Joe Laing
Self employed
I met Dan when I had an existing policy with exclusions due to my medical history. I wanted to make changes to it and also make provisions for the two years my family and I are intending to spend in the UK. Naturally, I was worried about handling the process myself and I needed someone who knew the health insurance market inside-out.
Dan proved to be the right person! Not only did he explain my options in easy-to-understand terms, he found a provider who could offer what I wanted at a reduced premium, with no exclusions.
Dan is very approachable and helpful – we’re delighted with the outcome.
- February 2020
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Roberta McIlraith
Optometrist, Occula Merivale
Dan came highly recommended through a friend, and has certainly lived up to his reputation. We’ve just started a new business, so we needed to upgrade our cover to reflect this change. Dan gave us priceless advice about risk protection in terms of both health and income.
We found him to be extremely professional, patient and unbiased. He took on board all our concerns about protecting ourselves and our livelihoods, and guided us towards insurance plans that totally suited our requirements.
We haven’t made a claim to date, but know that when we do, Dan will be there to provide all the support we need. Dan awesome to work with – he genuinely cares that we have adequately protected ourselves from ill-health or misfortune in a way that we are comfortable and confident with.
- March 2020
Steve Scott
Self employed
My mortgage broker recommended Dan when I was buying my house. We had a really good initial meeting – he asked lots of questions and came back with a full report detailing the life and health insurance options available to me. Dan explained everything and didn’t rush me, which I appreciated.
Being self-employed, I wanted to know that I was sufficiently covered for ill-health or trauma. Dan showed me how I could save money by reducing my ACC levies, yet still get ample comprehensive cover.
As it transpired, when I had to make a claim recently, Dan took all the pressure off me by helping me in submit my claim. He and Brigitte also sorted out some additional specific benefits that I had been unaware of, which was a bonus.
- February 2020
Murray Kennedy
CEO, Alloyfold
When we met Dan, we were with an insurance broker who made us feel as though we didn’t matter – in short, we were being ignored. So, when someone we were working with recommended Dan, we felt it was the right time to move.
We wanted someone we could trust to review our policies and give us sound advice on how we could improve on them. We were in the right hands with Dan. A straight-shooter, his no-nonsense approach was totally refreshing. He listened to what we wanted, and quickly found us another provider who could offer us better cover, which was not only value-for-money, but also perfectly met our needs.
Since meeting Dan, I’ve made a claim which has been successfully settled, and we’re now working with him to arrange a group health scheme for our staff. All in all, Dan is great to work with and just gets the job done.
- April 2020