Testimonials
Read some of the feedback received from clients.I was looking for advice on planning financial security in retirement. Punam was the fourth person I spoke to. I immediately liked the way she spoke to me: assured, knowledgeable, at my level and she listened carefully to what it was I wanted in order to specifically tailor her advice to meet my per...
Changes in the economy, legislation and taxation are inevitable, and so are client circumstances, it can be challenging for individuals and business owners to find the time to manage their financial affairs effectively. We feel that it is essential to write tailored financial plans for our clients t...
We had suffered years of poor financial planning and advice. Punam spent many hours and visits, carrying out a full financial review and organising our affairs. The professional advice provided, has given us the confidence, that we have a balanced portfolio and are now in a position to fund our reti...
We first met Punam many years ago through my brother who also receives financial advice from Punam. She has looked after my family’s portfolio from Life insurance, pensions and investments, giving us the best advice for what we wanted for our young family, especially for the future of our three chil...
As a practising accountant with 20 years experience, I have dealt with many financial advisers over the years. I believe that after many years I have found an effective and dedicated financial professional who not only understands the financial services market, but also values and has the knowledge ...
My wife and myself have invested with Punam as our financial adviser over many years, her integrity and knowledge are invaluable in our investments. She regularly assesses our risk tolerance and reviews our portfolio, providing answers and question second to none in layman's terms. We have been more...
I never hesitate to discuss money concerns with Punam, as she always gives sound and helpful advice. Punam is always available to contact or she'll return my call quickly. I have already recommended Punam to my friends and other family members and I will continue to do so.
I was lucky enough to meet Punam a few years ago and she has been our financial adviser ever since. Punam is extremely knowledgeable and gives excellent sound and trustworthy advice in a calm, caring and friendly manner. She is a great listener and her support has been amazing. I would highly recomm...
Punam brings exceptional experience, care and attention to detail to everything. Her capacity to listen and advise according to our needs and best interests has been very welcome and appreciated. We have a much greater sense of security since Punam has guided and advised us, and we have 100 percent ...
Punam has always given me sound and trustworthy advice. She will always ask me appropriate questions to cater to my personal needs. Whenever I need her advice, she is quick to respond. I would not hesitate to recommend Punam’s services to anyone.
