CLIENT TESTIMONIES
“Greg Coldicutt has managed our finances for over the last 25 years plus. We have had only the best advice on our Finances, Insurances, and Kiwi Saver for peace of mind.
We would not hesitate to recommend Greg to our family and friends.”
Walter and Mary R., Retired“I have been a client of Greg Coldicutt for nearly 30 years. He has always conducted himself in a professional and knowledgeable manner. He gives me confidence with advice and management of my insurances and KiwiSaver.
I would highly recommend him to others 😀”
Maree P., Self-employed Interior Design Consultant“Being involved in a Business Partnership creates all sorts of interesting situations. One very serious one being insurance cover for key personnel and shareholder buy/sell cover. You have to get this right first time.
We involved Greg in this process and he quickly gained the trust and respect of our Accountants, Banks, and Lawyers due to his honesty, integrity and genuine approach. Greg has become an integral part of our team, moving forward we know the business is in great hands and that the security for our key personnel and families has been structured extremely well due to Greg’s fastidious and astute business approach.”
Keith H., Founder & CEO - CCG Ltd - Auckland“Greg is a very dedicated person who knows his job well. It is great to work with a financial adviser who is truly interested in their client’s needs, circumstances and preferences. He is always up to date with current situations and gives timely feedback and well-informed information to us, so we can make sound financial decisions.
He has been assisting my family for the past 25 years and we have become friends as well as clients. I am very happy with his professionalism and his ability to help us make wise financial decisions and I gladly recommend your services whenever possible”
Steve & Tracy S., Business Owner & General Manager“In February 2016, my fiancé Colin was diagnosed with oesophagus cancer. He had to undergo six months of chemotherapy and a major operation, effectively putting him off work. At the time, our old accountant was a number of years behind with getting Colin’s Financial Accounts up to date (as he is self-employed).
We had just changed to a new accountant, who, with the help of Greg Coldicutt, spent months getting Colin’s end-of-year accounts in order so we could claim Income Protection while Colin was off work. It was enough to cope with Colin being so sick, without the stress of also sorting out the accounts, and conversing with Fidelity to organise Colin’s income protection.
Greg took care of everything for us. He worked tirelessly in the background for us, for which we are forever grateful. Colin has only just started back at work part-time this year (2019) due to post-operative health issues.
If it weren’t for Greg, we would not have survived on one income alone all of this time. He went above and beyond for us and highly recommend him to anyone who is looking at investing in financial advice and insurances.”
Colin and Cathy T., Business Owners“Greg has been and continues to be an integral part of our ongoing journey to financial freedom. We were introduced some 30 years ago and over that time Greg has been with us through all the highs and lows. Greg is very astute and fastidious and has become a very loyal, trusted and highly regarded financial confidante to us both.
Greg has guided us through the myriad of Insurances, to facilitating the management of our Investments in both KiwiSaver and Managed Funds.
We would have no hesitation in recommending Greg to any of our associates who were looking for sound financial advice.”
Keith and Michelle H., Business Owners“Greg has been very professional, giving sound advice on our financial situation. He researched our options thoroughly having just emigrated to NZ and took away all the emotion. He guided us through each step of the way, and it was reassuring to know all the red tape and procedures were being dealt with by him, relieving us of the stress of where best to insure and invest in the NZ market.
His attention to detail is excellent and we would not hesitate to recommend him to anyone we know. In fact, we already have!”
Phil & Eileen D, National Sales Manager“I would like to thank you, for not only having the foresight to recommend Fidelity Life for M’s Life Assurance and Critical Care Policy, but to act so quickly on our behalf to process the Critical Care claim. I must say I was delighted with the positive outcome, which meant our financial anxieties and concerns for our future were ameliorated to a certain degree.
These have been a worrying few months, but your help and the Company honouring their policy was truly a welcome relief. We have had an association with you for over twenty years, which serves to show our faith in you. Thank you once again, from both of us.”
Sherilyn H, Retired