Jorge is very pro-active in reviewing the performance of my portfolio and giving advice on how to improve returns. He also gives pro-active advice on how to update my porftolio based on my changing life circumstances. He has been my financial adviser for years now and I’m happy to have him as my financial adviser and friend on the years ahead.

Jorge has been my advisor for a few years now. He is hands-on and thorough with his advice. He puts himself in his clients’ shoes and is trustworthy in all aspects. I feel more confident in my financial health following his advice.