Geoff Devine, Director, Devine Consulting
Limited
"As a result of a major change in the shareholding of my
business I needed someone to review the terms and quantum of the
insurance I held. Dean Young of BRAVEday was
recommended to me by a client who had liked his approach and
standard of service.
My business partner and I met with Dean at our premises to
discuss our insurance needs. Dean reviewed our existing policies
and quizzed us on the potential insurance risks we had in our
business. To clarify our understanding of these potential risks
Dean used a number of business tools which helped with our
understanding of the risks. Once we were clear about our insurance
needs Dean noted our personal details and organized to meet again
with an insurance proposal. We had our proposal within a week and
organized to meet with Dean again to go through the proposal.
Dean spent a great deal of time with us explaining all the terms
and conditions of the policies. He clarified any medical exemptions
and stand down periods. He also clarified how the policies should
be held for the most effective personal and tax planning purposes.
We would, and do, recommend Dean and BRAVEday for
their professionalism, prompt service and ability to clarify what
can be a very complicated issue".