Before selecting a financial advisor my partner and I had discussed our finances with a few other advisers, and we were being approached quite a few; but from our first meeting with Rakesh it was apparent that his depth of knowledge far exceeded that of others we had spoken with.
Rakesh took time to listen to us, getting to know us, what our priorities were and our hopes for our family’s future, taking the whole picture into account.
Rakesh demonstrated an understanding of what advices we wanted as well as suggested areas that we had not thought about. Rakesh also understood my approach to risk, so that the advice that he was giving me took into account how I would process and make my decisions in terms of advice and investments.
Rakesh’s approach was one where he was willing to invest as much time as we needed and we never once felt that we was taking up too much of his time or he was trying to just close the sale and move forward.
His consultative approach and his ability to educate my partner and I made us take our first step towards savings and we glad to have found Rakesh to hand hold us from now until years to comes to our financial security and goals.
I would have no compunction to recommend Rakesh and Compass Financial Solutions Unreservedly to all my friends and associates.
28 - Oct - 2020