deVere Group Reviews 

I have been with DeVere Acuma for the past 4 years and more recently with Sam who has been very proactive with regular communication, by providing options to diversify and improve my portfolio as well as advices for long term investments (retirement, kids' education...). Overall very happy with the service so far.

I have been with deVere for a while now. My overall experience with deVere has been pleasant. After my original advisor decided to leave to pursue new opportunities, I was introduced to Sam. Since my introduction, Sam has always been professional and can break down key data sets into a digestible form. He also endeavours to provide a variety of different options which may align with my financial goals. I thoroughly recommend Sam to anyone wishing to join DeVere.
Can Whittaker

Sam has been advising our family financially for more than a year. Despite we may not be the best clients given we have other financial plans, Sam has always been supportive in analyzing our current situation and planning our long-term future. He will always try to find a solution but without pushing, which is pretty great in this relationship. Highly recommended

Sam Mcconnell took over our family portfolio at the beginning of 2022 after some pretty hard work to get there. My previous experience with advisors was poor to say the least but Sam delivers a new level of personal interaction. He has shown commitment and, more importantly, results by turning our portfolio into a positive growth almost immediately. Can't recommend him highly enough. Thank you Sam.

My wife and I have had Samuel Buesnel-McConnell as our financial adviser for the last few years. We have always had positive interactions with Sam. He is always available and is particularly knowledgeable, and genuinely cares about the financial well-being of his clients. We hope to continue this relationship with him even after we leave the region.

I’ve been with deVere for a couple of years now in Dubai, and still after moving to an another country.
I am extremely happy with their service and I have to give special thanks to Samuel Buesnel-McConnell for his permanent availability, his wise advices as well as his prompt and efficient action. He’s been honest, clear, very professional, and he made me a suitable retirement fund investment.
I definitely would recommend Sam.

Very helpful and understanding client managers. Sam always provides a clear update in regards to my current finances.

I’ve been with deVere for the past 6Y and its been almost 3Y since Sam took over my Fund management, I’ve to say it has been a massive upgrade since then. Sam is a very skilled advisor with the right pro-active attitude to manage our relationship. He has been always open to clarify doubts and very patient to take me through the different available investment options, pros/cons, costs involved, etc. We had some very constructive discussions and I hope I could spend more time on it. Thanks Sam.

I've been guided very well since I started and have been taken through all steps in detail and whenever I have any question I find a helpful answer, thanks to Samuel McConnell my financial consultant who is outstanding and very professional. Working with Sam is very fruitful and I look forward to more successful financial plans that he is recommending.

I have been dealing with deVere for more than 5 years, and I am very satisfied with the services and advisory they provide, especially Sam who works closely with me, and we always discuss new investment opportunities. Sam is very knowledgeable and very responsive, takes the extra mile to know what is better for my portfolio.

My personal interaction with Samuel has been pleasant, transparent, insightful and professional. Sam always takes the time to keep me updated with the market dynamics ,his eloquent approach makes it easy, simple and straightforward. Keep it up Sam. And thank you for your positive attitude.

After thorough analysis I became deVere Spain customer in 2021 and the key decision factor to do it was the great support Rajinder provided me through the entire process, making things easy in every single step, suggesting ideas without pushing then, and always demonstrating great customer centricity, care and commitment to my portfolio. I strongly recommend the advice for Rajinder and I look forward to continue growing my portfolio together with Rajinder advice over the years to come :)

Sam.

The deVere team have been a massive help in guiding me through my life admin - Sam with the Kiwisaver, and Mak with the insurance. Both have been very down to earth, really transparent and describe things in a way that's very easy to decipher. Would recommend to anyone wanting a bit of help in these departments!

Amanda took over the management of my Devere account well over 5 years ago, when the prior advisers left my region (SE of France), and since then we do all reviews together by phone. The reviews are well prepared for and Amanda maintains an Excel file (shared with me) to track my fund performances over time. Any question that I have or that requires follow-up is always looked into and answered by Amanda.
In terms of the prior financial advice received from Devere (pre Amanda) it has been mixed with some high fees products (obviously with healthy commissions for DeVere) proposed initially, back in 2012-2014. I am somewhat financially literate and steered clear of most of those, and had a reasonable performamnce form most of the investment choices I bought in to via DeVere Momentum platform at the time.
I moved part of my investment portfolio elsewhere
(out of DeVere/Moventum) by ~2016, but have always kept my Hansard Assurance Vie with DeVere as I find Amanda very supportive with this policy-despite it is no longer available for new clients in Europe (through no fault of DeVere's). Hansard Europe are very difficult to deal with and they do not support the products well; this has created a significant admin and communication burden for Amanda to assist me with and I cannot imagine many advisers would be so supportive. We have just successfully completed a partial withdrawal from the Policy (my kids are now in Uni), which Amanda has been very patient with over the last months.
I mainly research my own investment choices (sectors, regions, industries). But Amanda puts in the hours to help convert this into fund selections and navigate the French aspects (implications like taxes) and the good administration of the policies and funds we select.
Thank you for your efforts and always being available when needed, Amanda.
Sam Mather

Sam has assisted my partner and I with our Kiwisaver and I am so thankful he got in touch with us. Not only is he happy to talk outside of business hours, his knowledge is exceptional and I can confidently say anyone looking for help with their investments or Kiwisaver - get in touch with him, you will not regret doing so. One thing I would I wish we got in touch with him earlier.

Sam is the very down to earth man to help me as he was recommended by one my business guest to manage my finance for the future. Already recommended some of my friend to contact him. He touchy me the discipline of finance and created saving to my little one .

For someone who knows close to nothing when it comes to banking and Kiwisaver, I was very lucky to have Sam Wheeler-Brown from deVere NZ practically hold my hand through the whole process of changing over my Kiwisaver account holder. Sam is very patient, very understanding and also just a nice human to have a conversation with on the phone. 10/10 would recommend.

I recently moved my KiwiSaver into a new investment portfolio under the guidance of Sam Wheeler-Brown from deVere. Sam took the time to explain the in's and outs of Kiwisaver in a way that I could understand, enabling me to make an informed decision based on my current needs and future goals. His approach was informative, friendly and professional and I'd highly recommend him to anyone looking to make their Kiwisaver work harder for them.

Sam Wheeler-Brown is generous with his time. He really tries to help me understand my financial situation and I come away feeling reassured. I feel grateful for the clarification he provides, and I feel confident that he will be helpful if I require further explanations. The peace of mind we have from knowing our finances are being so well managed is priceless.

I found working with Sam very helpful. He helped me through every step and kept me well informed. Very pleased with the service I got from Sam and would highly recommend him to anyone looking at changing their kiwisaver scheme 🙂