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Testimonials from our clients

As a practicing self-employed Dentist and sole income earner, Nick advised me to establish Life, Trauma, TPD, Income Protection and Business expenses insurances many years ago. We had a young family, were significantly geared and took his advice. I would moan and groan each time premium payments were due. That was until I was diagnosed with cancer which was life threatening but isolated to my leg. We were advised by the specialist that they were considering amputating the limb, from the hip down. It required radiation treatment along with many operations to effectively remove the cancer, rebuild and save the leg. After all these years I am permanently partially disabled. Having received the Trauma payment upon the initial diagnosis, the long term Income Protection benefits commenced, along with Business expenses for 12 months. At the age of 57, MW Planning negotiated a lump sum benefit to be paid by the respective insurance company in full and final settlement of the Income protection claim. After all these years on claim, we still have our Life cover and wish to thank Nick and his team for his initial and ongoing advice, along with MW’s claims management process. As a result of MW’s advice, we have maintained our lifestyle and financial objectives.
Peter

We were introduced to the MW Planning team to review our existing insurances. Our existing portfolio consisted of Life insurance and Income Protection and hadn’t be looked at in years. Nick demonstrated that we could save significantly by moving our insurances, but also suggested we take out some Trauma cover. Whilst we were happy to proceed with most of the recommendations, we were a little reluctant to establish the trauma contract as it was something we did not know about. Within six months of establishing the new contracts, I suffered a heart attack. Fortunately we did implement Nick’s full recommendation (including the Trauma component) and would like to thank him and the MW staff for fully managing our claim and importantly, ensuring payment, as there were many complications including incorrect specialist reports. As a self-employed individual the lump sum Trauma benefit provided significant relief from any financial pressures. Once again we extend our sincere gratitude toward the MW team. Rest assured we now recommend MW to everyone we know.
Robert

As long standing MW clients we had our insurances in place for a considerable time including a significant level of Trauma benefit, in particular due to our family history. It was a shock to discover that I had been diagnosed with breast cancer and whilst the prognosis for recovery was good, Nick and his team quickly responded to my call, completed and managed all aspects of the claim, enabling me to focus on recovery. It was much to my surprise that just after two weeks of submitting the claim, Nick handed me a very large lump sum payment. The speed and quality of service was truly unbelievable and certainly contributed to my positive frame of mind. We’d like to again thank MW Planning for the ongoing advice, support and integrity. We highly recommend and endorse Nick, Jon and all the staff.
Anne

The MW team had managed the insurance affairs for both our family and extended family for many years. Aged 47, my husband went for his regular jog/walk and unfortunately suffered a massive heart attack. He was not able to be resuscitated. Obviously our loss was completely unexpected and our affairs somewhat complicated. MW were on top of it right from the start and we received the death benefit promptly. MW facilitated and managed the claim. Our family is forever gratefully for MW’s support throughout. Importantly my husband also had death benefits with superannuation via his employer, which to date has not been settled and has caused us considerable anxiety. We agree with MW’s philosophy. It’s all about integrity of claims payment.
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