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What people say about us:

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Katie Ireland & Matthew Beattie

Claims Manager & Insurance Adviser 

  • Who did you first contact to make your claim?
    Financial Independence

  • On a scale with 10 as the highest, did our assistance during your claim meet your expectations?
    10

  • Were you glad to have an adviser represent you at claim time?
    Yes

  • What is your full name?
    Jane Reid

  • Is there anything you felt could be changed in the future?
    No

  • Having made a claim on your insurance policy, would you be happy to write a testimonial?
    Yes

  • If you have time now, please write your testimonial below:
    Katie was very helpful in guiding us through the process of making a claim as we have never made a claim before.

  • Would you recommend your adviser to your friends, so that they can have support at claim time?
    Yes

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Kyle Lewis

Insurance Adviser 

"This is an appreciation post. Kyle Lewis, you have gone above and beyond and we can never thank you enough for your support and excellent service. You made sure our claims got processed and followed up constantly. We are very blessed to have you as our adviser.

If anyone needs an Insurance Adviser, please get in touch with Kyle. We Van Niekerk's will forever be greatful that our paths crossed when they did."

Martha & Johann Van Niekerk

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Laken Gollop

Financial Adviser 

Rate: Excellent

"Having Laken as our insurance adviser has been amazing. I can confidently say I actually understand what our insurance is for and what it covers due to the way she has explained everything to us. She was always available after work as well which is an absolute bonus for busy full time workers. Highly recommended!"

Would recommend: Yes

 

Regards

Tasha Thompson

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Imogen Hall

Domestic Broker 

“I have no words to describe how much I appreciate you for doing this for us! You’re absolutely incredible! And we appreciate you so so much for helping us get our home. Once again thank you so much! 😀”

 

Regards,

Savia 

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Charles Baxter

Financial Adviser 

Charles and the team have been absolutely amazing, we are so grateful that we had an adviser help us through the process. Charles has taken care of everything, knows just what to do, and has been so supportive. He spends the time to talk and see how we’re doing beyond the claim, and really understands people.

If you just call the insurer, they’re so black and white. With an adviser like Charles we felt so much more prepared and had a huge weight lifted from our shoulders.

I can’t thank Charles enough for all his help and have been recommending getting an adviser to my family. 10/10

 

Tracy Daly

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Laken Gollop

Financial Adviser 

Hi Ben

 

Just wanted to advise that I have had communication with Laken Gollop re our personal life insurance policies.

Laken has been excellent to deal with and we have refreshed our policies to a get a good result which we are happy with.

Just wanted to let you know that Laken was very professional, efficient, and most helpful during this process.

FYI.

 

Kind regards,

Craig McQuoid

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Katie Ireland & Matthew Beattie

Claims Manager & Insurance Adviser 

  • Who did you first contact to make your claim?
    Financial Independence

  • On a scale with 10 as the highest, did our assistance during your claim meet your expectations?
    10

  • Were you glad to have an adviser represent you at claim time?
    Yes

  • What is your full name?
    Michael Williamson

  • Is there anything you felt could be changed in the future?
    No

  • Having made a claim on your insurance policy, would you be happy to write a testimonial?
    Yes

  • If you have time now, please write your testimonial below:
    Katie and Matthew at Financial Independence were very responsive and helpful to ensure my claim needs were thoroughly and quickly provided.

  • Would you recommend your adviser to your friends, so that they can have support at claim time?
    Yes

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Kyle Lewis & Emma Hunter

Insurance Adviser & Underwriting Manager

My dealings over the last few months with my Insurance adviser and the Underwriting Manager have been exemplary. I have nothing but praise with the support and guidance they have shown. I thank you ever so much.

Tania Harawira

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Katie Ireland 

Claims Manager 

  • Who did you first contact to make your claim?
    Financial Independence

  • On a scale with 10 as the highest, did our assistance during your claim meet your expectations?
    10

  • Were you glad to have an adviser represent you at claim time?
    Yes

  • What is your full name?
    Toni-Maree Emery

  • Is there anything you felt could be changed in the future?
    No

  • Having made a claim on your insurance policy, would you be happy to write a testimonial?
    Yes

  • If you have time now, please write your testimonial below:
    I am very pleased with the service Katie Ireland from Financial Independence provided. She made my medical claim experience an easy and stress-free process. Very happy customer 😊

  • Would you recommend your adviser to your friends, so that they can have support at claim time?
    Yes

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James Jenkin

Insurance Adviser

Hi James, just want to pass on our sincere thanks for making it simple to review our insurances.  It's been something that we've put off for a long time as we were unsure where to start!

Your knowledge and advice were sound and tailored to meet our concerns and requirements.

The entire process has been stress-free and complete.  And you followed up to make sure we understood and had made the changes we'd discussed and agreed on.

We feel confident now that we have the right amount of cover for our immediate and future needs.

Please pass this email to your Manager and anyone else that should know how impressed we are with the service you provided us.   We did complete the feedback survey, but it didn't cover the feedback that you deserve!

 

Again, many thanks.

 

Anne & Tom (George)

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Financial Independence Team

Team Effort

The team at Financial Independence have always been great advicers and most helpful. They are prompt and always take time to address our insurance needs. I recommend them if you are looking for an insurance adviser.

Christopher Miller

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Katie Ireland

Claims Manager

‘Just wanted to say an extra special thank you to you for your great service, it’s made this journey so smooth and I’m really appreciative of how positive and on to it you’ve been. It’s definitely been a weight off having such great assistance. The surgery itself has been life transforming and I’m so grateful to have had it, all of your care has been the cherry on top. We’ve always had such a great experience with all of the team that help us at Partners life, the personal and genuine touch goes such a long way.’

 

Warm Regards

Kaye

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Alana Collinson

Financial Adviser & Operations Manager

Thanks Alana. I have to say you’re the most thorough Insurance Advisor we have ever had, we appreciate you extra efforts.

 

Andy Somerville - No8 Tours

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Steve Morgan

Financial Adviser

Steve Morgan has been our broker for some years now, and is always great at explaining the intricacies of insurance fine print in an easy to understand & concise manner. Both for our business & individual needs, Steve has the skills & experience to put together policies that provide excellent coverage. His customer service is top of the line, and he makes the time to work around our busy industry to make the whole process painless.

 

We would not hesitate to recommend Steve Morgan as your insurance broker.

 

Lance Somervell - Travel Broker

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Laken Gollop

Financial Adviser 

Rate: Excellent

"Had the best experience with my insurance advisor Laken, and my insurance company Partners Life. They made everything very efficient during a stressful time... from the information that was provided, to payments being made on time. I couldn’t be happier. Would highly recommend"

Would recommend: Yes

Jaklin Issaeva

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Alana Collinson

Financial Adviser & Operations Manager

Everything has been sorted - thanks heaps Alana, I will be referring anyone I hear that needs insurance to you!! Thanks again

 

Pam - Central Business Development Manager

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Steve Morgan

Financial Adviser

My wife and I have dealt with Steve Morgan over the last five years for our Personal and Business risk insurance policies. Steve took the time to get to know us and to fully understand our particular requirements.

He has always been able to advise the right solutions to our needs and follows up on a regular basis to ensure we are well protected should our circumstance have changed.

His advice, knowledge, service, friendly and professional manner is second to none.

I would recommend Steve to anyone requiring someone who cares and will make sure you have the right insurance cover for your needs.

 

Steven Farrant - Branch Manager

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Christeen Kleyn

Steve Morgan's Personal Assistant

It was lovely to meet you in person yesterday Christeen - and Steve thanks again for your valuable input and advice over this trickey time!

 

Cheers,

Craig & Tanya Aitken

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Alana Collinson

Financial Adviser & Operations Manager

I recommend you don't put off this task any longer and get Alana to evaluate where you are and what you have to ensure that when something bad happens there is help.

 

Angela Beatson - Recruitment Manager

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Steve Morgan 

Insurance Adviser

‘We met Steve Morgan in 2012. He became our Insurance Adviser recommending policies to look after my wife and I should the unexpected ever occur.

During our latest review Steve identified a potential historical claim dating back to 2015, I didn’t think to tell Steve at the time.

Steve took the time to find out what happened and then took care of the claims process. Our historical claim was promptly paid.

You appreciated it was tough for us during 2015 and have now relieved the stress we felt, enabling us to carry on as normal.

We would encourage everybody to review their policies regularly, we are very relieved and grateful for what you achieved for us.

We will certainly recommend you and would encourage anyone reading this to contact you.

Thank you.’

 

Jaimes & Katherine

 

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Steve Morgan

Financial Adviser

A fortuitous call from Steve Morgan to inquire of any current policy update requirements saved us financially and from much stress.

I had sadly suffered two strokes and an MRI confirmed complex aneurism neurosurgery was urgently required.

The trauma policy we had taken out primarily to cover my husband, was now saving my life.

 

Thank you Steve and team for your support and genuine empathy in our time of need and during my recovery.

 

Lorraine – Tauranga

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Katie Ireland

Claims Manager

Thank you so much Katie – you have been fabulous at keeping us informed and we have really appreciated all your hard work behind the scenes.

 

It’s great to know we have your contact details if there’s any queries.

 

Maggie

 

Thank you for handling my claim in a professional and friendly manner.

 

Mike - Property Investor

 

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Financial Independence Team

Team Effort

I will certainly recommend you to our friends – You’ve been wonderful.

 

Susan Harrison-Tustain – Artist

 

Thank you ever so much for your patience, as you can see we have a crazy busy life and you made it so easy for us

 

Kerryn Smith - Admin Manager

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James Jenkin

Insurance Adviser

  • Did you feel like your adviser understood your personal situation and created a solution that suits your needs?
    Yes

  • Do you fully understand the products that have been recommended to you?
    Yes

  • Did you feel like your adviser was super knowledgeable?
    Yes

  • Do you know to call us if you have a health issue (even if it seems small) so that we can check whether you can claim on your insurance?
    Yes

  • Are you aware that as well as life, disability and medical cover, we can manage all of your insurance needs including house, contents, vehicles, business assets and liability risks?
    Yes

  • Please enter your full name here.
    Katie Fox

  • Is there any further comments you would like us to know?
    James was fabulous to deal with and made it easy to comprehend the policies

  • Would you be happy to refer us?
    Yes

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