What Our Clients Say
Customer Testimonials
Discover what makes Personal Trust a trusted partner for generations of clients. From personalised service to meaningful relationships, our clients share how we’ve supported their financial journeys with care and expertise. Read more about their experiences below.
We respect the privacy of our clients, which is why their testimonials are shared anonymously. We understand that finances are deeply personal, and we’d extend the same level of respect and confidentiality to you.
We have been privileged to be part of the Personal Trust family for the past 15 years. The integrity, dignity and warmth we encountered with Thando Gobe has given us the confidence to feel at ease in our retirement years.
Trevor & Zandra van Kesteven
Since 1999 we have experienced everything Personal Trust promised — personal service, wealth development, retirement and estate planning, and unwavering support through life’s challenges. May you grow from strength to strength.
Mark & Violet Hardy
The Haw family has a lot to thank Personal Trust for over the last 45 years. We value the relationships formed with many key members of the team and appreciate their down-to-earth approach, integrity and commitment.
Rick Haw & Family
Twenty years later Personal Trust has proved to be exactly what I had visualized — an organization of integrity, professionalism and with my interests at heart. Personal Trust are always there when you need them.
Alan Bailey
From the outset both Kate and I felt very comfortable with the feeling of being part of a family-type organisation. We’ve been satisfied clients of Personal Trust for almost 20 years and congratulate you on superb service.
Joe & Kate Hodge
Our family, over three generations, are privileged to have been part of this incredible company. Personal Trust is truly respected for its ‘good old-fashioned’ personal service, trusted relationships, and holistic planning.
Murray & Marie de Jager
Personal Trust looks after all our assets and we have complete trust in them. Clients are treated as friends, not numbers — we feel valued in every way and know that we are in good hands.
Lyn Marklew
As a client for more than 40 years, I have always had complete confidence in the integrity, commitment and competence of Personal Trust. The difference between ordinary and extraordinary is that little ‘extra’ to which they are committed.
Ken Andrew
I have been warmly welcomed into a community that is clearly way out of my league but i have at every turn been made to feel significant and important and my portfolio treated with great respect.
Satisfied Client
Thank you very much for your gentle concern about me over many months. It has been an enormous support to have you at my side and to know you are at the other end of a phone.
Satisfied Personal Trust Client
I have been with Personal Trust for, I think, 12-plus years and have total confidence in their services. I have and do recommend them to friends.
Valued Long Standing Client
Our family have had nothing but transparency and excellent advice going generations back.
Inter-generational Client
I have been a client for over 30 years and moving my affairs to Personal Trust was the best decision I have ever made.
Loyal Client
I had Personal Trust draft my will. The way Personal Trust has dealt with my late Mother’s Estate is outstanding. We as a family have had dealings with Personal Trust over the years and they have always been very helpful.
Satisfied Client
I simply cannot imagine how I would have managed my finances, in the 10 years since my husband’s death. Personal Trust has absolutely relieved all stress in this respect.
Grateful Client
Essentially, it’s the promised personal touch and care that makes the difference. I don’t have a big portfolio, but I do feel valued.
Content Client
My Personal Trust management team has stayed the same for decades.They know me and my family personally and deliver a most sterling service! This gives me great peace of mind.
Committed Client
All in all, a very trustworthy, pleasant and reliable group of people to work with, in fact one can refer to them as, like working with friends.
Pleased Client
Focusing on the human aspect of finances and doing what is best for the client, is something I find Personal Trust do extremely well.
Comforted Client
Not just chasing numbers and really putting in the effort to help clients. This in turn separates Personal Trust from other firms.
Grateful Client
You concentrate on the relationship between the company and the client and not merely on performance. Performance I can get anywhere. Relationships are rare.
Appreciative Client
Personal Trust has that personal touch that is their hallmark and still continues to be so. They have a genuine interest in one’s own life and also are prepared to talk about theirs.
Happy Client
We get the impression that we are very important. We get contacted regularly and like their modus operandi which is ‘personal’.
Satisfied Client