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Managing Risk

Length
00:26:18

Hello and welcome back to the 360 Money Matters podcast! Get ready for today’s episode because we’ll be talking about the enthralling topic of managing risks as part of your financial plan.

Unfortunately, the reality when it comes to your finances is that not everything will always go as planned but don’t lose hope just yet because we want to help you as much as we can in this episode. Both Andrew and Billy will be talking about a plethora of topics related to this issue, such as risk mitigation strategies, income protection, and many more.

So what are you waiting for? Make sure to listen to today’s episode and not miss out on these lessons!

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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 and Andrew Nicolaou of 360 Financial Strategists Pty Ltd, authorised representatives and credit representatives of AMP Financial Planning – AFSL 232706

 

Episode Highlights:

• External risks and external lifestyle factors that can impact your investment strategy.

• What we do with clients when things go wrong.

• 4 main types of insurance we discuss with clients.

• How life insurance works.

• Total and permanent disability explained.

• Income protection explained.

• Trauma cover explained.

• Risk mitigation strategies.

• Some of the features of different types of insurances.

• Over insurance and underinsurance.

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360 Financial Strategists is a client-focused financial services firm dedicated to helping individuals and families build clarity, confidence, and control over their financial futures. With expertise spanning financial planning, mortgage broking, and wealth strategy, the team takes a personalised and transparent approach to advice, prioritising long-term relationships over transactional outcomes. Grounded in trust, integrity, and genuine care, 360 Financial Strategists is committed to simplifying complex financial decisions and empowering clients across Australia to move forward with purpose and peace of mind.

Disclaimer

This information has been prepared by 360 Financial Strategists for informational and educational purposes only. It does not take into account your personal objectives, financial situation, or needs, and should not be relied upon as financial advice.

Any financial advice provided by 360 Financial Strategists is confidential, tailored to each client’s circumstances, and delivered as part of a paid professional service. Before making any financial decisions, you should seek advice that is specific to your situation.

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