Marco is both personable and knowledgeable and went out of his way to tailor his comments/advice specifically to my context. I felt that I was discussing my finances with a trusted friend and not one who had any particular agenda except to help. I would wholeheartedly recommend him and his company.
Read MoreI approached Marco in 2021 for advice relating to investing for my retirement. Before offering any specific advice, Marco took great care to understand my personal financial situation, what my long term likely needs were and my overall life ambitions. Only once he had done this did he recommend a specific investment product within the context of a long term personal financial forecast.
Read MoreMarco conducted a comprehensive review of our current spending, future plans and pension packages and provided a clear, easily understood review of the options that we asked about. Marco was very understanding and non-judgemental; it was a delight that he provided the advice we required and didnt try to sell us products that we didnt need. We have a clear understanding around our options for early retirement.
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