Why Insurance Is the Silent Protector of Your Financial Strategy
When people think about wealth management, they often think about investments. Portfolios. Property. Superannuation balances.
When it comes to life insurance, what you don’t know can hurt you, and your loved ones. In moments of crisis, the right cover can be life changing. But how do you know if you’re adequately protected?
How much life insurance is enough—and do you really have the right cover in place? With underinsurance a growing issue in Australia, we explore the different types of life cover, how to determine what you actually need, and why trusted financial advice makes all the difference.
Receiving a life insurance payout is often an emotionally charged moment—while it provides crucial financial support, it also comes at a time of loss and transition.
When you buy life insurance, you usually do it with a specific goal in mind – like eliminating debts or providing for loved ones. So how do you make sure your money ends up in the right hands?
Dealing with insurance claims can be challenging, as it requires you to fill in a seemingly endless number of forms and provide detailed information. Insurance claims may also be filed while you’re dealing with the repair or replacement of recent damage or loss.
Our CEO, Jacqui Sherlock, was recently interviewed by Forbes Magazine on how women are set to be the major benefactors of a massive intergenerational wealth transfer now underway in Australia. Women are poised to take charge of a staggering $3.2 trillion over the next decade as the greatest wealth transfer in its history takes place. Jacqui shares why Sherlock Wealth is passionate about getting more women engaged with their finances, growing their wealth and securing their legacy.
In this episode of the Engine Room Podcast, Andrew Rocks is joined by Andrew and Jacqui Sherlock from Sherlock Wealth. They talk about the fifty-year evolution of their family-run financial planning business into a holistic advisory firm focused on delivering personalised service through strategic partnerships and technology while giving back to their community.
Life insurance is often perceived as a rather morbid necessity—an acknowledgment of mortality that many prefer to defer.
In this episode, Scott Charlton from Slipstream Group talks with Jacqui Sherlock of Sherlock Wealth about leadership in professional service firms. They discuss a range of interesting topics, including engaging managers from a non-technical background to the role of CEO and the areas of the business that receive more attention as a consequence of the leader not having a client caseload. Join in for some great insights.
