3Point Financial Services

We can highly recommend Sumeet from 3Point Financial Services. Sumeet provides a high quality level of customer service, you can ring him at any time and nothing is too much trouble. He has provided us with outstanding advice for life insurance, income protection insurance and self managed super funds. Throughout this process we were able to discuss how we can capitalise on ensuring we set up a viable future for our family. We can't thank Sumeet enough!

I highly recommend Sumeet from 3Point Financial Services. Firstly Sumeet helped me organize the right policies to suit my needs and recently helped me with my income protection and TPD claim. This was a stressful time and Sumeet made sure the process was effortlessly completed and that I received my full entitlement. I am very thankful that Sumeet made sure I had the correct policies in place and his ongoing support is greatly appreciated.

Highly Recommend Sumeet! He gave us options and thoroughly explained each item for both my partner & I so we knew what we were covered for. Worked within a very timely manner. We couldn’t be happier with his work & service.

Sumeet is synnonym for insurance when it comes to right advise, support during claim and services. Well! I had bought insurance from him a decade ago and he was regularly in touch. Recently I had to process a claim in my tough time and his help was above and beyond I can think of. I will highly recomment Sumeet who is always a call away.

Before meeting Sumeet, I felt paying a lot for my Life insurance, disability and income protection covers. Sumeet had a look at my policies, my current situation and provided a excellent plan to tailor my policies to suit my career and lifestyle. He clearly explained where I needed cover and what can be altered based on my age, financial assets and job profile. In the end, I was paying less than before with more broader cover and higher coverage limits.my wife was paying for her life insurance policies from her super. She thought she was paying a lot less. Sumeet clearly explained why she was paying ‘less’ and why her cover was not reflective of her current and future financial assets, age and job path. Sumeet was able to provide an attractive quote with much higher and broader cover with similar premium.In my experience, life insurance products are complicated and need to be tuned every few years due to changes in life situation. Having Sumeet, I don't have to deal with life insurance companies directly for policy alterations or filing claims.I would highly recommend giving Sumeet a try.

Sumeet listened to our needs and took my work situation into consideration when suggesting the right income protection insurance and TPD insurance. Ten years later and I have had to use both insurances after injuries and I am very thankful for his advice and direction all those years ago. Thanks Sumeet.