Testimonials

See what our clients have to say about the financial services we offer

I was considering entering the property market and approached Sandy to discuss protecting my income. Fortunately, I was not seriously hurt in a recent push bike accident and income protection was still available for me. Sandy helped me to think about what I wanted my life to look like and to put in place a plan that would help me protect my income and to also help with additional medical expenses if I should suffer a critical illness, such as cancer.

Sandy’s experience was immediately apparent. Throughout the process, I found Sandy’s professional approach, friendly manner and concern for my well-being to be very reassuring and I was completely at ease, knowing that I was well looked after. There is a confusing range of policies and potential exclusions from a number of different insurers. It was a great relief to find someone independent and experienced.

Thank you Sandy.
— J. Cramp, Nutritionist
 
I had reason to rely on Sandy’s services rather heavily after the sudden
death of my husband. It was a devastating and emotionally traumatic
time for me, and Sandy helped in so many ways. She quietly and efficiently
went about processing the insurance claims – always so attentive to my
needs. The claims were completed extremely quickly, with what seemed like
little input from me. I can’t thank her enough for this and would not hesitate
in highly recommending her.
— Linda

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