"Late in 2013, I was diagnosed with a terminal illness, and had several superannuation policies in my name, with different claim rules and cover for each. I was in no condition to wade through the minefield of superannuation Terminal Illness, Income Protection and Permanent Disability claims and rules for each. Thus, I employed the services of Greg Felsman and Associates to help me manage this complicated process.
At every step, I felt I was being looked after. This was important to me so as I didn’t feel I was ‘getting lost in the system’. They kept me up to date with progress without being asked, but did not inconvenience me with minor ‘red tape’ requests. Both Greg Felsman and Cassandra Troy were always completely friendly and personable during the process.
When one fund started to play ‘hardball’, the depth of knowledge, professionalism and unequivocal tenacity of Greg Felsman and Associates was faultless. Despite being up against one of the biggest industry super funds in Australia, their persistence and belief was unwavering, and achieved the just result – a David vs Goliath win.
I cannot recommend highly enough the services of Greg Felsman and Associates.
In fact, I will now be moving all my investment needs to Greg Felsman and Associates, as an investment provider that I trust implicitly and, in my judgement, provide experience and result second to none."