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