1. “Finally, financial advice that makes sense.”
“I’ve worked with advisers before, but none have been as clear and practical as Clive & Allen. They
helped me restructure my investments in a way that suits the South African market and my long-term
goals.”
— Michael R., Roodepoort

2. “I can retire comfortably — something I wasn’t sure about.”
“With rising living costs and uncertainty in the market, I wasn’t confident about retiring. Allen helped
me create a clear retirement strategy using RA and living annuity options that suit my needs. I’m now
enjoying my retirement stress-free.”
— Janet P., Midrand

3. “Explains everything in plain English.”
“As a first-time investor, I didn’t know where to begin. Clive & Allen guided me through tax-free
investments and long-term planning with patience and professionalism. I finally feel in control of my
finances.”
— Thabo M., South Hills

4. “Excellent understanding of the local economy.”
“The personalised financial plan I received considered South African market conditions, tax
implications, and my risk profile. The results have exceeded my expectations.”
— Ayesha K., Krugersdorp

5. “Trustworthy and transparent.”
“I appreciate how honest and upfront Clive is about fees, risks, and market conditions. The advice I
received on property, offshore investing, and diversification has truly made a difference.”
— Christopher B., Noordhuwel

6. “We finally feel financially secure.”
“From setting up a will and estate plan to helping us grow our investments, Allen gave us complete
peace of mind. Our family is in a much stronger position thanks to their guidance.”
— Nomsa & Elias D., Edenvale