At Royal Square Financial we pride ourselves on our relentless focus to deliver the best wealth management services to our individual and corporate clients. The feedback we receive from our clients is of utmost importance to us and is the benchmark against which we constantly measure and improve our client service.
Some of the comments we have received:
Latisha & Suvasin Moodley
Services supplied:
- Financial Planning
- Insurance
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We required financial planning in our individual capacities, which Royal Square Financial was able to assist with on a holistic basis – from short term liquid investments to vehicle and household insurance to personal RA’s. Royal Square Financial was able to give us solutions and assist in defining objectives which were previously not in place.
We realised rather quickly that the lack of goals in place and short and long term financial objectives proved that we were investing in the market without true knowledge and understanding thereof which posed a financial risk. Royal Square Financial helped us to understand, and subsequently to restructure our investment profile according to our risk appetite.
Royal Square was absolutely efficient and client-centric. Qiniso, our financial advisor, is knowledgeable on a range of investments and insurance products and assisted us with our risk profile, applying the appropriate products for our needs.
The service received was exceptional, from the initial exploratory meeting to the signing of documents. The entire process was hassle-free and exactly what we needed. We are extremely satisfied with the end structure in place for us. We have already referred friends to Qiniso Ntuli!
Royal Square takes into account your specific needs and is always cognisant of the goals in place. Qiniso, our advisor, ensured that timelines were adhered to and made the documentation process completely hassle-free. Everything was explained thoroughly and a variety of products highlighted. Our previous relationship with a financial advisor was almost non-existent. Qiniso is always available to chat around investment products and advise accordingly.
“We are extremely happy with the outcome and believe this will be a long-term advisor-client relationship. We have never experienced such impeccable service from any other financial institution in the past.”
Yvonne Behari-Ram
Services supplied:
- Investment
- Insurance
My children introduced me to Royal Square Financial and the information I have received from them has enabled me to make informed decisions on investing. Royal Square Financial’s efficiency in assisting me when I was in a car accident was excellent. One call made and my details and a description of the accident was sent through, the claim lodged and a car hired on my behalf.
The personal attention given to me by Mr. Ntuli is unique and went above any expectations. Royal Square Financial cares and are responsible when providing financial solutions.
Royal Square Financial can teach other service providers how to treat clients and information they provide on different products.
“You are not treated as number in their business, but as an individual. The service I received was impeccable and I will definitely recommend Royal Square Financial.”
Francois Roux
Services supplied:
- Insurance
- Risk Management
- Investment
- Financial Advice
Before using Royal Square Financial’s services the problems we were facing included bad service, insurance not covering the specific needs of our buildings, and excessive pricing and although those problems didn’t directly impact the business, we would have had no cover and huge expenses in the event of fire or specific loss.
Qiniso identified the gaps in cover as well as huge excess payable, he did a risk assessment and assisted in the mitigation of risks as well as provided several quotes on insurance which resulted in great capital savings. Qiniso has impeccable knowledge of the market, the ability to deal with difficult clients and willingness to get the best option available.
“Constant innovation, industry knowledge and a thorough understanding of the global market makes Royal Square Financial’s services unique.”
Charmaine Mtizira-Nondo
Services supplied:
- Personal Finance
- Financial Advice
As an individual investor, I had problems with finding a reputable insurance company and Royal Square Financial helped me in making a decision for my future financial success. Royal Square Financial offered me excellent service, all the time and went above and beyond to pay personal attention to detail.
They have a model that works all the time and I haven’t had any problems since I started making use of their services.
“I have peace of mind knowing that my claims will be processed on time without any hassle.”
Maurice Madiba
Services supplied:
- Tailored insurance products
We first heard about Royal Square Financial by means of word of mouth and at the time we had no understanding of our insurance requirements. The financial advice we received was very effective and helpful and the financial advisors were friendly, knowledgeable and thorough.
The personal touch, getting a visit from the advisor and being taken through the paperwork and understanding what you’re signing is an important aspect of the service Royal Square Financial offers.
“Keep up the good work and excellent client interaction.”