Wine & Wisdom - Episode 1 - Danielle talks to Personal Insurance expert Anthony Brown from Fintego Advisory
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Wine & Wisdom - Episode 1 - Danielle talks to Personal Insurance expert Anthony Brown from Fintego Advisory
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概要
What happens financially when a spouse or partner suddenly passes away?
In this first episode of Wine & Wisdom, Danielle Little is joined by personal insurance expert Anthony Brown of Fintego Advisory to unpack one of life's most avoided conversations: making sure your family is financially protected if the worst happens.
Drawing on her experience as a Wills and Estates lawyer working with grieving families, Danielle has seen first hand how quickly a difficult time can become a financial crisis when insurance coverage isn't right.
Danielle and Anthony discuss:
- The real world impact of being underinsured (and overinsured)
- How to think about life insurance, TPD, income protection and trauma cover
- How often you should review your coverage
- Danielle's own personal experience navigating these decisions
An honest, practical conversation for anyone with a family, a mortgage, or a business - and for anyone who's been meaning to "sort out the insurance thing" but hasn't gotten around to it.