FROM OUR CLIENTS
I have known Patrick for over 5 years, both in a professional and personal capacity. Having seen his work ethic and his dedication toward his profession and his clients, I can confidently say that he is by far one of the most professional and sincere advisers I have had dealings with in this industry.
Patrick has always demonstrated a rare quality, which is the ability to always keep his client’s interest as his top priority. He is not only actively involved in the front end of the process but also involved in crucial back end – which is when a client goes through a claim.
Patrick’s clients have always been High Net Worth, Top End of the market and he has demonstrated the ability to understand their needs and this coupled with his experience in the industry makes him unique in his offering. Patrick not only specialises in HNW clients but he has also shown the same level of professionalism, dedication and expertise for all his clients.
I highly recommend anyone who is looking at insurance to look at the process that Patrick has in place and also his offering- his service and his expertise.
Distribution Manager NSW
Patrick McLaughlin has personally handled my family’s insurance needs for the past 5 years, and has done a great job. I can highly recommend him. With the birth of our first son and my wife converting to the role of a full time mother one of our main concerns was to ensure that I had appropriate cover as the main income earner, and that my wife as a full time housewife also had appropriate cover in the case of any unfortunate event.
Patrick was able to customise a recommendation to fit our personal and budgetary needs. Since putting our first policy in place Patrick has reviewed our situation annually, changing the cover to suit both our reducing debt levels and increasing assets.
Following our relocation to Australia we needed advice on how to navigate everything from life insurance, mortgages, tax and superannuation. Patrick was invaluable in this process. Not only did he provide an exceptionally professional and meticulous service, but a thorough needs analysis was performed for us and recommendations made. Patrick has a thorough understanding of the regulatory and product issues surrounding his service offering. Through this we were able to quickly and cost-effectively understand and implement a range of products best suited or our needs.
Patrick has also been an invaluable source of ongoing advice and service in this regard providing regular needs analysis reviews and product updates. I can recommend Patrick without reservation in an area that is not only very complicated, but very important to individuals.
Brenton M. Saunders
Taurus Funds Management
I believe we all need insurance but it can be a complex process. Finding a company that can explain insurance policies in layman’s terms and honestly advise you on what you really require is rare.
Foundation took the headache out of insurance and it’s good to find an honest, reliable, trustworthy company in today’s world.
Patrick McLaughlin has provided detailed insurance solutions for my personal account most successfully. He’s efficient, personable and achieves excellent financial results.
Patrick is a leader in his field, he inspires confidence and gets results. I regard him highly, and commend his commitment to professionalism and excellence.
The Hon. Warwick L. Smith, A.M.
ANZ, Chairman New South Wales and Australian Capital Territory
ANZ, Chairman E*Trade Australia
Australian Capital Equity, Chairman Advisory Board
In a world full of pretenders, Patrick is one of the few specialists in the insurance space that it is a genuine “adviser”. Patrick understands the strategic side of insurance, establishes good rapport with clients, and above all I can entrust him with the management of my clients’ insurance needs from start to finish – without me having to be involved.
Mark Minchin CFP.
UBS Wealth Management Australia
Foundation Life Insurance
Easts Tower, Suite 203, LVL 2,
9 Bronte Road, Bondi Junction, 2022
Patrick McLaughlin: +61 438650739
Leonard O'Meagher: +61 409582484