In 2011, four years after her original diagnosis, Lisa was struck by a secondary cancer that required chemotherapy. Matthew helped organise Lisa’s trauma claim, and within a month she received a payout from her insurance.
Lisa commented: “All I had to do was send Matt the medical reports he needed. He handled everything else and I didn’t have to deal with any of it.”
A steadying influence
Recently Lisa has had to undergo another course of chemotherapy, although she’s still able to work and is confident of a positive outcome. She also has peace of mind in knowing she has the money from her insurance claim put away in case she ever needs to spend it on her health.
“Having that money set aside is a bit like extra insurance – I know it’s there if I ever need it,” Lisa said. “Matt has always guided me and has been a steadying influence when it comes to spending. He’s really helped me realise how important it is to put something away for a rainy day.”
As well as regularly reviewing Lisa’s insurance cover, Matthew keeps a close eye on her investments. Lisa is now reaping the rewards of a managed fund investment that Matthew recommended to her several years ago, which is now helping to fund her daughter’s university education.
Matthew has also advised Lisa to start salary sacrificing part of her income into super, so she can stay on track towards achieving her financial goals for the future.
Lisa commented: “Having Matt as my financial adviser has been a great experience, we get on extremely well. He’s very meticulous and I like how realistic and upfront he is about my finances – he doesn’t try to sugar coat everything. Matt has always given me correct advice and I’d never doubt anything he tells me.”