CREATING EXTRAORDINARY RETIREMENTS
A key part of the Savvy Wealth ethos is giving back to the community. We have done this through our volunteer work at Christians Against Poverty (CAP) as a Debt Coach and CAP Money facilitator.
The vision of CAP is to help individuals and families to get out from under unmanageable debt and meet the complex needs in local communities.
For more information about Savvy Wealth Social Responsibility and CAP, book a call using the link below.
We have worked with Savvy Wealth on mutual clients and have always found their service excellent and advice focused on good client outcomes.
Sound Wealth Planning is pivotal to the financial well-being of every client. As Insurance Advisers at Rees-Thomas Financial, we regularly refer our clients to Dieter for their Wealth Planning needs. His professionalism and expertise is always well received by our clients.
Dieter is a person of principle and character. He stands by what he says he will do and acts with integrity. Having engaged with him professionally and in less formal settings, I feel confident referring to him for investment advice and look forward to an ongoing, strong relationship.