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Ensombl Advice Australia
AdviceTech Podcast #104 - Wealth Maximiser
Oct 10, 2024
Lucy Winship, Head of Strategic Ventures at Wealth Maximiser, discusses how their digital platform merges technology with personalized wealth coaching. She highlights the challenges traditional financial advice poses for consumers and presents innovative methods to simplify financial planning. The conversation dives into the role of AI in enhancing client interactions and the necessity of emotional support for younger generations. Lucy also addresses the importance of collaboration between tech and financial advisors, focusing on future developments like robust cybersecurity measures.
34:19
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Quick takeaways
- Wealth Maximiser combines technology with personal coaching to simplify financial planning for individuals who feel overwhelmed by traditional advice.
- The platform's innovative features, like online goal-setting and wealth health scores, promote user engagement by focusing on personalized financial priorities.
Deep dives
Customer-Centric Financial Planning
Wealth Maximizer is designed to address the challenges many consumers face with financial planning, particularly those who feel overwhelmed by their options and unsure of where to start. This digital advice platform combines technology with individual wealth coaching, making financial advice more accessible and personalized. The service begins with a 12-month action plan that prioritizes customers’ needs and goals, effectively guiding them through the financial decision-making process. By focusing on strategies that are actionable and affordable, Wealth Maximizer aims to change the perception that financial advice is only for those with significant assets.
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