What Our Clients Say

I am writing to express my sincere gratitude for the exceptional support and guidance you provided during my Total and Permanent Disability (TPD) claim process. From all the years we have known you, your professionalism and expertise have been outstanding. You took the time to thoroughly explain the complexities of the TPD claims process, ensuring I understood each step and the necessary documentation required. Your assistance in gathering medical records, liaising with insurers, and preparing the claim submission was invaluable. Throughout the process, you maintained clear and consistent communication, keeping me informed and reassured during what was undoubtedly a challenging time. Your dedication to achieving a successful outcome was evident, which it was, providing me with the financial support I so desperately needed. I am deeply appreciative of your commitment to my case and the personalized attention you provided. Your efforts have made a significant positive impact on my life, and I am confident that your expertise and support were instrumental in the successful resolution of my claim. Thank you once again for your outstanding service. I will not hesitate to recommend your services to others in need of financial advisory assistance.

Ian helped us through a difficult time when Andy was injured by processing his income protection claim with the insurer. It meant that we didn’t have to worry about or stress over all the paperwork, which we appreciated. It’s reassuring to know that help is available when you need it.

Carol and I wish to thank you for your assistance ,advice and compassion when we lost our son Chris to terminal Cancer. Regarding his superannuation and insurance cover, had you not looked at the paperwork, Chris or us were not aware of the life insurance component. In particular we were certainly not aware that there was the capability to claim the insurance benefit as he was terminally ill. We were grateful that you dealt with the matter and all the paperwork and the claim on behalf of Chris. This without doubt helped in view of his sickness and financial position. Due to his illness he couldn’t work and had no income and the money helped him enjoy a few things before he sadly passed away.

Ian has been an incredible support throughout my TPD claim, which was a lengthy and challenging process. During a time when I was unwell, Ian remained reassuring, patient, and consistently kept me informed. His professionalism, kindness, and deep knowledge made a difficult journey much easier. Ian has always provided expert guidance and unwavering support, and I’m truly grateful for all his help.

When I found myself in a desperate situation regarding my health i needed to turn to a policy I thought that I would never need! But thanks to the sound advice from Ian I kept this policy going and thank goodness I did! Not only did the policy make a huge difference at the time financially, but the service and support I received from Ian stabilised my rocky world. Thank you Ian for your caring nature and your financial expertise. You literally changed my world!