Ensombl Advice Australia

<p>Hugh is the Managing Director and Senior Financial Adviser at Centaur Financial Services. He joins Andrew to discuss building Centaur Financial Services into the practice that it is today, with a focus on client experience through developing a strong culture and team.</p> <p>Hugh Robertson LinkedIn: https://www.linkedin.com/in/hughrobertsoncfp/<br /> Centaur Financial Services Website: https://centaurfinancial.com.au/<br /> "The Flywheel Effect": https://www.jimcollins.com/concepts/the-flywheel.html<br /> "Mastering the Rockefeller Habits": https://scalingup.com/book-mrh/<br /> "The 7 Habits of Highly Effective People": https://www.franklincovey.com/the-7-habits/</p> <p>Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/20231010</p> <p>Join the Ensombl platform:<br /> App Store: http://www.ensombl.com/apple<br /> Google Play: http://www.ensombl.com/google<br /> Desktop: https://www.ensombl.com/</p> <p>General Disclaimer – https://www.ensombl.com/disclaimer/</p>

<p>Chris Siniakov from Franklin Templeton joins Matt Wacher from Morningstar and host James Whelan to explore the renaissance of Fixed Income. After a horror year in the face of successive interest rises, Fixed Income is primed to bounce back as the bedrock of many portfolios and strategies, but an expert hand is still needed to sort the heroes from the villains.</p> <p>Matt Wacher LinkedIn: https://www.linkedin.com/in/mattwacher/<br /> Chris Siniakov LinkedIn: https://www.linkedin.com/in/chris-siniakov-8a371823/<br /> James Whelan LinkedIn: https://www.linkedin.com/in/james-whelan-68146036/</p> <p>Morningstar: Empowering Investor Success. https://ensombl.com/go/1-20231009</p> <p>Learn more about Franklin Templeton by visiting our website or connecting with our team: https://ensombl.com/go/2-20231009</p> <p>Join the Ensombl platform:<br /> App Store: http://www.ensombl.com/apple<br /> Google Play: http://www.ensombl.com/google<br /> Desktop: https://www.ensombl.com/</p> <p>General Disclaimer – https://www.ensombl.com/disclaimer/</p> <p> </p>

<p>This week, Peita talks with Katie Cirjak, Head of Client Engagement and Back-Office Solutions at Scale Up Paraplanning. They discuss utilising Word and Excel as a powerful tool to automate workflows and streamline work processes.</p> <p>Scale Up Paraplanning Website: https://scaleupparaplanning.com.au/ <br /> Katie Cirjak: https://www.linkedin.com/in/katie-cirjak/<br /> Curiosity Corner (Pi): https://pi.ai/talk<br /> Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/</p> <p>A world of opportunity awaits you at Netwealth Investments Limited: https://ensombl.com/go/20231006</p> <p>Join the Ensombl platform:<br /> App Store: http://www.ensombl.com/apple<br /> Google Play: http://www.ensombl.com/google<br /> Desktop: https://www.ensombl.com/</p> <p>General Disclaimer – https://www.ensombl.com/disclaimer/</p>

<p>Rich is a Principal at Peloton Partners. He and James discuss pricing models for financial advice, including ongoing solutions and structured approaches.</p> <p>Rich Abbey LinkedIn: https://www.linkedin.com/in/abbeyrichard/<br /> Peloton Partners Website: https://www.pelotonpartners.com.au/<br /> Pricing Advice Document: https://app.ensombl.com/posts/resources-pricing-advice</p> <p>Discover how HOPE Housing is reshaping the property investment landscape and making a difference at https://ensombl.com/go/20231005</p> <p>Join the Ensombl platform:<br /> App Store: http://www.ensombl.com/apple<br /> Google Play: http://www.ensombl.com/google<br /> Desktop: https://www.ensombl.com/</p> <p>General Disclaimer – https://www.ensombl.com/disclaimer/</p>

<p>In this first episode, Jamie McIntyre speaks with Jenny Brown, CEO and Founder of JBS Financial Strategists. They discuss the major causes of stress leading into and during retirement: loss of income certainty, loss of purpose, client emotions and how advisors can help during this transition.</p> <p>Jenny Brown LinkedIn: https://www.linkedin.com/in/jennybrownjbs/<br /> JBS Financial Website: https://jbsfinancial.com.au/<br /> Jamie McIntyre LinkedIn: https://www.linkedin.com/in/jamiemcintyre1/</p> <p>With Allianz Retire+, it all adds up to certainty. Visit https://ensombl.com/go/20231004</p> <p>Join the Ensombl platform:<br /> App Store: http://www.ensombl.com/apple<br /> Google Play: http://www.ensombl.com/google<br /> Desktop: https://www.ensombl.com/</p> <p>General Disclaimer – https://www.ensombl.com/disclaimer/</p>

<p>In this installment, Jamie talks with James Wortley, Founder of Enlightened Financial Solutions & Video Advice in Australia, and Founding Shareholder of Lumiant. They chat about behavioural biases and how they can impact retirement, the role of the advisor in identifying biases and overcoming them, and tailoring advice to clients with these biases.</p> <p>James Wortley LinkedIn: https://www.linkedin.com/in/james-wortley73/<br /> Enlightened Financial Solutions Website: https://www.efsmackay.com.au/<br /> Jamie McIntyre LinkedIn: https://www.linkedin.com/in/jamiemcintyre1/</p> <p>With Allianz Retire+, it all adds up to certainty. Visit https://ensombl.com/go/20231004</p> <p>Join the Ensombl platform:<br /> App Store: http://www.ensombl.com/apple<br /> Google Play: http://www.ensombl.com/google<br /> Desktop: https://www.ensombl.com/</p> <p>General Disclaimer – https://www.ensombl.com/disclaimer/</p>

<p>In this episode, Jamie is joined by Liam Shorte, Managing Director, SMSF Specialist Advisor and Financial Planner at Sonas Wealth. They discuss their experiences when helping clients transition into retirement, figuring out what's most important to them, and ways they've helped them find a new purpose in retirement.</p> <p>Liam Shorte LinkedIn: https://www.linkedin.com/in/liamshorte/<br /> Sonas Wealth Website: https://www.sonaswealth.com.au/<br /> The SMSF Coach Website: https://smsfcoach.com.au/<br /> Jamie McIntyre LinkedIn: https://www.linkedin.com/in/jamiemcintyre1/</p> <p>With Allianz Retire+, it all adds up to certainty. Visit https://ensombl.com/go/20231004</p> <p>Join the Ensombl platform:<br /> App Store: http://www.ensombl.com/apple<br /> Google Play: http://www.ensombl.com/google<br /> Desktop: https://www.ensombl.com/</p> <p>General Disclaimer – https://www.ensombl.com/disclaimer/</p>

<p>In this final installment, Jamie talks to Natalie Philips, NSW State Manager at Allianz Retire+. They talk about the impact that advisors can have by providing certainty in retirement, helping to shape their future outlook and mental wellbeing.</p> <p>Natalie Philips LinkedIn: https://www.linkedin.com/in/natalie-philips-782aa177/<br /> Allianz Retire+ Website: https://www.allianzretireplus.com.au/<br /> Jamie McIntyre LinkedIn: https://www.linkedin.com/in/jamiemcintyre1/</p> <p>With Allianz Retire+, it all adds up to certainty. Visit https://ensombl.com/go/20231004</p> <p>Join the Ensombl platform:<br /> App Store: http://www.ensombl.com/apple<br /> Google Play: http://www.ensombl.com/google<br /> Desktop: https://www.ensombl.com/</p> <p>General Disclaimer – https://www.ensombl.com/disclaimer/</p>

<p>Drew is a Partner and Co-CEO of MBS Insurance. He and Andrew cover the ins and outs of his practice operations, his workplace philosophy, and vision for the life insurance industry.</p> <p>Drew Burden LinkedIn: https://www.linkedin.com/in/drew-burden-137b218/<br /> MBS Insurance Website: https://mbsinsurance.com.au/</p> <p>Visit The Adviser Portal and partner with Zurich and OnePath today: https://www2.xyadviser.com/fshcwt</p> <p>Join the Ensombl platform:<br /> App Store: http://www.ensombl.com/apple<br /> Google Play: http://www.ensombl.com/google<br /> Desktop: https://www.ensombl.com/</p> <p>General Disclaimer – https://www.ensombl.com/disclaimer/</p>

<p>This week, Peita talks with Tom Culver, Founder and CEO at Oko Adviser. They discuss the features of the Oko tool and how it helps financial advisors and their clients assess sustainability values and integrate them into the investment process.</p> <p>Oko Adviser discount code: Ensombl10</p> <p>Oko Adviser Website: https://www.okoadviser.com/ <br /> Tom Culver: https://www.linkedin.com/in/tomculver1 <br /> Curiosity Corner (McCrindle): https://mccrindle.com.au/ <br /> Peita Diamantidis Linkedin: https://www.linkedin.com/in/peitamd/</p> <p>A world of opportunity awaits you at Netwealth Investments Limited: https://ensombl.com/go/20230929</p> <p>Join the Ensombl platform:<br /> App Store: http://www.ensombl.com/apple<br /> Google Play: http://www.ensombl.com/google<br /> Desktop: https://www.ensombl.com/</p> <p>General Disclaimer – https://www.ensombl.com/disclaimer/</p>

<p>Jeff is Director and Personal Financial Adviser at Evalesco Financial Services. He and Clayton talk about where they think advice is headed, the impact it will have on advisors, and the place AI has in the future of advice.</p> <p>Jeff Thurecht LinkedIn: https://www.linkedin.com/in/jeffthurecht/<br /> Evalesco Website: https://evalesco.com.au/</p> <p>To learn more about the MLC Life Insurance Adviser Portal, visit https://ensombl.com/go/20230928</p> <p>Join the Ensombl platform:<br /> App Store: http://www.ensombl.com/apple<br /> Google Play: http://www.ensombl.com/google<br /> Desktop: https://www.ensombl.com/</p> <p>General Disclaimer – https://www.ensombl.com/disclaimer/</p>

<p>This week, Andrew is joined by Brett Wright, Founder at Lifebid. They take a look at how the business came together, life insurance industry challenges and potential solutions, and integrating life insurance advice with other financial services products and the technology required to do so.</p> <p>Brett Wright LinkedIn: https://www.linkedin.com/in/brett-wright-a9461430/<br /> Lifebid Website: https://lifebid.com.au/<br /> Crowdfund Link: https://www.strideequity.com.au/offer/lifebid-holdings-pty-limited</p> <p>Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/20230926</p> <p>Join the Ensombl platform:<br /> App Store: http://www.ensombl.com/apple<br /> Google Play: http://www.ensombl.com/google<br /> Desktop: https://www.ensombl.com/</p> <p>General Disclaimer – https://www.ensombl.com/disclaimer/</p>

<p>James Maydew from Macquarie joins Morningstar's Jody Fitzgerald and host James Whelan to go under the hood for a detailed look at REITs. With flexible working and the digitalisation of business seeing a reshaping of commercial real estate, our experts explore the new strategies required to harness the undoubted income and growth potential of this sector.</p> <p>Jody Fitzgerald LinkedIn: https://www.linkedin.com/in/jody-fitzgerald/<br /> James Maydew LinkedIn: https://www.linkedin.com/in/james-maydew-438b1512/<br /> James Whelan LinkedIn: https://www.linkedin.com/in/james-whelan-68146036/</p> <p>Morningstar: Empowering Investor Success. https://ensombl.com/go/1-20230925</p> <p>Learn more about Macquarie Asset Management. https://ensombl.com/go/2-20230925</p> <p>Join the Ensombl platform:<br /> App Store: http://www.ensombl.com/apple<br /> Google Play: http://www.ensombl.com/google<br /> Desktop: https://www.ensombl.com/</p> <p>General Disclaimer – https://www.ensombl.com/disclaimer/</p> <p>Macquarie Disclaimer – https://www.ensombl.com/mam-disclaimer/</p> <p> </p>

<p>In this week's episode, Peita is joined by Thabojan Rasiah and Matt Boyd, Co-Founders of Finito. They discuss Finito as a virtual "marketplace", aiming to provide coaching and guidance to Australians by connecting consumers with trusted financial experts.</p> <p>Finito Website: https://www.finito.com.au/ <br /> Thabojan Rasiah: https://www.linkedin.com/in/thabojanrasiah/<br /> Matt Boyd: https://www.linkedin.com/in/matthew-boyd-vollie/ <br /> Curiosity Corner (Fathom): https://fathom.video/<br /> Peita Diamantidis Linkedin: https://www.linkedin.com/in/peitamd/</p> <p>A world of opportunity awaits you at Netwealth Investments Limited: https://ensombl.com/go/20230922</p> <p>Join the Ensombl platform:<br /> App Store: http://www.ensombl.com/apple<br /> Google Play: http://www.ensombl.com/google<br /> Desktop: https://www.ensombl.com/</p> <p>General Disclaimer – https://www.ensombl.com/disclaimer/</p>

<p>Craig is the Chair at Ensombl. He and Clayton chat about the changing concept of retirement and reframing retirement as a lifestyle choice, attracting younger advisors into the industry, and the impact of culture on success.</p> <p>Craig Keary LinkedIn: https://www.linkedin.com/in/craigkeary/</p> <p>To learn more about the MLC Life Insurance Adviser Portal, visit https://ensombl.com/go/20230921</p> <p>Join the Ensombl platform:<br /> App Store: http://www.ensombl.com/apple<br /> Google Play: http://www.ensombl.com/google<br /> Desktop: https://www.ensombl.com/</p> <p>General Disclaimer – https://www.ensombl.com/disclaimer/</p>

<p>In this episode, Andrew sits down with Glen Reilly, Director and Lead Adviser at Fitzpatricks Private Wealth. They discuss his approach to building a successful practice, the culture of the company, and how they attract and engage with clients.</p> <p>Glen Reilly LinkedIn: https://www.linkedin.com/in/glenreilly/<br /> Fitzpatricks Private Wealth Website: https://fitz.com.au/</p> <p>Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/20230919</p> <p>Join the Ensombl platform:<br /> App Store: http://www.ensombl.com/apple<br /> Google Play: http://www.ensombl.com/google<br /> Desktop: https://www.ensombl.com/</p> <p>General Disclaimer – https://www.ensombl.com/disclaimer/</p>

<p>This week, Peita talks with Nikhita Iyar, Head of Product Marketing and Growth at Moxo. They discuss Moxo's digital interaction workspaces, and how it can reduce churn and increase client retention by streamlining processes.</p> <p>Moxo Website: https://www.moxo.com/<br /> Moxo's Regional Director - Australia & New Zealand - Fedja Selimovic: https://www.linkedin.com/in/fedjaselimovic/ <br /> Curiosity Corner (Airpano): https://www.airpano.com/<br /> Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/</p> <p>A world of opportunity awaits you at Netwealth Investments Limited: https://ensombl.com/go/20230915</p> <p>Join the Ensombl platform:<br /> App Store: http://www.ensombl.com/apple<br /> Google Play: http://www.ensombl.com/google<br /> Desktop: https://www.ensombl.com/</p> <p>General Disclaimer – https://www.ensombl.com/disclaimer/</p>

<p>Silvia is the Director at Mutual Plans. She and James discuss implementing paraplanning into your business, and the future of artificial intelligence within paraplanning practices.</p> <p>Silvia Wade LinkedIn: https://www.linkedin.com/in/silviawade/<br /> Mutual Plans Website: https://mutualplans.com.au/</p> <p>To learn more about the MLC Life Insurance Adviser Portal, visit https://ensombl.com/go/20230914</p> <p>Join the Ensombl platform:<br /> App Store: http://www.ensombl.com/apple<br /> Google Play: http://www.ensombl.com/google<br /> Desktop: https://www.ensombl.com/</p> <p>General Disclaimer – https://www.ensombl.com/disclaimer/</p>

<p>In this episode, Peita is joined by Donna Moritz, Canva Verified Expert. They talk about using Canva's design tools and templates to empower your business.</p> <p>Canva Website: https://www.canva.com/ <br /> Donna Moritz LinkedIn: https://www.linkedin.com/in/donnamoritz/<br /> Socially Sorted Website: https://www.sociallysorted.com.au/ <br /> Curiosity Corner (Dynamic QR Codes/Hovercode): https://hovercode.com/<br /> Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/</p> <p>A world of opportunity awaits you at Netwealth Investments Limited: https://ensombl.com/go/20230907</p> <p>Join the Ensombl platform:<br /> App Store: http://www.ensombl.com/apple<br /> Google Play: http://www.ensombl.com/google<br /> Desktop: https://www.ensombl.com/</p> <p>General Disclaimer – https://www.ensombl.com/disclaimer/</p> <p> </p>

<p>Maks is a Financial Advisor at CBD Advisory. He and James chat about transitioning into advice, bridging the gap between finance and accounting, and becoming a better financial advisor. </p> <p>Maks Mashkivskyy LinkedIn: https://www.linkedin.com/in/maks-mashkivskyy-281937108/<br /> CBD Advisory Website: https://www.cbdadvisory.com.au/</p> <p>To learn more about the MLC Life Insurance Adviser Portal, visit https://ensombl.com/go/20230907</p> <p>Join the Ensombl platform:<br /> App Store: http://www.ensombl.com/apple<br /> Google Play: http://www.ensombl.com/google<br /> Desktop: https://www.ensombl.com/</p> <p>General Disclaimer – https://www.ensombl.com/disclaimer/</p>

<p>In this episode, Peita is joined by Patrick Flynn, Founder of Simply Advice Websites and Director of Simply Kaizen. They discuss the tension between automation and client experience, the pros and cons of the various tech tools that advisors are currently using, and how to get better outcomes to suit your practice.</p> <p>Pat Flynn's Website: https://patrickflynn.info/ <br /> Pat Flynn Linkedin: https://www.linkedin.com/in/patrickjamesflynn/<br /> Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/<br /> Leave a voice message for Peita: https://www.speakpipe.com/PeitaD</p> <p>A world of opportunity awaits you at Netwealth Investments Limited: https://ensombl.com/go/20230901</p> <p>Join the Ensombl platform:<br /> App Store: http://www.ensombl.com/apple<br /> Google Play: http://www.ensombl.com/google<br /> Desktop: https://www.ensombl.com/</p> <p>General Disclaimer – https://www.ensombl.com/disclaimer/</p>

<p>Jeffrey is a Senior Financial Advisor at Grimsey Wealth. He sits down with James to talk about specialising in medical professionals, the challenges of dealing with clients who are already self-directed, and the tech-stack they use.</p> <p>Jeffrey Bonnici LinkedIn: https://www.linkedin.com/in/jeffrey-bonnici-5322203a/<br /> Grimsey Wealth Website: https://www.grimsey.com.au/</p> <p>To learn more about the MLC Life Insurance Adviser Portal, visit https://ensombl.com/go/20230831</p> <p>Join the Ensombl platform:<br /> App Store: http://www.ensombl.com/apple<br /> Google Play: http://www.ensombl.com/google<br /> Desktop: https://www.ensombl.com/</p> <p>General Disclaimer – https://www.ensombl.com/disclaimer/</p>

<p>This week we cover the Jackson Hole Economic Symposium, Global PMI data, Australian and New Zealand reporting season, Iress, IDP Education, Coles, EBOS, Auckland Airport, and Precinct properties.</p> <p>This podcast is moving to Milford's new podcast channel OnTrack with Milford. Head over to https://podcasts.apple.com/nz/podcast/ontrack-with-milford/id1682163597 and subscribe so you don't miss any episodes.</p> <p>Join the Ensombl platform:<br /> App Store: http://www.ensombl.com/apple<br /> Google Play: http://www.ensombl.com/google<br /> Desktop: https://www.ensombl.com/</p> <p>General Disclaimer – https://www.ensombl.com/disclaimer/</p>

<p>This week, Peita talks with Scott Miller, CEO and Co-Founder at Asendium, as well as Bryan Leibbrandt and Leigh Frost. They bring us up to date on some of the new features and enhancements that have shaped Asendium over the last year.</p> <p>Asendium Website: https://www.asendium.com/ <br /> Scott Miller LinkedIn: https://www.linkedin.com/in/scottbradleymiller/ <br /> Original Asendium episode: https://ensombl.com/podcasts/advicetech24/<br /> Curiosity Corner (Career Roast): https://6figr.com/career-roast <br /> Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/ </p> <p>A world of opportunity awaits you at Netwealth Investments Limited: https://ensombl.com/go/20230825</p> <p>Join the Ensombl platform:<br /> App Store: http://www.ensombl.com/apple<br /> Google Play: http://www.ensombl.com/google<br /> Desktop: https://www.ensombl.com/</p> <p>General Disclaimer – https://www.ensombl.com/disclaimer/</p>

<p>Michael is a Business Coach and the Founder of Human to Human. He talks to James about how he got into the advice industry, how the engagement process works with clients, what makes for a good development plan, and how to bring more structure to your business.</p> <p>Michael Back LinkedIn: https://www.linkedin.com/in/michaeljback/<br /> Human to Human Website: https://humantohuman.com.au/<br /> Realise Program: https://humantohuman.com.au/realise/</p> <p>Discover intelliflo for yourself by visiting https://ensombl.com/go/20230824</p> <p>Join the Ensombl platform:<br /> App Store: http://www.ensombl.com/apple<br /> Google Play: http://www.ensombl.com/google<br /> Desktop: https://www.ensombl.com/</p> <p>General Disclaimer – https://www.ensombl.com/disclaimer/</p>

<p>In this first installment, Brendon speaks with Jacqueline Fernley, Chief Investment Officer at Mason Stevens, and Andrew Height, Managing Director at Height Capital. They discuss the steps an adviser must undertake in order to form their investment committee, which parts they can execute themselves, and when to seek external expertise to set the committee up for success.</p> <p>Jacqueline Fernley LinkedIn: https://www.linkedin.com/in/jacqueline-fernley-cfa-cew-member-gaicd-2a8845b/<br /> Mason Stevens Website: https://masonstevens.com.au/</p> <p>Andrew Height LinkedIn: https://www.linkedin.com/in/andrew-height-816ab62b/<br /> Height Capital Website: https://heightcapital.com.au/</p> <p>To learn more about Mason Stevens Outsourced CIO capabilities, contact us: https://masonstevens.com.au/get-in-touch/</p> <p>Join the Ensombl platform:<br /> App Store: http://www.ensombl.com/apple<br /> Google Play: http://www.ensombl.com/google<br /> Desktop: https://www.ensombl.com/</p> <p>General Disclaimer – https://www.ensombl.com/disclaimer/</p>

<p>Alex is a Partner at Moran Partners Financial Planning. He joins Brendon to talk about how advisers can implement their newly formed investment committees into their practice and advice process.</p> <p>Alex Hont LinkedIn: https://www.linkedin.com/in/alex-hont/<br /> Moran Partners Website: https://www.moranfp.com.au/</p> <p>To learn more about Mason Stevens Outsourced CIO capabilities, contact us: https://masonstevens.com.au/get-in-touch/</p> <p>Join the Ensombl platform:<br /> App Store: http://www.ensombl.com/apple<br /> Google Play: http://www.ensombl.com/google<br /> Desktop: https://www.ensombl.com/</p> <p>General Disclaimer – https://www.ensombl.com/disclaimer/</p>

<p>Greg is a Director and Independent Adviser at Allied Wealth. He and Brendon chat about the benefits advisers have experienced from having an investment committee and outline some of the challenges they have faced throughout their journey.</p> <p>Greg Barter LinkedIn: https://www.linkedin.com/in/greg-barter-6b5b4645<br /> Allied Wealth Website: https://www.alliedwealth.com.au/</p> <p>To learn more about Mason Stevens Outsourced CIO capabilities, contact us: https://masonstevens.com.au/get-in-touch/</p> <p>Join the Ensombl platform:<br /> App Store: http://www.ensombl.com/apple<br /> Google Play: http://www.ensombl.com/google<br /> Desktop: https://www.ensombl.com/</p> <p>General Disclaimer – https://www.ensombl.com/disclaimer/</p>

<p>In this final episode, Brendon is joined once again by Jacqueline Fernley from Mason Stevens, and Gareth de Maid, Investment Director at BlueRock. They talk over the benefits of utilising an outsourced CIO and how by bringing in external expertise, the committee is able to take advantage of different investment perspectives and give advisers in the business their time back.</p> <p>Jacqueline Fernley LinkedIn: https://www.linkedin.com/in/jacqueline-fernley-cfa-cew-member-gaicd-2a8845b/<br /> Mason Stevens Website: https://masonstevens.com.au/</p> <p>Gareth de Maid LinkedIn: https://www.linkedin.com/in/gareth-de-maid-834b93106/<br /> BlueRock Website: https://www.bluerock.com.au/</p> <p>To learn more about Mason Stevens Outsourced CIO capabilities, contact us: https://masonstevens.com.au/get-in-touch/</p> <p>Join the Ensombl platform:<br /> App Store: http://www.ensombl.com/apple<br /> Google Play: http://www.ensombl.com/google<br /> Desktop: https://www.ensombl.com/</p> <p>General Disclaimer – https://www.ensombl.com/disclaimer/</p>

<p>This week we cover the RBA cash rate decision, Australian employment data, the RBNZ's interest rate decision, US July FOMC minutes, Walmart, Carsales, Seek, and Contact Energy.</p> <p>This podcast is moving to Milford's new podcast channel OnTrack with Milford. Head over to https://podcasts.apple.com/nz/podcast/ontrack-with-milford/id1682163597 and subscribe so you don't miss any episodes.</p> <p>Join the Ensombl platform:<br /> App Store: http://www.ensombl.com/apple<br /> Google Play: http://www.ensombl.com/google<br /> Desktop: https://www.ensombl.com/</p> <p>General Disclaimer – https://www.ensombl.com/disclaimer/</p>

<p>In this episode, Peita is joined by Bianca Hartge-Hazelman, CEO at Financy. They discuss the Financy Impacter app, and how it can be used to increase business productivity, employee wellness and retention, and ensure diversity and inclusion.</p> <p>Impacter Website: https://financy.com.au/impacter/<br /> Bianca Hartge-Hazelman LinkedIn: https://www.linkedin.com/in/biancahhfinancy <br /> Curiosity Corner (Futurepedia): https://www.futurepedia.io/ <br /> Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/ </p> <p>A world of opportunity awaits you at Netwealth Investments Limited: https://ensombl.com/go/20230818</p> <p>Join the Ensombl platform:<br /> App Store: http://www.ensombl.com/apple<br /> Google Play: http://www.ensombl.com/google<br /> Desktop: https://www.ensombl.com/</p> <p>General Disclaimer – https://www.ensombl.com/disclaimer/</p>

<p>Steve is the Managing Director at Link Wealth Group. He and James talk about how his business went from just himself to now a team of about fifty, the adviser training academy they have built, and their social media marketing activities.</p> <p>Steve Sloane LinkedIn: https://www.linkedin.com/in/stevesloanefinadviser/<br /> Link Wealth Group Website: https://www.linkwealth.com.au/</p> <p>Discover intelliflo for yourself by visiting https://ensombl.com/go/20230817</p> <p>Join the Ensombl platform:<br /> App Store: http://www.ensombl.com/apple<br /> Google Play: http://www.ensombl.com/google<br /> Desktop: https://www.ensombl.com/</p> <p>General Disclaimer – https://www.ensombl.com/disclaimer/</p>

<p>Gil is the Managing Director at RI Newcastle & Lower Hunter and Estate Planning For Life. He and Andrew chat about the genesis of his business, where the advice industry is going in the future, and why he decided to write his book on estate planning.</p> <p>Gil Gordon LinkedIn: https://www.linkedin.com/in/gordongil/<br /> RI Advice Website: https://rilowerhunter.com.au/<br /> Estate Planning For Life Website: https://estateplanningforlife.com.au/<br /> "The Bugger Went and Died on Me" Book: https://www.rilowerhunter.com.au/_medias/19e875e4-3842-425a-b718-8237e3f46080/the+bugger+went+and+died-eBook.pdf</p> <p>Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/20230815</p> <p>Join the Ensombl platform:<br /> App Store: http://www.ensombl.com/apple<br /> Google Play: http://www.ensombl.com/google<br /> Desktop: https://www.ensombl.com/</p> <p>General Disclaimer – https://www.ensombl.com/disclaimer/</p>

<p>This week we cover US CPI data, Australian Reporting Season, Estia Health and Bain Capital, Invocare and TPG Private Equity.</p> <p>This podcast is moving to Milford's new podcast channel OnTrack with Milford. Head over to https://podcasts.apple.com/nz/podcast/ontrack-with-milford/id1682163597 and subscribe so you don't miss any episodes.</p> <p>Join the Ensombl platform:<br /> App Store: http://www.ensombl.com/apple<br /> Google Play: http://www.ensombl.com/google<br /> Desktop: https://www.ensombl.com/</p> <p>General Disclaimer – https://www.ensombl.com/disclaimer/</p>

<p>In this episode, Peita reflects on the podcast journey so far and shares some of the biggest advicetech insights she's picked up along the way.</p> <p>You can send your AdviceTech questions and feedback to: https://www.speakpipe.com/PeitaD<br /> Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/</p> <p>A world of opportunity awaits you at Netwealth Investments Limited: https://ensombl.com/go/20230811</p> <p>Join the Ensombl platform:<br /> App Store: http://www.ensombl.com/apple<br /> Google Play: http://www.ensombl.com/google<br /> Desktop: https://www.ensombl.com/</p> <p>General Disclaimer – https://www.ensombl.com/disclaimer/</p>

<p>In this episode James chats with Jonathan Mannion, Senior Financial Adviser and Founder at Sandringham Wealth. They discuss his advice process and how he's managed to structure a sustainable one-advisor business.</p> <p>Jonathan Mannion LinkedIn: https://www.linkedin.com/in/jonathonmannion/<br /> Sandringham Wealth Website: https://www.sandringhamwealth.com.au/</p> <p>Discover intelliflo for yourself by visiting https://ensombl.com/go/20230810</p> <p>Join the Ensombl platform:<br /> App Store: http://www.ensombl.com/apple<br /> Google Play: http://www.ensombl.com/google<br /> Desktop: https://www.ensombl.com/</p> <p>General Disclaimer – https://www.ensombl.com/disclaimer/</p>

<p>This week we cover China dropping the Barley tariffs, the US Core PCE Index, the Michigan Consumer Sentiment survey, ISM manufacturing data, Suncorp, RMD, and TPG telecom.</p> <p>This podcast is moving to Milford's new podcast channel OnTrack with Milford. Head over to https://podcasts.apple.com/nz/podcast/ontrack-with-milford/id1682163597 and subscribe so you don't miss any episodes.</p> <p>Join the Ensombl platform:<br /> App Store: http://www.ensombl.com/apple<br /> Google Play: http://www.ensombl.com/google<br /> Desktop: https://www.ensombl.com/</p> <p>General Disclaimer – https://www.ensombl.com/disclaimer/</p>

<p>In this episode, Peita chats with Mark Akeroyd, Head of Product at Lumiant. They take a deep dive into the features of the advice and client engagement platform, where it fits in an advisor's tech stack, and the power of a scalable experience.</p> <p>Lumiant Website: https://www.lumiant.io/<br /> Mark Akeroyd LinkedIn: https://www.linkedin.com/in/markakeroyd/ <br /> Curiosity Corner (AI Playground): https://sdk.vercel.ai/<br /> Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/</p> <p>A world of opportunity awaits you at Netwealth Investments Limited: https://ensombl.com/go/20230804</p> <p>Join the Ensombl platform:<br /> App Store: http://www.ensombl.com/apple<br /> Google Play: http://www.ensombl.com/google<br /> Desktop: https://www.ensombl.com/</p> <p>General Disclaimer – https://www.ensombl.com/disclaimer/</p>

<p>Daniel is a Financial Advisor at Tribeca Financial. He and James talk about the journey he took when transitioning from South Africa to Australia as a financial advisor.</p> <p>Daniel Nel LinkedIn: https://www.linkedin.com/in/danielnel/<br /> Tribeca Financial Website: https://www.tribecafinancial.com.au/</p> <p>Discover intelliflo for yourself by visiting https://ensombl.com/go/20230803</p> <p>Join the Ensombl platform:<br /> App Store: http://www.ensombl.com/apple<br /> Google Play: http://www.ensombl.com/google<br /> Desktop: https://www.ensombl.com/</p> <p>General Disclaimer – https://www.ensombl.com/disclaimer/</p>

<p>Belinda is the Head of Operations and Compliance at Evalesco Financial Services. She and Andrew look under the hood of Evalesco, including their focus on client experience, pod system, tech stack, and maximizing the performance of their team.</p> <p>Belinda Marley-Wallace LinkedIn: https://www.linkedin.com/in/belindamarleywallace/<br /> Evalesco Website: https://evalesco.com.au/<br /> Encore Advisory Group Website: https://www.encoreadvisorygroup.com.au/<br /> Performance Advisory Group Website: https://performanceadvisorygroup.com.au/<br /> Barviacan Recruitment Website: http://www.barbicanrecruitment.com/</p> <p>Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/20230801</p> <p>Join the Ensombl platform:<br /> App Store: http://www.ensombl.com/apple<br /> Google Play: http://www.ensombl.com/google<br /> Desktop: https://www.ensombl.com/</p> <p>General Disclaimer – https://www.ensombl.com/disclaimer/</p>

<p>This week we cover the US PCE price index, Australian CPI data, the Bank of Japan, Megaport, and Macquarie Bank.</p> <p>This podcast is moving to Milford's new podcast channel OnTrack with Milford. Head over to https://podcasts.apple.com/nz/podcast/ontrack-with-milford/id1682163597 and subscribe so you don't miss any episodes.</p> <p>Join the Ensombl platform:<br /> App Store: http://www.ensombl.com/apple<br /> Google Play: http://www.ensombl.com/google<br /> Desktop: https://www.ensombl.com/</p> <p>General Disclaimer – https://www.ensombl.com/disclaimer/</p>

<p>In this episode, Peita talks with Julia Vojkovic, Co-founder and Director at 3Lines. They discuss the various tools and features of the cloud based platform designed to simplify AFSL compliance, and finding the balance between commercial and compliance.</p> <p>3Lines Website: https://3Lines.com.au/ <br /> Julia Vojkovic LinkedIn: https://www.linkedin.com/in/julia-vojkovic-708563114/ <br /> Curiosity Corner (folk): https://www.folk.app/ <br /> Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/ </p> <p>A world of opportunity awaits you at Netwealth Investments Limited: https://ensombl.com/go/20230728</p> <p>Join the Ensombl platform:<br /> App Store: http://www.ensombl.com/apple<br /> Google Play: http://www.ensombl.com/google<br /> Desktop: https://www.ensombl.com/</p> <p>General Disclaimer – https://www.ensombl.com/disclaimer/</p>

<p>This week, James chats with Daniel Jackson and Jennifer Laing from Modern You Financial Planners. They discuss the transition from the professional year into advice, and working remotely.</p> <p>Daniel Jackson LinkedIn: https://www.linkedin.com/in/daniel-t-jackson-jp-a021a396/<br /> Jennifer Laing LinkedIn: https://www.linkedin.com/in/jennifer-laing-92549b1a7<br /> Modern You Financial Planners Website: https://www.modernyoufp.com/</p> <p>Discover intelliflo for yourself by visiting https://ensombl.com/go/20230727</p> <p>Join the Ensombl platform:<br /> App Store: http://www.ensombl.com/apple<br /> Google Play: http://www.ensombl.com/google<br /> Desktop: https://www.ensombl.com/</p> <p>General Disclaimer – https://www.ensombl.com/disclaimer/</p>

<p>This week we cover US earnings, UK CPI data, the Australian labour market, New Zealand CPI data, Flight Centre, Ampol, Northern Star, and Vulcan Steel.</p> <p>This podcast is moving to Milford's new podcast channel OnTrack with Milford. Head over to https://podcasts.apple.com/nz/podcast/ontrack-with-milford/id1682163597 and subscribe so you don't miss any episodes.</p> <p>Join the Ensombl platform:<br /> App Store: http://www.ensombl.com/apple<br /> Google Play: http://www.ensombl.com/google<br /> Desktop: https://www.ensombl.com/</p> <p>General Disclaimer – https://www.ensombl.com/disclaimer/</p>

<p>This week, Peita is joined by Andrew Gardner, Founder and Director at Retiremap. They talk through the features and functions of Retiremap, and how it can be used by advisors to increase productivity and client engagement, and reduce overheads and data entry.</p> <p>Retiremap Website: https://retiremap.com.au/<br /> Andrew Gardner LinkedIn: https://www.linkedin.com/in/andrew-gardner-3097393/ <br /> Curiosity Corner (Machined): https://machined.ai/<br /> Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/</p> <p>A world of opportunity awaits you at Netwealth Investments Limited: https://ensombl.com/go/20230721</p> <p>Join the Ensombl platform:<br /> App Store: http://www.ensombl.com/apple<br /> Google Play: http://www.ensombl.com/google<br /> Desktop: https://www.ensombl.com/</p> <p>General Disclaimer – https://www.ensombl.com/disclaimer/</p>

<p>Dawn is a Financial Adviser at The Wealth Designers. She and James discuss finding your voice in the advice industry, showing up and being yourself, and taking ownership of your success.</p> <p>Dawn Thomas LinkedIn: https://www.linkedin.com/in/dawn-d-thomas/<br /> The Wealth Designers Website: https://twd.com.au/<br /> Your Money Story Podcast: https://podcasts.apple.com/au/podcast/your-money-story/id1555980141</p> <p>Discover intelliflo for yourself by visiting https://ensombl.com/go/20230720</p> <p>Join the Ensombl platform:<br /> App Store: http://www.ensombl.com/apple<br /> Google Play: http://www.ensombl.com/google<br /> Desktop: https://www.ensombl.com/</p> <p>General Disclaimer – https://www.ensombl.com/disclaimer/</p>

<p>Ben is an author, Founder and Financial Advisor at Pivot Wealth. He joins Andrew to chat about starting Pivot Wealth, setting up the advice process for success, and what he's got planned for the future.</p> <p>Ben Nash LinkedIn: https://www.linkedin.com/in/benjaminjnash/<br /> Pivot Wealth: https://pivotwealth.com.au/<br /> Mo Money Podcast: https://podcasts.apple.com/au/podcast/mo-money/id1504054172</p> <p>Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/20230718</p> <p>Join the Ensombl platform:<br /> App Store: http://www.ensombl.com/apple<br /> Google Play: http://www.ensombl.com/google<br /> Desktop: https://www.ensombl.com/</p> <p>General Disclaimer – https://www.ensombl.com/disclaimer/</p>

<p>This week we cover Phillip Lowe stepping down as RBA Governor, US June inflation, the University of Michigan consumer sentiment, the NFIB business optimism index, UK employment data, the RBNZ interest rate decision, Viva Energy, Neuren pharmaceuticals, and Megaport.</p> <p>This podcast is moving to Milford's new podcast channel OnTrack with Milford. Head over to https://podcasts.apple.com/nz/podcast/ontrack-with-milford/id1682163597 and subscribe so you don't miss any episodes.</p> <p>Join the Ensombl platform:<br /> App Store: http://www.ensombl.com/apple<br /> Google Play: http://www.ensombl.com/google<br /> Desktop: https://www.ensombl.com/</p> <p>General Disclaimer – https://www.ensombl.com/disclaimer/</p>

<p>This week, Peita sits down with Nigel Baker, Founder at Scientiam. They discuss the online digital advice platform, what the learning path was, and how they can help advisors give their clients easier access to advice.</p> <p>Scientiam Website: https://scientiam.com.au/ <br /> Nigel Baker LinkedIn: https://www.linkedin.com/in/nigel-baker-b25662/ <br /> Curiosity Corner (EarlyBird): https://earlybird.im/ <br /> Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/ </p> <p>A world of opportunity awaits you at Netwealth Investments Limited: https://ensombl.com/go/20230714</p> <p>Join the Ensombl platform:<br /> App Store: http://www.ensombl.com/apple<br /> Google Play: http://www.ensombl.com/google<br /> Desktop: https://www.ensombl.com/</p> <p>General Disclaimer – https://www.ensombl.com/disclaimer/</p>

<p>Ellie is a Financial Adviser at Verse Wealth. She and James discuss improving the client experience from the on-boarding process to the delivery of advice, and the challenges of achieving that while working remotely.</p> <p>Ellie Fordham LinkedIn: https://www.linkedin.com/in/ellie-fordham/<br /> Verse Wealth Website: https://www.versewealth.com.au/<br /> FAAA Website: https://faaa.au/</p> <p>Discover intelliflo for yourself by visiting https://ensombl.com/go/20230713</p> <p>Join the Ensombl platform:<br /> App Store: http://www.ensombl.com/apple<br /> Google Play: http://www.ensombl.com/google<br /> Desktop: https://www.ensombl.com/</p> <p>General Disclaimer – https://www.ensombl.com/disclaimer/</p>