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".