The Goldilocks Approach to Insurance with Trish Gregory

In this episode of the Olive Insights podcast, Sarah Petty sits down with certified financial planner Trish Gregory to break down the often-overlooked role of insurance in protecting both business and personal financial stability. Trish introduces the "Goldilocks approach" to insurance - finding coverage that’s not too much, not too little, but just right. She explains the key types of insurance every business owner should consider and why early planning is essential. They discuss the importance of regularly reviewing policies, how to strike the right balance between personal and business coverage, and why consulting a specialist can help ensure the right level of protection. 

Links
Linkedin: https://www.linkedin.com/in/trish-gregory-finance/
AdviserRatings: https://www.adviserratings.com.au/adviser/1251041/Trish-Gregory
Business website: https://hcis.com.au/

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