I first met Rolfe Casewell 10 years prior to my retirement when he came to the company I was working for to do a presentation on retirement planning. From this, I realised that the investments my wife and I had in place were not ideal, so we followed this up with Rolfe, became clients and he quickly and efficiently rearranged our portfolio to put us in a stronger financial position – and at a slightly lower premium cost. His management of our financial planning over the next decade proved to be profitable and rewarding: I was able to retire financially secure. During the subsequent eight years, Rolfe’s steady and realistic adjustment of our portfolio to meet both our and the market’s demands have effectively met his predictions.” On a personal level, Rolfe has always been professional and personable, taking cognisance of our circumstances, regularly reviewing and, when necessary, making recommendations without ever being forceful. His explanations are straightforward and backed up with supporting data, and have proven to be realistic and positive, all of which has naturally led to an ongoing high level of friendship and trust.