Paul Gillett was one of the firm’s founding partners. Just 3 months after Sue McKeen became a partner in the firm Paul was diagnosed with a rare form of cancer.
Only six months prior – PG&A’s specialist Risk Adviser had sat down with both of them to review their insurances in view of the pending partnership.
It was discovered that both were underinsured.
His advice was accepted and the policies put in place. Paul’s first claim was a Trauma policy claim due to the diagnosis of cancer. He was being treated by a specialist in Sydney so this helped with travel and accommodation costs incurred when he went for treatment each month.
Paul's second claim was on an Income Protection policy due to the time he could not work.
Sadly, Paul passed away around 2 years from the time he was first diagnosed. Paul had a valid will, there was a business succession agreement and insurance in place to fund it along with a life insurance policy. The insurance proceeds were paid to Pauls' family for his share of the business and the business.
Unfortunately because these are unpleasant subjects, we all tend to ignore them. Our experience has made us passionate about the right advice at the right time to make sure you and your family’s financial future is secure.
Everyone is different. Every business is different. Everyone has different dreams and goals. At PG&A our goal is to understand YOU and what you are hoping and wanting to achieve.
Be it professional or personal goals, and regardless of your stage of life or business – we take the time to understand where you have been, where you are, and where you want to be. We then help you get there.
At PG&A Accountants & Advisers, we are fully equipped to handle all of your accounting and financial concerns and queries. Whether you need help with your business accounting and tax, protecting your assets or want to plan for a more comfortable retirement, we can provide a solution to suit you.
With almost 30 years’ experience, we are experts in all aspects of accounting and taxation and understand what it’s like to operate a small business. From general business advice to explaining tax implications, to appropriate structures and personal and business insurances, in conjunction with our referral network, we offer honest, down-to-earth service that ensures you are happy every step of the way.
