Sarah Wilshaw-Sparkes

 In professional hands

I knew I was in professional hands when I asked Katie to review my insurance and she said, ‘For what you want, the cover you already have is a great deal. Don’t change!’

Katie did proactively educate me on another insurance area where she felt there was a far better option, however, and politely nudged me to get on with it. I have now made the switch!

Personal Insurance

 Ian McKenzie

Life Insurances, Medical Cover, and Mortality

My wife and myself approached Katie as we had become aware that we needed to make some hard decisions regarding Life Insurances, Medical Cover, and mortality in general.

Not a subject that I am particularly comfortable with. As a private person, that, finances and other personal information I really struggle to talk about.

However, I would like to say that Katie handled everything in a very professional manner and put us both at ease. She proved to be a good listener and whilst giving us the benefit of her experience did not at any stage put any pressure on us to choose any policies that we were not comfortable with.

She put us at ease with her sensitivity and knowledge of the products that she had at her disposal and left us feeling good about our decisions.

I would have no hesitation in recommending Katie to anybody that needed to address their insurance and health cover.

Personal Insurance

Odile Berry

We always think that “it won’t happen to me”

I had put off dealing with our insurances for well over a year as I thought it was going to be too hard, too complicated due to pre-existing conditions, and to be honest I thought I had better things to do with my time!

Then several family members and a friend became ill in short succession. We saw firsthand the difference in wellbeing, hardship and most importantly recovery in those who had proper insurances in place versus those that had none. It completely floored me. We always think that “it won’t happen to me” or that we’ve got plenty of time to get things sorted out when that is not always the case.

All I can say is thank goodness for Katie! She came up with a plan that fitted us perfectly and made it make sense. Not only that, but she really fought for us to get the very best terms and conditions. It was so easy – but only because Katie did all the hard work!!

Personal Insurance

David Bottrill

The perfect plan, at a price we could afford

Katie was able to give us the best and most comprehensive review of our life insurance needs we’ve ever had. It took a few visits, but we arrived at the perfect plan, at a price we could afford.

This gives us peace of mind that we have a safety net in place should life prove even more turbulent in the future.

Personal Insurance

James Kelso

Peace of mind

Katie English was my personal life insurance agent…. It is because of Katie’s work I have hospital and specialists cover which I have needed this year. And I had new to business cover, which I needed last year.

I don’t know what I would have done without these covers that she arranged for me a few years ago!!!

Business Insurance

L Andews

Financial Fitness

As a sole income earner one of the most important things to me is protecting my property, income earnings and lifestyle. Thus I approached Vitalsure and sat down with Katie to go through my financial position, or as Katie referred to it, my Financial Fitness.

Katie was extremely thorough in her approach and the end result is that I have now re-evaluated all of my insurances and Kiwisaver and with Vitalsure’s help and assistance have much better products that suit my personal needs.

Part of the Financial Fitness was also looking at “future proofing” my retirement income which was an eye opener and through their support I am now on the way to securing my future earnings without having to be reliant on a state funded pension.

I would recommend Vitalsure to anyone who wants a no fuss/hassle, friendly approach to plan for their future, protect their income and assets and overall ensure that they can maintain a reasonable lifestyle should any of life’s nuances come into being.

Retirement Planning




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