BP
Beverley P

1 reviews | Active since Jan 2024

04 Jan 2024, 21:07

Jeffery Abraham's the best/honest/reliable financial advisor

Jeffrey Abraham's have been out financial advisor for years. Due to me resigning we were unable to afford some of our payments. He advised us to put a hold on our annuities. I was so grateful not to "loose" it. A year has passed and financially things were the same, and the annuities are suppose to "kick in". We decided to cut our losses and cancel a few things. He advised us against it BUT advised us on how to reduce most of our premiums to the minimum amount and we actually spend now less money and lost nothing. We are so grateful. This is one example of the years of excellent advise and protection for our future and the unforeseen. Thanks Jeff

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Replies (2)
BP
Beverley P's update04 Jan 2024, 21:11
Reviewer Update
His staff are so diligent too and always keeps us up to date. They prompt when we require info or need clarity especially Christel. Thank you to Jeff and his team. Due to them I trust my money to be with Sanlam than a bank.
Sanlam
Sanlam's reply05 Jan 2024, 07:24
Official
Good morning Beverley

Thank you so much for taking the time to write this review.

We really do appreciate it.

Regards
Sanlam Client Care