We’ve helped thousands of people whose needs have changed over the years. Here’s what some of our customers have to say.
“Greg provided excellent service, thanks”
JB, New Plymouth (Adviser) September, 2020
IT WAS A PLEASURE
“It was a pleasure working with you on our clients’ behalf.”
Chris, Rotorua(Adviser) September, 2020
BEYOND MY EXPECTATIONS
“Greg was very prompt from start to finish, going beyond my expectations.”
Steve, Masterton(Adviser) September, 2020
TO BE RECOMMENDED
"An extremely efficient professional service. To be recommended."
Alan, Cape Town August, 2020
THANKS SO MUCH
"Thanks so much for the payment and your service & efficiency."
Helen, Te Puke September, 2019
"We were planning to just surrender our policy, but someone suggested trying Policy Exchange first. This was a great move - it made the whole process much simpler and we got a larger cash amount. No downsides!"
Cathie and Joe, Auckland July, 2019
"It was hard to fault any aspect of the Policy Exchange experience, right from requesting a quote through to funds being promptly deposited into our account. I highly recommend anyone cashing in a policy to talk to Policy Exchange before accepting the surrender value from the insurer."
Mike, Whangarei July, 2019
SUPPLEMENTING RETIREMENT INCOME
"Our clients needed some extra dollars for their retirement so decided they would cash out their whole of life policy. The Policy Exchange process is simple and straightforward and the payment is prompt."
Gemma, Financial Adviser, Christchurch September, 2018
PROFESSIONAL AND FAST
"Plenty of contact between me and Policy Exchange, easy and fast to carry out the transaction. The person I spoke to was friendly, courteous and professional. I was very satisfied and would definitely recommend them to anyone looking to access cash from their policy."
Beryl, Waikato December, 2017
POLICY EXCHANGE HELPED US TO RETIRE DEBT-FREE
"We’d been seeking advice on how to reduce our debt before retirement. I’d bought my first policy in 1976 for two reasons: life cover and a savings programme, as had my future wife. When married, we bought more life policies when buying a house.
Now our children are married, our life policies will provide savings to reduce debt; we therefore surrendered all our policies. Our adviser suggested using Policy Exchange. The enhancement amounts they gained for us added significantly to the surrender values. We’ve substantially reduced our hefty Auckland-sized mortgage – and in just 18 months we’ll retire debt-free!"
Patrick and Sue, Secondary School Teachers, Auckland August, 2017