WHAT OUR CLIENTS THINK

I am writing this letter in the hope of conveying our gratitude for the continued help and support given to us by Dylan. My husband was recently medically retired from work due to worsening of His Multiple Sclerosis. At the age of 34 and having a mortgage, significant debts, 3-year-old son and plans of another child our lives were unexpectedly turned upside down to say the very least.   

 

My Husband fortunately had a small value TPD policy included in his superannuation which enabled us a sigh of relief, but after seeing a lawyer and being told the costs involved even if the claim was accepted in the first instance we were horrified. It was so hard to imagine that it could cost so much money to claim on a policy that should be a straight forward open and shut case.  

 

Speaking to friends we were told it might be worth a chat with Dylan Martin from Feel So Good Wealth Management. After feeling a little hesitant and intimidated about seeking advice from a financial advisor (people who we thought looked after the wealthy, not us with towering debts and limited income) my husband picked up the phone and called Dylan.

After a nice chat it was decided that in order to gain a better understanding of our situation and how Dylan could best assist us we would need a get together.

 

During our meeting Dylan informed us he could indeed help, he was happy to begin the process of making our claim for TPD for a significantly reduced fee compared to the lawyers.

Communication was one of our primary concerns. Knowing these claims often take months or even years to settle constantly knowing what was happening was really important to our sanity. 

 

Dylan was great. -  We received constant updates from him usually on a weekly bases, we always knew what his plans were and what the next step would be, we never felt alone or in the dark. He was very accommodating to my husband's treatment schedules and as my husband had memory issues ensured we received a written summary after every meeting so we could go over what was discussed.

 

Dylan ensured all claim forms were fully completed and prepared the application so thoroughly the claims process went through without any hiccups.  Just a few months after our first meeting Dylan rang to inform us the claim had been accepted and would be paid out in the coming weeks.

 

Dylan also recommended and implemented many other financial safe guards for myself, I was now the primary income earner and it was now more important than ever that I be covered in the event something was to happen to me. It was now obvious my husband and son would need care and financial assistance for many years to come.

 

Dylan, it is from the bottom of our hearts that we thank you so very much for all your efforts during what we can only explain as the most difficult time of our lives.

 

Thanks to the strategies we now have in place for the future and our successful TPD claim we can now rest easy and focus on recovery and getting on with life.