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Insights into Investment Platforms

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Manage episode 426453177 series 3472668
内容由Alman Partners Pty Ltd提供。所有播客内容(包括剧集、图形和播客描述)均由 Alman Partners Pty Ltd 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

Join Teneale & Kelsey as they interview special guest, Kayla Batiste, Business Development Manager for Wealth Solutions at Macquarie, in this episode of 𝐖𝐞𝐚𝐥𝐭𝐡 𝐄𝐱𝐩𝐞𝐫𝐢𝐞𝐧𝐜𝐞, 𝑰𝒏𝒔𝒊𝒈𝒉𝒕𝒔 𝒊𝒏𝒕𝒐 𝑰𝒏𝒗𝒆𝒔𝒕𝒎𝒆𝒏𝒕 𝑷𝒍𝒂𝒕𝒇𝒐𝒓𝒎𝒔.

Discussing everything from chocolate cake to tooth fairy rates, the ladies also cover the importance of having a trusted financial adviser on your side, especially through tough life events. They also explore the latest in Macquarie’s platform security and technological advancements along with cyber security in general, and the perennial challenge of achieving work-life balance and overcoming mum guilt.

The information in this podcast is provided for the use of financial services professionals only. In no circumstances is it to be used by a potential client for the purposes of making a decision about a financial product or class of products.
Macquarie Wrap is issued by Macquarie Investment Management Limited ABN 66 002 867 003 AFSL 237492 RSEL L0001281 (MIML), and the Macquarie Cash Management Account is a deposit product issued by Macquarie Bank Limited ABN 46 008 583 542 AFSL 237502 (MBL). Funds invested on your behalf by MIML are not deposits with or other liabilities of MBL or any other entity of the Macquarie Group and are subject to investment risk, including possible delays in repayment and loss of income and capital invested. None of MBL, MIML, or any other member of the Macquarie Group guarantees any particular rate of return or the performance of the investments, nor do they guarantee the repayment of capital.

𝐃𝐨𝐧’𝐭 𝐦𝐢𝐬𝐬 𝐭𝐡𝐢𝐬 𝐞𝐩𝐢𝐬𝐨𝐝𝐞 𝐨𝐟 𝐖𝐞𝐚𝐥𝐭𝐡 𝐄𝐱𝐩𝐞𝐫𝐢𝐞𝐧𝐜𝐞!

RESOURCES

Macquarie Security & Scams Hub

Wealth Experience: Podcast - Alman Partners

Find us on:

𝗣𝗼𝗱𝗯𝗲𝗮𝗻, 𝗦𝗽𝗼𝘁𝗶𝗳𝘆, 𝗔𝗺𝗮𝘇𝗼𝗻 𝗠𝘂𝘀𝗶𝗰, 𝗣𝗹𝗮𝘆𝗲𝗿𝗙𝗠, 𝗔𝗽𝗽𝗹𝗲 𝗣𝗼𝗱𝗰𝗮𝘀𝘁𝘀

𝐖𝐞𝐚𝐥𝐭𝐡 𝐄𝐱𝐩𝐞𝐫𝐢𝐞𝐧𝐜𝐞, a podcast by expert financial advisory firm, 𝐴𝑙𝑚𝑎𝑛 𝑃𝑎𝑟𝑡𝑛𝑒𝑟𝑠 𝑇𝑟𝑢𝑒 𝑊𝑒𝑎𝑙𝑡ℎ.

Alman Partners True Wealth | Expert Financial Advice | Mackay & Brisbane

AP Direct Invest - Alman Partners

#wealthexperiencepodcast #almanpartners #truewealth #investmentplatforms

  continue reading

34集单集

Artwork
icon分享
 
Manage episode 426453177 series 3472668
内容由Alman Partners Pty Ltd提供。所有播客内容(包括剧集、图形和播客描述)均由 Alman Partners Pty Ltd 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

Join Teneale & Kelsey as they interview special guest, Kayla Batiste, Business Development Manager for Wealth Solutions at Macquarie, in this episode of 𝐖𝐞𝐚𝐥𝐭𝐡 𝐄𝐱𝐩𝐞𝐫𝐢𝐞𝐧𝐜𝐞, 𝑰𝒏𝒔𝒊𝒈𝒉𝒕𝒔 𝒊𝒏𝒕𝒐 𝑰𝒏𝒗𝒆𝒔𝒕𝒎𝒆𝒏𝒕 𝑷𝒍𝒂𝒕𝒇𝒐𝒓𝒎𝒔.

Discussing everything from chocolate cake to tooth fairy rates, the ladies also cover the importance of having a trusted financial adviser on your side, especially through tough life events. They also explore the latest in Macquarie’s platform security and technological advancements along with cyber security in general, and the perennial challenge of achieving work-life balance and overcoming mum guilt.

The information in this podcast is provided for the use of financial services professionals only. In no circumstances is it to be used by a potential client for the purposes of making a decision about a financial product or class of products.
Macquarie Wrap is issued by Macquarie Investment Management Limited ABN 66 002 867 003 AFSL 237492 RSEL L0001281 (MIML), and the Macquarie Cash Management Account is a deposit product issued by Macquarie Bank Limited ABN 46 008 583 542 AFSL 237502 (MBL). Funds invested on your behalf by MIML are not deposits with or other liabilities of MBL or any other entity of the Macquarie Group and are subject to investment risk, including possible delays in repayment and loss of income and capital invested. None of MBL, MIML, or any other member of the Macquarie Group guarantees any particular rate of return or the performance of the investments, nor do they guarantee the repayment of capital.

𝐃𝐨𝐧’𝐭 𝐦𝐢𝐬𝐬 𝐭𝐡𝐢𝐬 𝐞𝐩𝐢𝐬𝐨𝐝𝐞 𝐨𝐟 𝐖𝐞𝐚𝐥𝐭𝐡 𝐄𝐱𝐩𝐞𝐫𝐢𝐞𝐧𝐜𝐞!

RESOURCES

Macquarie Security & Scams Hub

Wealth Experience: Podcast - Alman Partners

Find us on:

𝗣𝗼𝗱𝗯𝗲𝗮𝗻, 𝗦𝗽𝗼𝘁𝗶𝗳𝘆, 𝗔𝗺𝗮𝘇𝗼𝗻 𝗠𝘂𝘀𝗶𝗰, 𝗣𝗹𝗮𝘆𝗲𝗿𝗙𝗠, 𝗔𝗽𝗽𝗹𝗲 𝗣𝗼𝗱𝗰𝗮𝘀𝘁𝘀

𝐖𝐞𝐚𝐥𝐭𝐡 𝐄𝐱𝐩𝐞𝐫𝐢𝐞𝐧𝐜𝐞, a podcast by expert financial advisory firm, 𝐴𝑙𝑚𝑎𝑛 𝑃𝑎𝑟𝑡𝑛𝑒𝑟𝑠 𝑇𝑟𝑢𝑒 𝑊𝑒𝑎𝑙𝑡ℎ.

Alman Partners True Wealth | Expert Financial Advice | Mackay & Brisbane

AP Direct Invest - Alman Partners

#wealthexperiencepodcast #almanpartners #truewealth #investmentplatforms

  continue reading

34集单集

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