“When our Great client Matthew came to us explaining he had a broken his heel bone, Great Advice were able to immediately assist him to claim on his Income Protection policy. As Matthew is on his feet all day in his job, the rehabilitation time and re-entry into his job was a considerable number of months. Great Advice successfully obtained Matthew 4 months’ worth of Income Protection insurance so he could recover and resume his job, without any financial hardship thanks to his insurance Great Advice had previously recommended. ”

“When our Great client Karen met us for the first time, she told us of her Stroke suffered 2.5 years prior to meeting us. Whilst Great Advice were performing research on Karen’s financial products, we discovered not 1, but 2 Mortgage Protection policies that were no longer in force, but which Karen held upon her Stroke. They contained fine-print that allowed a lump sum to be paid in the event of certain strokes. With a fair bit of “push” from Great Advice, we were able to have both policies back-date a claim, and we successfully obtained our client the insurance she should have been paid 2.5 years ago.”

“My husband and I started our financial career relationship with Dan and George in a bid to better understand financial planning. As professionals we knew how to earn money and spend money, however when it came to financial planning, understanding insurance policies and investments we were novices. What really impressed us was they took time to get to know us, what was important for us as a couple and had a genuine interest in our family's future investment stability. What we have achieved with Dan and George was far more than this. After our first meeting, we had discussed some health issues I had experienced several years earlier, part of which was a stroke and highlighted to us two insurance policies we didn't even know we had that was claimable back when I had the stroke. Our total payout was $160,000. After working relentlessly with the insurance companies and taking the stress out of dealing with the insurance companies, they did all the talking for us. We so very much appreciate the professional help and advice in recommending investment options for our future. We find the entire team professional, kind, ethical, always contactable, helpful and easy to talk to. Their caring demeanour elicits our trust and respect and we would gladly and wholeheartedly recommend their services whenever possible to everyone.”

Karen Hong

“Amazing how excellent customer service can make it easy to complete complicated things in life. Late last year I had to review my personal and financial position due to change of employment. Just wanted to say thank you very much to George in providing open, honest and professional advice. George took the time and effort to listen to my current needs and future requirements.The process of reviewing my current portfolio of superannuation funds, insurance policies and investments was streamlined and easy to understand. The written recommendation received was detailed and confirmed my preferences. The application process for setting-up my new super fund, insurance policies and investments was easy to complete and understood. Appreciate doing business with you and thank you also to Dan Hutchinson - Financial Analyst. All comes down to receiving the right solution, advice and service - well done and look forward to our annual conversations. I'll definitely be referring my family and friends to George.”

Scott Anderson

“My situation changed when I became a father and changed jobs, moving to Brisbane from the mines. I needed an outlook on my financial situation that was stable and secure for a growing family. George provided the right advice and set me up for a positive future. I feel secure knowing that none can take charge of my finances but me. Dan’s and George’s advice has been nothing but honest and empathetic. They know how to deal with any situation, no matter what the financial situation. George and Dan show professionalism and support when dealing with my portfolio. Their response to any question is prompt and easy to understand. They tailored my financial situation to my lifestyle and gave me a realistic view of what I can expect for my future. I would recommend anyone to take time out to chat with Dan or George. You won’t regret it.”

Serge Radovanovic

“George and his team at Great Advice go above and beyond. We are so stoked to have everything in order and working for us. George has taught us how important it is to start young, plan ahead and put in place our super & insurances, as well as starting the conversation on our longer term plan with investments. Organising your super and insurance can be a headache and something that is always on your to-do list. I would highly recommend hitting George and his team up for some great advice, EASE and a good laugh, because George is one of the most kind-hearted people we know. Thanks for all your help George.”

BJ & Danika Downting

“Great Advice Team,Excellent customer service and very professional staff and business all around.When I spoke to George the first time I had four super accounts and no real direction in growth for my finance. At that point in time I haven't had any income protection or life insurance either.Within a week George and Dan came back to me with several options and a week later I've had everything set up.I would highly recommend Great Advice to anyone who's after outstanding and fast service.”

Saša Radovanović

“Thank you, thank you, thank you George & Dan for looking after my financial future. Words can't express what this means to me. I am very grateful for the passion you both displayed towards me & translating that into a solution that meets my needs, cheers guys.”

Matt Scott

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