What people
have said

About David Lakey

"I met with Dave to provide me with some ideas for my insurance. Dave is very knowledgeable and gave me options to be within my budget and still achieve great insurance coverage. Thanks Dave."
Dave is a qualified and highly competent professional with many years experience. He is our trusted adviser, supported by an equally competent team of administration and support staff. " Dave is also caring, honest and trustworthy. I would highly recommend Dave.
I have been a client of David Lakey for over 20 years. I had a life changing accident at age 49. Because of David’s insurance recommendations, my family and I are financially secure and are looking forward to the future.
Dave is very Professional and Patient. He took the time to explain to me in a way I could understand. He is very hard working and precise. I was very happy with his assistance. I would 100% recommend Dave.

About Mark Hegney

"Mark was consistently cheerful, helpful, professional and provided the expertise to efficiently deal with my matter and exceed all my expectations. I would strongly recommend his services to anyone. "
"Provides good clarity and point of view. Delivers advisory with the best interest of the client. Provides options as well as guidance of what is necessary and what would be extreme. Down to earth, calm and personable. I’d recommend a chat with Mark. "
"Mark is committed to ensuring he is providing all the information so that informed decisions can be made. He communicates well and doesn't over-complicate matters. He has a great understanding in his field and is very intuitive to my financial needs. I have no hesitation recommending him to friends and family, as I have done."

About Jane

"Jane provided advice about the level of Life Insurance that my husband and I needed, given our change of circumstances and ages. Jane was very thorough and made sure we completed a review of our finances, income and debt levels before providing advice. She followed through with ensuring that our Life Insurance policies were adjusted according to our wishes - this service has not been provided to us before despite having held policies for 20+ years. Jane listened to what we wanted to do and acted accordingly and with respect."
"Jane has gone above and beyond what i was expecting for the range of insurance advice I received. Jane always explained his advice in a clear and concise way. With Jane's knowledge and experience, I was able to review mulitple policies and options and felt extremely confident in the advice I was given. I would have no hesitation in recommending Jane's services, and have already done so."