We are very satisfied with the friendly, attentive and professional advice that we have always received from Geographe Financial Group. We are also very confident that our financial management and advice is in very good hands.
We have also recommended to our friends that they make an appointment with Craig for assistance and advice regarding more effective management of their personal finances.
Thank you. We are indeed fortunate to have services of this quality available in Busselton.
To whom it may concern,
Bill O’Byrne has been our family financial advisor since we moved to Busselton in the late 1990’s.
My parents Peter and Brigitta Kurmann originally became his clients and, in due course, my late brother and I were also introduced to Bill and continued our family’s relationship with him and his staff.
Over the last twenty years, Bill has advised us in insurance, investment and long term wealth strategy, Bill has consistently been a fantastic ally and exemplary professional. By always being available for advice, and pro-actively informing us of the best products, solutions and financial strategies for our changing needs, we have been confident that our financial affairs have been in safe hands. Bill has always taken the time to listen to our needs, thoroughly explain our options and implement the best solutions for us.
Unfortunately, over the last ten years we have had some rough times as a family, firstly with my late father Peter’s cancer diagnosis and his subsequent passing a few years later, and then with my brother Peter junior’s tragic accidental death. Bill was always there for us in these times, not only as a financial and insurance representative but also as a person, mentor and friend. When we were forced to get the family affairs in order after these sad events, Bill was always there if we needed advice and help on the best way to proceed.
Due to the good advice given earlier, and the extensive life, business and trauma insurances we had in place, we were in the best possible financial position to deal with what could otherwise have been even tougher times. All claims were handled promptly with a great deal of care and attention and Bill and his team made every effort to minimise the load on us in difficult circumstances. I cannot thank them enough for their support and care.
In the last few years, Bill has continued to advise my mother and I in our financial affairs, and I speak for both of us when I say it is a huge advantage to have such a knowledgeable, friendly and professional ally in these matters.
Bill O’Byrne, in my humble opinion, deserves every praise and accolade you have available to bestow. He is a true gentleman and I am proud to know him.
Owner and Director
SW Precision Print
The usual words “It’ll never happen to me” were echoing in my mind as I sat with Craig and he was running through the options with Income Protection and Trauma Insurance for me. I was young, fit, don’t smoke and lived well.
Several years later my number came out of the barrel – I was diagnosed with Cancer. Living in the country this meant time away from work and family, with hotel rooms and added expenses of travel and recuperation in Perth. I wasn’t 100% sure of my entitlements, or what I’d actually signed up for several years prior, I simply trusted Craig and had taken his advice on what were the best insurance options for me given my circumstances.
I can only say that his advice turned a negative situation into a positive experience. My health issue was sorted by surgery, and the added benefit of costs being well and truly catered for removed any financial burden on me and my family.
I am forever indebted to Craig for his honest advice and accurate insight to my needs.
Good Afternoon Craig,
Everything is going good – He’s a super star on the crutches now
He has a follow up appointment next week.
One Path were great - To be honest it was a massive relief on how smooth the whole process was!
I want to thank you for everything also – and organising all of it.
As you probably could tell - I was a little stressed and anxious when I called you that Monday.
Arron has always prompted his friends and work colleagues to get income protection – and we already highly recommend you to everyone we speak too.
Thank you again – you have been a huge help!
I felt the need to respond with sincere gratitude in the way my recent trauma claim was handled. I have dealt with Craig at Geographe Financial Group for over 15 years and have always drawn comfort from the advice and peace of mind in any recommendations made.
When I was 15 years younger, never in my wildest dreams did I ever think that I would need to make an insurance claim. In fact, as a younger, relatively ‘invulnerable’ man, I sometimes felt the policy to be burdensome but with gentle persuasion and sound reasoning from Craig I maintained the policy I had. I can thank my lucky stars and Craig that I did keep it active.
The old saying “the policy is only as good as the claim outcome” was certainly verified in my case as the policy responded as I had hoped and needed in a timely manner, giving our family comfort and peace of mind financially when needed.
All I can say is it does pay to listen to and act on good quality trusted advice, and I will always be thankful for that. When an illness takes your livelihood away, one thing for certain is that you need good insurance
I have been a client of Geographe Financial Group for the past 15 years. I haven’t ever felt cause for concern during that time as Craig would make it his priority to ‘touch base’ to ensure that I didn’t ever feel that I was just a number.
The team at Geographe Financial Group have always been friendly and courteous whenever contact was made, always acting in a courteous and professional manner.
Thank you Bill, for practical, honest advice & guidance to establish our retirement package from super efficiently.Ric & Rose
Everyone was extremely helpful and very efficient. At no time did I not understand any process. EXCELENT!!Susan
Thanks so much Bill for all your help through these trying times.Alan
It would have been beneficial to know about BMI penalty to begin with. Not to be confused with the professionalism we received from Bill. He was great to deal with.Andrew & Laura
I have been very happy with Geo Financial Group. All I would change at this stage is to have my newsletter via email rather than post. Keep up the good work & service.Caroline
We loved Craig’s service and advice to ourselves and also our sons. Cannot fault; p.s. More like family and therefore a business.Phil & Gail
Service has been fantastic!! Thank you and Merry Christmas.Will & Angela
Alex is very helpful and obliging. Nothing was too much trouble. It’s all stress free with Alex.Jason and Mandy
I think Alex did a very good job and was very helpful. I would refer Geographe Financial Group to anyone. Thanks again for your help.Jeremy
Good service always.Don
I have been a client of Geographe Financial Group for the past 15 years. I haven’t ever felt cause for concern during that time as Craig would make it his priority to ‘touch base’ to ensure that I didn’t ever feel that I was just a number. The team at Geographe Financial Group have always been friendly and courteous whenever contact was made, always acting in a courteous and professional manner.Donald
These clients have agreed to share their story. Everyone’s situation is different, so their choices and outcomes will be different to yours. Consider your circumstances before deciding what’s right for you