What our clients are saying
"If Jery was a doctor, we would say he exemplifies patient-centred care. He listens to what is important to us, understands our values, and provides advise that aligns with our goals. This is done professionally, transparently and efficiently. I look forward to Jery keeping an eye on our personal insurances through our stages of life”.
Intensive Care Specialist, Victoria
" It’s great to be able to deal with a financial adviser who understands the needs of a medical practitioner. Jery is very professional and always more willing to listen than to speak".
ENT Surgeon, Perth
"Jery is totally different. His professionalism, personalisation and understanding are second to none. His knowledge, in particular of the issues relating to medical practice, is remarkable added to which he is patient and appreciative of the pressures we face in organizing these things. I cannot recommend him highly enough, it's like having a friend look after you".
Surgeon, Adelaide
" Thanks Jery. A simple fall and broken not just bruised shoulder had me worried about how I could manage three months off work. The best timing was before Christmas adding to financial concerns. Thankfully a conversation with Jery had my income protection claim under way and soon after my operation, money in the bank, before Christmas!
What a relief, although the real relief was the opportunity to cross paths early in the year and his approach to becoming part of my insurance story. It was good to have you visit my family Jery on your recent trip to Brisbane".
Anaesthetist, Brisbane
" With impeccable attention to detail, Jery provided sensible and ongoing advice, such that I now have policies in place which are appropriate, meet my needs, and save me a significant amount of money. He works to a professional standard which is outstanding.
I would highly recommend a conversation with Jery to anyone who has not had a review of their insurance needs".
Gynaecologist & IVF Specialist, Victoria
"After talking to colleagues, I realised I was well ‘behind the eight ball’ with regard to life and income protection insurance. After being bewildered by confusing pricing schemes and gimmicky websites, one of my colleagues reccomended Jery
Jery’s clear and methodical approach was reassuring and informative. He guided me through the options, tailored to my current situation, and explained in clear language the various policy variations and considerations. I would not have arrived at the insurance solution that I have, without Jery’s much appreciated assistance".
Orthopaedic Surgeon
"Jery already came highly recommended and it was soon clear why. As a couple, we have very different careers and needs for insurance and Jery is very experienced with issues like this and how best to find an arrangement to protect our family. Highly recommend!"
Obstetrician
Jery is an affable, available and able when it comes to dealing with insurance. I had previously dealt with people who advised me to get the most expensive premiums without giving any thought to my personal situation. Jery took the time to collect my financial information and formulate a personalised insurance plan for me. He made sure he explained each step along the way and the reasoning behind it.
He has always made himself available to answer any questions and been very punctual and informative with our meetings. He will also go the extra mile to keep in touch with you so your premium can be adjusted as you situation changes. I would highly recommend him to anyone looking for insurance.
Orthopaedic Surgeon, Melbourne
“I think the term 'examined life' is very appropriate for the care Jery takes with all your concerns and with tailoring a package of insurance policies that is suited to your requirements, not what someone else wants to sell you.
Jery is kind and considerate, and shows enormous patience in his care and concern and in his diligence to personalising the relationship and truly making you feel, and know that you and your family have the best personal and life insurance that is attainable and appropriate”.
Specialist Surgeon, Sydney
"Jery was highly recommended by a medical colleague when I was looking to put better income protection in place than what was covered in my Super. Jery managed to work around my time schedule, the million questions I had, and with a time restriction as well as I wanted the annual premium deducted before the end of the financial year. Jery certainly impressed me with his professionalism, his readiness to suggest options that I hadn't considered, and his genuineness in finding me the most cost effective option. Above all I now feel well protected and reassured that if the worst came to pass and I needed to claim, I have good cover in place, and Jery would still be there to help navigate a claim. I found him very down to earth and easy to talk to, and he was there to help me with what I wanted, not to sell a product. I appreciate all the effort he made with securing my insurance".
Medical Specialist, North Queensland
"I am delighted to offer this testimonial on behalf of Jery Mourelatos. Jery is a true professional – dedicated, completely reliable, knowledgeable, wise and honest. And he is a rare kind of professional, because he is able to marry both objectivity and great passion for his client. My family and I are forever indebted to Jery for the care he has taken over our insurance needs. I highly recommend Jery, without reservation".
P Seidel, Lawyer, Melbourne
“Thanks Jery for all your help over the years. I have always found you to be very personable and approachable with a keen sense of fairness. Your approach is honest and down to earth, which is sadly lacking in many of your peers. You know your products well and always have the right answers. I have no hesitation in recommending you to others”.
Orthodontist, Brisbane
“My husband I have worked with Jery for 4 years. I have trusted Jery with our insurance needs due to his ability to actively listen, ask germane questions, challenge when needed and explain his recommendations in great detail and with extraordinary patience. I believe he is a highly knowledge adviser and a person of high integrity that genuinely cares. I highly recommend Jery as an insurance adviser.”
CEO, Multi-national Enterprise, Sydney
“I have had a professional relationship with Jery Mourelatos for at least 7 years and I have always found him to be conscientious, thorough, honest and super efficient with all interactions. His moral compass and great experience in the personal insurances field make him my choice every time. I have referred many people to him and they all thank me for the introduction”.
Anaesthetist, Tasmania
“We have been working with Jery for many years now. Insurances is one of those things that are critical to have, easy to get wrong, and often hard to reconcile the cost. Jery made it simple and easy, he helped us clarify the risks that were most important to manage, and he gave us confidence that we were spending our money wisely. I would recommend him to anyone that needs an advisor that they can really trust”.
CEO, International Business, Melbourne
“A great experience in having Jery as my personal insurance adviser. His effort in achieving the best insurance outcome for myself has been exemplary. He is very knowledgable and has great working relationship with his clients.”.
Ophthalmologist, Sydney
“For some years I had neglected my life insurance and after Jery looked at my situation thoroughly last year he made significant changes to my policies, finding better products to produce more comprehensive cover for various contingencies. Hopefully I will not have to make a claim on the products but should this be the case I feel confident that Jery has left me far better placed than was the case previously. I thank him for his comprehensive approach and commitment”.
Ophthalmologist, Melbourne
“ Thanks Jery for helping my family and I with our all important personal insurances over the last 6 years. Your knowledge of the industry and its complicated products combined with your absolute integrity (which sadly cannot currently be taken for granted in the life insurance industry) has ensured we have the protection we need.
Your ability to combine this knowledge with a clear understanding of our financial plans and goals has enabled us to carry out our plans and, importantly, sleep well at night knowing that we are well covered no matter what may happen. My wife and I have no hesitation recommending your advice when it comes to any personal insurance matter".
Anaesthetist, Melbourne
"Thanks for your help in finding the most suitable insurance cover. We found Jery to be very knowledgeable, approachable and patient throughout the whole process of getting suitable cover for me and my wife. Would not hesitate to recommend Jery to anyone who wants advice on personal insurance".
GP, South Australia
"We found Jery and the service provided by Examined Life to be thorough, exhaustive and professional in providing sage advice in life insurance management. His time and effort were evident in the analyses provided and the sensible pragmatic approach he has in advising his clients. We could not recommend him more highly".
Consultant Paediatrician, Melbourne
"Jery has helped me find the most suitable insurance policy for my current needs. He has been nothing but professional, thorough and dedicated. He is always there to provide advice and answer questions. I know that whatever policy Jery recommends is the best for me because of the amount of time, effort and research he puts in. I have been very pleased with his advice and as such, continue to recommend friends to him. Thank you Jery!"
GP in rural WA
"Jery was recommended to us by family members who have worked with him for a number of years. We thought our insurances were relatively up-to-date but Jery’s considered, thorough review of our situation highlighted areas where we could significantly improve our coverage.
Jery patiently guided us through the complex application process, assisting us with the paperwork, and handling the many requests from the insurers for more information, keeping in close contact with them to ensure the approvals were as smooth as possible. We also enjoyed Jery’s calm, friendly, approachable nature and we always felt we were in good hands".
The Directors, RMR Process, Melbourne
"I would highly recommend Jery to any of my colleagues for his thorough and comprehensive risk management advice. He understands the medical profession and the career patterns of specialist doctors, and tailors his advice accordingly.
Furthermore, he is attentive to detail and acts in his clients’ best interests to achieve the optimal outcome. Jery patiently dealt with all of our queries and concerns, and gave honest and trustworthy advice at all stages".
Anaesthetist, Melbourne
" I was referred to Jery at Examined Life and from our first conversation I knew that he understood exactly what I needed to safeguard my family’s future.
Jery is a diligent professional and his thorough approach ensured that I had the appropriate insurances and the suitable level of cover in place. Jery made the entire process seem effortless. I highly recommend Examined Life to anyone who is looking for sound advice and quality insurance".
Managing Director, Melbourne
“ I was enormously impressed with Jery’s capacity to listen to my specific circumstances, and plan a well-suited course of action. In an industry where one might imagine the temptation would be to fit the customer into pre-packaged boxes, it was refreshing to speak to someone with such a humanist bent. I am grateful for your help; keep up the good work!”
Anaesthetist, Victoria