Ask an Adviser: We were under-insured, you probably are too - Phil Thompson

Equity Mates Investing Podcast

Insurance. It’s more interesting than you think.

Over the past year we've been on a journey with Phil Thompson from Skye Wealth to sort out our own insurances. Both Bryce and I (Ren) have done the meetings, filled out the forms and received advice from Phil and the team. Our big takeaway: we were woefully underinsured, and we'd hazard a guess that you are too.

Join us on this episode as we continue to understand the world of personal insurance and how we can get it right, including:

• What kinds of insurance we should consider at different stages of life
• What insurance we can pay for with superannuation
• How we manage the level of cover we receive through superannuation
• Some tips and tricks to calculate the cover you need

If you want to relive the journey, you can check out our two previous episodes with Phil on our website.

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In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.

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This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.

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