Case Study

  • Water Skiing Accident

    I was informed by one of the Poole Group accountants that their client suffered a water skiing accident and was unable to work. Naturally I suggested that the client should be entitled…

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  • Trauma & Income Protection

    I was recently referred a client who has a range of personal insurance policies including Term Life, Total & Permanent Disability (TPD), Trauma and Income Protection. The policies were set up via…

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  • Malignant Melanoma

    I was referred a new client by one of the Poole Group accountants to review the clients existing policies. As part of the review process I discussed the clients pre-existing health issues…

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