Robert A Neely

Independent Financial Advisers

Robert A Neely’s process is incredibly well structured, extremely clear and accurate, leaving clients with the firm knowledge that their finances are working for them. We now have the ability to retire ten years early, and have the knowledge that our children's financial future is in a very good place.

“We were first introduced to David's firm through family members, and having children, we thought that ensuring the success of our financial future was imperative. In today's fast moving environments, it is very easy to overlook the importance of planning for the future. However, David's ability to realistically describe, what is naturally a complex area has been extremely appreciated. The process which clients are introduced to is incredibly well structured, extremely clear and accurate, leaving clients with the firm knowledge that their finances are working for them. We now have the ability to retire ten years early, and have the knowledge that our children's financial future is in a very good place; to be able to say that these days is very rewarding and settling.

This has only been achieved as David's hugely complex intellectual and emotional endeavour is at the heart of raising and maintaining his standards of practice thus doing the same for his clients. Just ask David about the "bucket."

John and Jen McKay