BWA PODCAST SHOW:

Join BWA's Coordinator Leanne Jeffery for an empowering session on Investment Strategies for Executive Women, featuring special guest Kate McDonald from Private Wealth Architects. This exclusive event is tailored to ambitious women leaders looking to enhance their financial acumen and build robust investment portfolios. Kate McDonald, a seasoned wealth management expert, will share her insights on navigating the complexities of the investment landscape, offering practical advice and strategies to achieve financial independence and long-term growth. Don’t miss this opportunity to elevate your financial literacy and network with like-minded professionals dedicated to financial excellence.

ABOUT KATIE MCDONALD:

For over two and a half decades, Katie has worked closely with Professional Family groups, Business Owners, Women and Private Families, her mission is to educate, grow, and safeguard assets for future generations. Her expertise lies in strategic advice, with a focus on financial literacy, wealth creation, and succession planning. Katie navigates the intricacies of risk management, investment management and intergenerational wealth.

Tailored for Ambitious Individuals and Families, Katie's clientele includes driven individuals, affluent families, entrepreneurs, professionals, and the "recently single". Crafting bespoke solutions, Katie empowers her clients to embark on a wealth-building journey tailored to their unique aspirations.

Katie hold a vast array of qualifications, including an Advanced Diploma of Financial Planning, a Bachelor of Commerce (major in Finance), and Financial Planning Association peak international certification of Certified Financial Planner (CFP).