When we talk about insurance a lot of people know who their car insurance or health insurance is with, they probably also have a fairly good idea what they are covered for. Life insurance, disability insurance and income protection are often neglected. You possibly have these insurance policies in your super account and didn’t even know they were there, let alone if they will properly cover you if you need them. Today I am joined by James Milic, a Financial Advisor with Index Wealth who specialises in personal risk and insurance.
Passionate about helping his clients create and protect wealth, James specialises in personal risk and insurance. By understanding his clients unique situations, James provides personalised financial advice that helps them achieve their financial goals.
Having always had a strong interest in financial markets, Jacob completed a bachelor’s degree in finance and economics. While studying however, Jacob discovered his true passion was marketing psychology and the science behind what makes people buy. During his studies, Jacob went on to start his own e-commerce brand which laid the foundations of his marketing and business knowledge. With a good attitude, willingness to learn and friendly demeanour, Jacob makes an excellent addition to Investor Intelligence team.
Each month we like to present a dedicated FAQ episode where we take questions from our listeners and put them to our resident expert, Luke Harris. With more than two decades of residential and commercial investment experience under his belt, Luke has seen the best and worst of the property market.
Have a question you want answered? Let us know on the link below.