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A Doctor's Journey with Affluence Private Wealth

Updated: 2 days ago

Join me in my latest chat with Dr. Alexandra Currie. We delve into her experience with Affluence Private Wealth, especially managing her career, children, and working with a financial planner who is not in her region.

A Doctor's Journey with Affluence Private Wealth

During our chat, you will hear firsthand about their journey with Affluence Private Wealth as we touch on these crucial points:


  • Main hurdles in managing money and wealth

  • Regrets or lessons learned

  • The top benefit, tangible or intangible, of financial advice

  • Key decision factors


 
 
 

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Affluence Private Wealth Pty Ltd as Affluence Private Wealth is a Corporate Authorised Representatives of Synchron Advice Pty Ltd ABN: 33 007 207 650 trading as SYNCHRON Principal address: Level 6, 71 Queens Road, Melbourne, VIC 3004. Australian Financial Services License Number: 243 313

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