Maximise Your Personal Insurance Coverage and Save Money | Real-Life Case Study

Join us as Bryce reveals his experience working with Phil Thompson from Skye Wealth to save $900 on his insurance. Learn about the comprehensive process they went through to assess his needs, compare options, and ultimately find the best coverage at a lower cost. This is a must-watch for anyone looking to improve their insurance strategy.
TL;DR - I recommend you take the time to understand your default cover in your super fund and then get a comparison quote from an advisor, because chances are you’ll be underinsured. As you’ll hear in this episode, getting insurance outside of your existing default cover doesn’t need to impact your cashflow either.
Here’s what we cover in this episode:
- My (Bryce) life goals, and why now was the time to look at life insurance
- The process I went through to get a personal quote
- A detailed look at the outcome of the advice
- A breakdown of the advice and how it might be applicable to you
- Questions from the community about life insurance
---
Get access to every episode 24 hours before KZbin by subscribing for free:
On Spotify - open.spotify.com/show/2ZzAxux...
Or Apple Podcasts - podcasts.apple.com/au/podcast...
---
Want to get involved?
- Join our daily mailing list to stay up to date on all things in business and markets: equitymates.beehiiv.com/subsc...
- Ask us a question: equitymates.com/get-in-touch/
- Join the conversation in the Facebook Discussion Group / equitymates
- Instagram: / equitymates
- X: / equitymates
- TikTok: / equitymates
- LinkedIn: / equity-mates
---
Equity Mates Investing is a product of Equity Mates Media.
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.
Equity Mates Media operates under Australian Financial Services Licence 540697.