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case study

Ken & Rosanne | (Investment)

pre-retirees, families

The Challenge

Bad advice from previous financial planner

The Outcome

Glad to be with Paul and feel very confident with his advice

We met Paul in 2009. Before that we had some bad advice from our previous financial planner. Since we have been with Paul he had instilled a lot of confidence in us and we feel very happy with the situation that we are in now. We are very glad to be with Paul and feel very confident with his advice.

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testimonials

Paul is not out for the dollar. He is a genuine, caring, nice guy and is there to find the best product for his clients and not what is best for him.

testimonials

I feel honoured that Paul assisted me with my insurance. I would definitely recommend Paul and his wonderful team

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My life expectancy, we don’t know what that is but importantly my wife and the kids are covered and that is the most important thing that we have done together.

testimonials

Without that policy we would have lost probably everything we had financially. And just imagine without working for 2-3 years and no income, the bills still keep coming in but no income. It would made things tough.

testimonials

We had some bad advice from our previous financial planner. Since we have been with Paul he has instilled a lot of confidence in us and we feel very happy with the situation that we are in now. We are very glad to be with Paul and feel very confident with his advice.

testimonials

We had some bad advice from our previous financial planner. Since we have been with Paul he has instilled a lot of confidence in us and we feel very happy with the situation that we are in now. We are very glad to be with Paul and feel very confident with his advice.

testimonials

For us, he was a guiding hand in an incredibly turbulent time in our lives. He stood up for us when we really needed him to without asking him to do it. He just said look, it is his responsibility as our adviser and he went ahead and took the bull by the horn and really sorted it out for us. Very, very positive outcome for us.

testimonials

Paul stepped up and really shouldered the burden and took us through a very, very stressful time. We were very lucky that everything work out in the end. If it wasn’t for Paul we certainly wouldn’t be where are today as I think he went above and beyond.

testimonials

We are 100% behind Paul and Stottsure and the way they actually went for us was above and beyond the call of duty as far as we were concerned.