top of page

A personal approach.

Hi Brett,

This is a short note to thank you for your professional and personal approach to my life insurance arrangements. Without your helpful advice and assistance, my position today would be significantly different.

​

I really appreciated your professional approach in designing a package of life, TPD, trauma and income protection cover for me, and explaining how the various covers operated, particularly in respect of “own occupation” TPD cover. I also appreciate your persistence in making sure I eventually took out the suggested cover. I was also able to contact you regularly during the life of the cover to check cover was relevant, and adjust as necessary. You were also able to explain the interaction between cover held personally versus that held in super, and the benefits/drawbacks of the various approaches. The difficulty of navigating the tax effect of insurance would have been impossible to understand without your assistance.

​

As you know, unfortunately a circumstance has occurred where I have had to call on the cover. I now fully appreciate the benefit of having the cover in place. I also note that you have remained available throughout this whole process, providing support and assistance, even though you could reasonably say your job was done.

​

I also now appreciate even further the advice given to me as to the amount of cover. I should have had more cover, and your gentle prodding on the level of cover is recalled. I wish I had taken more notice of that advice.

​

Insurance cover is one of those things people joke about, and think they will never need it. I can tell you from personal experience of myself and acquaintances, that lots of people will unfortunately call on their cover. My advice is to hold as much cover as you can to protect both yourself and your loved ones, and I strongly suggest that your advice on this be followed.

​

Thank you again for all your help and advice, particularly your ongoing advice and assistance. I would be in a significantly worse position but for you.

​

Kind Regards,

​

Greg Parr

logo.jpg
  • Call 0418 982 290

Brett Aitken, trading as Insure Control Pty Ltd is an Authorised Representative (No.410970) of Fintegrity Wealth Advisers Pty Ltd. ABN 89 653 321 487 AFSL No: 534971

For more information: General Advice Warning • Financial Services Guide • Terms of use and privacy policy

​

“Information provided on this website is general in nature and does not constitute financial advice. Insure Control Pty Ltd will endeavour to update the website as needed. However, information can change without notice and Insure Control Pty Ltd does not guarantee the accuracy of the information on the website, including information provided by third parties, at any particular time.

Every effort has been made to ensure that the information provided is accurate. Individuals must not rely on this information to make a financial or investment decision. Before making any decision, we recommend you consult a financial planner/adviser to take into your particular objectives, financial situation and needs.

Insure Control Pty Ltd does not give any warranty as to the accuracy, reliability or completeness of information which is contained in this website. Except insofar as any liability under statute cannot be excluded, Insight Investment Services Financial Services, its employees and authorised representatives do not accept any liability for any error or omission on this website or for any resulting loss or damage suffered by the recipient or any other person.

Unless otherwise specified, copyright or information provided on this website is owned by Insight Investment Services Financial Services. You may not alter or modify this information in any way, including the removal of this copyright notice.”

 

© Insure Control, Cairns 2022. Site by Platinum Graphics

bottom of page