Cheques and Balances Podcast | Lighthouse Financial

Cheques
& Balances

Cheques & Balances with James Blair & Michael Vincent. View and listen on all major platforms.

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Build Wealth And Protect It | Inside a Financial Plan

26 Jan | Cheques & Balances Property accounting

EPISODE DETAILS

Building a financial plan is one thing - building wealth and protecting it is another. In this episode, we explore how easy it is to overlook insurance decisions that can quietly undermine even the most well-thought-out plan. Led by Callum Gilmour, insurance adviser at Lighthouse Financial, this real planning conversation draws on Dion and Rachel’s personal situation to show where insurance often falls short, why building wealth and protecting it must go hand in hand, and how outdated cover can create risk.

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