Testimonials
Read some of the feedback received from clients.I have had the pleasure to work with Daniel and his team over more than 10 years during which time I have had ever changing circumstances including changes of job and employer (ranging from self-employed consultant to employment in large companies), expanding family, first home ownership, subsequent...
Daniel exemplifies clear professionalism in his field. He is highly intelligent, articulate and well versed in the investment world. Furthermore he listens to one’s concerns and never tries to co-erce. He goes the extra mile and with his helpful office staff is readily available to address any queri...
Daniel has patiently provided thoughtful advice over many years. He has listened carefully to our longer term objectives and our tolerance for risk and then suggested clear and simple steps to achieve what we need. His interactions with us have been attentive without being intrusive.
From the outset I felt that Daniel had my interest at heart, although I didn’t take Daniel’s advice straight away. He didn’t mind but he kept in contact with me with further ideas. I was impressed that because I’m only a small investor I’m treated with the same respect and given the same advice as a...
