Michael’s Family Were Protected
After Getting Clear Advice

About Michael

Michael understood the importance of protecting his family but didn’t know where to start.

PROBLEM

Feeling overwhelmed with options to protect family from financial uncertainty

Solution

Meeting with KLW team and getting advice

Result

Confidence knowing the financial future is secure

How KLW helped

When Michael came to us, he wasn’t sure what he needed. We sat down with him and asked him about his priorities in life, his goals for his family and what worried him for the future.

Once we listened to his story we were able to present some options, help him understand how they worked to achieve his goals and leave him to digest the information.

Michael had lots of questions, which meant he was working with us to make sense of all the information and that put him in the driving seat of the decisions.

Here’s what Michael said:

“Financial uncertainty is one of the most stressful situations anyone can find themselves in. I understood the importance of protecting my family and myself personally and professionally, but did not know where to begin.

The amazing team at KLW Insurance and Planning Services were so accommodating and professional, I knew from the first appointment my financial security would be in good hands.

From Financial Planning to Personnel Protection Management, the process was smooth and unproblematic, nothing was too hard or no question went unanswered.

I would recommend KLW services to anyone who is looking to be in control of their financial future and having a professional, friendly, supportive team behind them.”

Michael Palazzolo

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KLW Plan Protect Prosper:

KLW Insurance & Planning Services ABN 51 135 365 132, KLW Insurance & Planning Services Pty Ltd ACN 135 365 132 and KLW Finance & Insurance Solutions Pty Ltd ACN 609 631 816 are separate businesses but are occasionally referred to collectively as “KLW” or “KLW Plan Protect Prosper”. Although the same Adviser may offer you services under the above businesses, each business is solely and separately responsible for the advice they each provide. Specifically, Affinia Financial Advisers Limited authorises and recognises only the Financial Planning and Life Insurance advice provided by KLW Insurance & Planning Services, and it is in no way affiliated, responsible or liable for the accuracy or quality of the information provided by KLW Finance & Insurance Solutions.