Dear Ross and team.
Please accept my sincere thanks to you and your team on the excellent service my husband and I have received over the last 15 years regarding our life insurance and income protection.
I felt compelled to write you this letter after my most recent visit to Lakeside when we met with Doug and Michael to discuss updating our Wills and exploring the opportunities with your new Lakeside Accounting division.
After arriving at your new building in Brighton and being welcomed by your receptionist, entertained by Doug whilst working through the mundane task of completing our wills and then excited by your accountant Michael with the potential savings we can make in our Tax Returns, we left your office feeling a sense of comfort and satisfaction that we rarely feel with other businesses we deal with.
Your overall business has evolved over the years into a total service solution business that allows people like us to ensure our Financial situation will be safe and secure regardless of whatever happens. And for that I am very thankful.
You should be proud of what you have achieved and we look forward to many more years in the future working together.
Jules and Brett
“My wife and I have managed to avoid preparing a will for 15 years, however the birth of our first child finally managed to get us into action.
Fortunately for us, I was introduced to Lakeside Financial, who combined Income protection, Trauma and Life insurance with a rock solid will to ensure the absolute clarity of our wishes.
I wouldn’t hesitate in recommending Ross and his team if your looking to fully protect your family’s interest and know every angle has been capitalised on. Most importantly for me, it was clear and easy and all in place within a couple weeks.”
Todd and Anna