Toby Collett

First impression from a user who is not yet a client

August, 2022

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We covered many topics, it was a good incentive to delve deeper into my financial planning in the short, medium and long term. Toby helped a great deal to facilitate this.

First impression from a user who is not yet a client

August, 2022

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It was a good introductory session where I explained my goals and Toby asked further questions and offered initial advice.

First impression from a user who is not yet a client

August, 2022

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Toby really listened to my financial scenarios. I found his ideas very helpful. He was very thorough. I felt I could confide in him. He seemed very trustworthy. He was very personalble and professional.

First impression from a user who is not yet a client

July, 2022

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An eye opening conversation that has allowed me to think beyond my 5 year plans

First impression from a user who is not yet a client

June, 2022

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Toby was extremely approachable!

First impression from a user who is not yet a client

May, 2022

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Covered all bases in initial chat, I feel good about the direction of everything and already have some things to look into

First impression from a user who is not yet a client

May, 2022

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Toby was great to talk to

First impression from a user who is not yet a client

May, 2022

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He was very clear about the options in the review and what i can do to improve my financial goals

First impression from a user who is not yet a client

April, 2022

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Very helpful, personable and able to field my questions and help me come up with a path for retirement

First impression from a user who is not yet a client

April, 2022

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It was very helpful conversation with interesting insights on how to move forward

First impression from a user who is not yet a client

February, 2022

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Very interesting recommendations in line with my spending profile. Very useful session!

First impression from a user who is not yet a client

January, 2022

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Toby was thorough and patient with me

First impression from a user who is not yet a client

January, 2022

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Toby was very knowledgeable, he was able to answer all of my questions and guide me where i needed assistance. He was very clear in his delivery and provided me with confidence that i can follow the goals i wanted to set for the following year.

First impression from a user who is not yet a client

December, 2021

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Toby is a great pleasure to work with. His advice and knowledge has been greatly beneficial in helping me manage my finances and ensure I gain the most long-term returns while also trying to meet my short term obligations. Highly recommend him!

First impression from a user who is not yet a client

December, 2021

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It didn't seem like the survey submitted was reviewed. The title of the meeting was not in line with the agenda. Even after this was stated, it felt like the call has progressed to fill up the time.

First impression from a user who is not yet a client

November, 2021

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Very good

First impression from a user who is not yet a client

November, 2021

Please provide a brief comment about your experience with Toby

.

Review from verified client

September, 2021

What were the circumstances that caused you to initially look for a financial coach?

Advice for beginner investor

How has Toby Collett helped you?

Shared experiences with investments

Have you seen the outcome you were hoping for?

Yes

First impression from a user who is not yet a client

August, 2021

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Pleasant and knowledgeable Toby made us feel at ease.

First impression from a user who is not yet a client

August, 2021

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Toby was very friendly, personably and knowledgeable. He'd taken the time to review my circumstances prior to the call and was also able to answer my ad hoc questions.

First impression from a user who is not yet a client

August, 2021

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Good experience, couple of good tips. Sadly the call cut before the end as my laptop ran out of battery.

First impression from a user who is not yet a client

July, 2021

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Clear, helpful advice and provided some appreciated clarity on my current financial situation and way ahead

First impression from a user who is not yet a client

June, 2021

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Sound advice. Just the kind of nudge you need to get on top of your finances and be ready for the future.

First impression from a user who is not yet a client

June, 2021

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Incredibly helpful, with some new ideas and healthy challenge to existing ones. Would recommend highly.

First impression from a user who is not yet a client

June, 2021

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Super. Good listener with excellent suggestions that were clearly explained.

Review from verified client

March, 2021

What were the circumstances that caused you to initially look for a financial coach?

Free financial session through my employer

How has Toby Collett helped you?

He gave great advice on pension planning and savings.

Have you seen the outcome you were hoping for?

Not yet - we only spoke today

What could they have done better?

Nothing

Review from verified client

January, 2021

What were the circumstances that caused you to initially look for a financial coach?

I wanted to better understand how to manage my finances as I progress through different stages of my life, and wanted a second opinion on how I was currently managing them

How has Toby Collett helped you?

He provided useful insight as to how best to allocate funds for different purposes, helping me make more informed decisions as to where best to put money in and when. He is very pleasant to talk to and has given me confidence in my own financial planning, providing support whenever necessary.

Have you seen the outcome you were hoping for?

I'm now feeling more secure in the decisions I've made regarding my finances as I progress through my life, which is the place I was hoping to be when I first consulted Toby. We've discussed a few more goals for the future which I'll be working towards and will be looking forward to liaising with Toby as time progresses.

What could they have done better?

I would appreciate constructive feedback on the more detailed side of my finances, in particular my current investment strategy. While Toby has already been giving good advice surrounding this, I would appreciate more detailed discussions on the types of asset classes I should be investing in, better ways of mitigating risk, etc.

Toby's reply

That's great feedback, thank you so much. I look forward to continue working with you and helping you with your finances and hopefully giving closer analysis on your finances and help you reduce your risk when investing!

First impression from a user who is not yet a client

January, 2021

Please provide a brief comment about your experience with Toby

Initial consultation arranged through my workplace. Toby gave some guidance to help me understand my finances better and gave advice on various things for me to look into.

Review from verified client

November, 2020

What were the circumstances that caused you to initially look for a financial coach?

Planning to buy a house and for retirement

How has Toby Collett helped you?

He has been very helpful in the sense of disclosing all the available options to me (upside, downside, etc.), and he advised me on the instrument which I can leverage on to reach my target.

Have you seen the outcome you were hoping for?

I am getting optimistic to buy a house before 30 years old!

What could they have done better?

I think he did very well in his job.

Review from verified client

November, 2020

What were the circumstances that caused you to initially look for a financial coach?

I have recently started in my chosen career path following university and wanted to get an understanding of financial planning and what I need to do short, medium and long-term.

How has Toby Collett helped you?

He looked to understand my financial situation and the things I am looking to plan for and do throughout my life

Have you seen the outcome you were hoping for?

I was looking to clarify my financial position and how I can achieve my goals and he has clarified how to do so. I was very happy with the service offered.

First impression from a user who is not yet a client

October, 2020

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I had an introductory session call with Toby. Finances can be a sensitive topic. The conversation with Toby was very confortable. This is something I’d look for in a financial coach alongside financial expertise.

First impression from a user who is not yet a client

October, 2020

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very helpful and informative

First impression from a user who is not yet a client

October, 2020

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Toby was very helpful and clearly explained what himself/Hatch can offer. Toby took his time to learn my situation, spending habits etc and informed me that a plan could be put together. He come across as very engaged and approachable.

First impression from a user who is not yet a client

October, 2020

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Great chat, helped me figure out what I need to work on

First impression from a user who is not yet a client

October, 2020

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In just 30min, Toby managed to help me out with some very specific questions regarding activating my finances. Thanks Toby!

Review from verified client

October, 2020

What were the circumstances that caused you to initially look for a financial coach?

I just finished university and secured a full time job. I realised that I need to be smart with my money now so I can be financially independent in the future so when I was offered an opportunity to chat with Toby and have two sessions for free, I grabbed it.

How has Toby Collett helped you?

He laid out my finances clearly for me and helped me understand how investing and saving work.

Have you seen the outcome you were hoping for?

So far, because of his advices I have been more aware of my spendings, how I can limit them so I can invest and save more money

First impression from a user who is not yet a client

September, 2020

Please provide a brief comment about your experience with Toby

Offered a lot of new information to me about personal finance, in a very calm and professional manner.