Ray and I have a very in depth structure for our Companies and Self-Managed Super Fund which has developed over many years and for various reasons this is why we were recommended to Australian Financial Planning Organisation to help us review our insurances. Over the past few months we have worked very close with Pat & Kayelene and they have been amazing as they first spent many hours with us to understand the reasoning behind each and every part of our business and to also get to know what our end goal is before he started work on what we required.
Ray and I could not be happier with the professionalism that they have shown the whole way through and the knowledge of Australian Financial Planning Organisation is amazing, I have never in all the years that we have been paying for and organising our insurance cover ever seen someone so passionate about insurance and his understanding and knowledge of the industry is amazing.
The fact that Pat has taken the time to help us understand all the different insurances that are offered on the market today within the insurance industry we now know and believe we will have the best insurance policies to cover us for the future.
The understanding we now have puts us in the perfect position to keep working and not worry about the ‘What IF’ and if we have any questions he always has the answer or he will dig until he gets an answer in writing to ensure that we have the knowledge required to make the best informative decision and with this I cannot tell you the peace of mind we now have for our future knowing that we have the best cover for us both.