Own Your
Future
173. Asset Protection Strategies
Welcome back to another episode of the 360 Money Matters Podcast!
In this episode, we discuss asset protection strategies, focusing on protecting those assets that you have worked so hard to accumulate.. We highlight the importance of separating personal and business assets, using structures like trusts and company ownership to limit liability. Superannuation is emphasized as a strong protection tool when contributed to properly, while investment bonds provide a middle-ground option. We also stress the value of insurance—life, disability, crisis, and income protection—to maintain financial stability in unforeseen circumstances. Ultimately, we reinforce the need for proactive planning, structuring assets correctly from the start, and regularly reviewing financial strategies to ensure long-term security.
Listen now to learn key asset protection strategies and ensure your wealth stays secure for the future!
–
This podcast contains information that is general in nature. It does not take into account the objectives, financial situation, or needs of any particular person. You need to consider your financial situation and needs before making any decisions based on this information. This information is provided by Billy Amiridis & Andrew Nicolaou of 360 Financial Strategists Pty Ltd, authorized representatives and credit representatives of AMP Financial Planning – AFSL 232706
Episode Highlights
-
Importance of protecting assets from creditors
-
Separating personal and business assets to minimize risk
-
Using trusts and company structures for added asset protection
-
Superannuation as a secure long-term wealth preservation tool
-
Investment bonds as a flexible alternative for medium-term protection
-
The role of insurance in maintaining financial stability
-
Structuring assets correctly from the start to avoid costly mistakes
-
Regularly reviewing financial strategies to ensure ongoing security
Connect with Billy and Andrew!
Check out our latest episode here: