I first met Warren and his wife Donna at a boot camp and became close friends. One day while walking up Castle hill Donna asked if I had Business insurance? I had no idea!! I told her I have a box that I just put all the mail from the insurance company’s in, I didn’t even open them, I had no need as the payments came out of my bank account, so I was covered for everything. I handed my box over to Warren and 3 days later he got back to me with some rather disturbing news, the last insurance advisor we had been seeing had bumped my life insurance up, way up, and completely cancelled my husbands.
Warren sorted everything out between all the different insurance companies and luckily got my husband insured again. About a year later my husband was diagnosed with MND and Warren has been a great source of strength for both of us. As you can imagine our world fell apart. Warren called us in for a meeting and showed us how with all our life, Superannuation and income protection that we would be all right with some careful planning. I now phone Warren before making any major financial decisions, anything at all to do with our financial future.
Without your help I would never had known that Gordon had NO life insurance at all for 3 years. I would have just cruised along paying my direct payments thinking all is good with the world, and I had everything covered. I hate to think what would have happened if you had not discovered this mistake by our previous insurance advisor.