“Our association with Gravitas Financial and Grant, has been a fairly short one. On the purchase of our first property in Australia, our broker recommended that we engage someone like Grant to ensure that we had the correct level insurance subsequent to making one of the biggest financial decisions of our life, in addition to having an 18 month old boy keeping us on our toes. Coming from a finance background I was quite confident that our insurance levels were where they needed to be, and being within my Superannuation, a cost I did not have to take into consideration for my monthly budget. Nevertheless, we agreed to engage Grant, to get some perspective and do some sort of comparison.
Needless to say, from our first meeting it was clear that our insurances were nowhere near where they needed to be, especially regarding our son (and any future additions to our family). Our thoughts and opinions on insurance were challenged during the initial engagement and gave us a sense that we needed to do a bit more to ensure our family was covered for the ‘unlikely’ event.
At our second meeting Grant presented his advice and recommended a comprehensive insurance policy that was tailored to our family needs. There was no hesitation from us, and we went along with Grant’s advice.
The transition was seamless, a couple of signatures and electronic forms, and the cover was in place.
Fortunately for us the timing was perfect, as 4 months down the line the ‘unlikely event’ occurred and I was diagnosed with testicular cancer. After going through all the necessary specialist appointments, scans, blood test and finally surgery,
I can thankfully close this chapter of my life for now and satisfied that the trauma cover allowed for some compensation.
I’m truly thankful to Grant, for the advice and product he recommended and I’m confident that should any further ‘unlikely’ events occur, my family will be taken care of.”
“Grant was an absolute pleasure to work with. It was our first time purchasing life and income protection insurance and Grant guided my wife and I through the entire process as if he had all the time in the world for us. Well Informed, respectful and trustworthy beyond measure, we will be working with Grant long into the future and highly recommend his services.”
“We have recently started working with Gravitas Financial and have found the experience smooth and pleasant. Grant is always available, and nothing is too much hassle. He makes everything really clear and easy to understand, and we have peace of mind knowing that we are in safe hands to plan for and consider our financial future. We are looking forward to seeing the benefits of having a greater plan and accountability over the coming years. We wouldn’t hesitate to recommend Gravitas Financial.”