In December 2013 Kevin suffered a series of fractured vertebrae leaving him in a position of very restrictive mobility and a situation where he could not satisfactorily care for and look after himself.
Some months later our former Financial Planner advised us that he would be retiring & he introduced us to Matt Wood who with our sanction would look after us into the future.
Matt quickly established a friendly and close working relationship with us and he spent quite a lot of time studying and understanding our position especially now with Kevin’s handicaps.
Because of Kevin’s health he lost his ability to operate his own business in finance and under his Loss of Income insurance policy which he had held for many years he was able to claim a small amount before the insurers unexpectedly canceling his policy due to his age.
This had a dramatic effect on our family life particularly on Kevin’s stability and demeanour. Matt noticed the position we were in and took it upon himself to look at various alternatives to assist us through this difficult time and the future.
Utilising his knowledge of Financial Risk products and his many contacts in that industry he explored how we could make
claims against Kevin’s two insurance policies for 1) Trauma and 2) Total and Permanent Disablement.
He believed we had opportunity to be successful with either or both and guided and assisted us to proceed with the claims separately.
During the processes of both claims he worked as a very successful conduit between us & the insurers and because of his willingness and his tireless work over many months we were successful in both instances.
It is with immense sincerity that we thank Matt for his belief and persistence and it is without any compulsion
that we recommend him to anyone who may consider engaging his services.
Those who do will only benefit.