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AdviceTech Podcast #104 - Wealth Maximiser
Manage episode 444531443 series 1398082
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/
974集单集
Manage episode 444531443 series 1398082
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/
974集单集
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