Monday Jul 01, 2024

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 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

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

Ep 27 - Insights into Investment Platforms

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