we feel completely satisfied with the advice and on-going attention and service
As I was embarking on an impending but unplanned retirement, I had accumulated funds from various locations around the world during my global career, but had not done anything to put it all together. Nic did an excellent job of consolidating all of the various assets and developed a customised financial plan which fit with my appetite for risk, my need for regular income, and my desire to operate globally. Nic demonstrated his ability to listen to the client and worked very hard to meet the diverse expectations of my wife and I. Even though we have been in a low growth, low inflation environment, the portfolio has performed well, and we feel completely satisfied with the advice and on-going attention and service.
– Mr Simon N.