Getting your First Job
All that you did for us far exceeded the normal duties of an assurance consultant. The amount of time and patience you spent in helping me sort out my
financial situation, and above all, the extremely competent way in which you handled my investments for me. I know I can always look upon you as a
friend and financial advisor
 
A long-standing client
 
 
All that you did for us far exceeded the normal duties of an assurance consultant. The amount of time and patience you spent in helping me sort out my
financial situation, and above all, the extremely competent way in which you handled my investments for me. I know I can always look upon you as a
friend and financial advisor
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FSB License Number : 13562 -  Company Reg. No. : CK1991/006614/23
A widow with three daughters
 
 
A Company Director
You have been looking after us for over 15 years now and I dont believe that we have had cause for complaint of your service level, ever, in that time
 
A long-standing client
I am very pleased that now my daughter is married, with a baby, you are also advising her husband on what he should do in the area of life assurance,
retirement and tax planning and investments. I know I can rely on you to give him the best advice and always act with integrity
 
A long-standing client
 
I would like to take this opportunity of thanking you for your help over the last 15 years with regard to my insurance and investment portfolio. I would not
hesitate to recommend you to any of my friends who need assistance in the fields of life assurance, pensions and tax planning, and tax effective invest-
ments, especially with your experience and qualifications
 
A long-standing client
Over the past few years, Ive had the pleasure to get to know Dave on a professional as well as personal basis. Throughout my dealings with him, I have
always found him to be extremely thorough, professional and most of all, honest. With these qualities and 20 years of valuable service, I can only describe
Dave as a great credit to the Insurance industry
 
A client with Multiple Sclerosis
 
Dave, words cant explain what you have done for me, being disabled, had it not been for you I would have been in a very sorry state. All I can say is
THANK YOU, that there are professionals like you still around. Dave I wish you continued success for the future, knowing that you will continue to show
and give your clients your professionalism in every aspect
 
A Company Director
DAVE  if all of your clients are as satisfied with your excellent product, service and advice as we are then you have an awful lot of happy people who owe
a great deal of peace of mind to you. Not only have you performed flawlessly, your attitude and approach has made it easy for us to regard you as a friend
 
A long-standing client
 
Dave and my family go back roughly 20 years when we were introduced to him by friends of ours (who apparently still keep in contact with him from UK).
We have never looked back. Dave was always available, was always professional and was always on hand to lend a helping hand. Whatever the problem,
whatever the query - Dave always had an answer and a solution. He saw us through the death of my parents in a caring manner and saw to it that all the
necessary paperwork and notices were carried out to make the process of the conditions of the wills run smoothly - he was there when my ex and I got
divorced - helped me through some difficult times with regard to finances - always giving me the best advice on how to manage my portfolio and money
matters. Thank you Dave for always being there through thick and thin - and hats off to both Dave and Jean for Stuart, who is following in dads footsteps
with the same professionalism, enthusiasm and caring that has been show to me and my family over the years. I would not want anyone else but the
Connon clan looking after my affairs
 
A long-standing client
Congratulations on your 30th anniversary in the money business, as well as the success achieved as my financial advisor over many years. You have
made a tremendous contribution to my financial position, through your sound advice and recommendations. May these continue in the foreseeable future.
I have no hesitation in recommending your services to anyone seeking financial advice or help. Once again congratulation to you and your staff at Money
Matters SA 
 
A long-standing client
 
We have known Dave for the last 2 and a half years and he helped plan our retirement to our fullest satisfaction. I am a skeptical sort of a person and I
can honestly say as to how much I TRUST Dave (and that does not happen too often!!!). My husband and I would like to say a very big thank you for all
the work you did for us. We wish you another 30 years helping people!! You are doing a GREAT job!!!
 
A Company Director
Dave has acted as financial advisor and insurance broker to both our company and many of its individual employees for many years. Dave has proved to
be a man of uncompromising ethics and integrity. He has always endeavored to keep his clients current with the latest changes in the insurance industry
and has made a concerted effort to educate company staff as to their policy status and requirements through both group and individual presentations.
Daves many years of experience in the insurance industry has given us the confidence to place our trust in his sound advice with knowledge that he will
spare no effort in ensuring his client receives the best possible options and gains valuable peace of mind. We would not hesitate to recommend his
services to anyone seeking his valuable financial assistance
 
A long-standing client
 
Many congratulations on achieving this milestone and being recognized for your achievements. Over the years I have appreciated your council and level
headed approach to our financial stability. I look forward continuing our debates as I move toward retirement.
 
A long-standing client
Many congratulations on achieving this milestone and being recognized for your achievements. Over the years I have appreciated your council and level
headed approach to our financial stability. I look forward continuing our debates as I move toward retirement.
 
 
Long-standing clients
Our first investment with Dave was in June 1978 (27 years ago !!!). We met Dave early in his career, and watched him, the hardworking and dedicated
man he is, growing into a very successful business man. We would like to congratulate Dave on his outstanding achievements. We share in his joy and
wish him even bigger success in the future. WE SALUTE YOU DAVE
 
A long-standing client
Introduced to you by your erstwhile and now sadly departed ex neighbour. From the outset, you approached my problems with an open mind and an
outcome based approach, avoiding recrimination, and giving me sound advice on the route forward. I have always been able to ask you for your opinion,
knowing that I will receive unbiased and objective direction, not based upon a pecuninary advantage to yourself
(a long-standing client)

(All originals held at our offices for inspection)