See what our clients have to say about us……


"I would like to highly recommend Ami and his team at Capital Financial Planning. When I had a health scare earlier this year, they did everything for me – organising the paper work and contacting my insurance company to confirm what needed to be done. The level of cover they had previously organised for me was excellent and I didn’t have to worry about a thing. Then, impressed with their service, my husband engaged Ami to handle his insurance too. Unbelievably, Ami discovered that we were entitled to claim for a health problem my husband had back in 2009! He and Bernadette organised all the paperwork and submitted the claim. We ended up with an amazing payout that has helped us out enormously! We were so impressed with their level of customer service and grateful for all of their help and support."

Stacy and Kim, June 2017


"Thank you to Robby who introduced me to Ami some 12 years ago, as I have never looked back . Ami’s  advice has always been sound, consistent with his broad knowledge of the insurance and finance industry . His service has been exemplary . When unavailable, he  returns calls promptly and attends to queries efficiently. To  Ami , everyone is of  equal importance. My one and only claim to date was a complicated matter but was dealt with in a very professional manner and had a more than satisfactory outcome."

Mervyn Sundelowitz


“Just a quick letter of thanks for your assistance in processing my claim for Recovery Insurance with Asteron Insurance, a policy recommended by your company. After my successful cancer operation I hadn’t even given a second thought to my insurance or making a claim. Fortunately for me I had you guys on my side and you picked up in a review of my policies that I was eligible for a claim. I completed the claim form with your help and mailed it off.  I was absolutely dumbfounded when I received a very large cheque in the mail, far exceeding anything I had hoped for. The claim was processed within a month and now its happy days! Thank you again ever so much”    

John Dyball, 2006


“I have known Ami for over two years and would highly recommend him to anyone who needs personal protection or superannuation advice. Ami continually demonstrates a commitment to his clients whether they be large or small, making sure they are well protected at all times and he always has their best interests at heart. He also gives each of his clients his individual attention and this superior service is also replicated through the support of his excellent staff as well. It is a pleasure deal with a top adviser such as Ami Katz.”

Leah Holmes, 2011, Business Development Manager at CommInsure


"I couldn't have been more pleased and amazed with the service provided by Capital Financial Planning and Ami Katz! What a fantastic and refreshing approach towards obtaining life insurance with no pressure, no obtrusive phone calls, straightforward information and advice. A definite departure from previous experiences dealing with a consummate professional, rather than a salesman! Without any reservation whatsoever, I would highly recommend that anyone seeking advice on matters of life insurance and superannuation place a call to Capital Financial Planning, and talk with Ami Katz. You will be as pleasantly surprised as was I!"

Michael Moss, 2012,  Protime Agencies    


"Dear Ami, I am pleased to inform you that my recent trauma has now been paid. As I am sure you know, an unexpected illness such as I had can easily be extremely disrupting financially. I don't think we could have managed if I had not taken the precaution of covering against trauma/illness. While the process of compliance associated with the claim forms etc took some time, I want to thank you for your work on my submission, particularly the constant follow up with the claims' department and feedback to me, plus the BDM Cate Ashcroft for her support. Furthermore I would strongly recommend anyone who is in the business or whose income is required for meeting expenses consider similar insurance cover."

Don Philips, 2009    


"Dear Ami, Thank you so much for your assistance with my recent claim. From the moment I informed you of my illness, the service and support received from you and your office was outstanding! The speed and efficiency in which your office handled my claim as well as the processing of my claim by Comminsure far exceeded my expectations. The entire claim was processed in less than one month. I have no hesistation in recommending you, to all my friends and colleagues as I have seen firsthand your commitment to professionalism and great service. Once again, my sincere appreciation."

Ron Hayward, 2013   


"Mr. Ami Katz has been instrumental in the administration of the Brentfam Provident Fund since its inception at our
properties in 1995.

The services provided by Mr Katz was at all times characterised by a high  degree of professionalism and integrity. He has always been attentive to our affairs  and in many instances was helpful beyond expectation.

We have found  Mr Katz to be very  pleasant  and courteous in his dealing with all levels of our organisation.

We have no hesitation in expressing  our satisfaction with  Mr Katz and the axcellent service he has provided. It is unfortunate that our association with Mr Katz has drawn to a close."


E.Oppenheimer and son Pty Ltd