Client Testimonials

Mr Domenic Baldassarro

Oakbank Joinery Pty Ltd

In these times of Economic crisis, you often wonder as you lay out lots of money for bills month after month – where can you tighten your belt. Insurances – personal income protection, Trauma, life – are things that feel like they cost us a small fortune. As the years past you feel like there is no real personal gain in having it other than the peace of mind, knowing its there just in case. Then a day arises and you need it and your peace of mind get confused with questions – fearing the unknown.

Yeah I have protection but will it come through? How complicated will the forms be? Is it enough?

I made a phone call to CCA Fp. I was instantly reassured by Chris and his staff who personally took over our case and mediated between us and OnePath.

OnePath investigated our claim. At first they had a few differences about when our claim should start but as soon as they were ironed out by CCA we had no trouble with payments. There are so many benefits in having a professional Insurance broker you can trust – their experience in dealing with claims, to make it as easy and efficient as possible for us their ‘Client’. Chris and his team have been superb – standing by their word – finding a competitive insurance policy that you can trust in and helping you through the process of claiming.

Thank you.

Domenic & Marie Baldassarro

15 March 2012

 

Mr Michael Jacobs
McConnell Dowell Constructors (Aust) Pty Ltd

CCA were easy to approach and always happy to spend the time educating me about the product I was researching.

Mr. Michael Jacobs
June 2011

Mr Charlie Grech
Mr Jumping Castles

My firm has been using CCA Financial Planners as our Life Insurance advisor for the last 20 years and in that time I have found Chris and his team to be very helpful providing practical and sound advice. In fact I was particularly pleased at how the team handle my Income Protection Insurance claim. From the moment I called to the lodgement of my income insurance claim they helped with all the paper work and liaised with the insurance company on my behalf. I didn’t have to worry about anything – other than getting better!

I have no hesitation in recommending the team at CCA for your Life Insurance and Income Insurance advice. Thanks Chris for all you help.

Keep up the great work!

Mr. Charlie Grech
June 2011

Mr Sundip Ghedia
Lawyer

The service I received from CCA was outstanding. Charlie Boutros was patient, tenacious and efficient.

Mr. Sundip Ghedia
January 2011

Ms Dianne Drury
Traffic Authority – Clerical Administration

I would like to thank you all for the wonderful customer service that the CCA team have provided me each time I have needed it.
From the start, Mary, Ryna & Charlie you have gone out of your way to make obtaining insurance painless.
Recently when I had to make a claim on my income protection I was feeling very overwhelmed but Ryna and Mary took control and helped me with the process.

To interact with a real person that is always cheerful is a customers dream with a real person that is always cheerful is a customers dream with all of you always punctual in returning calls.

I look forward to your continued great service for many years to come.

Ms Dianne Drury
October 2010

Mr John Dowling
Field Force – Building Inspector

Thanks Belinda for your excellent advice and products…You have made complicated insurance decisions extremely easy, compared to other advisers we have dealt with.

I’m blown away by how easy you have made this for me and your friendly and obliging manner is a breath of fresh air compared to my various past conversations with other insurance contacts.

You are excellent at what you do, its a shame there aren’t more advisers like you!

Mr John Dowling
December 2009

Mr Joseph Korbel
Abey Australia – Tool Maker

CCA Financial Planners assisted me throughout my claim. I found Chris in particular to be helpful assuring me along what was an almost stressful period (whilst the insurance company investigated my claim) that he would get the claim paid.

Thank you for your sensational service. You are brilliant!

Joseph Korbel
November 2009

Mr Charlie Borg
Borg Brothers – Manager

CCA Financial Planners helped me to choose insurance that was right for me.

Chris and his staff assisted me with my claim and I was happy with the outcome.

Charlie Borg
June 2009

Mr Richard Holland
Ladiv Pty Ltd – Business Consultant

CCA FP assisted me greatly throughout a difficult and drawn out claim. The fact the claim was drawn out had nothing to do with CCA. They and in particular Stephanie Farrar, CCA’s Client Service Manager, was able to bring the claim to a satisfactory conclusion.
Stephanie demonstrated a great deal of persistence, professionalism and knowledge of risk insurance matters.
I would also like to thank Chris Cachia for his advice during what was a difficult and stressful period.

Richard Holland
May 2009

Mr Neil Prendergast
Prendergast Plumbing – Director

Sincere thanks to CCA Financial Planners for their support & caring attitude they showed me during a very emotional and trying time.
It was refreshing to know somebody was taking care of our financial matters while I was dealing with the death of my wife.

Neil Prendergast
May 2009

Mr Albert Ellul
Valley Maintenance – Cabinet Maker

Hi Chris

Just a short note to say thank you for all your help not only getting me insured but making my Total disability claim a fuss free process.

Words really can’t describe what you have done for me, not only getting a lump sum payment organized when I forgot I was even insured. Just one phone call form my employer to advise of my accident and you guys just went to work to organize my lump sum.

I am writing my story so you can use my unfortunate event to tell other people that they too should get insured, and what a fuss free way of doing it – all my premiums were paid by my super fund.

The value of your advice to me was priceless, I have no hesitation recommending the team at CCA Financial Planners but a special thanks goes to Chris and Hayden.

Albert Ellul
September 2008

Mr Dusko Tomas
Tomas & Tomas – Managing Director

CCA FP have been fantastic. I can’t recommend Chris & his team higher.

My claim started in May 2003 when I was diagnosed with a brain tumor. My income protection policy kicked in after the one month waiting period and I have had no problems with any payments. In the past 48 months I have been unable to work for, 28 of those months I have had income protection for all of the time I was off. During this time Chris and his staff would contact me to make sure all is well.

Before I became ill, I was a health & fitness fanatic with a resting heart of 49 bpm. Who would of thought that I would be ill. It can really happen to anybody.

Thank god I had something.

Dusko Tomas
May 2008

Mr Anthony Ho
L.U. Simon Builders Pty Ltd – Planning Manager

Our company uses CCA FP as our corporate super advisor. All members of our company have nothing but appreciation for CCA FP.

We always get quick attention and service to our queries on matters relating to financial planning and on super regulations. Requests to roll over funds or to print out interim statements were always carried out promptly.

It is refreshing to see old fashion service and values being delivered by our advisors, CCA FP.

Anthony Ho
April 2008

Mr David Irvine
Logiworks Partners – Manager

Chris has been extremely helpful over the past 5 years continually following me up to ensure the products and service are aligned to my needs.

A recent example that completely amazed me was how after a brief discussion on health issues, Chris immediately identified a clause in my policy that allowed me to successfully claim a significant financial amount. A total surprise!

David Irvine
January 2008

Mr Gwen Allen
Mirconite Film Productions – Director

Initially when Chris Cachia took over our portfolio, he arranged to meet with us and we were very impressed with his extensive knowledge of his business and what options were open for us. Chris had several very constructive suggestions for our business which we adopted over time.

Over the years CCA have reviewed our insurance policies and kept abreast of what was the most suitable policies for our needs and ensured that we have the best policies. It was always reassuring knowing that someone was keeping track of it all, as we didn’t have the time or the inclination to constantly do this.

Last year we needed to use our Business Expenses and Personal Income insurance due to an illness of one of the directors. This was an exceedingly stressful time and it was a great relief to be able to call CCA to assist with the process of claiming.

Chris was tremendous, he worked through it all with us patiently and made it much easier for us, as the paperwork can be quite daunting and confusing. Chris did this for us without adding more stress to the situation. CCA lodged the claims and henceforth we have been dealing directly with the insurance company, but Chris has kept in touch to ensure we are OK.

We have no hesitation in referring CCA’s services to anyone who wants to ensure they are getting the best financial advice and insurance protection.

Gwen Allen
July 2007

Mr Wei Zhu
Alloy Welding Services – Director

Dear Chris and Stephanie,

I wanted to express my gratitude for all your assistance with my disability claim. Your experience and knowledge in the field of disability claims process and making sure the necessary information was provided to the insurance company was invaluable.

You successfully helped guide me through the paperwork and claims process – educating me from the beginning on what needed to be done with my claim. You have been there every step of the way and your genuine care and passion for your business is so obvious and greatly appreciated.

I would be happy to whole-heartedly recommend you to anyone in the future.

Yours Sincerely,

Wei Zhu
June 2007

Mr Anthony Cook
Electromold Pty Ltd – Director

I would like to take this opportunity to send my sincerest thanks to you both for all of your assistance in regards to my recent accident and the related claim.

I have been very lucky so far in life that I have not needed to use any insurance, even the ones that you have so adequately arranged, however November’s accident was a whole different story.

I will never again complain about paying for insurance, although I do not ever want to be in that position to make a claim again. I can however rest easy knowing that if anything happens to me (god forbid) that both my family and I are covered and will be financially stable, taking a lot of pressure off a very stressful time.

Chris, thank you for taking the time initially to go through our needs and supply me with the best, and correct coverage that would suit my needs. Also your and Sarah’s support, concern and assistance in helping obtain the claim was fantastic and made an utterly “shitty” experience a whole lot easier to handle. I can not believe how easy the claim process was, so thanks again.

At times your job would be a thankless one and it is only when someone has a problem that you end up showing what you are really worth. So take it from me that you do a fantastic job and from day one you were very professional and totally accurate in regards to my requirements. It has been a pleasure dealing with you and an honour to be your client.

Once again thank very much,

Sincerely

Anthony Cook
May 2007

Mr Keith Harberger
Harberger Farm Supplies Pty Ltd – Director

We have used CCA FP for some time now and have found Chris very competent and reliable on every occasion.

His knowledge on insurance and financial matters seems vast and he gives sound advice when required.

His attention to detail and prompt service to our requests is refreshing to see.

We therefore have no hesitation in recommending CCA FP.

Keith Harberger
August 2006

Mr Theo Franken
Theo Franken Pty Ltd – Chartered Accountant

Chris Cachia has advised us on all our life, trauma and income protection insurance matters for several years now and have found that he has always been conscientiously dedicated to finding the most cost effective insurance to meet our needs.

Furthermore, in running an accounting practice I have referred several of my clients to him because of my confidence and trust that he will also provide the same high level of service to them in listening and attending to their needs.

Theo Franken
August 2006

Mr Daniel Rep
Accountant

It was always refreshing to have a broker who is willing to change insurance companies to save me money!! Keep up the good work!!!

Daniel Rep
August 2006

Mr Paul Speirs
Hydraulink Fluid Connectors Pty Ltd – Director

My past adviser simply sold me a product and didn’t review my policies for years, after changing advisers to CCA FP we have found that each year our insurance’s are shopped around for the best deal, my firm has saved thousands.

Paul Speirs
August 2006