"My late wife Lorraine and I met Matt three years ago. Unfortunately, Lorraine had just been diagnosed with a terminal brain tumour. Her diagnosis brought forward our retirement by a couple of years. Not only were we faced with the emotional weight of her diagnosis but also the financial concerns brought upon by a premature retirement.
Matt showed tremendous empathy in his dealings with us and was able to locate a life insurance policy within Lorraine’s existing superannuation. The proceeds from the insurance enabled us to travel to Germany on several occasions so that Lorraine could be treated. Her treatment extended her life and gave us an opportunity to do some travel together which I am forever grateful.
Matt also recommended a fantastic Estate Planning specialist who was able to ensure that all of our affairs were in order. This greatly assisted the transfer of our assets upon Lorraine’s passing. Since then Matt’s ongoing advice has enabled me to enjoy a seamless transition into retirement and I know I will continue to value his advice throughout my retirement years."