After being visited by a myriad of advisors seeking my business I selected Jarrad as he was open, forthright, knowledgeable, understood my expectations and maintained engagement. Despite us now being separated by the tyranny of distance the open communication continues. I would recommend Jarrad to anyone who was seeking a professional advisor with no sales pitch.
Jarrad is a cut above any wealth manager I have engaged before (there have been 2). He is knowledgeable, professional, diligent and importantly - an overall great guy. He keeps his word in terms of actions or follow-ups religiously and appears to genuinely have my interests as a client at heart. Even though I'm sure my investments to date are on the low side of many of his other clients - I get the same amount of attention and guidance as I'm sure I will when Jarrad is managing 10 times the current amount. Very highly recommended.
“I transferred an under performing investment portfolio to Deepak’s control, His thorough domain knowledge, professionalism and engagement level have benefited my holdings. Cutting to the chase, he quickly created tailored plans in line with my clear financial goals, setting the right trajectory while presenting them in layman’s terms.His pleasing and innocuous persuasive skills go down well during our discussions with none of the oft showy and pushy promises reminiscent of some in the industry. Deepak seems to have perfected the art of relationship-building and has an effervescent personality but maintains a distinct sensitivity towards client needs. Barring our business relationship in its infancy stage, I am confident that our core objectives of wealth creation and preservation are well on their way to a good start with some promising returns becoming a reality in the near future. I would have no hesitation recommending him for your own financial planning needs.”
“Deepak was initially my wife’s consultant. I was impressed by what was happening with my wife’s account, and I got her to introduce him to me. He was thoroughly knowledgeable, not pushy but was persuasive. He immediately tailored to suit my needs and I hear the same thing from wife too. Though the growth of our funds in iFast are in the infant stage, both of us are confident that we will have positive financial gains in the months to come. I feel assured that my wealth is in the hands of a mature, experienced professional who is only sincere to his clients.”
“I spoke to a few consultants about QROPS (pension transfer from the UK) and Bobby proved to be head and shoulders above the rest in terms of his knowledge, clarity of advice and his ability to help manage our expectations along a fairly complex process. The upside of doing a QROPS for me is huge but I am delighted I chose Bobby to help me do it.”
“We would like to express our thanks for your professional and knowledgeable guidance you have done for us making our money work well. The straits times published on 15 Jun 15 : many cpf investors get their fingers burst – only 15% made profit larger than 2.5% and 40% made losses. You made us one of 15%. My first impression of Mr Deepak was that he was a very patient and understanding person. He took the time to explain to me and make sure I understood then moving on .We felt very comfortable to put our finance in his care and trust him that he will put our money to work more effectively.”
“My husband and I have been using Jarrad as our financial advisor since mid 2013. Jarrad is friendly yet professional and very knowledgeable particularly for expatriates. We have found his advice to be sound and tailored to our circumstances. We are very happy with the results he has achieved for us. He comes highly recommended. “
“Until I spoke with Bobby at Global I didn’t really fully understand the wide range of benefits on offer to expats. Bobby helped me unlock my pension funds in the UK, which, spanned over a decade of contributions into numerous different schemes. Ultimately this process will save me thousands, if not tens of thousands in tax bills when I do finally retire. Thank you Bobby”.
I have found Jarrad to be clear concise and knowledgeable. I have also been very pleased to see his strategies and subsequent planning come to fruition. I am very pleased with the advise and financial guidance that I am receiving as one of Jarrad's clients.
Jarrad has both integrity and smarts - a rarity in the industry. He is very pragmatic and considered - which when it comes to wealth protection and growth is essential in my view. I recommend him to my network, they judge him for themselves and they all work with him also. Testament to his character.
Bobby was thoroughly knowledgeable, not pushy but was persuasive. He immediately tailored to suit my needs. Though the growth of my funds in Aviva Navigator are in the infant stage, I am confident that I will have positive financial gains in the months to come. I feel assured that my wealth is in the hands of a mature, experienced professional who is only sincere to his clients.
I've been impressed with how Jarrad has been able to clearly set out the options for my future and to clarify complex financial structures and processes for me so I can make the best decisions possible.
“Mr Deepak, I am so glad that I met you 4 years ago when my investment was not going anywhere… It is the best investment I have made so far and Mr Deepak has truly live up to my expectations and beyond. As a proof, my daughter has also started her investment plan with Mr Deepak. I can truly relax and allow my investment to appreciate under his watchful eye and wisdom. Thank you Mr Deepak for a job well done….”
“Deepak Singh is a sincere and astute financial adviser. His advice on financial investment opportunities and management of my portfolio has been invaluable in putting my accounts in order. He is trustworthy and very knowledgeable in his field. He is consistent in his quarterly reviews, takes on the responsibility to update his clients of investment movements and is endearing and accommodating in the process. I am very satisfied with his services both as a client and friend.”