{"id":16625,"date":"2016-04-18T00:50:14","date_gmt":"2016-04-18T00:50:14","guid":{"rendered":"https:\/\/stratusnz.nz\/?page_id=16625"},"modified":"2019-04-30T02:30:15","modified_gmt":"2019-04-30T02:30:15","slug":"testimonials","status":"publish","type":"page","link":"https:\/\/stratusnz.nz\/index.php\/testimonials\/","title":{"rendered":"Testimonials"},"content":{"rendered":"

[vc_row row_type=”row” use_row_as_full_screen_section=”no” type=”full_width” angled_section=”no” text_align=”left” background_image_as_pattern=”without_pattern” css_animation=””][vc_column width=”1\/12″][\/vc_column][vc_column width=”10\/12″][vc_separator type=”transparent” thickness=”10″][vc_text_separator title=”Our Happy Clients” border=”no”][vc_separator type=”transparent” thickness=”10″ up=”10″ down=”30″][vc_tabs style=”vertical_left” el_class=”testimonial-tabs”][vc_tab title=”David’s Clients” tab_id=”14b930be-3179-10″][vc_column_text]\u201cDavid is a very\u00a0approachable financial\u00a0advisor who was able to quickly\u00a0assess my personal and financial situation.\u00a0He realised my existing policy was outdated and\u00a0needed to reflect my current situation. At my initial\u00a0meeting with David, he mentioned the Trauma\u00a0policy and after he explained how it worked, I\u00a0realised it was worth having.<\/em><\/p>\n

About a year after reviewing my covers I was\u00a0diagnosed with a brain tumour, it took about\u00a0eight weeks for me to realise my health situation\u00a0was serious. I had a very understanding employer,\u00a0but the fact was I was quickly using all my leave.\u00a0Coupled with my financial situation, I decided to\u00a0contact David.<\/em><\/p>\n

The covers David had put in place gave me\u00a0entitlement to a Lump Sum payment and ongoing\u00a0income payments. Receiving the lump-sum\u00a0payment was a huge relief, as it enabled me to\u00a0regain some financial control. I was unable to work\u00a0for over two years, so having a regular payment\u00a0coming in let me focus on getting fit and healthy.\u00a0I also received assistance with CV creation and\u00a0continued from overleaf\u00a0speech therapy, part of a recovery programme to\u00a0help me back into the workforce. I\u2019m proud to say\u00a0I\u2019m now fit, healthy and employed.<\/em><\/p>\n

I\u2019m not a high-end investor yet he treats me with\u00a0the same respect as his premium clients. When I\u00a0was looking for work he used his contacts to try\u00a0and assist me. He also provided good advice to my\u00a0daughter when she was thinking about KiwiSaver.<\/em><\/p>\n

David is passionate in what he does and he seems\u00a0to do it extremely well. Previously, I had four\u00a0advisors spanning over 20 years. David was the\u00a0only person who took the time to find out about me\u00a0and ensure my future needs would be met. I have\u00a0now known him for approximately seven years.\u00a0He\u2019s become someone I can trust and a good friend.”<\/em><\/p>\n

\u2013 Mark<\/p>\n

\n


\n\u201cIn February 2004 my husband Ivan was diagnosed with cancer, and in April 2005 the doctors told us there was nothing more they could do. We brought him home from hospital and he died two weeks later.<\/em><\/p>\n

Ivan had always managed our finances and he wanted to ensure my and the children\u2019s future could be as secure as possible. He said, \u2018When I die you need to pay the house off and go and see David. He will look after you.\u2019<\/em><\/p>\n

Ivan had consulted David many years earlier. With his advice, Ivan took out various policies which meant that on his death, we would be in a good financial position.<\/em><\/p>\n

I was left with the grief of not having Ivan any more, and the task of caring for our two children, aged 11 and 14. I needed financial security and also to be a very available parent.<\/em><\/p>\n

So I went to see David. He carefully explained an investment plan to me. Frankly, I had no interest in the detail.\u00a0<\/em>I simply wanted him to do what he thought best, and it was with no understanding but complete trust that I asked him to manage all the money received from the insurance. We go through this process regularly. David makes recommendations and I make an effort to at least look like I\u2019m interested and say, \u2018Fine\u2019.<\/em><\/p>\n

What I do know is that the investments are growing at a very good rate. What it practically means is that I don\u2019t have any money worries. I am able to work part time and to be there for the children.<\/em><\/p>\n

I continue to trust him implicitly. Ivan said David would look after me and he has. I have no hesitation in recommending him.\u201d<\/em><\/p>\n

\u2013 Emily<\/p>\n

\n


\n\u201cI first knew David through a company superannuation scheme. When I left that job in 2003, he followed me up about a year later to see what I wanted to do with my super. He now manages my funds and provides me with regular updates. I am always happy to follow his advice.<\/em><\/p>\n

I like to think I\u2019m a reasonably fair accountant, and if David wasn\u2019t really performing I would have been looking elsewhere. But he has performed admirably well. He has continued to make me money, and he makes it pretty painless.<\/em><\/p>\n

David\u2019s extremely sensitive to my needs and he keeps on top of the current situation. He gives sound reasons for any changes and understands where I am at in the financial cycle.<\/em><\/p>\n

And he will think outside the square if the situation requires it. Some people in the industry are dictated by what they have to do, but David will consider that aspect and then consider the client\u2019s needs.<\/em><\/p>\n

We usually catch up when he comes down to Christchurch. He\u2019s not just a financial adviser \u2013 I enjoy his company.<\/em><\/p>\n

I\u2019ve had some dealings with David on a professional basis as well, because I knew he was good value. He became the KiwiSaver provider for a company I was working with.<\/em><\/p>\n

I can\u2019t speak highly enough of David in terms of his advice.\u201d<\/em><\/p>\n

\u2013 Bruce<\/p>\n

\n


\n“I value David\u2019s advice purely and simply because he helps me get the best possible returns. I trust him implicitly.<\/em><\/p>\n

I first met David when he was responsible for the superannuation fund of the company I previously worked for. When I was made redundant a few years ago I was paid out my superannuation, and at that point David took ownership of it and managed it for me. I have now worked with him since 2002. He manages three super funds for me as well as some insurance. He has also picked up my wife\u2019s fund to help her restructure it and get a better return.<\/em><\/p>\n

I don\u2019t understand the markets, but David knows them thoroughly. From both a customer service perspective and an investment perspective, I have every reason to trust him.<\/em><\/p>\n

It is more than just a straight financial relationship. I bump into him at rugby and cricket matches, and I am very comfortable with him. He is a very genuine person.<\/em><\/p>\n

David certainly understands my position, particularly when I was made redundant. Everything that he has recommended, I have accepted. I highly recommend him as a financial adviser.\u201d<\/em><\/p>\n

\u2013 Bill<\/p>\n

[\/vc_column_text][\/vc_tab][vc_tab title=”Michael’s Clients” tab_id=”1461025908013-1-5″][vc_column_text]\u201cI\u2019d had one AMP policy since I was young and\u00a0hardly had any contact with the company at all until\u00a0Michael appeared. He\u2019s helped us right from the time\u00a0he started with AMP.<\/em><\/p>\n

Michael took a look at what we had, and it just went\u00a0from there. He talked us out of dropping the policy,\u00a0and sat down with my wife and I and went through\u00a0everything. He discussed a number of different\u00a0options with us and we agreed on the way forward,\u00a0then he said, \u2018Leave it to me, I\u2019ll sort it out.\u2019<\/em><\/p>\n

At first we would hear from Michael regularly and\u00a0he helped us a lot. He set things up for both of us\u00a0and, ever since then, we\u2019ve left it with him.<\/em><\/p>\n

We\u2019ve sort of grown up with Michael.\u201d<\/em><\/p>\n

\u2013 Alan<\/p>\n

\n

\u201cMichael makes contact with us regularly to make sure we have the right cover for our needs \u2013 like income protection and disability cover, because we\u2019re running a business.<\/em><\/p>\n

As our business grows our needs change, and Michael accommodates these changes within our policy.<\/em><\/p>\n

He\u2019s in contact with a lot of business owners, talking about their needs and passing on his knowledge. He has so much exposure to the business community that he is a real asset as a financial adviser.<\/em><\/p>\n

The Stratus Business Leaders Forum he helped set up allows like-minded people to come together and discuss the positive and negative sides of business. We learn from each other about mistakes made and what worked well \u2013 very valuable in the business world.<\/em><\/p>\n

Michael\u2019s sensitivity to our requirements means he can support my business and my family, providing everything we need, from medical insurance to life and income cover. He draws on his own knowledge to offer us all the available options so that we are fully educated to make informed decisions.\u201d<\/em><\/p>\n

\u2013 Jonny<\/p>\n

\n


\n\u201cI\u2019ve had a long-standing relationship with Michael \u2013 over 17 to 18 years. He gave me advice and support to help me get my first home. And when my partner died, he had sincere empathy and compassion for us, but he also helped me to look at the bigger picture.<\/em><\/p>\n

Michael is reliable \u2013 if you need him he will be there, like a family member you might see only once or twice a year. He always touches base with me to make sure all my insurance is relevant and suits my situation.<\/em><\/p>\n

He approaches things in a holistic way to make it relevant to my needs, and that\u2019s benefited me right up to the present day, both personally and financially.<\/em><\/p>\n

Once when he visited, my son gave him a marble. The next time we saw him, he had brought another marble to swap. I even called Michael to ask his advice on a non-financial matter because I trust his knowledge and opinion. Even though it was a personal matter I felt confident to consult him.<\/em><\/p>\n

I can\u2019t speak highly enough of Michael. I would not consider going anywhere else for advice.\u201d<\/em><\/p>\n

\u2013 Jane<\/p>\n

\n


\nMichael used to work for my husband, who died recently. He helped me sort out my insurances and the Estate, and when my mortgage was cleared he helped me invest the remainder of the money I had from the insurance.<\/em><\/p>\n

He was very aware of my interests and what I might like to do. At one stage I bought a painting with some money left over from the purchase of a car, which prompted him to think about how I could do a little bit of investing in art and so on. He was really looking at ways to invest that could be adapted to my needs and interests.<\/em><\/p>\n

He\u2019s been very supportive and we enjoy discussing things together. I can approach him to talk about anything I have concerns about, like special bills or other matters to do with the management of the house or my finances.<\/em><\/p>\n

Michael has integrity and he works with what is best for me. I have really valued our relationship.\u201d<\/em><\/p>\n

\u2013 Muriel<\/p>\n

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Book A No Obligation Consultation Today<\/span><\/div><\/div>
Contact Us<\/a><\/div><\/div><\/div><\/div>[\/vc_column][vc_column width=”1\/12″][\/vc_column][\/vc_row][vc_row row_type=”row” use_row_as_full_screen_section=”no” type=”full_width” angled_section=”no” text_align=”left” background_image_as_pattern=”without_pattern” css_animation=””][vc_column][vc_separator type=”transparent” thickness=”10″ up=”10″ down=”30″][\/vc_column][\/vc_row]<\/p>\n","protected":false},"excerpt":{"rendered":"

[vc_row row_type=”row” use_row_as_full_screen_section=”no” type=”full_width” angled_section=”no” text_align=”left” background_image_as_pattern=”without_pattern” css_animation=””][vc_column width=”1\/12″][\/vc_column][vc_column width=”10\/12″][vc_separator type=”transparent” thickness=”10″][vc_text_separator title=”Our Happy Clients” border=”no”][vc_separator type=”transparent” thickness=”10″ up=”10″ down=”30″][vc_tabs style=”vertical_left” el_class=”testimonial-tabs”][vc_tab title=”David’s Clients” tab_id=”14b930be-3179-10″][vc_column_text]\u201cDavid is a very\u00a0approachable financial\u00a0advisor who was able to quickly\u00a0assess my personal and financial situation.\u00a0He realised my existing policy was outdated…<\/p>\n","protected":false},"author":2,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"_links":{"self":[{"href":"https:\/\/stratusnz.nz\/index.php\/wp-json\/wp\/v2\/pages\/16625"}],"collection":[{"href":"https:\/\/stratusnz.nz\/index.php\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/stratusnz.nz\/index.php\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/stratusnz.nz\/index.php\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/stratusnz.nz\/index.php\/wp-json\/wp\/v2\/comments?post=16625"}],"version-history":[{"count":30,"href":"https:\/\/stratusnz.nz\/index.php\/wp-json\/wp\/v2\/pages\/16625\/revisions"}],"predecessor-version":[{"id":17558,"href":"https:\/\/stratusnz.nz\/index.php\/wp-json\/wp\/v2\/pages\/16625\/revisions\/17558"}],"wp:attachment":[{"href":"https:\/\/stratusnz.nz\/index.php\/wp-json\/wp\/v2\/media?parent=16625"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}