Case Studies

“I have been a client of Richard now for 26 years, and over that time, we have developed a friendship while maintaining a professional relationship.

I have always found Richard to be respectful of my situation and applaud his ability to turn complex language into stuff even I understand.  I would and do recommend Richard to others.”

– Craig F.

“Richard has been our adviser for 15 years and we really like the way he operates.  He has the ability to demystify insurance and financial issues.  He has been very reliable, consistent, and real with us.  We would not want to work with anyone else.”

– Catherine and Matthew W.

“Richard and Jan are awesome.  We have a number of staff and SHARE do all our work for us.  Richard’s advice is clear and precise, and he is well supported in his business by Jan.  (We think Jan does all the hard work).  Together they are excellent to work with, and we truly value the advice and support.”

– Ricky and Max K.

“Regular review opportunities should always be accepted.  That is my advice to all SHARE clients.  It was only through our review with Richard that he discovered I would qualify for a Trauma claim.  My illness had been 18 months prior, but Richard has an ability to uncover stuff like this.  He said he is just nosy, but I regard it as thorough.  Richard (and Jan) worked through my claim with me and very quickly my bank account was loaded with claim proceeds.  Their service is awesome, and again I recommend you accept regular review opportunities.”

– Raewyn M.

“We are possibly Richard’s newest client but wanted to let him know how much we appreciated the process of receiving advice and recommendations.  From the start we felt really comfortable with Richard’s style, and his explanation of what was going to happen.  We really valued the transparency and Richard’s commitment to protecting our privacy.  As he said at the start, we tell him more about ourselves than we tell anyone else.  He seemed to really respect and value that, and they are committed to honouring their privacy statement.  We felt really valued in the relationship from the outset.”

– Sean and Maree M.