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#317 Deline Jacovides – Transcript
Deline is the Founder and Financial Planner at Mazi Wealth. She talks to Ben about starting Mazi Wealth, …
13 JUN 2022 – Monday Market Highlights – Transcript
This week we cover the RBA, The European Central Bank, US Inflation, AGL, and Atlas Arteria.
#316 Captain FI – Transcript
Captain FI is a Retired Aussie Pilot and the Host of CaptainFI Blog and the Financial Independence Podcast. …
#49 Bridget McNulty – Transcript
Bridget is the author of “The Grief Handbook”, which acts as a guide through what can feel like …
The blueprint for the successful advice firm of the future #2 – Transcript
In this second instalment, Fraser Jack sits down with Shan Chung, Client Development Manager from the Macquarie Virtual …
#315 Brett Evans – Transcript
Brett is a Managing Director (EMEA) and Financial Planner at Atlas Wealth Management. He joins Ben to discuss …
6 JUN 2022 – Monday Market Highlights – Transcript
This week we cover US Consumer confidence data and Non-Farm Payrolls, Australian Q1 GDP, AGL, Origin Energy, and …
#314 Rob McGregor – Transcript
Rob is the Co-Founder of McGregor Wealth Management and GPS Wealth. He and Jess talk about best-of-breed client …
#48 Geoffrey Harmuth – Transcript
Geoffrey is the co-founder and CEO of Lifedocs. He and Louis discuss the origins of Lifedocs, using technology …
The 12 Steps of a Managed Accounts Journey #1 – Transcript
In this first episode we cover the first three steps of implementing a Managed Account Solution, including where …