I moved to Asia 14 years ago and have been not only hounded by “financial” advisers but been on the end of some very “negative” experiences the industry has to offer. From being very close to me until close of the sale then ignoring my portfolio for years to advisers who jump businesses every few months.
Almost invariably the experiences have left me with underperforming and ignored portfolios, and when questioning you get tired of hearing of accumulating units of lower average cost…
When I met you months ago, with a very modest investment you have not only helped my get it back on track (and making money!!!) but worked on better deals for my life insurance and other assistance. My business is small to you and still you service me as if I am a very important client, in fact you even helped my day to day business with altruistic leads.
Without a doubt, in my 14 years you have been the most engaged and successful advisor I have experienced. I have confidence that you have my interest in mind first, which should be pervaded but is rare!
I very much can recommend working with Michele as a reliable partner and friend.
Brian Michael Gibbs
I feel very comfortable with her as I don't have to get formal with her, I can just simply tell her, this is what I want and I don't want to do XYZ to get it and she gets it and delivers.
Recently Michele Carby and PayPal Trehan paid us a visit to update our policies and I must say I was even more impressed than the last visit. They even indulged my 16 yo son who had taken a sudden interest in finance and I mean really indulged him. Sat with him, gave him good advice, he enjoyed the visit and looked forward to their next visit at which they also offered him solutions to some of his queries! I should add, he's an introvert and he felt comfortable with them.
I have also had the pleasure of dealing with Elize Van Wyk telephonically who is always pleasant and usually has me in stitches with her casual humor...
All 3 these ladies have been amazing and exceptionally patient. I would certainly recommend them highly!
My husband had a lot of ideas of his own and really wanted to learn more about investing. Michele talked us through our options, teaching us along the way and explained things in a manner that was clear, practical and sound. As our financial planner she was very firm on first setting a solid financial foundation for our family – a sign of a great financial planner!
We are international teachers and we really wanted somebody or an institution that will be able to “move” with us as we teach all over the world. We wanted somebody we can build a professional relationship with – Michele is that person for us. Michele can relate to us as she is also an expatriate. She is familiar with the lifestyle that comes from moving often along with the practicality problems it brings financially.
Bestinvest provide a full investment management service to Infinity and all our dealings with Infinity have been conducted with the highest level of professionalism. We carried out substantial due diligence on them (and they on us) before we entered into a business relationship with them and this gave us the confidence to move forward with them. This confidence is even strong now having worked with them for almost 2 years.
Of course the real proof is in the results and in the short time since I consolidated all my savings and investments with them, they have doubled my growth and returns compared to how they were performing under other FA's.
For the serious investor this is good enough I expect. But an added bonus is they are a real delight to work with and bring not only a wealth of information to our face to face meetings, but a great attitude and big smiles too.
As always you are very quick to respond to emails with advice and guide me. You company’s website is fantastic as I can check on my investments whenever I need.
Without your help I would be lost in the world of pension rules etc.
Since the I have been with Michele I have relooked at these long term projections. Michele has spent considerable time and energy in assisting me to find suitable and stable investments and savings plans that meet my needs now and more importantly for my long term financial planning and retirement. Michele constantly keeps me informed and I feel I can approach her with any questions I have. She is flexible and caring and has been fabulous in her role as advisor to me. She pays huge attention to detail, she is professional and up to date in her field and I feel very informed about both my investments and goals for long term planning.
I highly recommend Michele.
Having worked with a financial advisor who simply miss-sold a product to me, and never made contact for nearly 2yrs, to working with Michelle who is frequently in contact with me , has restored my faith in Holborn Assets. I would highly recommend Michelle and her team to friends in the region, and look forward to receiving her continuous support.
I have been working with one of the many blue suits same tie brokers for years in Hong Kong and apart of the fact that the people in charge of me changed every year, the financial situation hardly improved.
When I met Trevor from Infinity he connected me with Michele who has been the by far most proactive and helpful person on the market here. So gradually I got my medical insurance, my MPF, and my retirement plan fixed with her. Up to today I have not regretted this a minute, she is always available when needed, gives perfect advice, and thinks way ahead of the market.
I highly recommend Michele for her very professional approach, her personal care, and her incredible reliability.
Dr Robert Holden
The freshness of their approach and willingness to research product lines is enlightening , incisive and wholesome.
I have confidence that my financial affairs are in qualified and caring hands and would not hesitate to recommend them both to others.
I also highly recommend Michele Carby as a financial advisor for her approachability and her outstanding customer service which has been very consistent and pleasant.
Standard Life has been working with Infinity for two years and our dealings with the company and Michele have all been of utmost integrity. Before engaging in any business partnership the company always completes a due diligence process which Infinity have successfully observed. In addition to seeing Michele’s professionalism with clients, I have also admired Michele’s wider work she has done for the industry being a regular contributor within the Independent Financial Advisors Association of Hong Kong.
It's in today's rapidly changing financial markets where experience counts.
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