Sue Daulby

"I cannot say enough about Cole Murray Financial Advisers and their wonderful team. I became a client of the group nearly 20 years ago and have been well advised from the get go, from signing my then 9 year old daughter up to a KiwiSaver scheme to making wise choices with my own KiwiSaver Scheme. Fortunately, I was also well advised for Life Insurance and a Trauma Policy.

Sue Daulby has been a wonderful asset to me, and my family, particularly over the past 6 years. Unfortunately, I needed to claim on my trauma insurance. Sue was amazing. She helped make organising and signing paperwork for myself and my medical team a breeze. She went over and beyond, by even calling my daughter to check on my progress after a huge operation and very quickly put things into place, making our crazy lives (at the time) manageable.

As well as doing an amazing job, Sue has continued to advise me, and my daughter, who is now a client of hers too, with updates. Her personable manner and willingness to make everything as easy for us as can be has been a godsend. I would recommend Sue to anyone, and have often referred to her in conversations with friends and family. Thanks for everything Sue. You are one in a million!"

"My wife was talking to Sue Daulby going over our policies held with you guys, Sue picked up on part of this discussion when looking at our file that I had a Melanoma removed from my back, we where told previously it wasn’t worth putting in a claim as it wasn’t bad enough, so we never went forward with this, but after talking with Sue she said we definitely need to put a claim in.

Sue sent all the documentation to us, we filled it all in and sent back which was lodged. Well to our surprise yesterday we got a payment coming through, we would never of got this if it wasn’t for Sue.

Every interaction we have had with Sue has been amazing, so professional and pleasant, she guided us through the process with ease. Just like to Thank Sue for picking up on this in the first place. If Sue is the calibre of staff at Cole Murray then I would say the business is in good hands, as I believe any business is only as good as its staff, and leadership. Could you please pass our sincere thanks to Sue, she is a Legend."

"I would like to express my sincere gratitude to Sue for her smart thinking, and quick attention to details that saw this come to an exceptional outcome for me and my wife. Sue’s knowledge of the policy terms and conditions meant the difference of the outcome we achieved. Her manner in which she has dealt with us over the years is second to none. We can’t thank her enough, as the position I found myself in was truly life changing, and her ability has given us some peace of mind for whatever time I have left." (abridged)