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AdviceTech Podcast #45 – 3Lines – Time-codes

In this episode, Peita talks with Julia Vojkovic, Co-founder and Director at 3Lines. They discuss the various tools …

AdviceTech Podcast #44 – Retiremap – Time-codes

This week, Peita is joined by Andrew Gardner, Founder and Director at Retiremap. They talk through the features …

AdviceTech Podcast #43 – Scientiam – Time-codes

This week, Peita sits down with Nigel Baker, Founder at Scientiam. They discuss the online digital advice platform, …

AdviceTech Podcast #42 – Feature: Client Value Propositions – Time-codes

This week, Peita chats with Matt Heine, Managing Director at Netwealth. They discuss the standouts in the world …

AdviceTech Podcast #41 – Aged Care Steps – Time-codes

In this episode, Peita is joined by Louise Biti, co-founder and Director of Aged Care Steps. They discuss …

AdviceTech Podcast #40 – Care & Living with Mercer – Time-codes

This week, Peita is joined by Will Burkitt, Leader and Partner at Mercer. They take a deep dive …

#92 Lisa Perry – Transcript

Lisa is an Independent Wealth Advisor and Coach at PWH Wealth Group UK. She joins Louis to chat …

AdviceTech Podcast #39 – REVEX – Time-codes

This week, Peita talks with Yul Hardick, COO at REVEX. They discuss where REVEX fits into the advice …

AdviceTech Podcast #38 – Feezily – Time-codes

In this episode, Peita is joined by Chris Colman, Chief Technology Officer at Feezily. They take a deep …

AdviceTech Podcast #37 – Yodal – Time-codes

In this episode, Peita chats with Brandon Thompson, CEO at Yodal. They explore the tools and resources of …