The Goldilocks Approach to Insurance with Trish Gregory

24/02/2025 29 min Episodio 13
The Goldilocks Approach to Insurance with Trish Gregory

Listen "The Goldilocks Approach to Insurance with Trish Gregory"

Episode Synopsis


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. LinksLinkedin: https://www.linkedin.com/in/trish-gregory-finance/AdviserRatings: https://www.adviserratings.com.au/adviser/1251041/Trish-GregoryBusiness website: https://hcis.com.au/Find out more about Olive Business Partners:Website: Olive Business PartnersInstagram: @olivebusinesspartnersLinkedIn: Olive Business Partners