Facing a stressful life event? Katherine Cairns and Simon Podesta from Infinity Wealth Solutions are passionate about helping people achieve the best financial outcomes – even during the most difficult periods.
“Kath you took the stress out of it all, you did every bit of the hard work. You showed sympathy and you were completely professional throughout the entire process.”
“Gavin and I are just so thankful for all the work and effort you went through for us. The word thank you is just not enough. I came to you after taking care of the advertising for your managing director knowing exactly what you did for individuals in June 2016, with a wrist injury being forced off work due to my manager at the time unable to accommodate me. Having no sick or holiday leave this put extreme financial stress on me and my family – at this point you asked if I had income protection, my answer to you was “no I cancelled it” and my gosh I wish I didn’t now. Without question, you started making calls, emails etc. to help us with our superannuation that we may have missed. That same evening, I told Gavin (defacto partner) about the financial services offered to help us with our future financials. You gathered the information needed and within a few days you called me with great news…. I had super in 2 or more funds – not only the income protection I thought I cancelled was still in place since 2009.
You met with us again, filled in the application to make a claim for my wrist. But not only all of this. In 2014 I lost my mum, suffering from trauma, anxiety and depression unable to work for 3 months. Since then Gavin and I have been struggling, trying to catch up every day, struggling to make ends meet. This did not help to get through the grief, worrying about money my stress and anxiety levels continued. Through the application process you were incredible. Being more than understanding, you gathered all the information you needed and the incredible amount of support you gave me was more than I expected. You allowed me to feel comfortable to open up to you.
The insurance companies I have been involved with in the past was nothing but stressful to say the least, taking up to 6 months to complete.
Kath, you took the stress out of it all, you did every bit of the hard work. You knew how hard it was for me to go back and bring up the events leading up to losing my mother & with her anniversary being near. You showed sympathy and you were completely professional throughout the entire process.
If it wasn’t for you Kath and your experience/knowledge. Gavin and I would be still struggling. You have given us a way forward and I will be forever thankful. You will be my financial advisor now for my entire working career. Thank you just doesn’t seem enough. You are an amazing selfless woman who is highly dedicated to her career and there for your clients every step of the way. Wherever you go know that you are an assist to any organisation. So blessed to have you Kath.”
-Diane Dinsdale
“I just had a great 2hr meeting Katherine Cairns to update our life insurance and superannuation policies! It’s so nice to have someone who is actually interested in looking after you and your money and not just about what they can make $$$ wise out of having you as a client. If you are looking for this kind of a financial planner, then you need to get in touch with Katherine.”
– Michelle & Craig Windram
“The information, product, service we received from Kath was so amazing she put our minds at ease and not only that, she went through so much stuff that was left out by our prior adviser that would of put us at risk if we were to put in a claim.”
We highly recommend Katherine Cairns as a financial planner and adviser. Her expertise is second to none and she has done a fantastic job restructuring our life insurances, superannuation and financial situation in general. Kath’s’ clients are her top priority and she will go that extra mile to ensure everything you discuss is put into action and that all parties are satisfied. Friendly, caring and considerate, Kath is a rare find in any field and her appointment at Infinity Wealth Solutions, will only further enhance their reputation.
-Rob & Chrissy Norton
“We didn’t have to know the ins and outs of how superannuation and benefits worked. All we knew is that we could trust them. The relief I saw on my husband’s face when they told him that his family were going to be taken care of was priceless. He even got to see out the first claim and fulfil one of his dreams.”
A highly stressful time
Damien Heaven and Shirley Hudson first moved to Australia from New Zealand in 2011. A few years later, while they were living and working in Perth, Damien was tragically diagnosed with a terminal illness. “We approached our super fund for an early release of funds so we could get by,” Shirley explained. “It also included an insurance policy, which we were told would pay a benefit for Damien.” Damien and Shirley were having a difficult time – as well as dealing with Damien’s illness, the couple didn’t have a home of their own and were staying with friends. They felt that they needed some professional guidance to help them navigate the insurance claim process. So in early 2016, they decided to get in touch with Katherine Cairns. “Some friends recommended that we go and see Katherine,” Shirley said. “When we explained our situation to her, Katherine and their team took care of everything from there.”
Clear communication
After looking into the matter, Katherine said she believed Damien had a right to an insurance payout. She told the couple that while she couldn’t guarantee a successful claim, she would do whatever she could to help them. “It made us feel really confident to have her on our side,” said Shirley. “We needed someone who would be able to speak on our behalf, because there was a lot of industry jargon that we didn’t really understand.” Throughout the entire claims process, Katherine kept in close touch with Shirley and Damien and encouraged them to contact her if they had any questions. “Kath is passionate, caring and very down to earth,” Shirley said. “She explained things to us in a language we could understand – whenever we met with her we never left feeling confused.”
Strong support all the way
After some time, Katherine contacted the couple to give them some good news – their claim was successful. Shirley commented: “After Katherine told us our claim had gone through, we just sat down and said, ‘Did that just happen?’ We almost couldn’t believe it.” Receiving the insurance money meant that Damien could afford urgent medical equipment and he and Shirley could return home to New Zealand to be with their loved ones. Now back in their home country, Damien and Shirley are eternally grateful for Katherine’s life-changing support and guidance. “From the first meeting, we saw how much she cared and we were instantly comfortable with her,” Shirley said. “She worked so hard for us – we’ve told everyone we know in Perth about her. She’s amazing!”