Testimonials

The Word on Deck

Client Testimonials

  • “I would recommend other yacht crew to get in touch”

    YFSOL have been with me throughout my yachting career, having first connected with them as a Third Officer. They have guided me through my investments as my salary has grown, setting me up for the future, and the day I move ashore.

    I can’t stress enough the importance of starting saving young, and I appreciate their support with this. I would recommend other yacht crew to get in touch and start planning their life after yachting.
    Richard Craven
    Captain, MY
  • “My earnings are finally working towards my future”

    Having been in the yachting industry for many years with limited investment knowledge, my
    savings were not utilized properly.
    After getting in contact with YFSOL over two years ago, I was able to make a long-term investment plan and consider my options of what would be beneficial after yachting. Working with this company has allowed me to not only stick to this plan but also allows flexibility to adapt to changing markets and uncertainty in our industry. It’s nice to see that my earnings are finally working towards my future.
    Rochelle
    Chief Officer, 82m MY
  • “An honest financial advisor that you can trust”

    I have been working with Teresa since 2024 and I couldn’t be happier with the service and assistance she has given to me over the years.

    Teresa has given me great financial advice, has helped me reach my goals quicker than ever and I will continue to work with her in the years to come.

    If you are looking for an honest financial advisor that you can trust, then look no further. Highly recommend.
    Diana
    Purser
  • “I started talk to YFSOL to help me navigate the financial planning journey because they are very familiar with our profession and lifestyle.

    “The process was thorough and tailored to our specific personal family needs and goals. Everything was always transparent and explained in such a manner that even without financial knowledge everything was clear.

    “The professionalism was apparent from the beginning but as time went on I recognized the integrity, commitment and strong support values that the company offer.

    “It has been a fantastic journey together and we are delighted that our financial future is in the best hands.”
    Wean van der Westhuizen
    Captain, MY
  • Ten years in, I’m very happy with how things have gone.

    Yachting Financial Solutions communicates on my terms, is available whenever I want to talk, and takes a real interest in the bigger picture of my life when helping me think about my investment goals.

    Best of all, my savings and investments have been building quietly in the background without me having to do anything.

    I’d encourage any crew to seriously consider it, because time goes much faster than you think.
    E.C.
  • “YFSOL not only offered shrewd financial advice but went above and beyond in terms of their interest and encouragement in me reaching my goals.

    “I felt thoroughly supported throughout my 15-year journey in yachting and transition to a land-based life.

    “Creating the type of situation that I envisioned ashore wouldn’t have been possible without the financial forethought, planning and support that Teresa and Clive provided.”
    Edmund Neill-Hall
    Head Chef
  • “I’ve been with YFSOL for almost 15 years now, Clive and Teresa are both fantastic.

    They understand my goals, my savings have grown, my investments are doing well and I am more confident about the future.”
    Frank
    Captain, MY
  • “It was great fun chatting to you today. I really do appreciate you taking the time to get to know me better and find out what my hopes are for my future.

    “After attempts over the past few years, with other financial advisors and institutions, I now feel so much more confident and optimistic about my financial future and look forward to working with you further and hearing your ideas and prospective plans on how I may be able to achieve my goals.”
    Kerry
    Chef/Mate, 60ft Catamaran
  • “It is crazy but suddenly I feel more motivated at work. It makes me feel like I could actually be working for something.

    “I guess I have no real sense of purpose since I don’t have a home or anything to spend my hard earned money on (apart from holidays). It is good to have a sense of purpose. In fact, I now recognise that this is what has been missing from my life for a while now.

    “I think I have to give it a go. Especially now since I am financially secure enough to do so.”
    Laura
    Chief stewardess, 60m MY
  • “It was great to meet with you yesterday!

    “After the meeting, I felt I had more of a direction and a goal to work towards. That is thanks to your direct and insightful questions about what I want for my future. Your focus was on the client and not the money—which was refreshing, knowing you have my interests at heart.

    “I only wish I was faced with these questions when I first joined yachting four years ago!”
    Dane
  • “Once you start saving, it is amazing how quickly it accumulates. Before talking with Yachting Financial Solutions, I would have just left my earnings in the bank doing nothing. But now I know that my money is actually making more money, and I feel more secure about my future when I retire from yachting.”
    Clara
    Purser, 72m MY
  • “I thoroughly enjoyed our meeting—thank you for taking the time to talk with me. I have just read the booklet back to front, good stuff, logical and uniquely tailored to a yachties’ financial situation, I will spread the word with my friends in the industry, I’m sure many of them would have contacted you a long time ago if they had known about your company.”
    Sam
    2nd Officer, 87m MY
  • “I have massive faith in you and your team and the fact that you have dealt with many people in the same and incredibly fortunate situation as me.”
    Becky
    Chief stewardess, 60m MY
  • “Putting away regularly a seemingly small amount of money with the help of Yachting Financial Solutions, provided me with an income to support the lifestyle I needed when I retired. What could be better than that?”
    Joe
    Captain (Retired), 87m MY
  • “For over 20 years, Yachting Financial Solutions have given me honest, informed advice; friendly service; solid strategies and great products. Not just nice people, but seasoned financial specialists who simply get what yacht crew do.
    Richard
    Captain, 80m MY
  • “Teresa, we would like to thank you and Clive for your friendly yet very professional help over the years.”
    Stephan
    Captain, 87m MY
  • “Thank you very much for your guidance. I appreciate your honesty, as well as setting me up for success.”
    Sarah
    Stewardess
  • “Thank you very much for your time and advice the other day. I am really looking forward to working with you to make my dreams come true.”
    Chad
    Bosun
  • I have taken life assurance cover through YFSOL. Teresa and Co are a pleasure to deal with and make every effort to make the process as simple as possible.
    G. Turner
    Engineer