
Ep 76: Building a wealth platform to transform lives – Brent Brodeski
Between Meetings with Matt Heine
00:00
What's the Difference Between Wealth Management and Estate Planning?
Wealthy Australians are increasingly turning to wealth management and financial planning as a way of improving their lives. The firm is the largest in Australia that's both an investment advisor and accounting firm. It also has its own law firm, which specializes in estate planning documents for clients who want it done.
Transcript
Play full episode