1st August 2012
Simon Burge
Financial Planner
Kensington Financial Services
82 Shipsters Road
PO BOX 326
Kensington Park SA 5068
Dear Simon:
I want to thank you for all your support and expert advise regarding the settlement of my late husband’s superannuation funds. Losing my husband to such an aggressive terminal illness was compounded by the fact that I was heavily pregnant with our first child. Had it not been for you ensuring all the paperwork was finalized I fear I would have been left without financial security for my new son and myself.
You have gone above and beyond what I would have expected from a financial planner. I want to express my gratitude for your personal attention, from visiting us when Nick was first diagnosed at home then when he went into hospice care to calling and visiting me after his death, including coming to his funeral and for following up so diligently on the payout I was to receive and ensuring it was moving forward.
It has been a comfort to have you continue to make calls to check on our welfare even after AMP had finalized all their monetary obligations to us. I hope that the staff at La Casa Del Formaggio, and your other clients, realize and appreciate the very personal and valuable service you offer. The superannuation plan you built for thecompany and my husband has enabled me to purchase land and build a home to raise our son in, something that we would have been unable to do if it were not for you and your services. For your help and support during the most difficult time in my life I owe you a great debt of gratitude.
Sincerely,
Rebecca Venditti
RN BNu