My approach to sound financial planning is people driven, not product or provider dependent. I believe in matching your needs, goals and dreams to a diverse combination of financial products that will offer you a healthy balance between risk and security for excellent returns. Here are just a few endorsements from my clients!
Terence Tobin has provided me with excellent Financial Advice and Service regarding my Investment Account. He assisted me by exploring a variety of different options and Financial Service Providers to ensure that I maximise my returns, while meeting my requirements to access the funds if needed.
Since I started working with Terence, my financial situation has improved drastically, not only is he my financial planner but he is also someone who I can trust for informed advice on financial matters. I have fully embraced the saving culture and believe that my only way forward is up!
- Simon Linakane
I have been dealing with Terence for a few years now and he has given me sound financial advise and has helped me build up a nice nest egg ready for my retirement. I would not hesitate to recommend Terence to anyone seeking financial advice.
I would like to say thanks for the wonderful, friendly and consistent service! You have made a significant impact to my financial journey and I deeply value your integrity and commitment to excellence.
It is really fulfilling and heart warming to know that there are still people in our banking institutions that pride themselves in customer service delight and efficiency towards ordinary customers like myself.
Without filling this whole page with compliments, which I could do, I just want Terence to be recognised for his professional, friendly, transparent and ethical business conduct on all levels. This is indeed the interaction I had with him from the first point of my enquiry with FNB right to the point of me signing up for one of the services that they offer.
This is what I call a WOW customer experience, filled with integrity.
If you need financial advice regarding RA's or Life Policies, investments etc you should call Terence Tobin. I met Terence in 2009 and have been with him ever since. The poor guy deals with my complete lack of financial knowledge on a weekly basis and has helped me out of many jams. Even if the question is not related to any of my policies he is always willing to help. It is not everyday that a broker becomes a friend.
He also helps people with their Discovery points/status - If you need to up your status to get more benefits T's your man.