Dean Van Zyl

I have been working closely with Dean since 2016. He is honest, values his clients input, always understanding to different situations and always follows up when required. He never over promises and he always delivers. I look forward to working many more years with Dean.

Dean has always been very helpful and thorough when explaining investment strategies. I’m confident in his ability to manage our investment portfolio and would happily recommend his services.

Dean has been fantastic in reminding us to constantly realign our financial goals to our life goals. His knowledge and contacts has assisted us in sorting out the important things eg. Wills and Enduring power of attorney, and not to make financial/investment plans blindly, but with knowledge and guidance from people in the know. He has always been available when we have needed to make certain decisions and has always made sure we understood our conversations and are in agreement with the plan moving forward. We are very happy to be working alongside Dean.

Dean took a lot of time to understand the current financial and personal position of my husband and I to tailor a solution to help us achieve what we need and want for pre and post- retirement. His approach is very thorough and he takes the time to make sure you have a good understanding of the proposed plan and is happy to answer any questions. We are still in early days but I look forward to working with Dean in the coming years.