Here’s what clients have to say ….

“Chris is a consummate personal insurance professional. Working closely with our financial advisers he put together a suite of tailored personal insurance policies for our family. In his very calm, gentle and matter of fact manner Chris outlined the value of the insurance and the risks of not having it in place to protect ourselves.

As it turned out, we had reason to make a significant claim when our life circumstances changed. Given the challenging nature of an insurance claim process, we were so incredibly grateful to have Chris advising and supporting us. He deftly navigated the claim process, effectively managed the relationship with the insurers, provided invaluable guidance and removed so much of our stress. He ultimately helped us achieve a positive outcome. I truly don’t believe this would have been the case without Chris’ incredible support.

Anyone can sell you an insurance policy and tell you how to make a claim. Chris does so much more than that. What makes him so unique is that ensuring you are looked after is obviously personal. Chris invests his time getting to know his clients and their needs. And if you have to make a claim, he goes on the journey with you every step of the way, making it so much easier.

Our family will always be grateful to Chris and could not recommend him more highly as a personal insurance adviser.”

Mark

“From someone who manages claims all day every day I can’t commend Chris enough when it comes to the support, he offers the insured as well as the insurer. He is so proactive when it comes to claims management and his ongoing support is greatly appreciated.

I have absolutely no doubt that the clients for which he advises and manages claims for would be unbelievably impressed with his willingness to go above and beyond to deliver the best outcome possible.

Chris is a testament to hard work and dedication, and this is shown in the way he manages claims for his clients and his ability to do so no matter the complexity of the claim.”

Senior Claims Manager

“In March 2021 I decided to organise my Super and Insurance. My life insurance and income protection were professionally managed by Chris Matlock.

In 2022 I was stood down from my role with a well-known service company. This came as a massive shock to me and I was forced to engage solicitors to assist me. With tens of thousands of dollars of solicitors’ bills mounting up and on the verge of a nervous breakdown I got a call from Chris Matlock. The income protection insurance that I had purchased a little over a year ago covered the situation I found myself in. I cannot tell you how this put my mind at ease. Chris supported me and my partner through what was the most turbulent months of my life.

With my income protection insurance paying my mortgage and all my living expenses and giving me an ability to recover without financial distress. The support services offered by this insurance were both unexpected and world class in their delivery. I felt supported nurtured and believed that I could endure anything. The claim was fully managed by Chris Matlock and I did not need to report to the insurer or chase anything.

Chris and his team continue to support me through the last part of my recovery finding a meaningful job. With support services offered by my insurance and the ‘over the phone’ support of Chris, I have almost completely recovered. I am eternally grateful for the support and guidance of Chris Matlock and his team. I would highly recommend Chris Matlock for impartial and tailored financial advice on Insurance, Thank you Chris.”

Robb

“Chris Matlock spoke to me 6 years ago about the different types of insurance available. At the time I felt uneasy about the premiums, but his reassurance and guidance helped me understand how important life insurance is, and given I had a wife and children to protect.

Little did we know 6 years later all that advice and guidance would be critical to my life changing event. My heart attack was sudden and unexpected at 42 years old, I was very fortunate to survive. The day it happened, my wife called Chris with the shocking news, and his calm and reassuring personality took away any financial worries we might have had. My family and I could focus all our energy on the most important parts of my recovery and not worry about how the bills would be paid and where the next pay check would come from.

Chris was at my house to visit me straight after I was discharged, filled out all our paper work and dealt directly with our insurers and had our claims paid. I don’t see Chris as our financial planner, I see him as our family friend, and Moneywise as our trusted financial partner. Much appreciated Chris.”

Christopher

“I highly recommend Chris as a personal and business life insurance specialist.

What sets Chris apart is his exceptional customer service. He has taken the time to understand our circumstances and ensure we receive the best coverage in line with both our business and family requirements and budget. Chris is approachable, patient, and always ready to address any questions or concerns. His friendly demeanour and clear communication make the insurance process a smooth and stress-free experience.

I wholeheartedly recommend Chris to anyone seeking a trusted insurance specialist who will prioritise their best interests and provide exceptional service.”

Client

“Several years ago Chris helped set me up with life insurance and income protection policies. He really took the time to understand my situation and discuss my options.
I found him to be highly professional and warm in his approach.

In recent times, Chris has worked efficiently to help me with making a claim. During what can be a fairly stressful time, I feel listened to and very supported by him during this process.

I have previously recommended Chris to my colleagues and will continue to recommend him as he is a highly professional and empathetic advisor.”

Emily

Chris has attention to detail like no other. After some miserable experiences elsewhere my husband and I were very pleased to complete our insurance affairs with Chris. He is more than happy to have as many meetings as it takes to understand complex structures and ensure he provides the right advice. He provided multiple options with explainers and justification to ensure we understood and picked what was right for us. Highly recommended for people whose situations are not run-of-the-mill for tailored professional advice. Thanks Chris!

Sarah

Chris, thanks so much all your help. Your patience and understanding were exemplary. I really appreciated number of follow ups and reminders, as well as taking me back through the same information – time and time again – without complaint.

The solutions you recommended also were exactly what I needed and nothing I didn’t. I feel very confident that I will be well protected now and in the future.

Thanks Chris – great job.

Christine

Have been a client of Chris for five years and he has been a great professional advisor in all matters pertaining to Life Insurance and Company Managerial insurance packages. He has helped me retire old sub-optimal arrangements and counselled on the most modern and appropriate policy options available in the Australian market. Highly recommended as he takes the pain away from having to wade through the insurance policy fog of which I have no academic interest in.

Andrew

Chris is extremely knowledgeable and professional with personal life insurance advice- he is thorough, patient and easy to work with and always has the clients’ best interests at heart. I’ve used his expertise for a few years and have been very impressed by his dedication and genuine nature. I highly recommend Chris for all advice- life insurance related.

Kirthi

Chris has helped my wife and I with our life insurance – first and foremost he was very empathetic and understanding of our personal needs. Secondly, he’s extremely knowledgeable about the products offered by various providers. The process to set everything up was seamless and Chris’ communication was always timely and reassuring. Chris checks-in regularly, particularly as products change. I would highly recommend Chris to anyone looking to secure life insurance cover for their own unique situation.

Ralph

Just wanted to express my (our family) gratitude to you for the work you have done over the years ensuring our family and our way of life was fully protected should the unthinkable/unfortunate happen.

I was never really one to consider life insurance nor income protection, but your insight, knowledge, guidance and advice saw us set up with cover allowing peace of mind. Even to the point of out of site out of mind.

Fast forward 8 years and our family cannot express enough to you our thanks for your commitment, advice and guidance in a successful claim being lodged against one of our policies which has resulted in peace of mind and removed a lot of added stress and pressure from us.

I truly believe that had you not taken the time and effort at the very start and throughout the years to ensure we were covered as you believed we should be, we would not be so fortunate with the outcome.

We appreciate your ongoing management and support with the claim process and cannot speak highly enough of you and also the insurer for the professional and caring approach adopted.

A very big thank you.

Anthony, Kat and Charlie