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TESTIMONIAL – KAVOURAS

Post Date:2010 | Author: Lyn Kavouras

We have been self-employed for over 30 years and over this time have not been particularly proactive in determining our long term financial requirements and the goals we needed to set to achieve this future financial security. We also were ignorant of the benefits of seeking specialist financial advice to assist in achieving these goals more quickly. Consequently our investment portfolio was growing very slowly and we were not utilising the many investment vehicles and strategies that would accelerate this growth.

 
On meeting Dylan we were impressed not only by his passion for the investment/financial industry but also his ability to communicate with us in a relaxed yet skillful manner. We did not feel intimidated by our lack of knowledge but rather the contrary. Working with Dylan in developing our portfolio has led to a desire to start educating ourselves on investment areas so we have greater confidence during our discussions with Dylan and the outcome of our decisions. We also feel more comfortable in expanding and diversifying our portfolio knowing that we have Dylan’s expertise to guide us.
 
Our financial future is now far brighter and we have the confidence of a secure and prosperous retirement. We would recommend Dylan to anyone who wants a relaxed (yet professional) relationship with their financial adviser. We also like the fact that as Dylan is younger than ourselves, he will still be there long after we retire to assist us with his ongoing advice. 
 
Michael & Lyn Kavouras
Lighting Affairs - Sutherland
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