Recommendations

Here are just a few of the messages that I have received from appreciative clients:

I want to thank you for your help and insight in goal setting.  As a sole proprietor of a small business it is always a struggle to think macro when the micro issues are eating you up.  There is no one to talk with, or strategize with.  I saw your offer the end of last year and immediately took you up on it.  What better way to start off the New Year than with a strategy session with someone to help guide my hand and my thoughts in planning the next year.

You helped me to visualize where I was and where I needed to go.  Your objectivity was just what I needed.  Being in the middle of the fray prevents me from seeing the bigger picture on a regular basis.  You forced me to pull the curtain aside and peek underneath to look at important issues that are hindering me from being all I can be. Jonatan Z

So many women rely on their husbands to see to all of the financial stuff and then one day they suddenly find themselves in the position where they have to deal with it all themselves.

That’s what happened to me and I was feeling quite overwhelmed by it all – bills, banks, accountants, insurance agents, expenses, etc. It was all knew territory for me and I didn’t have a clue. Fortunately for me, Suzy Kahati came to the rescue!

Suzy went through all my bank statements and assorted files and explained to me what they all were. She then sat with me and asked a lot of questions so that she could create a spending plan for me. This made me aware of what my fixed expenses were, how and when to pay them, and then what were the fluctuating expenses and how to keep within the budget she worked out for them. This put everything into a clear and understandable order for me and meant that I could be in control of my finances.

I would definitely recommend Suzy Kahati to anyone who feels they need help with understanding their financial situation and how to be in control of it. Candy S

Early 2015 I attended a lecture at the AACI offices on financial matters.  I had the pleasure of listening to Suzy explaining many aspects of budgeting and financial savings, and I was impressed.

As a result I asked Suzy to assist me to budget my own income and expenditure, especially since although I was still working, I needed to take future retirement into account.

That was the best move I made.  Suzy clarified so much to me, set my mind at rest as to how I could view my future with regard to my income, how I could cut-back where necessary, and how I could ensure that I would be financially secure if I made certain that I kept a budget schedule on a monthly basis.

Suzy is not only knowledgeable in her field, but she imparts this knowledge in a manner which allows even those who are mathematically disabled to understand.  I have never budgeted in my life, but I followed Suzy’s instructions to the letter, and lo-and-behold, I had a monthly budget which showed me exactly where I was overstepping the mark, and where I needed to rein in. Doreen B

Based on my own personal experiences, I highly recommend Suzy Kahati.  If you are in need of any guidance in the world of personal finance, she is the address.  Quite apart from her knowledge and experience, it is a pleasure to work along with her as she has such a pleasing disposition. Paul R

I highly recommend Suzy Kahati for anyone wishing to get their finances in order – she turned our situation around in a matter of months. No more sleepless nights 🙂 Grant Crankshaw

Dear Suzy, As a business of high standards, A.N.T.s Cleaning, pride themselves on exceeding 100%+ client satisfaction.  Over 90% of their business comes through word of mouth referrals and that is why they choose who they deal with, with the same care and attention as they give to all of their clients. Your name was referred to Sandy by quite a few people and I must say that you have certainly more than lived up to their description and Sandy’s expectations. She needed professional advice about her financial affairs and having now experienced your wonderful services, I would like to thank you personally for the following reasons. You treated her with total and utter respect and not once was she ever made to feel like she should have known the answers herself. You hit every deadline that you promised her. You explained your reasoning throughout the whole process (even when she didn’t quite understand, you were astute enough to recognise this and put it to her again, in a way that then made sense). You have taken away a lot of stress and worry about the future which was her main objective and my main concern. You have put the smile back on her face. You have become a true friend to her. Suzy, we would have absolutely no hesitation in recommending you and your company to anyone that asks.
Phil Berg, BNI Assistant National Director, UK & Ireland

I would like to recommend Suzy Kahati, our family financial adviser! For years (actually, decades!) I lived in financial chaos – having little idea where my money was spent and no concept of budgeting or planning for the future. Within a couple of months, Suzy straightened my out, helped me say goodbye to most of my credit cards, taught me the value of a budget, helped me trim my unconscious spending and moved me slowly but surely towards financial literacy.

But even more than that, Suzy met with my newly married 28 year old son and his wife and started THEM off on married life with an understanding of the importance of budgeting, of planning in advance, and of keeping track of expenses and income, especially during this time of fluctuating income.

In addition, the other financial professionals with whom Suzy is in contact value her work and her opinions very highly, which I believe is the highest compliment a professional can receive. In short, I cannot recommend highly enough Suzy Kahati, a family financial advisor who is devoted and committed to the well-being of her clients above and beyond the call of duty. Debbie Gador

If you need a family financial advisor, you need look no further than Suzy Kahati. This is an unsolicited recommendation for her fabulous services but I simply felt that I had to share the information! Suzy is highly professional, thorough, friendly, personal and expert at what she does. If you are having difficulty with budgeting, getting out of overdraft and family financial planning, then Suzy is your address. Chana Simon

I recently attended Suzy Kahati’s Seminar on managing household finances and it was excellent. Suzy is very personable, warm and informative. She patiently explained the different personalities and types of family spending habits which we all related to and then very clearly explained how we go into overdraft and how do we get out of it. We were given guidelines in planning our budgets and very helpful tips on how to save money and the importance of it. I for one found it extremely helpful and think everyone would benefit from her she is a great resource!! She also does individual counseling as well as her seminars. Bracha

Suzy is knowledgeable, professional and knows what she is trying to achieve for her client. If you work as a team with Suzy you will achieve your financial freedom more easily. Dorian Hatchuel

I highly recommend Suzy as a family financial adviser. Suzy has provided me with excellent skills to manage all aspects of my financial affairs. Again, I highly recommend her! Roni Reuveni