We always felt that we were paying too much for insurance. Barossa Financial Services helped us understand our financial situation and tailor more up-to-date insurance cover to suit our needs.
With the advice we received, not only have we protected our family, we are also making substantial savings on the premiums we are paying.
With those savings and the advice of Barossa Financial Services, we are looking to pay off our home loan quicker so we can start investing for our future.
I always felt that I needed to look at my financial situation, yet put it off due to lack of time and not knowing where to start.
After speaking with Barossa Financial Services, I came to realise as the main breadwinner, if something was to happen to me then my family would be left in financial hardship. Thankfully now, that concern of mine has disappeared.
Barossa Financial Services also helped me identify and utilise a small amount of money by budgeting which I now contribute into a long-term investment plan for my son’s future.
After Jerry passed away I didn’t know where to turn. I knew we had some life insurance policies in my husband’s name and I was unsure of the process to get them sorted out.
I knew the policies were thru Barossa Financial Services, who I then gave a call. From there I felt relief as my financial uncertainty was taken away from me, and I was left to grieve.
I am glad that my husband took out the policies with Barossa Financial Services as they provided support and understanding during what was a very difficult time.
It’s about every-day people in our community with real-life worries and forward thinking.