Fred Wilks had been using OBT Financial Group for over 20 years for his tax.
So when he found it was time to move to a more proactive financial advisor, he ran the idea by Rodney Turner who was only too happy to take care of Fred’s superannuation and personal insurance as part of OBT’s Financial Planning division.
Rodney initially reviewed Fred’s existing superannuation and personal insurance needs and it was decided that no changes would be made to the existing arrangements.
“We decided to move the existing policies ‘as is’ for Rodney to manage in the future,” says Fred. “This was straightforward and easy as Rodney made sure there was no disruption to my cover.”
Unfortunately, soon after, the need to claim on the income protection insurance arose.
“At first I was worried about how to make a claim and how much I would be paid. But I had no need to worry. Rodney and Kathy Burnett helped me through the initial claims process and are still guiding me with my ongoing monthly updates to the life insurance company.”
“I drop in my claim forms to Kathy at the office each month. Everyone makes you feel at home – we can sit and discuss things without feeling the pressure of the clock ticking.”
“The insurance company has been brilliant to deal with,” Rodney added. “They pro-rated Fred’s payments from insurance when he was able to obtain some part-time work, which means he’s been able to recover and re-enter the workforce gradually on his own terms.”
Fred has been on claim now for just on two years.
“Without this income supplement and the support from OBT, we would be lost. Dealing with OBT is a much more personal service. Apart from my tax being on time and accurate, Rodney points us in the right direction when it comes to my super and insurances.”
“No matter who I deal with at OBT, they are always sensitive to the situation and understanding.”
(Feature photo: Fred Wilks (centre) with family as recipient of “Citizen of the Year” at Lockyer Valley’s 2015 Australia Day awards.)
Rodney is an authorised representative of Lonsdale Financial Group, and a member of the Financial Planning Association of Australia. This is general advice only and does not take into account your financial circumstances, needs and objectives. Before making any decision based on this document, you should assess your own circumstances or seek advice from a financial planner and seek tax advice from a registered tax agent. Information is current at the date of issue and may change. This information and certain references, where indicated, are taken from sources believed to be accurate and correct. To the extent permitted by the Law, Lonsdale, its representatives, officers and employees accept no liability for any person that relies upon the information contained herein.
Copyright 2016. OBT Financial Group #BuildingYourFinancialSecurity