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AdviceTech Podcast #104 - Wealth Maximiser

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Content provided by Ensombl. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Ensombl or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

In this episode, Pat speaks with Lucy Winship, Head of Strategic Ventures at Wealth Maximiser. They take a look at Wealth Maximiser, a digital financial advice platform that combines technology and individual wealth coaching to make personalised, actionable financial planning accessible and affordable for customers who find traditional financial advice overwhelming.

Lucy Winship LinkedIn: https://www.linkedin.com/in/lucy-winship-3335027b/ Wealth Maximiser Website: https://www.wealthmaximiser.com.au/ Patrick Gardner LinkedIn: https://www.linkedin.com/in/csba-patrick-gardner/

A world of efficiency awaits you at Netwealth: https://ensombl.com/go/20241011

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974 episoade

Artwork
iconDistribuie
 
Manage episode 444531443 series 1398082
Content provided by Ensombl. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Ensombl or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

In this episode, Pat speaks with Lucy Winship, Head of Strategic Ventures at Wealth Maximiser. They take a look at Wealth Maximiser, a digital financial advice platform that combines technology and individual wealth coaching to make personalised, actionable financial planning accessible and affordable for customers who find traditional financial advice overwhelming.

Lucy Winship LinkedIn: https://www.linkedin.com/in/lucy-winship-3335027b/ Wealth Maximiser Website: https://www.wealthmaximiser.com.au/ Patrick Gardner LinkedIn: https://www.linkedin.com/in/csba-patrick-gardner/

A world of efficiency awaits you at Netwealth: https://ensombl.com/go/20241011

Join the Ensombl platform: App Store: http://www.ensombl.com/apple Google Play: http://www.ensombl.com/google Desktop: https://www.ensombl.com/

General Disclaimer – https://www.ensombl.com/disclaimer/

  continue reading

974 episoade

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