Eugene Nel - Financial Advisor Cape Town City Centre, Cape Town  

I would like to tell you about the financial services with Discovery. I needed to know, will my Pension Fund see me though to 75 or 80yrs old, will I have sufficient Life Cover should I die today or will everything be covered i.e. My house, my kids’ studies, etc. and lastly should I pass-away before transferring the property onto my kids names what will happen. And I am happy to say that, yes, I have a proper Retirement Annuity in place, sufficient life cover in place, and with my newly drafted Will in place I can rest assured that my kids will be fully covered, all the cost will be dealt with as set out in my Will. Thank you so much Eugene

What exactly did I want to come out of my meeting with Eugene, well I was looking for guidance and financial advice on the way forward and whether I’ve allowed enough in my pension to accommodate for when I retire. Eugene went through the whole process with me in detail, explaining everything in proper detail so that I could understand, in layman’s terms what this or what everything that he suggested meant. Did I get what I wanted from the meetings? I most certainly did, my mind was set at ease and he thoroughly followed-up to ensure that everything was going according to plan. I couldn’t recommend him any higher

I wanted absolute security at retirement and wanted to know that I was on the right track to get there. That all my financial needs were being met and that there was no shortfall in the future. I received knowledgeable information and clarity in terms of my portfolio. The meetings were concise yet informative and suited me well