Client Stories

Interested in the advice we provide our clients, and the types of situations where getting financial advice at Trendlines is appropriate?

The situations are endless, but have a look at our example case studies to get an idea of how we can help you.

Set for the Future

A couple in their 40's with 4 children are aiming to consolidate their superannuation, and review their investments to ensure that they are comfortably established for retirement.

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An Unfairly Denied Claim

A client attempts to make a claim with an insurer, only to be denied due to an outdated medical condition. Our office assists them to get the claim they deserve.

A Sneaky Insurer

A client left in the dark by their insurer for 3 years about their eligibility to claim. Our office works to assist them to claim for the money they are missing.

Protecting the Family

A young couple in their late 30’s with 2 children approached Trendline$ with the objective of consolidating their Superannuation and reviewing their personal insurance cover so that they were sufficiently protected.

Insuring Your Team

A company with a team of over 100 staff approached Trendline$ with the goal of insuring their staff, ensuring them and their families are sufficiently protected through initiating Life, TPD and Trauma policies.