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RAIZ INVEST LIMITED (RZI) - Democratizing Investment: CEO Brendan Malone on Accessible Wealth-Building, Roundup Innovations, and Tailored Portfolios
Manage episode 432535675 series 3570035
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Unlock the secrets to effortless wealth-building with insights from Brendan Malone, CEO and Managing Director of Raiz Invest Limited. Discover how Raiz Invest has revolutionized the way Australians approach investing, starting with just $5 and expanding into diversified portfolios that even include Bitcoin and property. Brendan shares the company's innovative journey, highlighting how features like the Roundup concept have removed barriers to entry, making investing accessible to everyone. Tune in to learn how Raiz Invest is not just a savings tool but a comprehensive platform that includes superannuation options, cashback rewards, and specialized portfolios tailored to customer feedback.
Join us as Brendan dives into the strategies that have driven Raiz Invest’s impressive revenue growth and increased funds under management. From the highly requested Raiz Plus, offering 150 investment choices, to the phenomenal success of Raiz Kids, designed to secure the financial future of the younger generation, Brendan reveals how customer engagement and feedback have been pivotal. Hear firsthand about the development of new products and enhancements, and get inspired by the powerful story of a company that continues to innovate and meet the evolving needs of its customers.
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