Testimonials
"The policy documents have come through and the partnership too. I can't thank you enough.
TPD and Income Protection coverage were essential for me to become a partner in my law firm. I tried to arrange coverage through an ordinary broker and the insurer wanted to refuse the coverage due to my epilepsy. After getting a letter from my neurologist they wanted 100% loading while still excluding epilepsy from the coverage. That broker told me that was the best offer I would get.
Well, Ricky proved that broker wrong and got me Life, TPD and Income Protection without excluding the epilepsy from any of them. The rates were quite reasonable (the Life and TPD about the same as the insurer wanted when excluding epilepsy from the TPD) and did so very quickly and with terrific service."
M.F.
Solicitor NSW
“Ian – you are a genius! Well done and thanks.”
Philip Volk
Managing Director
Financial Focus Group
"Your assistance and service with this client has been exceptional."
Sharron Wharton-Street
Authorised Representative
Count Financial Limited
“Thanks so much for the great news. It’s been a difficult and stressful ride for me trying to get the insurance for my husband sorted out. I am extremely grateful for all your help and achieving what everyone else said was impossible. Fantastic job. Keep up the good work.”
Upon the advice that their client’s insurance had been accepted the following comment was made – “That’s fantastic news – I’m speechless!!!
Thank you very much for your assistance with this one.
I’m impressed with the whole process and will definitely look to place our clients through you when required”.
Lyn Johns
Client Service Manager
Menkens & Associates
“ Thanks Ricky for a wonderful service. You have been great. You went an extra mile and got the job done.”
Mr A.P.
Stretton QLD
“Just wanted to drop you a quick line to say a big thank you for all your help to get my husband life insurance. You have no idea how much I am relieved. Thank you again, your assistance in this matter has been greatly appreciated.”
Mrs R. L
Cessnock
“I am a typical life adviser who is always trying to help our clients. In this case, the client was suffering from depression and I had nowhere to go until I found Special Risk Managers. Not only were they able to obtain cover, but I was impressed with how quick the turn around was. The client’s family now has peace of mind.”
Graham Mitchell
DIB Financial Services Pty Ltd
Sydney.
“I had a difficult case where a school teacher (very recently widowed) aged 43 was looking for income protection as she was now the sole provider for herself and five- year old son. Her complications were high blood pressure, very high body mass index, vertigo and tinnitus. I did the usual pre-underwriting and submitted to the company with the most favourable indication.
This was unsuccessful so I repeated the exercise with two other companies before enlisting the assistance of Special Risk Managers. They were most professional and successful in placing the business. The expertise and assistance of Special Risk Managers provided an opportunity for the client that I would not have been able to meet”.
Barrie Moyle
Hindmarsh Square Financial Services Pty Ltd
Adelaide
“My client of many years was unable to obtain income protection insurance due to a combination of medical factors. As a partner in a firm of solicitors, and supporting a young family, he was delighted to hear we could offer an alternative. Thanks to Ricky and his professional team I remained an integral part of the process and together we managed to exceed my client’s expectations.”
Karine Mathews
Warren Saunders Life & Superannuation Pty Ltd
Sydney
“I contact Ricky when I’ve exhausted all other avenues for my risk clients. He’s my man of last resort. If he can’t get a client underwritten then I know for certain that nobody can and can honestly say that I’ve tried my best for my client.”
Simeon Levin
Professional Investment Services Pty Ltd
Sydney
"From time-to-time we have come across risk cases that we have found either difficult or impossible to place. Following a recommendation from a colleague, we have used Special Risk Managers to help us with the most difficult cases. They have been able to place the business with a minimum of fuss. We have been really happy with the quality of their service and would have no hesitation whatsoever in recommending them."
John Hall
Trenthills Financial Services
Gosford
“You are a legend”
Name withheld
Adviser
AMP Financial Planning Pty Ltd
“I have used Special Risk Managers on two occasions, both with success. My clients are extremely relieved at obtaining cover where they had been previously declined collectively on six occasions. They provide a very impressive and professional service.”
Name withheld
Adviser
Lonsdale Financial Services Pty Ltd
“We have found Special Risk Managers to be very beneficial in allowing us to offer our clients risk terms otherwise unavailable through the mainstream process.”
Name withheld
Adviser
Darwin, NT
“Thank you for your work re Michelle’s income protection. With her history of stress and panic attacks, we could not find any underwriter that would even consider her for sickness and accident, but your group managed to place the cover. Job well done, thank you once again.”
Name withheld
Adviser
Adelaide, SA
"What a marathon! I must thank you for the constant chasing up of Jordan, where I felt nothing would would come out of this. I suppose 5 heart by-passes is a bit much to ask companies to take on, but your enormous depth of experience paid off. I shall recommed you to other advisers to make use of your expertise."
Les Grant
AON Financial Planning
Tasmania
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