top of page
  • alt.text.label.Twitter
  • alt.text.label.Facebook
  • alt.text.label.LinkedIn
  • alt.text.label.YouTube
Affluence Private Wealth

​

A Doctor's Journey with Affluence Private Wealth.

​

I chat with Dr. Alexandra Currie. We delved into her experience with Affluence Private Wealth, especially managing her career, children and working with a financial planner not in her region. We discuss:​​

​

  • Main hurdles in managing money and wealth

  • Regrets and lessons learned

  • The top benefits, both tangible and intangible, of financial advice

  • Key decision factors​

​

Dr. Alexandra Currie Case Study
Play Video

If you’d like to explore how we can help you with your financial goals, I’d be happy to chat. Simply book an obligation-free meeting at a time that suits you:

©2025 by Affluence Private Wealth. Designed by Wayne Schmidt

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

bottom of page