Insured & Secured

I’ve been a client of Steve’s for the past 8 years. In that time I’ve had 2 Income Protection claims which Steve helped me through from start to finish. To have somebody to help with all the claim forms etc was a godsend. I had a work mate who had the totally opposite experience when he tried to make a small claim on a policy he bought over the phone. Steve conducts a review with me each year to make sure I don’t need to make any changes to my policies and is always quick to reply to my email queries. I’ve referred him to several family members and will continue to do so as I know the importance of having an adviser you can trust

I can’t recommend Steve highly enough. I have been a client of Steve’s for many years and now consider him a friend. I have kids and a mortgage like most people and needed advice on how to protect my family and income should something happen. Steve gave me his recommendations and we go through my situation each year to make sure my policies are still suited to me and that I’m not paying too much. He has also helped several work colleagues with their insurance and super.

In 2016 I was diagnosed with cancer. Being fairly young and with a young family I suddenly realised how grateful I was to have insurance in place. Like most people my age I had the attitude that it won’t happen to me. Thankfully I was referred to Steve by my accountant. Steve helped with claim paperwork and liaised with the claims assessor whilst I was in and out of hospital with chemo and the complications that come with it. My lump sum trauma claim was paid within 2 weeks of them receiving the doctors report and my monthly income protection amount not long after. Having the right amount of insurance in place and an adviser who genuinely cared helped me get through a very dark time in my life. A massive thanks to Steve and the team at Protectinsure!