Expert guidance over the years
“I’d like to thank Mike and the team at Succession Matters for their expert guidance over the years with regards to our family Wills and Insurances.
Like most people, we would check our monthly expenses, from time to time, looking for ways to trim our living expenses. A few years back we looked at our insurance provisions, life and trauma cover and decided to reduce the cover. These kinds of expenses always appear like low hanging fruit and I was convinced that we could make savings and that we were bullet proof and would never need to call upon the insurance.
I was fortunate to have Mike provide sage advice and cautioned me on reducing the cover too far, particularly the trauma cover.
A few months after these discussions I was diagnosed with a major illness. Mike and the team immediately swung into action and secured a full payout from the trauma policy, whilst shielding us from the insurance company. It was only at this time did I realise the benefit of trauma cover and see it now as the most important cover to have in place and the need to have a decent level of cover so that you have choices, in the event you are incapacitated.
I have Mike to thank for advising me not to cancel the trauma policy and for that I am truly grateful. My families experience through my treatment would have been made so much so much harder if we didn’t have the financial security that the insurance payout made.
I’d like to thank Mike and his team for their support over the last decade and the caring manner in their dealings with us during a very difficult time.”