top of page
Affluence Private Wealth

A Doctor's Journey with Affluence Private Wealth

Dec 15, 2024
1 min read

Updated: Apr 23, 2025

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.

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


 
 

The information contained herein is of a general nature only and does not constitute personal advice. You should not act on any recommendation without considering your personal needs, circumstances, and objectives. We recommend you obtain professional financial advice specific to your circumstances. Please also include the following if referencing a particular product: You should read any relevant Product Disclosure Statements before making an investment decision. If you provide extensive information about your services and service offerings and/or include information in relation to strategies, please incorporate a general advice warning in your material.

©2026 by Affluence Private Wealth. Designed by Wayne Schmidt

Affluence Private Wealth Pty Ltd trading as Affluence Private Wealth is a Corporate Authorised Representatives of Synchron Advice Pty Ltd ABN: 33 007 207 650 trading as SYNCHRON Principal address: Head Office: Level 5, 95 Pitt St, Sydney NSW 2000. Australian Financial Services License Number: 243 313

  • alt.text.label.Twitter
  • alt.text.label.Facebook
  • alt.text.label.LinkedIn
  • alt.text.label.YouTube
bottom of page