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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 ๐๐๐๐ฅ๐ญ๐ก ๐๐ฑ๐ฉ๐๐ซ๐ข๐๐ง๐๐, ๐ฐ๐๐๐๐๐๐๐ ๐๐๐๐ ๐ฐ๐๐๐๐๐๐๐๐๐ ๐ท๐๐๐๐๐๐๐๐.
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 Macquarieโs 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
๐๐จ๐งโ๐ญ ๐ฆ๐ข๐ฌ๐ฌ ๐ญ๐ก๐ข๐ฌ ๐๐ฉ๐ข๐ฌ๐จ๐๐ ๐จ๐ ๐๐๐๐ฅ๐ญ๐ก ๐๐ฑ๐ฉ๐๐ซ๐ข๐๐ง๐๐!
ย
RESOURCES
Macquarie Security & Scams Hub
ย
Wealth Experience: Podcast - Alman Partners
ย
Find us on:ย
๐ฃ๐ผ๐ฑ๐ฏ๐ฒ๐ฎ๐ป, ๐ฆ๐ฝ๐ผ๐๐ถ๐ณ๐,ย ๐๐บ๐ฎ๐๐ผ๐ป ๐ ๐๐๐ถ๐ฐ, ๐ฃ๐น๐ฎ๐๐ฒ๐ฟ๐๐ ,ย ๐๐ฝ๐ฝ๐น๐ฒ ๐ฃ๐ผ๐ฑ๐ฐ๐ฎ๐๐๐
ย
๐๐๐๐ฅ๐ญ๐ก ๐๐ฑ๐ฉ๐๐ซ๐ข๐๐ง๐๐, a podcast by expert financial advisory firm, ๐ด๐๐๐๐ ๐๐๐๐ก๐๐๐๐ ๐๐๐ข๐ ๐๐๐๐๐กโ.ย ย
Alman Partners True Wealth | Expert Financial Advice | Mackay & Brisbaneย
AP Direct Invest - Alman Partnersย
ย
#wealthexperiencepodcast #almanpartners #truewealth #investmentplatforms
View all episodes
By Alman Partners Pty LtdJoin Teneale & Kelsey as they interview special guest, Kayla Batiste, Business Development Manager for Wealth Solutions at Macquarie, in this episode of ๐๐๐๐ฅ๐ญ๐ก ๐๐ฑ๐ฉ๐๐ซ๐ข๐๐ง๐๐, ๐ฐ๐๐๐๐๐๐๐ ๐๐๐๐ ๐ฐ๐๐๐๐๐๐๐๐๐ ๐ท๐๐๐๐๐๐๐๐.
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 Macquarieโs 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
๐๐จ๐งโ๐ญ ๐ฆ๐ข๐ฌ๐ฌ ๐ญ๐ก๐ข๐ฌ ๐๐ฉ๐ข๐ฌ๐จ๐๐ ๐จ๐ ๐๐๐๐ฅ๐ญ๐ก ๐๐ฑ๐ฉ๐๐ซ๐ข๐๐ง๐๐!
ย
RESOURCES
Macquarie Security & Scams Hub
ย
Wealth Experience: Podcast - Alman Partners
ย
Find us on:ย
๐ฃ๐ผ๐ฑ๐ฏ๐ฒ๐ฎ๐ป, ๐ฆ๐ฝ๐ผ๐๐ถ๐ณ๐,ย ๐๐บ๐ฎ๐๐ผ๐ป ๐ ๐๐๐ถ๐ฐ, ๐ฃ๐น๐ฎ๐๐ฒ๐ฟ๐๐ ,ย ๐๐ฝ๐ฝ๐น๐ฒ ๐ฃ๐ผ๐ฑ๐ฐ๐ฎ๐๐๐
ย
๐๐๐๐ฅ๐ญ๐ก ๐๐ฑ๐ฉ๐๐ซ๐ข๐๐ง๐๐, a podcast by expert financial advisory firm, ๐ด๐๐๐๐ ๐๐๐๐ก๐๐๐๐ ๐๐๐ข๐ ๐๐๐๐๐กโ.ย ย
Alman Partners True Wealth | Expert Financial Advice | Mackay & Brisbaneย
AP Direct Invest - Alman Partnersย
ย
#wealthexperiencepodcast #almanpartners #truewealth #investmentplatforms