After being involved with you and your company as our financial advisor since 1990, a period of some 25 years, I have decided to commit to writing, and convey our sincere thanks for your financial guidance and friendly advice over this extended period.
We all know that over that period we have been through a variety of economic cycles, including the recent GFC, but to your credit, both personally and as a business, you have always produced the correct answer for our ongoing financial benefit.
It goes without saying that during this extended period, Doris and I have and will continue to recommend you and your company highly to any person looking for sound financial advice, given willingly and without pressure as to any decision they may wish to make.
You have the ability to get and keep personal financial requirements on an even keel, with correct risk and reward analysis, and for us this has been the basis of our retirement and estate planning.
We thank your for your guidance and help in the past and look forward to our continued association.
Please feel free to use this letter as a recommendation of your available services.
I just wanted to let you know that when I heard about the problems in China and the US in the last few days, I was certainly worried but I realised that your foresight earlier this year, to re-arrange /manage my portfolio, made me feel confident that my finances are in a secured and happy place, and will continue to grow. I did not realise just how important it was a couple of years ago, when my mother passed away, to have sought your assistance to help me build my inheritance. I am so happy that I did. I have certainly recommended you to all my friends who are looking to secure their financial future. Knowing you Ross, and your perception of the market, you will be an asset to them. Thank you for your knowledge which you share with me, and your expert advice and professionalism. It is very much appreciated.
All my best wishes
"At the business end of a long working life, I was about to give this ‘industry’ the flick and place my dwindling nest egg in a term deposit, when a chance remark from a friend lead me to Ross Fountain From the beginning he de-mystified what I had previously considered to be the ‘dark art’ of financial investment by explaining things in everyday terms rather than the financial Esperanto favoured by other advisors I have known. Over the past 4 years, I have worked with him through a variety of challenging personal circumstances, most of which would have made other financial advisors sigh, shake their head, run screaming from the room – or worse, give up. Instead, I have come to appreciate and rely on Ross, who I find to be highly professional, friendly and approachable. He offers advice tailored to my individual circumstances rather than for some generic ideal, is responsive to changes in my circumstances, understands and accepts my decisions, and is thoroughly dependable, efficient and effective”.