What was their situation when we met? A successful software business had an issue with regards to their Buy Sell cover and agreements that they wanted to review. We reviewed the insurance of the four business owners and ascertained that the insurance was largely correct, but they had not had any agreement to title together, […]
What was their situation when we met? We were referred a medical client by their accountant and asked to assist with personal insurance and wealth planning, particularly superannuation, equity, and property investments. As part of our ongoing reviews with the client, we were made aware that they were entering a partnership and they were open […]
What was his Current Situation? Cameron and Christie came to Trumpet after being referred by one of our referral partners. As a medical professional Cameron running his own practice Cameron was finding it difficult to make time to have his outdated cover reviewed. Cameron made the time and is very thankful that he did. How […]
What was their Current Situation? Michael and Anita were referred to Trumpet through an existing client, the way most clients come to seek advice from us. With a busy residential building business and family life they had not reviewed their insurance needs for many years. Each time we see a client we see it […]
Who are they and what is their current situation? They are a professional couple with young kids who worked hard to build up a reasonable asset base but they still have a fair level of commitment ahead of them. He is mid 40s and kids are aged from 10-12. He’s an IT professional and she’s […]
