TESTIMONIALS
I was not happy with my retirement portfolios and other funds in terms of growth, advice, costs etc. that I was receiving at the time.
Erin and his team were recommended to me. I contacted Erin who looked into my portfolio and his findings, feedback and advice was unreal. Following this I signed up with Erin and moved over to his team on my own accord as I was very happy with his view.
Planning in terms of retirement, tax free savings, cash on hand as well as implementation of last will and testament for both myself and spouse arranged.
What impressed me is that Erin insisted on meeting my spouse face to face as well, and she knows exactly who to contact in the event of a situation. He regularly follows up without me having to contact him although he is always available when needed.
The back-office staff are also so amazing, friendly, and dedicated in what they do and go out of their way to ensure we are happy.
I am now retired and very thankful that Erin and associates were recommended to me, and know that our interests are key to them, and not only interested in monthly fees and commissions.
Very happy client.
Mr. & Mrs. Atherton
Retired
My late husband and I have worked with Erin and his team for a little over five years. We received outstanding service from you all and I can only say that I am grateful for the good work and care taken from the entire team. Meetings are always well prepared for. I am also pleased that Erin and my son have a good working relationship and together dealt with my late husband’s estate.
Thank you all for doing a very good job and I look forward to working with you in future.
Mrs. Strybos
Retired
Erin and his team, Lebo and Rudo, have provided me with excellent service since 2009. Their guidance on financial planning with regards to investment markets, their timeous feedback on queries and an honesty culture provides me with peace of mind knowing they have my best interests at heart. Time and again, the financial advice provided by Erin, highlights risk and reward and has been of particular value to me as it enables me to make more informed financial decisions.
Mr. Gruhn
General Manager | B. Eng Mech, MBA
Erin Bothwell and his team have been managing our investments and retirement funds since 2016. During this period, despite uncertain and unpredictable market conditions, our funds have experienced real positive growth, with which we are very satisfied.
We are frequently kept informed, by Erin, with information about market trends,
developments and if the need is necessary, to make timely changes to our investment
portfolios.
The relationship between Erin, his team and ourselves is close, and only a phone call
or email away. All queries are dealt with promptly and efficiently.
Mr. & Mrs. Neale
Retired Travellers
When my late husband, Graham, was due for retirement in 2012, he set up meetings with various financial planners. One such meeting was with Erin Bothwell. Graham felt at ease with Erin. Erin took time to understand our needs and was willing to have honest and open dialogue on difficult financial subjects in a down to earth manner.
On Graham’s death at the end of 2019, Erin and his team were incredibly supportive of me and extremely patient. Graham had always handled this side of our affairs. Erin took time with me and made suggestions on how best to support me and my needs going forward. His advice to put my investments on one platform instead of endeavoring to track them on various platforms, was sage advice, which I heeded and valued. Annually, Erin spends time with me discussing my changing needs. I value his calm, practical and sensitive approach.
Our confidence in Erin as our financial planner has been valued over many years and I have no hesitation in recommending Erin and his team to prospective investors and persons requiring financial planning advice.
Mrs. Saunders
School Administrator
Erin and his team have been outstanding in looking after our retirement funds for the past 10 plus years. Never failed to make contact every year to revise our funds.
Always keeps in contact for birthdays and ill health. Open to give advice on various matters including Insurance policies. Assisted us in drawing up our Wills. A Financial Advisor with Erin’s outstanding abilities is hard to find, and we recommend him to anyone looking for the right person.
Mr. & Mrs. Christie
Retired
I would like to commend Erin for his sound financial advice. Erin offers a sterling world class service; he and his team operate like a well-oiled machine.
I am extremely happy with Erin’s financial knowledge; I feel well taken care of as he keeps your best interests at heart.
It’s a pleasure and an honour to work him & his team
Mr. James
Technical Support Manager
For more than a decade the Bothwell team have taken care of my financial affairs. They have always been attentive and have remained in contact. They have also taken care of my will and related matters. I have no hesitation in recommending their services.
J. D. Lewis-Williams
Professor emeritus
