TESTIMONIALS

A few years ago, if anybody had told me to get a financial planner, I would have just refused because I did not see the point of this as I was very used to self-learning. The problem is that no matter how much self-learning you may do, there is a need for a guide to point you in the right and timely direction.

Having too much information at hand, it is quite difficult to adapt all that information according to your exact needs and situation. It is one thing to have the knowledge and another to know how and when to apply that knowledge.

This is where my experience with Toni became a turning point for my financial journey. He helped streamline everything I had learnt and took out things that were unnecessary and incorporated things that were far more beneficial for me. It is always good to have someone else have a view of your situation and analysed it from a different angle because sometimes your own perspective and judgment of your needs may be biased or you may not fully realised what the problem is or where it lies.

Toni is such a patient, friendly and non-judgmental person, and he does an amazing job of keeping things professional. He listens actively and ensures that you get your concerns across so that he can tailor his program to your satisfaction. He is quite honest and is genuinely interested in your well-being. His open nature makes you feel more comfortable as you work with him on your financial journey and he does not hesitate to share his own stories and experiences. He is quick to respond and is always there to encourage you to keep on moving forward regardless of hiccups along the way. It is quite inspiring how much he puts his heart into everything and it is quite clear that his determination is to get to the goal(s) you have set for yourself.