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.

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