NEBA Wealth Management - Vietnam レビュー 12

We are really happy with Ben's professionalism and friendliness. He is very trustworthy and very patient. He makes sure we understand what is going on with our investments and how we need to proceed. We could not recommend him more highly. He goes beyond his role to make sure we are able to deal with life crisis.

We started using Benjamin Sharvell as our Financial Advisor about 12 months ago, and he's been absolutely fantastic. With his guidance we've been able to navigate the tricky waters of international investments and banking as an expat. He's a lovely, down-to-earth fella with a wealth of knowledge who never seems to run out of patience...despite having to deal with our complete lack of understanding about all things investment related.

This is a review for Benjamin Sharvell who is my family financial consultant since 2020. My partner and I are very cautious about any financial services, may be its a cultural thing, but Ben was the first one who we trusted. He was patient with us explaining life assurance plans, saving plans, stocks and other ways to save money for the future. He helped us to open an account in UK bank, so in such turbulent times we were able to keep our savings safe. We are expats in Vietnam and the country financial policy is very complicated, it is hard to move any currency abroad. But Ben got us few decent solutions how we can send money we earned to our bank account and how we can save money for the future. What I like about Ben is that he thinks strategically. Once he understands the current situation and the long-term goals, he offers relevant solution. It is very valuable for us. We also became good friends with him so it's always a pleasure to meet with Ben just for a coffee. I can definitely recommend Ben and actually I already doing it to my friends.

Daniel has been my FA for many years. Has helped me manage my investments / portfolio with great effect. Would thoroughly recommend Daniel.

I've worked with Daniel now for over a year and I had an excellent experience so far. He is trustworthy, knowledgeable and straight forward. I always enjoy our quarterly follow ups.

Daniel Morton has been my financial advisor since 2016. He is a great professional with excellent knowledge of global markets. Questions are always answered promptly at the meetings, with patience and details clearly explained. He is well organized, and any pending situation is followed up and resolved as soon as possible. I truly recommend Daniel for financial advisory services.

Daniel has done a great job for me over the last 5 years. It is rare to find a financial advisor who has your best interest as his priority and this is why I recommend Daniel. His prudence has also kept me from making mistakes with some of my wilder investment ideas.

Daniel Morton is professional and diligent. He has good mastery of the market and always the best suggestions to manage my portfolio. He’s trustable with nice sense of humour.

Benjamin Sharwell has been managing my finances for the past three years. He is trustworthy and willing to share advice/update on investments and explain the markets if you are interested. The results have been amazing, I can highly recommend his services. He is patient and has options for those who want to invest in more equitable or green funds.

Kevin was an excellent consultant. I always had the feeling that consulting was based and what is best and most reasonable without me having the feeling to consult for investments in own interest.

Great professional and friendly service from Daniel Morton. Knows the investment market, details and data very well. Good advice and reports given, are clear, concise and transparent. And on the end of the phone if there's a problem. Very friendly and outgoing personality.

I knew Daniel before he moved to Neba. So his service and attention are consistent. I expect that to remain the same at Neba.