Description

In this episode, Aden is joined by David Andrew and wealth adviser Michael Hayward to explore the often overlooked but critical role of personal insurance in a well-rounded financial plan. 

From life insurance to trauma and income protection, they discuss how these "necessary evils" provide a safety net for families facing unexpected health events or financial crises. Whether you're planning for your family or your business, learn how to assess the right insurance mix to safeguard your future.

• (0:02:07 - 0:07:130) Different types of personal insurances
• (0:07:14 - 0:13:26) The purpose of personal insurance in a financial plan
• (0:13:27 - 0:18:02) The psychological and practical aspects of insurance coverage
• (0:18:03 - 0:23:53) The importance of insuring adult children and the hazard involved
• (0:23:54 - 0:32:14) Key takeaways on the role of insurances in a comprehensive family wealth management plan

For more information on Capital Partners visit capital-partners.com.au.

Have a question? Email us ask@capital-partners.com.au.

This episode provides general advice only. Always refer to your financial adviser for advice about your personal circumstances.

Capital Partners Consulting Pty Ltd AFSL 227148 trading as Capital Partners Private Wealth Advisers ABN 27 086 670 788.