“I BELIEVE HE’S ALWAYS
GOING OUT TO BAT
FOR ME.”

“I was starting a new business, had a young family and wanted to protect them. I was referred to Wallace Insurance Brokers about 23 years ago… I’ve been with them ever since.”

“I like being able to talk to Ian. I believe he’s always going out to bat for me. It’s about talking to the man who drives the horse. I’m not talking to the conductor in the middle of the carriage, I’m talking to the man up front who’s leading the charge.”

“Ian’s been in there a long time and I’ve been able to rely on him and sit down and talk with him, rather than get an animated message on a phone or something similar. I don’t like, ‘Push button 3 if you want this’ and ‘Push button 7 if you want that’ or, ‘If you need a brochure go on the web and print this out’.”

“I’d say more than half the meetings have been conducted at my place place of business, not his place of business. He’s prepared to get out there and meet the market and come and see you, rather than you having to chase around town to see him. The staff have always been good – they’ve always done what they promised.”

GARY, BUSINESS OWNER

“HE’S QUITE TENACIOUS –
HE DOESN’T GIVE UP EASILY.”

“Everyone needs insurance – it’s a necessity like food, water and shelter! Ian handles my life insurance and loss of income insurance, and things like that. In order to protect your assets and lifestyle these days you need to have insurance to cover it.”

“Ian was an acquaintance of a friend of mine and at one stage was brokering finance so my friend put me in touch with him and he successfully brokered finance for me on a property deal and smoothed everything over very nicely. He was able to do something that others weren’t.”

“I find Ian to be very well researched and knowledgeable about the types of products he’s offering. And he’s quite tenacious – he doesn’t give up easily.”

“I like Ian’s overall depth of knowledge and he’s able to offer the best solution. You get the best deal… it provides me with confidence that he’s giving me the best insurance deal, whether it’s the quality of the policy or the price or whatever.”

“Your bank offers insurance – everyone offers insurance – but Ian is able to tailor insurance packages to get the best deal for the customer. He’s able to offer a customised service rather than just, ‘This is the product we have and it’s got to be good for you because it’s our product’, which is the attitude of a lot of insurers.”

“What sets Ian apart is that he’s independent and uncompromising in fishing out the best insurance policies for his customers. You never come out under-insured, but I’ve had cause to call upon my insurance policies and then you think, ‘Well, just as well he did.’“

“At the end of the day, he’s always acting with the client’s best interests at heart. I can say that simply because I changed my circumstances a little while ago and reduced my income considerably and told Ian I had to cut back on my insurance, which he understood completely and readjusted everything.”

“I’ve never had any reservations with Ian simply because in my very first experience he delivered on the promise. He’s just a generally good all-round guy. He’s one of those people that doesn’t just look through you. He’s able to connect with most people. He’s got a great personality for connecting and understanding what people’s individual needs are… a good reader of people.”

ROGER, BUSINESS OWNER

“I’VE ACTUALLY FOUND HIM QUITE
DIFFERENT FROM A LOT OF
INSURANCE BROKERS
I’VE COME ACROSS”

“I went to Ian after a recommendation from our fire and general broker – a long, long time ago. Ian is probably more knowledgable than a lot of insurance brokers and we’ve always regarded him as being straightforward and honest.”

“With Ian you get recommended to purchase what you actually need, rather than just being sold a policy. He explores what you actually need rather than just wanting to go out and sell you a policy.”

“I’ve actually found him quite different from a lot of insurance brokers I’ve come across…”

“We bumped into a lot of brokers over the years through our clients when we ran an accounting practice and for a lot of them, their main activity would be wanting to sell a policy. It didn’t seem to matter what the policy was or whether it was what was required, as long as they sold a policy, that was alright.”

“Ian, to his credit, is not like that. He’s keen to do the right job. He’s one of the few I’ve come across who actually does that. I know for a fact he takes a genuine interest in his clients. I also know for a fact that he’s helped people with claims that have been turned down by insurance companies. He goes the extra mile.”

“I’ve had clients come to me and say they’ve been talking to a broker and I’ve said to them, ‘Before you do anything you should go and talk to Ian Wallace.’ He does a proper job. He doesn’t focus on what he’d like to sell that day; he actually explores what people actually need. I do know quite a lot of people, myself included, are quite happy they took his advice from the beginning.

PETER, BUSINESS OWNER

HOW LIFE CAN CHANGE
IN A MINUTE

We arranged Stuart’s* life insurance and income insurance to protect his business (self-employed electrician) and his family. He was 42 years old and had a responsible attitude towards insurance, especially as his brother had died of a heart attack.

One evening at home with his wife, Stuart was in his garage workshop doing his accounts when he had a massive heart attack and dropped dead at his wife’s feet. She carried out CPR until the ambulance arrived to take him to hospital.

No one expected Stuart to survive, but he is very much alive and grateful for the assistance everyone gave him that day and since.

As a result of the insurance he had in place, we arranged for his accountant to prepare financial accounts that hadn’t been done for a number of years. Claims for income insurance were made with two separate insurance companies, one for the overhead costs of his business and one to replace his personal income for the period he couldn’t work.

Stuart will never be able to go back to his normal job and is still receiving income insurance, and will do for the rest of his working career. In addition to the income insurance, he received a lump sum payment due to his trauma condition and this allowed the mortgage to be paid off, further relieving the financial burden on the family.

* N.B. Stuart is a real person but we’ve changed his name to protect his privacy.