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Wealth Experience
Alman Partners Pty Ltd
46 episodes
6 days ago
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Investing
Business
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All content for Wealth Experience is the property of Alman Partners Pty Ltd and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
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Investing
Business
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Ep 27 - Insights into Investment Platforms
Wealth Experience
34 minutes 40 seconds
1 year ago
Ep 27 - Insights into Investment Platforms
Join Teneale & Kelsey as they interview special guest, Kayla Batiste, Business Development Manager for Wealth Solutions at Macquarie, in this episode of ๐–๐ž๐š๐ฅ๐ญ๐ก ๐„๐ฑ๐ฉ๐ž๐ซ๐ข๐ž๐ง๐œ๐ž, ๐‘ฐ๐’๐’”๐’Š๐’ˆ๐’‰๐’•๐’” ๐’Š๐’๐’•๐’ ๐‘ฐ๐’๐’—๐’†๐’”๐’•๐’Ž๐’†๐’๐’• ๐‘ท๐’๐’‚๐’•๐’‡๐’๐’“๐’Ž๐’”. ย  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 Macquarieโ€™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. ย  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. ย  ๐ƒ๐จ๐งโ€™๐ญ ๐ฆ๐ข๐ฌ๐ฌ ๐ญ๐ก๐ข๐ฌ ๐ž๐ฉ๐ข๐ฌ๐จ๐๐ž ๐จ๐Ÿ ๐–๐ž๐š๐ฅ๐ญ๐ก ๐„๐ฑ๐ฉ๐ž๐ซ๐ข๐ž๐ง๐œ๐ž! ย  RESOURCES Macquarie Security & Scams Hub ย  Wealth Experience: Podcast - Alman Partners ย  Find us on:ย  ๐—ฃ๐—ผ๐—ฑ๐—ฏ๐—ฒ๐—ฎ๐—ป, ๐—ฆ๐—ฝ๐—ผ๐˜๐—ถ๐—ณ๐˜†,ย ๐—”๐—บ๐—ฎ๐˜‡๐—ผ๐—ป ๐— ๐˜‚๐˜€๐—ถ๐—ฐ, ๐—ฃ๐—น๐—ฎ๐˜†๐—ฒ๐—ฟ๐—™๐— ,ย ๐—”๐—ฝ๐—ฝ๐—น๐—ฒ ๐—ฃ๐—ผ๐—ฑ๐—ฐ๐—ฎ๐˜€๐˜๐˜€ ย  ๐–๐ž๐š๐ฅ๐ญ๐ก ๐„๐ฑ๐ฉ๐ž๐ซ๐ข๐ž๐ง๐œ๐ž, a podcast by expert financial advisory firm, ๐ด๐‘™๐‘š๐‘Ž๐‘› ๐‘ƒ๐‘Ž๐‘Ÿ๐‘ก๐‘›๐‘’๐‘Ÿ๐‘  ๐‘‡๐‘Ÿ๐‘ข๐‘’ ๐‘Š๐‘’๐‘Ž๐‘™๐‘กโ„Ž.ย ย  Alman Partners True Wealth | Expert Financial Advice | Mackay & Brisbaneย  AP Direct Invest - Alman Partnersย  ย  #wealthexperiencepodcast #almanpartners #truewealth #investmentplatforms
Wealth Experience