Chairnan and founder
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“We recently had an insurance review with Jatin, where he picked up on a possible insurance claim that we had not considered. Due to his thorough diligence and expertise, the claim was submitted and accepted, despite being five years after the original event. Jatin is approachable, friendly and knowledgeable and we are very happy to recommend him as an adviser.”
Jatin, I really want to say that I appreciated your phone call the other day. I know that you are under no obligation to help us with subsidies, or share personal information about yourself (businesses you own/ sold etc). But it helped me a great deal. Anyway, we´ve gone over your latest quote and we are happy with that. We´ve had a big talk about it, and agree that this is about where we need to be. Being self employed means we have to protect ourselves and our income- if this means we have to prioritize this over other expenses then that might just be a part of going self employed.
Steve & Mel
We sincerely thank Steve for his support he has given us in the past 9 months.
In January 2015 Neil was taken to Hospital with Abdominal pain which was a suspected
appendicitis. Emergency surgery followed but it was not an appendicitis but a Cancerous
tumour in the Bowel was discovered and removed. This was followed with 8 months of
Our world changed from that moment onward, and we were numb from this devastating
news. We realised Neil would not be back to work any time soon.... in fact it was 9 months
before he returned to work. We own a small engineering company & Neil was the key
person running our business.
Having Medical health insurance, Income Protection and Business Key Person insurance –
this was the best protection Steve could have advised us to cover ourselves for.
Knowing we were financially protected, Neil could stop worrying about the business and
concentrate on getting well.
Steve really took the stress away from us when it came to all the forms that had to be
lodged for the claim process. He was constantly in touch with us every few weeks in a
supportive role and really demonstrated he cared.
Once again, thank you so very much for all your help, support and advice