Mushtaq Jaigirdar

How has Mushtaq Jaigirdar helped you?

When we sold the business in November last year, we were also in the process of selling our house. We gained capital from both sales, and were looking to repackage our financial assets for retirement. My stockbroker has advised me most of my adult life and his recommendation for independent advice was Yellowtail, as they didnÂ’t sell a product but a service. Yellowtail differed because of the process they went through; understanding our lifestyle requirements and the level of risk we wanted and so on, their diagnostic work was very good. The nature of the lifestyle research process ensured my wife and I went through a process which ensured joint objectivity, and that we came to a result that matched our objectives. After we agreed the overall structure with YT, we sought tailored advice from my stockbroker to select the relevant underlying investments. WeÂ’ve benefited greatly from the relationship between them. I canÂ’t speak highly enough of them. They have tremendous skill sets, work well together and work on the basis of structuring a solution for you as an individual.