Fairhaven Wealth - Burnside
5/5
★
based on 2 reviews
Contact Fairhaven Wealth
| Address : | Fairhaven Wealth 145 Clyde Road, Burnside, Christchurch 8053, New Zealand |
| Phone : | 📞 +7 |
| Postal code : | 8053 |
| Website : | http://www.fairhavenwealth.co.nz/ |
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Gillian Rose on Google
★ ★ ★ ★ ★ As a newbie in the world of finance I contacted Sonnie after some online research of financial advisors in Christchurch. I decided to contact him s he was independent which was something I wanted. I would rather pay a small fee upfront and be sure I was getting advice tailored to me, rather than have a free session which could ultimately benefit the advisor. I rather hesitantly rang Sonnie and he offered a free initial meeting to "try out" what he could offer. We had that, and I was happy to go ahead with paying for his service. We had three face to face meetings in total plus he wrote me a comprehensive report all for a very modest fee. I am sure I am one of his smallest clients but I always felt very looked after and valued. I did have some ideas about what to do with my money and he confirmed I was on the right track and added some more suggestions of his own. This "peace of mind" was exactly what I was after and I now feel confident to proceed financially for the next few years, knowing I can call on Sonnie anytime if my circumstances change. I think this was an excellent investment on my part, very good value-for-money, and I would highly recommend him as a knowledgable, honest and caring financial advisor.
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Tracey Higgins on Google
★ ★ ★ ★ ★ Sonnie helped my husband and I navigate our financial ideals, ideas and portfolios in a kind and compassionate way. He helped us get a solid plan together and we now know what we need to do for now and in the future to ensure we have a comfortable early retirement and Sonnie helped us remove the worry from this. Thanks for all you've done for us Sonnie
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