FOCUS ON RETURN ON LIFE RATHER THAN JUST RETURN ON INVESTMENTS

“My wife and I had worked with financial advisors in the past but were looking to work with a financial planner that provided us with a level of education on the different investment options as well as advice and recommendations. We wanted to feel more in control of our destiny so we could make informed decisions and not just be told what we should do.  Mr Vivek Shah took that approach which initially meant more ‘homework’ for us while we developed a plan suited to our needs which overall was a much better outcome than having something prescribed.

The majority of our current investments were in the Fixed Interest Investments and we really like his approach to the Financial Goals and helping us to understand the benefits of the Equity market and long term wealth creation; detailed monitoring and analysis based on scientific, proven formulas. The approach takes the emotional reaction to market changes out of the equation and has so far provided us with long-term average returns that are better than the market. His word of advise to focus on RETURN ON LIFE rather that just focusing on Return on Investment has helped us to see the money and life with total different perspective

We have no hesitation in recommending Mr Vivek Shah for their range of services and look forward to a long and productive relationship with him.

PROCESS IS MORE IMPORTANT THAN PRODUCTS TO ACHIEVE YOUR FINANCIAL GOALS.

FINANCIAL PLANNING PROCESS MAKES LIFE SIMPLE AND ENRICHING