“Sam was introduced to us by our new accountant at the time, Steven Pincott from ApC, even though it was a new relationship to us we knew Sam had done some work directly with ApC so felt it was a good referral. Once we had met Sam after the first meeting we were all very much put at ease and was impressed with her expertise and knowledge.
We wanted to ensure the Directors and Key staff were covered along with their families. Sam showed sensitivity around a number people she had to cover and in our surprise found a solution that was perfect for us as a business. At this time Sam also provided some great personal cover for me an my husband too.
As the business has evolved Sam has checked in with us every year, which has been great to provide us ongoing support. This has been invaluable when we were transitioning from one business to another business (sister companies).
Earlier this year Sam and I have been discussing what our Estate Planning are which will ensure that our Shareholdings are protected beyond the Shareholder Protection we discussed to put in place. She has documented this in a very simple way for us to understand and consider out next steps with both Enable Life & Enable Future.
Thank you for your support”