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Brenda West

My husband Jack and I first met with AFL back in 2005 when we were seeking some investment advice. We found AFL to be informative, friendly and most importantly, we trusted them with our savings. They came to see us every year to review our plans and ensure that they continue to be suitable for us. 

When Jack sadly passed away in February 2017, AFL used their utmost discretion and managed to ensure that the transfer of funds was done as smoothly as possible. They continue to manage and review my plans on an annual basis and thanks to that, my investments are now in the most tax efficient environment. If and when I need access to my savings, it’s just a simple phone call and they take care of it for me. I am glad that we went to see AFL when we did as I don’t think I would be in the position I am in today if I hadn’t.

 

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