Phillip has been my financial advisor for more years than he or I care to remember.

I turned to Phillip after many disappointments with Old Mutual, who ended up charging me fees for no service rendered, and Absa whose consultants were working on the premise that unless there was a fat fee involved for their personal benefit, they would not even return a phone call.

Phillip has been the complete opposite of this and will answer any query, no matter how trivial, and has referred me to other people for that little bit of help that goes a long way.  Phillip actually listens to what you say, as I experienced with him drafting my will compared to Absa, who failed to follow instructions and wanted to charge me without the will being completed in accordance with my wishes.

This approach has not been confined to myself.  A work colleague experienced the same level of service from Phillip, when faced with a similar situation with an advisor who was more interested in the fee than the service.  Also, Phillip managed to sort out an investment, for him, in less than 24 hours to avoid a tax bill.

Phillip has always been totally transparent about what he charges, I work on the basis of a fee for the actual work done, and I would say that his fees are more than reasonable and represent value for money.

In short, a man you can do business with!

We have been extremely happy with the service provided by DPI Financial Services. Phillip is fantastic to work with. Phillip always responds to queries quickly and calmly and without complication. We value their advice and attention to detail.

We would be happy to recommend DPI Financial Services.

Having Phillip as my financial advisor is a pleasure. I believe that he goes above and beyond in looking out for my best interests. It’s honestly one of the best decisions I have made. In hindsight, I wish I could have made much earlier.

DPI Financial Services is looking after my financial interest with expertise and professionalism.

Phillip Israelsohn is only a phone call away and always ready to assist. He has many years of experience and he knows what options are better suited for a client’s particular needs and he will explain each option in everyday language to afford the client a good opportunity to make the best investment decision.

I have been Phillip’s customer for a very long time and over the years he has guided me into a reliable and rewarding investment experience and I am now reaping the benefits of his sound advice in my retirement years.

I recommend DPI Financial Services to anyone who is serious about making sound investments for a better future.

I was a salary earner for most of my working life.  My provision for retirement had been limited to the uncoordinated purchase of endowment and retirement annuities.  But retrenchment and a not too successful period in my own business had me reach my late fifties with less financial security than I would have liked.

I was introduced to Phillip in 2001, five years before my retirement.  His process to understand my circumstances and requirements was thorough and professional.  At no time did I get the feeling that his recommendations were influenced by potential commissions.

Always proactive, Phillip makes me feel I am his only client, and his proposals for changes, some quite big in the early days, but now only minor refinements, have always been in my best interests.

I wish I’d had DPI looking after my financial affairs before 2001.