These clients have agreed to share their story.  Everyone’s situation is different, so their choices and outcomes will be different to yours.  Please consider your circumstances before deciding what’s right for you.

 

Thank you, one and all, for your hospitality at today’s seminar.  It was my privilege to attend.  I learned a great deal.  What really impressed was the warm atmosphere of your office.  The staff are truly delightful. I shall long remember this day.

 

Yes lovely to meet you also, as you are aware I am sure, I have known Max on a personal and business level for many, many years and consider all the family very, very close friends.

Max and Josh in my opinion are absolute stand-outs in the world of Financial Planning,  both D… and I are very fortunate to be in a position to share and be part of their advice.

You are working with some wonderful people who have a great passion for taking very good care of all their clients on a very personal basis so enjoy your time at Lewis Financial.  I am sure it will be a wonderful experience as you become involved within the business.

Have a lovely day Enjoy Enjoy!

 

Thank you so much for your time, patience and effort that you put into preparing and presenting our Statement of Advice.  It is exactly what we need to help us make informed decisions about our future.

Your meticulous and thoroughly professional approach instilled confidence in us and gave us an insight into the importance of careful planning.  We really appreciated your generosity in sharing your expertise and are grateful that Lewis Financial will be available to guide us in the future.

How fortunate we are to have you not only as very respected financial advisors but also as cherished friends.

 

I stand in awe of the care you take over our investments – and the fact that you have never made a loss for us, in spite of the turmoil of the markets in recent times.  You are doing us a huge service and we deeply appreciate your effort in coming down specially to see us.  Frankly, I do not see that we deserve it!!  We do live a rather hectic life.  This makes your role all the more important as it means that I do not have to sweat the financial stuff.

 

Mr Lewis, yes it is mission accomplished but more than that it is the continuing dedication that you as a true professional in your chosen field continue to take forward to my people.

It is many moons ago that we sat down together and developed the policies that we believed many years ahead of our time would add some protection and comfort for my long term staff.  I guess at that window in time the impact of what this might all mean was light years away.

Well some of those light years have passed us by and we or you are able to, even though they are sad times, realise I am sure what must be of great comfort to you that you have been able to make a “difference” a rainbow that many people aspire to discover but never get there.

Thanks again it is an honour and privilege to work through these issues with you, an experience whilst at arms length makes this segment of my responsibility to my people all worthwhile.

Have another day of assured success my friend.

 

We would like to say a BIG thank you for all your caring, kindness and your amazing expertise which put us into such a secure financial position for the future.  You are much appreciated.

 

Thank you for your call today.  It is so good having someone like you to help us through all this.  We are very lucky.

 

We continue to be very, very satisfied with the service and help you have given us and feel very privileged to count Max as a friend.  Thank you for making our retirement so effortless.

 

Thanks for all you have done in helping us to purchase …  Our dream is becoming a reality.  What a reassurance knowing that we can trust you in every way.

 

Thank you!  We are so grateful for all the work you did in compiling our mother’s portfolio.  Not only did you do such a highly professional job but you showed a perceptive understanding of everyone’s concerns.  It’s hard to put a price on peace of mind.  We owe you more than you’ll ever know.

 

We would like to thank both of you for the professional way that you have handled our investments. You both have a knack of making your clients feel special. We also appreciated your patience in taking us through this important step in our lives.

Looking forward to working with both of you in the coming years.

 

Firstly, I would like to offer my sincere thank you, for the professional and friendly manner in which you and your team dealt with my situation from the onset to completion, you were always there for me.

I was intending to work  for at least  another  ten  years in my profession , alas, this stopped short due to an injury I sustained at work which has resulted in me being classified as Totally and Permanently disabled.

The range of my insurance benefits ie income protection in the first instance for two years and then the lump sum has gone a long way to making my everyday life more bearable due to the financial certainty, having activated the advantages this Insurance Policy allowed and has now delivered.

I would highly recommend your Company and the policies you present to anyone wishing to insure against, what we hope will never come to fruition, the need to make a claim.

Once again sincere thanks.