capacity assisting me as Managing director and CEO of two companies with respect to company financial planning, pension/provident fund and Medical Aid.

I have known Mr Weston for 8 years and started my personal financial planning with him in 2008. In 2009 and 2010 I engaged with him as Managing Director of Solaire Direct Technologies to assist the company in implementing a provident fund, medical aid and employee insurance/risk cover for 147 employee’s of which he successfully implemented.He provided ongoing one to one personal advisory to each employee. In 2014 when I moved on to be Chief Executive

He provided ongoing one to one personal advisory to each employee. In 2014 when I moved on to be Chief Executive officer of SWT Energy, I engaged again with Mr Weston to optimise their pension fund and transgress them to a more cost effective yet more compressive cover of which he successfully implemented for 213 employees.

Continue reading: VIEW LETTER OF REFERENCE

- Ajay Lalla

We moved from a previous financial advisor to Mark about 2 years ago. He looked at our current policies & changed them where necessary & made them more financially viable.

Mark offers great advice & can help you with anything financially. He also assisted us in setting up our testaments & last wills. He is honest, helpful, friendly, intelligent & a great person to know.

We have & would refer Mark to colleagues, family & friends.

- Chris & Nicky Peterson

Thank you for going out your way for us and our company, the days and times we have changed, you have been a total star ,always understanding .

Thanks for the friendly and understanding matter you handle all our enquiries .

Dennis

Mark reached out to my husband and I with the offer to review our existing policies. No pressure – just a “look over” to see if any improvements could be made in our favour. We received policies that had better cover and addressed some real glaring issues in the fine print of the old policies. A huge improvement, without having to pay any more than we were already paying.

Mark is friendly, professional and always prepared to go the extra mile to help where he can. We would not hesitate in recommending Mark Weston’s services.

- Kevin and Samantha Gailey

Mark encourages us to regularly focus on our financial goals and he plans with us to reach these goals. His approach integrates our lifestyle and our future retirement and financial plans. He keeps us informed of latest changes to legislation and new products / services. Mark is client centred and professional and we would gladly recommend his services to prospective clients.

- Vaughan And Bev Wooler

Mark was very professional, knowledgeable as well as very supportive in assisting me restructuring for my future, Mark and his team knows what they are doing”.

If you need a more structured testimonial let me know but the sentence above would describe my experience with you and your team to a “T”

- Carla Gianchino

Life is overwhelming and securing your future should be on the forefront of your mind, not just for yourself but for those that might be left behind. Mark was the person who pointed out to me that there is a husband and two children that I need to think about, save for and plan a future for, it was a very intimidating thought.

But, although it was that Mark made it easy and made it fit my budget and ensured that we could keep our lifestyle while saving and protecting our futures and our childrens' futures. No matter the questions we asked, no matter how complicated Mark is always a call away to explain or guide or promise to find you an answer. He made this easy for us and educated us. For this we will always be immensely thankful as he is now a part of our family, as he ensures that we take the best care of us.

- Ida Roets