Reuben has always made sure he understands our needs and preferences before making any recommendations and makes you feel you are working together. He is very clear in his communication and makes sure you fully understand what is happening. He is a pleasure to deal with and feels like you are in a safe pair of hands.
I find the half yearly reviews very reassuring that we are heading in the right financial direction. Would appreciate a follow-up memo in the form of minutes, so that we can keep track of what was recommended and who would do what and when they will come back to the group.
Reuben has a very analytical and consistent approach to investment and a thorough understanding of the market. His response to queries is efficient and clear
Adapt Wealth Management Pty LtdSuite 2, 91 Station St
Malvern, VIC 3144
- Adviser status Gold
- Number of reviews 3
- First year providing advice 2001
- Years of experience 21
- Certified Financial Planner (CFP)
- Graduate Diploma of Financial Planning
Paragem Pty Ltd