Holistic Investment Planners disciplined my investments and savings which I was not able to do without the support. Without them, it would have cost me much more than a monetary loss.
They are not making any hasty decisions. Everything has a clear cut process and importantly Holistic keeps reminding me to check on my financial goals. This has helped a lot to keep track.
There is a free 60 minutes counselling to understand and support you. You should work with this group on a long term basis to reach your goal. I would highly recommend it.
Holistic Investment Planners is very humble and down to earth team, everyone is very respectful and calm in managing day to day affair. They go overboard in helping the customers.
Mohammed Yousuf Operations Manager, RRD