Integrated Financial

What our Clients and Alliance Partners Say

The People we like to help are:


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Business owners with loans and personal guarantees.

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Responsible business and family people.

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People who make decisions based on facts.

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Tom and Dora Zafiris
My experience with Peter and his wonderful team has been very rewarding. He is a good listener. Nothing is too hard. He will get me an answer within 24 hours. How good is that!! He has provided me and my family with peace of mind.

Tom and Dora Zafiris (Directors) —
Zafiris & Associates Pty Ltd

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Joe and Julie Nemeth
You have a genuine interest in the business world and are capable of seeing the big picture. You are a good listener.

Joe and Julie Nemeth —
Nemeth Plumbing Pty Ltd

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Dear Peter,

George BerzinsYou have been my Adviser for some years now and as you know, I have terminal cancer and am unlikely to see 2007.

I would like to offer some advice to your clients regarding taking some simple health tests so that they may not suffer the same fate as me. Please copy or print this letter if you think it would be useful.

As a 50 year old, I never really imagined becoming terminally ill. Now I realise that if I had taken some simple health checks when I turned 50, five years ago, I may have averted my present health problems.

My message is that no one is invincible. There are a wide range of blood and other tests, which can detect the presence of bowel, prostate and other cancers. I cannot reverse my situation, but sincerely hope this warning may save some future lives and the physical, mental and emotional distress, which goes with it. I particularly think that many men do not take sufficient precautionary steps and seem to think it may be ‘unmanly’ to take care of themselves.

Also, I want to thank you for your kindness over the past few difficult years and especially how you have explained my insurance covers to me and relieved the pressure of having to deal with the doctors, the claims processes, the insurance companies, the paperwork and especially with the bank who I also had insurance with and which you hadn’t even arranged.

To be honest, I did not realise the extent of protection you had arranged for me although you explained everything thoroughly at the time. I cannot tell you how important it has been for me to be able to put my financial affairs in order while still alive rather than having this as another burden for my family to sort out. I certainly thank you for ensuring that my life insurance included a terminal illness condition so that my policy paid out immediately — this has been a true God send.

You asked me in a recent survey, if you met my expectations and I think I ticked the ‘met expectations’ box. With the benefit of hindsight, I should have said that you exceeded my expectations over and beyond what I could reasonably expect.

Peter, please feel free to share this with your clients — I hope it may help.

Thank you,
George Berzins
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The professional approach and contact with us and understanding our Business issues is first class.

Craig Hutchins — The Book Boys — Seaford

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Has the characteristics of a ‘trusted adviser’. Explains the issues without getting too technical, using layman’s terms.

Andrew Woods, Partner — Accountancy Practice

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Always friendly, explains structures clearly, does his ‘homework’

Sam & Sally Kluske — Kluske Contractors

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Very professional and not high pressure. Your advice has always been appropriate and well thought out.

Mark Hutton — Principal Engineer —
Hutton Engineering Consulting Pty Ltd

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We have used and will continue to use your services because of your persistent interest in our particular circumstances and continuous endeavours to meet our insurance needs.

Jackie Koitka (Director/Secretary) & Mike Purcell (Director) —
G13 Pty Ltd

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Whatever the question that arises, whether it seems strange or insignificant, nothing is too hard. Peter and his staff are always there to help.
Many thanks.

David & Marianne O’Connor — O’Connor Cleaning Service

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You have always responded to our requests promptly and professionally.

Adrian & Andrienne Earl — Mt Compass

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Their service is A1 and I hold them in high regard.

Chris May — Lonsdale Transport

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For more information contact us by phone (08) 8279 3333 or by email

 

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