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AdviceTech Podcast #104 - Wealth Maximiser

AdviceTech Podcast #104 - Wealth Maximiser

Ensombl Advice Australia · Ensombl

October 10, 202434m 19s

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Show Notes

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/

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