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AdviceTech Podcast #58 - HeirWealth

AdviceTech Podcast #58 - HeirWealth

Ensombl Advice Australia · Ensombl

October 26, 202345m 17s

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Show Notes

This week, Peita is joined by Ray and Daniel Tubman from HeirWealth. They take a deep dive into the wealth management platform for families and how it can be used to simplify organising family assets and information.

HeirWealth Website: https://www.heirwealth.com/ Ray Tubman LinkedIn: https://www.linkedin.com/in/ray-tubman-550aab6/ Daniel Tubman LinkedIn: https://www.linkedin.com/in/daniel-tubman-2a190a193 Curiosity Corner (Forgotify): https://forgotify.com/ Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/

A world of opportunity awaits you at Netwealth Investments Limited: https://ensombl.com/go/20231027

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