A few words from our clients
I have worked with Theresa for about 20 years in a business and personal environment. The products she represents I consider to be quality products and have offerings that others do not. The service she offers I have found to be faultless, and she delivers what she says she will. In particular, on my personal finances she has provided fantastic advice which I have accepted and to date has been positive results. She raises the negatives so one is aware, and always considers risk appetite of her client.
Theresa makes any process easy for her clients to action, often just a signature required after checking the detail completed by Theresa. Made my life and finances so much easier to manage and don’t have to spend time monitoring that I can be out and about enjoying retirement.
Helen W.
Theresa makes any process easy for her clients to action, often just a signature required after checking the detail completed by Theresa. Made my life and finances so much easier to manage and don’t have to spend time monitoring that I can be out and about enjoying retirement.
Theresa has overseen our life and income protection insurance portfolios for many years. She has a wealth of industry knowledge and life experience.
Last year, after receiving the news that my husband required treatment for a potentially life-threatening health condition, I phoned Theresa. Her response was both supportive and proactive. She always came to us and fitted in with our needs if paperwork or signatures were required. She kept us informed and provided the documentation and advice necessary to ensure that any claim requirements had been actioned efficiently and promptly from initiation stage through to payout.
Her personalized, but professional manner took pressure off us at a stressful time with the reassurance that she was working in the background to identify what we were eligible for and overseeing the entire claim process; checking in with us along the way to keep us updated and at times just to see how we were doing.
J & J.
Last year, after receiving the news that my husband required treatment for a potentially life-threatening health condition, I phoned Theresa. Her response was both supportive and proactive. She always came to us and fitted in with our needs if paperwork or signatures were required. She kept us informed and provided the documentation and advice necessary to ensure that any claim requirements had been actioned efficiently and promptly from initiation stage through to payout.
Her personalized, but professional manner took pressure off us at a stressful time with the reassurance that she was working in the background to identify what we were eligible for and overseeing the entire claim process; checking in with us along the way to keep us updated and at times just to see how we were doing.