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