What clients have been saying

Several of our recent clients were asked to submit a testimonial letter. All the testimonial letters submitted back to us have been published with approval, and necessary changes for anonymity.

Income Replacement Claim

Dear Warren

Income Replacement Claim

Thank you for helping with the Income Replacement claim. This was a difficult time when I was diagnosed with Multiple Sclerosis.

Having the Income Replacement Plan in place meant I was able to put a manager in place to run the business.

Your help in having the insurance claim approved by AMP was excellent.

I have now been on claim since April 2011.

 

Yours faithfully

Trauma Claim

Dear Warren

Trauma Claim

I was referred to Warren Borlase in August 2013 for a meeting to discuss Shareholder and Key Person Insurance.

At the first meeting Warren enquired if I had Trauma Insurance due to a heart attack two years prior. I advised I was not sure of the existing Trauma Insurance and Life Insurance in place.

To my surprise I had Trauma Insurance for $92,000. Warren processed the Trauma claim and the claim was paid within 2 weeks.

I have no hesitation in recommending Warren to my friends and colleagues due to his attention to detail in making sure all the bases are covered and the right thing is done.

 

Yours faithfully

Trauma Claim

Dear Warren

Trauma Claim - March 2013

It was a shock to have a heart attack. An Angioplasty surgery operation was completed.

Warren Borlase completed the trauma claim. The trauma claim with AMP was processed within seven working days.

We were impressed with the service.

 

Yours faithfully

Income Replacement Claim

Dear Warren

Income Replacement Claim

At the start of 2014 I made an Income Replacement claim with Warren.

Warren met with myself in hospital and processed the Income Replacement claim efficiently, dealt with the AMP claims department on my behalf, and liaised with my accountant to have the claim expedited.

This enabled me to appoint a manager for my business while I was off work.

 

Yours faithfully

Income Replacement Claim

Dear Warren

Income Replacement Claim – Breast Cancer 2011

It was a surprise to be diagnosed with breast cancer. Initially I had put in place Income Replacement insurance the previous year under the advice from Warren.

When processing the claim it was done in a timely and professional manner.

Being the main bread winner of my family at the time the Income Replacement became our main income. We would have really struggled if we had not followed Warren’s advice at the time.

 

Yours faithfully

Income Replacement Claim

Dear Warren

Income Replacement Claim – Stroke 2011

While at hockey practice I did not feel too good. I was diagnosed with a stroke.

Under the specified illness benefit of the AMP Income Replacement Plan I received twenty-six weeks Income Replacement benefit.

It was a financial relief to have the insurance while I was off work recovering from the stroke.

I have no hesitation in recommending Warren Borlase to people as a financial adviser.

 

Yours faithfully

Income Replacement Claim

Dear Warren

Income Replacement Claim

I write in regard to the Income Replacement claim with Sovereign.

The financial adviser at the time had not followed up to check if I had returned to work. My depression had not improved and I was not in good health to return to work.

Warren was on the ball and followed up with me. As a consequence Warren had the claim re-opened and I was on the Income Replacement claim for a further eighteen months.

I have no hesitation in recommending Warren Borlase as your financial adviser.

 

Yours faithfully

Our Services

We provide a range of services to new and existing clients.

Key person & protection

Life & Trauma Insurance

KiwiSaver

Fire & General Insurance

Medical Insurance

Income Protection

Mortgage Protection