Testimonials
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 is a letter from one of our clients who recently had a trauma claim.
Dear Shaun,
My sincere thanks for your very thoughtful and meaningful gift to accompany the insurance cheque. I greatly appreciated your assistance firstly by alerting us to my entitlement and secondly with the compilation of the relevant paperwork.
We were advised many years ago to establish both life and trauma policies in the event that we may need to rely on its financial support in ill health in our later years.
Most people never expect to find themselves in a predicament where they need to claim. Having been fit and healthy my entire life, I never envisaged what befell me at age 64. With ongoing medical treatment a necessity my trauma cover will be most beneficial.
Thank you once again for your warmth and understanding.
At Sherrin Partners not only do we look at financial goals but we incorporate personal objectives into long term planning. Below is a letter from one of our clients who sought our help.
During the GFC of 2008, both myself and my spouse came to realise that we needed to give some serious thought as to how we were going to survive this crises. This included the need to set up a financial plan for our retirement together without compromising our living and lifestyle expectations to which we have become accustomed.
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.
Jason Kirk has given us very workable plans for our transition to retirement. We find Jason very personable and would not hesitate in recommending him to our friends.