Hear what our clients have to say about us…
Since my injury the team at Concept Benefit Planning and especially Josh have become some of the most important people in my life. Because of their expertise, support and friendship there is no doubt in my mind that they are one of the major reasons I'm able to enjoy the quality of life I currently ...Read More
Naturally my heart attack came unexpectedly. I was stressed by work and so much more. So when I found myself in hospital, Josh, Hamish and Kym were compassionate, caring and so helpful. It made all the difference. So did the trauma policy I had! It's nice to know I was being looked after on so many ...Read More
Josh Wilson of Concept Benefit Planning was highly recommended to me and I personally can attest to his exceptional personable approach and the professional advice he has given my family and I.
Josh and the products he recommended to me really proved themselves when I was faced with a sudden health crisis. Josh was there for me and my family as I recovered. I count Josh as a highly valued adviser for our Life, Income, and Disability Insurance needs.
I must say, I was a little sceptical when I took the policy out....I thought there must be a catch in there somewhere. However I'm delighted to say my doubts were completely unfounded.
This is a policy I would be happy to recommend to my friends and work mates, especially those who are self-employed ...Read More
Thanks for all your advice! And while I wish I wasn't in a position to have to claim Trauma Cover, it certainly makes it easier with this sort of a payout.....and put my wife's mind at ease.
I am very pleased....that I received full benefits for the whole time I was off work, less the waiting period, but including the time I was able to work part time. My thanks to all concerned for the speedy and helpful service I received. It's nice to know that the service doesn't end when the policy ...Read More
Harry D. W
Hamish, I would like to thank you and all your staff at Concept Benefit Planning for your help and support over the past two years of my illness. Your help in regard to my insurance matters has made these times less stressful for my family and me.
Thanks very much - we completely trust and value your judgement.
I just wanted to say how much I appreciate your recommendation years ago that we add trauma as an extension to the partnership policies. Early stage cancer has been detected, and that has triggered a claim on the trauma policy. I have done my share of whinging over the years about the premiums, but ...Read More
My claim was handled quickly & thoroughly thanks to Hamish. After discussing my claim directly with the insurer I had decided not to worry about making a claim. Hamish rang me up & questioned why we hadn't lodged a claim. After a conversation with him, he advised I could claim and we're very happy ...Read More
I would recommend Concept Benefit Planning especially to others who are also self-employed. Hamish and team were brilliant with their policy knowledge which made it easier to make a claim. The policy benefits suited my unexpected illness. Payment was prompt and the service was fantastic. I can recover ...Read More