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金钱与保险

NEBA Wealth Management

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62 条评价

4.962 条评价
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关于 NEBA Wealth Management

数据更新
网站
nebawealth.com
分类
金钱与保险
所在地
马来西亚
状态
待认证
近 12 个月
6 条评价
差评回复率
100%(1/1 条)
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商家自述

Meaningful and Transparent Wealth Management AdviceNEBA Wealth is a fully regulated financial advisory firm providing clear, accessible, and affordable financial advice to clients worldwide. The firm offers an initial complimentary discussion, allowing clients to explore their options with confidence.NEBA’s specialist advisers deliver holistic and unbiased advice tailored to individual circumstances, covering areas such as investments, life insurance, savings, financial planning, retirement planning, pensions, and related services. The approach is structured, client-focused, and aligned with regulatory best practices.Global PresenceMalaysia – Kuala LumpurVietnam – Ho Chi Minh CityThailand – Bangkok & PattayaChina – ShanghaiPhilippines – MakatiMexico – Mexico CityBotswana – GaboroneJapan – Tokyo (Marketing Office)Singapore – Group Head Office

以上内容由商家自行提供,未经平台核实。

NEBA Wealth Management靠谱吗?

NEBA Wealth Management(nebawealth.com)在 OK.one 的综合评分为 4.9 分(满分 5 分),基于本站收录的 62 条用户评价,属于金钱与保险分类,口碑优秀。好评高度一致,99% 的评价为 4 星及以上;商家回复了 100% 的差评;近 12 个月新增 6 条。数据最后更新于 2026-10-25。

用户怎么说

Benjamin Sharwell has been managing my…

Benjamin Sharwell has been managing my finances for the past three years. He is trustworthy and willing to share advice/update on investments and explain the markets if you are interested. The results have been amazing, I can highly recommend his services. He is patient and has options for those who want to invest in more equitable or green funds.

Daniel has being since our first…

Daniel has being since our first contact a very reliable and proactive professional, supporting on the difficult decisions related to investment and personal planning. From the practical point of view, very happy with the results so far.

Investments you can sleep easily at night with!

I have worked with Daniel for well over 2 years. My initial investment brought in an amazing percentage that increased my trust in his investment knowledge. Focused, efficient and totally aware of Global markets, a personable guy I would have no hesitation in placing further business with Daniel.

Great Professional and Friendly Service

Great professional and friendly service from Daniel Morton. Knows the investment market, details and data very well. Good advice and reports given, are clear, concise and transparent. And on the end of the phone if there's a problem. Very friendly and outgoing personality.

Over the years

Over the years i have learnt to value and trust the many years of experience and knowledge that Mr Pearce has accumulated . His sound advice and professional attitude has guided me onto a very profitable path with my investments . It was a very good day when i met him and i am sure our Journey will continue for many more years . I highly recommend him and his dedicated staff who have also served me so well .

Trustworthy and Professional.

I have known Kevin Pearce since May 2019 when he introduced himself to me exactly when I was considering a new pension investment advisor. Friendly, knowledgeable guy with a wealth of knowledge and he has negotiated a change for me as I recently retired and moved back to the UK after over 20 years working in Asia. A good man and recommended if you are looking to invest or improve your current portfolio.

Great Professional Service

Great professional service from Daniel Morton. Knows the investment market, details and data very well. The advice and reports given is always clear, concise and transparent. And always on the end of the phone if there's a problem.

New client - Kevin Pearce

Since taking me on as a new client earlier this year, NEBA Wealth and the representation through Kevin Pearce has been excellent. Despite my various global moves, Kevin has kept in touch and monitored my portfolio well. It is good to have a regular reminder of what is at stake for myself and my family in the short to long term. I hope we can take things forward together. Thanks.

Kevin - Top Rated Financial Advisor

I've been working with Kevin for a few years already. He is a true professional and very consistent with his communication, updates, and advice. He is very responsive and always available. This gives me a strong confidence in trusting him to manage my finances.

My confidence of a dedicated financial advisor

Kevin has been my financial advisor for more than 6 years. He is very prompt in handling my inquiries. With him I feel safe in my investment, this helps me to stay focus on my jobs. Therefore, I follow him wherever he is. That's the confidence he gave me.

Kevin - a true professional

Before I met Kevin my pension money was sitting doing nothing - for which he has berated me regularly! Once I turned it over to him it is now steadily growing and being very well managed, and I am confident in his skills as a financial adviser. A couple of times in the past two years, which have not always been easy, I have had to contact him to ask to release some of the money, and the process has been completely professionally overseen so that I could move forward confidently. I am very grateful for all he has done, and will stay with him and recommend him to my friends.

Kevin Pearce

Kevin Pearce has been my Financial Manager from before he joined NEBA. He has constantly given me excellent advice and assisted in moving some of my finances to make them more worthwhile for me Thanks to him I am now enjoying my retirement without worrying about finances.

Kevin has been helping me for the last…

Kevin has been helping me for the last couple of years in managing my finances and planning for the future. He is very knowledgeable and has been very professional in our dealings and is very responsive to our needs.

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