At Sherrin Partners we pride ourselves on helping our clients during claim time. We help manage the claim from the application process through to receiving the claim payment. Below are some of the many satisfying letters and stories our clients who have had a truama claim have recently written.
Being self- employed I was faced with the immediate forced withdrawal from my business for surgery and then for an extended recuperation period. This of course, for a small business, was very difficult to manage. The Christmas break and the slow January period gave me time to recover somewhat and to find my feet but still major surgery is never easy. In late 2011 I was fit, well and busy.
A visit to the doctor for a persistent cough when exercising changed all that- a series of tests and specialist visits led to the operating table at Holy Spirit Hospital in Brisbane where I underwent triple bypass surgery for blocked coronary arteries.
For years I had invested in Life and Trauma insurance with One Path Life and never for one second did I think I would actually need it however when that unexpected time did come it made the investment worth every cent.
Both my insurance policy and the trauma claim were handled by Stephanie Woo of Sherrin Partners. The process was sooth, efficient and amazingly quick. From the initial claim enquiry to the actual payment of the claim took only one month. You do not have to be self- employed to invest in Life and Trauma cover, from my experience I think it is an extremely worthwhile investment for anyone and a great way to protect your family.
To achieve this, we needed to find a professional financial advisor who was capable of giving us a personal Statement of Advice and recommendations based on our investment risk profile and our short and long term financial goals. Jason Kirk of Sherrin Partners Financial Advisors fitted this role perfectly.
The advice Jason provided was first class. It included rearranging our financial portfolios into an income stream which will support us both for the next 15 -20 years. This income stream will enable us to acieve our goals including spending quality time with our grandchildren and close friends, home renovations and the occasional overseas holidays.
We have been more than impressed with the professional, personal and financial advice Sherrin Partners have provided which has enabled us to enjoy an early retirement confident that we have a solid plan in place for the future.
If you are thinking about your retirement years, I highly recommend taking some time to talk with Jason Kirk of Sherrin Partners about what they can do for you. This includes maximizing your income during any upturns/downturns in the financial markets.
Our clients at Sherrin Partners appreciate the plans that we provide as they can be easily incorporated into everyday life.
We were referred to Jason Kirk in 2007 and have been very happy with the sound advice he has provided to both of us to date.