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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

Happy to be working with them

I have been working with Daniel Morton for over 2 years now. I have the luck of living at the same city as he does so we could have regular face to face conversation about my investments and all the information was always very clearly explained and consulted to obtain the most profitability for my funds. Daniel is a trustworthy man and always looks for the interests of his clients and I would recommend nobody but him and NEBA Wealth Management to work with.

Daniel Morton Neba Wealth

Daniel Morton has been my financial advisor since 2014. I believe a successful relationship with a financial advisor is based on trust, expertise and reliability. Daniel is an excellent advisor, providing suitable recommendations that fit my risk and life style requirements and that have yielded good returns over the years. I appreciate and enjoy the regular meetings I have with Daniel to review and fine tune my holdings. He is also an excellent resource for all things expat in Saigon.

Daniel Morton

Daniel Morton has been my FA for over 7 years. I am very happy with the friendly services and clear advice provided. He provides excellent quarterly reviews of investments and is proactive in suggestions for adjustments to suit my needs and risk profile.

Professional

Neil is very straight to the point and very professional. He explains the positives and possible negatives clearly. Communication is informal which I like. His enthusiasm for projects he believes in, for the well-being of his customer is honest and refreshing. I feel confident we will have a long and mutually successful relationship in the future.

Neil Walters

I was happy with my previous advisor but decided to switch after being introduced to Neil Walters. After an informal meeting I was impressed by Neils extensive knowledge and experience and the fact that he put together a portfolio tailor made for my own personal requirements. I'm looking forward to working with Neil for many years to come.

Daniel Morton is my FA for more than 10 years

Daniel Morton is my FA for more than 10 years now. He has been helping me consolidate my investment into different products rather successfuly. We hold quarterly reviews in an open and transparent way. Daniel is proactive and answer any question right away. I would recommend investing with NEBA Wealth and Daniel Morton without hesitation.

Daniel Morton

I have been advised by Daniel Morton since 2018. I am very satisfied with the service provided by Daniel and NEBA Wealth Management. Good advise, good pro-activity and easy to follow-up the performance of my portfolio. Highly recommended

NEBA Wealth Management

Benjamin at NEBA Wealth Management has been my FA since I started working in the Asia region and has helped me consolidate, grow and position my funds for the future. He is proactive, open, honest and very knowledgable about the financial vehicles that are available and best suited to his clients needs. I have no hesitation in recommending NEBA Wealth Management as trusted financial advisors.

Daniel Morton

I've been working with Daniel Morton for around 2 years, He explains things very clearly and I am very happy with the way my investment has performed. Daniel is friendly and approachable and I would be happy to recommend his services to my friends and colleagues.

Daniel Morton has been my trusted…

Daniel Morton has been my trusted financial advisor since 2013. He has always provided me with sound financial advice and never missed a quarterly review meeting. He stays on the ball monitoring my investments and proactively proposes well considered suggestions as to any adjustments subject to markets and the right products that helps keep me on track to reach my long-term financial goals. I have no hesitation in recommending Daniel as a very reliable financial advisor that actually does what he says

I have worked with Daniel Morton for…

I have worked with Daniel Morton for many years and have always found his advice to be practical and honest and this has allowed my investments to grow even during the recent turbulent times. Very impressive.

I worked in the UK for over 20 years…

I worked in the UK for over 20 years and was totally unaware of my entitlement to a Pension as I am now living overseas. Mr Benjamin Sharvell, very kindly and successfully managed to claim this pension on my behalf. My utmost appreciation and grateful thanks to Mr Sharvell for his tenacity, and perseverance . Sincerest Thanks once again.

Great Service from NEBA!

Extremely happy with the services provided by Daniel Morton at NEBA. Communication is organised with quality regular calls and updates giving me the confidence my investments are well managed and in good hands.

Excellent advice throughout my…

Excellent advice throughout my association with Ben Sharvell. Always has the time and patience to deal with my wife and I. Fully trustworthy and whats more is investing our wisely and making a good return, which its all about.

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