Chris Hale has been our financial adviser since 2000. The financial decisions we have made under his assistance and guidance have allowed us to strike the right balance between meeting our ongoing budget commitments. Investing sufficiently to enjoy a comfortable retirement. We also recognise the peace of mind we have experienced, knowing that in if an unexpected serious illness or accident occurred to either of us, our family’s financial welfare would not be a concern. The professional and efficient team at Aspire Wealth and Protection has helped to develop a strong and rewarding relationship over the years. We have enjoyed Chris’ friendship and benefited from his diligence and ongoing commitment, and happily recommend his services to other clients.Martin and Melinda
A year ago, at the age of 47 Leanne had never even heard of Myeloma, but when she finally found out that this was a rare form of blood cancer she soon came to realise just how serious it was. Thankfully Leanne was covered with her Trauma insurance.
Obviously we hoped we would never have to claim on any of our insurance, but in the end we were struggling financially and the lump sum payout from our Trauma insurance gave me the freedom to make decisions that we might not have been able to make otherwise.
Leanne remains extremely thankful that she and Tony made the decision to take out Trauma cover linked with her life insurance and within the regular reviews with her Aspire Wealth and Protection adviser the levels of cover were always kept up to date.
No one ever thinks they’re going to need it, but it is just nice to know that there is that security financially if something happens, it makes your life so much easier.
Over the last 15 years both Peter and his wife Narelle had made a few small claims on their Income protection insurance, but on the night of November 26th 2008 following a seizure, Peter’s life changed forever. The next day Peter had a CT Scan which showed a 5cm mass, it was in the speech, movement and sight of his brain. Peter underwent emergency surgery; however this did not go well as only 40% of the tumour could be removed. At this crucial time for the family, Peter’s adviser visited the family at the hospital and assisted with the completion of the claim forms, collection of medical information and also arranged for the insurer to release a lump sum of $10,000 to assist financially as Peter’s ability to earn an income ceased on the night of 26th November. The last fifteen months have been very hard emotionally and financially. With the lump sum payment from the Trauma cover and the regular monthly income from Peter’s Income Protection policy this has enabled us to survive financially and also get the best medical treatment for Peter. Dr Charlie Teo, Australia’s leading Neurosurgeon has been able to give Peter extended life and financially we would have had to sell the family home if it wasn’t for the Trauma payout and the advice that our adviser has given to us over the last 15 years.
Thank you for the information last night at your seminar. It was very well presented by both speakers. Their knowledge and experience in respective fields was clearly evident and their presentation skills were impressive!
I am better informed for attending and have greater confidence that I am in the right hands with your company.
Will catch up some time soon.Richard, Hamilton