Wine & Wisdom, Episode 1

What happens to your family financially if you pass away?

With personal insurance adviser Anthony Brown, Fintego Advisory

About this Episode

What happens to a family financially when a spouse or partner dies suddenly? It's one of the conversations people put off longest, and one of the most costly to get wrong. In this first episode, Danielle is joined by personal insurance adviser Anthony Brown of Fintego Advisory. Drawing on her work with grieving families, Danielle has seen how quickly a hard time becomes a financial crisis when the right cover wasn't in place. She and Anthony talk it through plainly - including Danielle's own experience sorting out her personal cover.

In this conversation:

  • Why the sudden loss of a partner can leave a family in real financial difficulty
  • How the right personal insurance protects against that risk
  • The difference between being underinsured and overinsured
  • How life cover, TPD, income protection and trauma cover each work
  • How often you should review your cover

Guest: Anthony Brown, Personal Insurance Adviser, Fintego Advisory
Host: Danielle Little, Founder and Principal
Running time: 18 minutes, 5 seconds

Danielle Little

Danielle Little is the owner and Principal of Little Estate Lawyers. Danielle is an expert in estate disputes and estate litigation. Danielle’s experience spans over many years. She worked in a large multi-national firm gaining extensive experience in plaintiff medical negligence claims, litigation and complex deceased estate matters.

Contact Danielle on 1300 323 313

This episode is general information only and isn’t personal financial, legal or tax advice. For advice about your own circumstances, please speak to an appropriately qualified professional.