This independent financial services firm is exceptional. They provide a comprehensive range of services with competitive rates and fees. Highly recommended for anyone seeking professional and reliable financial advice and services.

I have been working with Lize for more than a decade. I met her when she did a cold call and presented a plan to migrate my finances from old established institutions that were charging too much in fees to a more modern investment platform at reduced fees. As a hardened old businessman, I was not in the mood to change what had been in place at all. Lize persevered and eventually we transferred all my investments across to her and we have not looked back since. I am a sceptical client, so ask a multitude of tricky questions. Lize always manages to answer every single one, patiently and comprehensively. Her service is professional, proactive and in a class of its own. Long may it continue.

I met Lize September 2021 via a reference from a good friend of mine. We clicked instantly and her honesty and openness immediately impressed me. She explained all my options in detail on a level I could understand. Always keeping me up to date with the latest developments and she is a great communicator. Lize is also a devoted mother and wife and looks after her clients like a family. Lize is highly recommended to anyone in need of financial advice. She is trust-worthy and will always go the extra mile to assist. Thank you Lize !!