“My family and I have been clients of Cheng Begg Wealth Management Team since November 2012. We have been more than pleased by the professional approach to investment and client service for the almost 10 years.
As retirees, (and representing 95% of our liquid assets), our primary risk is outliving our money; secondly, achieving capital preservation in negative markets; and finally, avoiding too much volatility in returns as we withdraw funds.
We have been happy with the investment process and the returns we have received, but more importantly, I have been even most impressed with the Team's ability to conserve our capital, keep volatility low, to ensure we will not outlive our funds.
The Cheng Begg Wealth Management Team has a friendly and very professional approach to customer service. We look forward to our review meetings; of not only our investments, but our spending plans and longer term non monetary goals.
We recommend Cheng Begg Wealth Management Team without reservation. It would be very hard to find a team of people who are more capable in meeting your investment and life planning goals in a very professional and friendly manner.“