… certainly I will continue to work with you. You have never disappointed me and always come across to me as a very competent and professional adviser – and always ready to help.
Angelika
Appreciate all of your help and that you have made what was a difficult task for the family much easier. See you soon I hope. Cheers.
Rick
I was introduced to Kevin by my accountant Belinda as I was at the time making a claim on my income protection insurance. Kevin assisted me with the claim however it was rejected on the basis of mistakes that occurred when the policy was implemented. Kevin was successful in getting the full years premium refunded and subsequently we set up a replacement income protection policy with another provider.
As a result of Kevin’s advice and recommendations, my wife and I now have a comprehensive personal insurance and superannuation solution.
Angelo Dorigo
We first met with Kevin in 2007 when we were looking to retire. As a result of his advice we structured our superannuation to generate our retirement income. Throughout the GFC Kevin met with us on a regular basis advising us accordingly and subsequently we still have our lump sum and are still enjoying our retirement.
Arnold & Lorraine Cohen
Kevin has been our financial adviser for many years and introduced us to one of his business partners (on the accountancy side) Belinda. Belinda restructured our financial affairs, ensuring we have the appropriate accounts and measures in place and as such the ongoing management of these are no longer a concern to us.
John & Isabella
In 2009 my husband Greg tragically passed away as a result of a melanoma. As traumatic an event as this was, it would have been so much harder had we not had appropriate insurance and a financial plan in place. Kevin, a work colleague and friend, put together a plan and structured our affairs so that Greg’s passing away did not compromise our family financially. Kevin and I continue to meet on a regular basis to ensure that our financial affairs remain appropriate to our situation.
Leonie Sheppard
Kevin has been my financial adviser for a number of years and together we have put the foundations in place for my retirement as well as a comprehensive insurance solution to ensure this is not compromised along the way. More recently he has introduced me to one of his business partners (on the accountancy side) Shayne to ensure that my accounts and taxation affairs are appropriately structured and managed.
Wayne Burgis – FMCG International
Back in September 2010 Kevin came to visit our family health practice and conducted a review of mine and my husband’s financial and lifestyle situation as well as that of our eldest daughter. As a result of this review we identified a need for additional personal insurances which were implemented.
At the end of 2012 I was diagnosed with a medical condition however I took no action until a recent review with Kevin in April 2013. I advised Kevin of my condition and he suggested I put in a claim and assisted me to do so. The result of this claim is that I promptly received a cheque which will relieve the financial burden should my condition inhibit my ability to run our family practice.
I am very grateful to Kevin for his advice. Subsequently he has provided advice for both my daughters regarding superannuation and personal insurance.
Kathy Pedersen, Your Health Matters