Sam Curtis

Please provide a brief comment about your experience with Sam

Very professional and knowledgeable

Please provide a brief comment about your experience with Sam

I found that Sam provided excellent information that provided clarity and timely guidance.

Please provide a brief comment about your experience with Sam

The initial meeting with Sam went very well in my opinion. He was very clear about what I could expect to achieve through the discussion. Sam gave me a lot of time to explain my financial position and fully answered all my questions.

Please provide a brief comment about your experience with Sam

We weren't sure that we needed financial advice as such, more to ask a few questions to make sure that we are doing things right. I explained that to Sam who was still happy to chat with me. He gave some advice about an investment we have and he clarified a few things about the best way for us to proceed. We agreed that there isn't much Sam can do for us and that there is no need for more contact between us at present. I really appreciate Sam taking time to talk to me and for helping to clarify things.

What were the circumstances that caused you to initially look for an adviser?

Have been with TPO for many years..

How has Sam Curtis helped you?

He give clear and understandable advice.. always listening to our needs.

Have you seen the outcome you were hoping for?

Very happy with our fund’s performance

What could they have done better?

Nothing