3 Reviews

Reuben Zelwer

Adapt Wealth Management Pty Ltd

Gold

23 Yrs Experience

Malvern, VIC 3144

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5.00 January 2016

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.

4.75 January 2016

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.

4.00 December 2015

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 Ltd

Suite 2, 91 Station St
Malvern, VIC 3144

Adviser status Gold
Rating 4.58
Number of reviews 3
First year providing advice 2001
Years of experience 23
Highest qualifications
- Certified Financial Planner (CFP)
- Graduate Diploma of Financial Planning
Language spoken
- English