Podcast: Matt Heine, Netwealth

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Chris Titley
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By Chris Titley
Job title:
Adviser
Date posted:
18 January 2018, 11:31 AM

In the latest 40 under 40 series podcast, I chatted with Matt Heine, Joint Managing Director of Netwealth Group (ASX: NWL). Matt describes Netwealth's journey from a startup to an ASX-listed company and how they've managed to scale:

"Netwealth's been going for around 17 years and we are a platform provider to the wealth management industry. What a platform does for those that don't know is it's a single account where you can buy, hold, administer and monitor your investments. Whether you want to buy international equities, direct equities, managed funds, cash term deposits - it's a really easy and convenient way to basically make those investments but more importantly then understand what you hold in your portfolio, report against it from a performance and tax perspective and make sure you're making the right decisions".

Matt also touches on the utilisation of technology, the changing landscape of super and offers some inspiring words for entrepreneurs and business leaders. 

Listen to the podcast:

More information

The Morgans 40 under 40 Series is a new initiative to profile and share the knowledge and insights of Australia's next generation of business leaders. The 40 episode series interviews leaders, executive management and entrepreneurs under the age of 40. Click on the 'Podcast' tag in the menu to the right to listen to the most recent interviews.

Disclaimer: The information contained in this report is provided to you by Morgans Financial Limited as general advice only, and is made without consideration of an individual's relevant personal circumstances. Morgans Financial Limited ABN 49 010 669 726, its related bodies corporate, directors and officers, employees, authorised representatives and agents (“Morgans”) do not accept any liability for any loss or damage arising from or in connection with any action taken or not taken on the basis of information contained in this report, or for any errors or omissions contained within. It is recommended that any persons who wish to act upon this report consult with their Morgans investment adviser before doing so.

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