Ensombl Advice Australia

<p>This week, Peita talks to Nick Eatock, CEO at intelliflo. They take a deep dive into the cloud-based intelliflo platform and its various tools, and how they can be used to increase the value of advice for both advisors and their clients.</p> <p>intelliflo Website: https://www.intelliflo.com/au <br /> Nick Eatock LinkedIn: https://www.linkedin.com/in/nickeatock/ <br /> Curiosity Corner (Circle): https://circle.so/ <br /> Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/ </p> <p>A world of opportunity awaits you at https://netwealth.com.au/woo</p> <p>Join the Ensombl platform:<br /> App Store: http://co.xyadviser.com/xyistore<br /> Google Play: http://co.xyadviser.com/xygplay<br /> Desktop: https://ensombl.com/</p> <p>General Disclaimer – https://www.xyadviser.com/disclaimer/</p>

<p>In this week's episode, James sits down with Chris and Craig, who are both Mortgage Brokers at Wealthful. They discuss the transition from financial planning to mortgage broking, the biggest property deal-breakers, and where the Australian property market is headed in the future.</p> <p>Chris Bates Ensombl: https://app.ensombl.com/members/4043358<br /> Chris Bates LinkedIn: https://www.linkedin.com/in/christopherbates/</p> <p>Craig Bigelow Ensombl: https://app.ensombl.com/members/3099296<br /> Craig Bigelow LinkedIn: https://www.linkedin.com/in/craigbigelowrt/</p> <p>Weathful Website: https://www.wealthful.com.au/</p> <p>To learn more about how TAL can support your business, please visit https://adviser.tal.com.au/</p> <p>Join the Ensombl platform:<br /> App Store: http://co.xyadviser.com/xyistore<br /> Google Play: http://co.xyadviser.com/xygplay<br /> Desktop: https://www.ensombl.com/</p> <p>General Disclaimer – https://www.xyadviser.com/disclaimer/</p>

<p>James is an Investment Manager at VFS Group. He and Ben talk about the Silicon Valley bank collapse, the impacts it will have on the market and the opportunities that arise from these circumstances.</p> <p>James Wheland LinkedIn: https://www.linkedin.com/in/james-whelan-68146036/<br /> VFS Group Website: https://vfsgroup.com.au/<br /> AMFEX Website: https://amfex.com/</p> <p>To learn more about how TAL can support your business, please visit https://adviser.tal.com.au/</p> <p>Join the Ensombl platform:<br /> App Store: http://co.xyadviser.com/xyistore<br /> Google Play: http://co.xyadviser.com/xygplay<br /> Desktop: https://www.ensombl.com/</p> <p>General Disclaimer – https://www.xyadviser.com/disclaimer/</p>

<p>The week we cover the US MOVE index and 2-Year Bond Yield, Credit Swisse, US February CPI data, Neuren Pharmaceuticals, and Kelsian.</p> <p>This market highlight is proudly brought to you by Milford https://milfordasset.com.au/</p> <p>Join the Ensombl platform:<br /> App Store: http://co.xyadviser.com/xyistore<br /> Google Play: http://co.xyadviser.com/xygplay<br /> Desktop: https://www.ensombl.com/</p> <p>General Disclaimer – https://www.xyadviser.com/disclaimer/</p>

<p>This week, Peita is joined by Dr. Greg Davies and Bianca Kent from Oxford Risk. They take a look at Oxford Risk's behavioural finance software and how it can be utilised to thoroughly assess your client's investment portfolios and narrow decision-making.</p> <p>Oxford Risk Website: https://www.Oxford Risk.com.au/for-advisers/ <br /> Bianca Kent LinkedIn: https://www.linkedin.com/in/bianca-kent-5947043a/<br /> Greg Davies LinkedIn: https://www.linkedin.com/in/gregbdavies/ <br /> Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/ </p> <p>A world of opportunity awaits you at https://netwealth.com.au/woo</p> <p>Join the Ensombl platform:<br /> App Store: http://co.xyadviser.com/xyistore<br /> Google Play: http://co.xyadviser.com/xygplay<br /> Desktop: https://ensombl.com/</p> <p>General Disclaimer – https://www.xyadviser.com/disclaimer/</p>

<p>Lucian is a Financial Planner and sole Director of Emu Wealth. He and James talk about his journey into advice, how he set up a business from scratch, and how he settled on his ideal client base.</p> <p>Lucian Russ LinkedIn: https://www.linkedin.com/in/lucian-russ/<br /> Emu Wealth Website: https://www.emuwealth.com/</p> <p>To learn more about how TAL can support your business, please visit https://adviser.tal.com.au/</p> <p>Join the Ensombl platform:<br /> App Store: http://co.xyadviser.com/xyistore<br /> Google Play: http://co.xyadviser.com/xygplay<br /> Desktop: https://www.ensombl.com/</p> <p>General Disclaimer – https://www.xyadviser.com/disclaimer/</p>

<p>Rachel is the Founder and Principal Advisor at Flourix Wealth. She returns to the Ensombl Podcast to chat with Ben about where she's at now with her business, and how she balances a growing practice with a young family.</p> <p>Rachel O'Connor LinkedIn: https://www.linkedin.com/in/rachel-o-connor-65b6a595/<br /> Flourix Wealth Website: https://flourix.com.au/</p> <p>To learn more about how TAL can support your business, please visit https://adviser.tal.com.au/</p> <p>Join the Ensombl platform:<br /> App Store: http://co.xyadviser.com/xyistore<br /> Google Play: http://co.xyadviser.com/xygplay<br /> Desktop: https://www.ensombl.com/</p> <p>General Disclaimer – https://www.xyadviser.com/disclaimer/</p>

<p>This week we cover US Non-Farm payrolls, the RBA's rate increase, the collapse of Silicon Valley bank and potential contagion, Carsales and XRO.</p> <p>This market highlight is proudly brought to you by Milford https://milfordasset.com.au/</p> <p>Join the Ensombl platform:<br /> App Store: http://co.xyadviser.com/xyistore<br /> Google Play: http://co.xyadviser.com/xygplay<br /> Desktop: https://www.ensombl.com/</p> <p>General Disclaimer – https://www.xyadviser.com/disclaimer/</p>

<p>In this episode, Peita sits down with Ravi Verma, Head of Distribution at OpenInvest. They discuss where OpenInvest fits in the advice tech space, and how the platform creates investment advice solutions for both the end investor and partner firms.</p> <p>OpenInvest Website: https://www.openinvest.com.au/for-advisers/ <br /> Ravi Verma LinkedIn: https://www.linkedin.com/in/ravi-verma-8095bb44 <br /> Curiosity Corner (Storytail) website: https://www.storytail.io/ <br /> Peita Diamantidis Linkedin: https://www.linkedin.com/in/peitamd/ </p> <p>A world of opportunity awaits you at https://netwealth.com.au/woo</p> <p>Join the Ensombl platform:<br /> App Store: http://co.xyadviser.com/xyistore<br /> Google Play: http://co.xyadviser.com/xygplay<br /> Desktop: https://ensombl.com/</p> <p>General Disclaimer – https://www.xyadviser.com/disclaimer/</p>

<p>Barry is an author and financial educator, and Principal at BarryLaValley.com. He and James discuss the transition into retirement, and the advisor's role as a coach to usher in this change.</p> <p>Barry LaValley LinkedIn: https://www.linkedin.com/in/barry-lavalley-a48a8114/<br /> Barry LaValley Website: http://barrylavalley.com/</p> <p>To learn more about MetLife 360Health, speak to your local Sales Manager or visit https://www.metlife.com.au/360health/. MetLife. Life, inspired by you.</p> <p>Join the Ensombl platform:<br /> App Store: http://co.xyadviser.com/xyistore<br /> Google Play: http://co.xyadviser.com/xygplay<br /> Desktop: https://www.ensombl.com/</p> <p>General Disclaimer – https://www.xyadviser.com/disclaimer/</p>

<p>David is a Certified Responsible Investment Adviser, and a Financial Adviser at Ethinvest. He and Ben discuss impact investing and how it differs from ethical investing, and what's moving forward for ethical investing in Australia.</p> <p>David Rae LinkedIn: https://www.linkedin.com/in/davidjrae/<br /> Ethinvest Website: https://www.ethinvest.com.au/</p> <p>To learn more about MetLife 360Health, speak to your local Sales Manager or visit https://www.metlife.com.au/360health/. MetLife. Life, inspired by you.</p> <p>Join the Ensombl platform:<br /> App Store: http://co.xyadviser.com/xyistore<br /> Google Play: http://co.xyadviser.com/xygplay<br /> Desktop: https://www.ensombl.com/</p> <p>General Disclaimer – https://www.xyadviser.com/disclaimer/</p>

<p>This week we cover lower than expected US Durable Goods Orders, US PMI data, European Core Inflation data, Australian Fourth Quarter GDP and Retail Sales data, the slowdown in buyer consumption, and climbing inventory.</p> <p>This market highlight is proudly brought to you by Milford https://milfordasset.com.au/</p> <p>Join the Ensombl platform:<br /> App Store: http://co.xyadviser.com/xyistore<br /> Google Play: http://co.xyadviser.com/xygplay<br /> Desktop: https://www.ensombl.com/</p> <p>General Disclaimer – https://www.xyadviser.com/disclaimer/</p>

<p>In this episode, Peita talks to Scott Miller, CEO and Co-Founder at Asendium. They cover the features of the Asendium software, and discuss how it can be used to streamline the advice process through eliminating manual data entry.</p> <p>Asendium Website: https://www.asendium.com/ <br /> Scott Miller LinkedIn: https://www.linkedin.com/in/scottbradleymiller/ <br /> Curiosity Corner (ChatGPT) website: https://openai.com/blog/chatgpt/ <br /> Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/ </p> <p>A world of opportunity awaits you at https://netwealth.com.au/woo</p> <p>Join the Ensombl platform:<br /> App Store: http://co.xyadviser.com/xyistore<br /> Google Play: http://co.xyadviser.com/xygplay<br /> Desktop: https://ensombl.com/</p> <p>General Disclaimer – https://www.xyadviser.com/disclaimer/</p>

<p>Chris is the Founder and Managing Director at MarketingHQ. He joins Clayton to chat about the importance of your personal brand and vision, and what works and what doesn't work when it comes to financial planning marketing.</p> <p>Chris Dale LinkedIn: https://www.linkedin.com/in/chrismarketinghq/<br /> MarketingHQ Website: https://www.marketinghq.com.au/</p> <p>To learn more about MetLife 360Health, speak to your local Sales Manager or visit https://www.metlife.com.au/360health/. MetLife. Life, inspired by you.</p> <p>Join the Ensombl platform:<br /> App Store: http://co.xyadviser.com/xyistore<br /> Google Play: http://co.xyadviser.com/xygplay<br /> Desktop: https://www.ensombl.com/</p> <p>General Disclaimer – https://www.xyadviser.com/disclaimer/</p>

<p>Ryan is Director and a Financial Planning Consultant at Three Kings Wealth Management. He talks to Ben about the impact social media has had on his business, the psychology of financial advice and the impact mindset has on money.</p> <p>Ryan King LinkedIn: https://www.linkedin.com/in/ryan-king-finance/<br /> Three Kings Website: https://threekings.com.au/</p> <p>To learn more about MetLife 360Health, speak to your local Sales Manager or visit https://www.metlife.com.au/360health/. MetLife. Life, inspired by you.</p> <p>Join the Ensombl platform:<br /> App Store: http://co.xyadviser.com/xyistore<br /> Google Play: http://co.xyadviser.com/xygplay<br /> Desktop: https://www.ensombl.com/</p> <p>General Disclaimer – https://www.xyadviser.com/disclaimer/</p>

<p>This week we cover US PMI data, the Personal Income and Spending report, the RBNZ meeting, Australian Wage data, Qantas, Woolworths, Dominos, and Origin Energy. </p> <p>This market highlight is proudly brought to you by Milford https://milfordasset.com.au/</p> <p>Join the Ensombl platform:<br /> App Store: http://co.xyadviser.com/xyistore<br /> Google Play: http://co.xyadviser.com/xygplay<br /> Desktop: https://www.ensombl.com/</p> <p>General Disclaimer – https://www.xyadviser.com/disclaimer/</p>

<p>In this episode, Peita is joined by Matt and Anne-Marie Esler, Co-Founders of Padua. They discuss how Padua can be used to reduce the time and cost to produce high-quality advice.</p> <p>Padua Website: https://paduasolutions.com/ <br /> Anne-Marie LinkedIn: https://www.linkedin.com/in/anne-marie-esler-cfp-b04ab686/ <br /> Matt Esler LinkedIn: https://www.linkedin.com/in/matt-esler-69b07211/ <br /> Curiosity Corner (Hyperhistory) website: https://www.hyperhistory.com/ <br /> Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/ </p> <p>A world of opportunity awaits you at https://netwealth.com.au/woo</p> <p>Join the Ensombl platform:<br /> App Store: http://co.xyadviser.com/xyistore<br /> Google Play: http://co.xyadviser.com/xygplay<br /> Desktop: https://ensombl.com/</p> <p>General Disclaimer – https://www.xyadviser.com/disclaimer/</p>

<p>Emily is a Co-Founder and Chief Product Officer at Ensombl. She and Clayton discuss the importance of acquiring customer feedback to enhance your client experience, and how the All Licensee PD Day is evolving to meet adviser demand for efficient CPD.</p> <p>Emily Jenkins Ensombl: https://app.ensombl.com/members/2191186<br /> Emily Jenkins LinkedIn: https://www.linkedin.com/in/emilyblanch/</p> <p>To learn more about MetLife 360Health, speak to your local Sales Manager or visit https://www.metlife.com.au/360health/. MetLife. Life, inspired by you.</p> <p>Join the Ensombl platform:<br /> App Store: http://co.xyadviser.com/xyistore<br /> Google Play: http://co.xyadviser.com/xygplay<br /> Desktop: https://www.ensombl.com/</p> <p>General Disclaimer – https://www.xyadviser.com/disclaimer/</p>

<p>Daniel is a Senior Adviser at Tribeca Financial. He and Ben talk about his focus on financial well-being and mental health through the advice process.</p> <p>Daniel Testa LinkedIn: https://www.linkedin.com/in/daniel-testa-afp%C2%AE-5a5aa9108/<br /> Tribeca Financial Website: https://www.tribecafinancial.com.au/</p> <p>A world of opportunity awaits you at https://netwealth.com.au/woo</p> <p>Join the Ensombl platform:<br /> App Store: http://co.xyadviser.com/xyistore<br /> Google Play: http://co.xyadviser.com/xygplay<br /> Desktop: https://www.ensombl.com/</p> <p>General Disclaimer – https://www.xyadviser.com/disclaimer/</p>

<p>This week we cover the January US and UK CPI print, US retail sales data, REINZ housing data, JB Hi-Fi, James Hardie, CBA, Westpac and NAB.</p> <p>This market highlight is proudly brought to you by Milford https://milfordasset.com.au/</p> <p>Join the Ensombl platform:<br /> App Store: http://co.xyadviser.com/xyistore<br /> Google Play: http://co.xyadviser.com/xygplay<br /> Desktop: https://www.ensombl.com/</p> <p>General Disclaimer – https://www.xyadviser.com/disclaimer/</p>

<p>This week, Peita talks to Stephen Handley, Founder and CEO at Fin365. They take a look at the Fin365 platform, which aims to automate the flow of data management in the advice process through unlocking the power of Microsoft 365.</p> <p>Stephen Handley LinkedIn: https://www.linkedin.com/in/stephenhandley42/ <br /> Fin365 Website: https://fin365.com.au <br /> Curiosity Corner (Focusmate) website: https://www.focusmate.com/ <br /> Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/ </p> <p>A world of opportunity awaits you at https://netwealth.com.au/woo</p> <p>Join the Ensombl platform:<br /> App Store: http://co.xyadviser.com/xyistore<br /> Google Play: http://co.xyadviser.com/xygplay<br /> Desktop: https://ensombl.com/</p> <p>General Disclaimer – https://www.xyadviser.com/disclaimer/</p>

<p>Jess recently started a financial literacy program called The Greenhouse, and is the Co-Founder of Ladies Talk Money. She and Clayton talk about the changes she's made in her life in the past year, and her journey to becoming a financial educator.</p> <p>Jess Brady Ensombl: https://app.ensombl.com/members/2416358<br /> Jessica Brady Website: https://jessicabrady.com.au/<br /> Ladies Talk Money Website: https://www.ladiestalkmoney.com.au/</p> <p>A world of opportunity awaits you at https://netwealth.com.au/woo</p> <p>Join the Ensombl platform:<br /> App Store: http://co.xyadviser.com/xyistore<br /> Google Play: http://co.xyadviser.com/xygplay<br /> Desktop: https://www.ensombl.com/</p> <p>General Disclaimer – https://www.xyadviser.com/disclaimer/</p>

<p>Warren is the Founder and Managing Director of the Find Group. He and Ben discuss his journey into financial planning and advice, and creating consistency of advice across the entire business.</p> <p>Warren Strybosh LinkedIn: https://www.linkedin.com/in/warren-strybosch-3a363527/<br /> Find Group Website: https://findgroup.com.au/</p> <p>A world of opportunity awaits you at https://netwealth.com.au/woo</p> <p>Join the Ensombl platform:<br /> App Store: http://co.xyadviser.com/xyistore<br /> Google Play: http://co.xyadviser.com/xygplay<br /> Desktop: https://www.ensombl.com/</p> <p>General Disclaimer – https://www.xyadviser.com/disclaimer/</p>

<p>This week we cover US unemployment data, the US Consumer Sentiment Survey, the RBA February meeting, REA, Disney, and Alphabet.</p> <p>This market highlight is proudly brought to you by Milford https://milfordasset.com.au/</p> <p>Join the Ensombl platform:<br /> App Store: http://co.xyadviser.com/xyistore<br /> Google Play: http://co.xyadviser.com/xygplay<br /> Desktop: https://www.ensombl.com/</p> <p>General Disclaimer – https://www.xyadviser.com/disclaimer/</p>

<p>In this week's episode, Peita talks to Brendan Allen Klein, Senior Account Manager at Ignition. They deep dive into the features of the Ignition app, and how it can be used to further improve efficiency.</p> <p>Ignition Website: https://www.ignitionapp.com/ <br /> Brendan Allen LinkedIn: https://www.linkedin.com/in/brendan-allen-klein/ <br /> Curiosity Corner (Roam Research) website: https://roamresearch.com/ <br /> Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/ </p> <p>A world of opportunity awaits you at https://netwealth.com.au/woo</p> <p>Join the Ensombl platform:<br /> App Store: http://co.xyadviser.com/xyistore<br /> Google Play: http://co.xyadviser.com/xygplay<br /> Desktop: https://ensombl.com/</p> <p>General Disclaimer – https://www.xyadviser.com/disclaimer/</p>

<p>Peita is the Co-Founder of Caboodle Financial Services and the Host of the Ensombl AdviceTech Podcast. She joins Clayton to chat all things Advice Tech, including how soon AI may be integrated into the advice process.</p> <p>Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/<br /> Caboodle Financial Services Website: https://www.caboodlefs.com.au/</p> <p>A world of opportunity awaits you at https://netwealth.com.au/woo</p> <p>Join the Ensombl platform:<br /> App Store: http://co.xyadviser.com/xyistore<br /> Google Play: http://co.xyadviser.com/xygplay<br /> Desktop: https://www.ensombl.com/</p> <p>General Disclaimer – https://www.xyadviser.com/disclaimer/</p>

<p>Chris is a Partner and Wealth Adviser at Hewison Private Wealth. He and Ben chat about incorporating transferring wealth into client conversations, philanthropic funds, and how Chris built his own skill set, tools and strategies to add further value to clients.</p> <p>Chris Morcom LinkedIn: https://www.linkedin.com/in/chris-morcom-06b6b1/<br /> Hewison Private Wealth Website: https://www.hewison.com.au/</p> <p>A world of opportunity awaits you at https://netwealth.com.au/woo</p> <p>Join the Ensombl platform:<br /> App Store: http://co.xyadviser.com/xyistore<br /> Google Play: http://co.xyadviser.com/xygplay<br /> Desktop: https://www.ensombl.com/</p> <p>General Disclaimer – https://www.xyadviser.com/disclaimer/</p>

<p>This week we cover the US Federal Reserve, the Bank of England, the European Central Bank, US Non-Farm Payrolls, New Zealand employment, META, Apple, Amazon and Alphabet, IAG, Flight Centre, and Megaport.</p> <p>This market highlight is proudly brought to you by Milford https://milfordasset.com.au/</p> <p>Join the Ensombl platform:<br /> App Store: http://co.xyadviser.com/xyistore<br /> Google Play: http://co.xyadviser.com/xygplay<br /> Desktop: https://www.ensombl.com/</p> <p>General Disclaimer – https://www.xyadviser.com/disclaimer/</p>

<p>In this episode, Peita talks to Angus Woods, Founder at Adviser Ratings. They explore Adviser Ratings as a free lead generation tool for financial advisers, and what advisers can do to boost their profile.</p> <p>Adviser Ratings Website: adviserratings.com.au <br /> Angus Woods LinkedIn: https://www.linkedin.com/in/angus-woods-a5a7025/<br /> Curiosity Corner (Clifton Strengths) Website: https://www.gallup.com/cliftonstrengths/en/252137/home.aspx <br /> Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/ </p> <p>A world of opportunity awaits you at https://netwealth.com.au/woo</p> <p>Join the Ensombl platform:<br /> App Store: http://co.xyadviser.com/xyistore<br /> Google Play: http://co.xyadviser.com/xygplay<br /> Desktop: https://ensombl.com/</p> <p>General Disclaimer – https://www.xyadviser.com/disclaimer/</p>

<p>Andrew is the Head of Partnership and Business Development at Virtual Business Partners, and Chairperson at Ensombl. He and Clayton talk about his upcoming Engine Room podcast, which will focus on the key decision makers inside successful advice practices.</p> <p>Andrew Rocks LinkedIn: https://www.linkedin.com/in/andrewrocks/<br /> Virtual Business Partners Website: https://www.virtualbusinesspartners.com.au/</p> <p>A world of opportunity awaits you at https://netwealth.com.au/woo</p> <p>Join the Ensombl platform:<br /> App Store: http://co.xyadviser.com/xyistore<br /> Google Play: http://co.xyadviser.com/xygplay<br /> Desktop: https://www.ensombl.com/</p> <p>General Disclaimer – https://www.xyadviser.com/disclaimer/</p>

<p>Ruth is a Lawyer and Director at MinterEllison, and Director at HUB24 Limited. She and Vince discuss the Retirement Income Covenant, what it is and why it matters to both consumers and their advisors.</p> <p>Ruth Stringer LinkedIn: https://www.linkedin.com/in/ruth-stringer-5544074/<br /> MinterEllison Website: https://www.minterellison.com/</p> <p>To find out more about Generation Life's market leading innovations in tax effective investment and retirement solutions visit https://genlife.com.au/</p> <p>Join the Ensombl platform:<br /> App Store: http://co.xyadviser.com/xyistore<br /> Google Play: http://co.xyadviser.com/xygplay<br /> Desktop: https://www.ensombl.com/</p> <p>General Disclaimer – https://www.xyadviser.com/disclaimer/</p>

<p>Emily is an author Specialising in Personal Finance and Retirement, and Eric is CEO and Advisor at BFG Financial Advisors. Vince talks all things retirement with Emily and Eric, including the right time to retire, flexibility in retirement, and dealing with longevity risk. </p> <p>Emily Guy Birken LinkedIn: https://www.linkedin.com/in/emily-guy-birken-845b0b18a/<br /> Emily Guy Birken Website: https://www.emilyguybirken.com/</p> <p>Eric Brotman LinkedIn: https://www.linkedin.com/in/ebrotman/<br /> BFG Financial Advisors Website: https://bfgfa.com/</p> <p>To find out more about Generation Life's market leading innovations in tax effective investment and retirement solutions visit https://genlife.com.au/</p> <p>Join the Ensombl platform:<br /> App Store: http://co.xyadviser.com/xyistore<br /> Google Play: http://co.xyadviser.com/xygplay<br /> Desktop: https://www.ensombl.com/</p> <p>General Disclaimer – https://www.xyadviser.com/disclaimer/</p>

<p>Les is the Managing Director at Future Proof Wealth, and Michael is the Founder and Managing Director at Family Wealth Advisory. They join Vince to chat about how they're using investment bonds and annuities to improve the lives of their clients.</p> <p>Les McGuire LinkedIn: https://www.linkedin.com/in/les-mcguire-6b5b8517/<br /> Future Proof Wealth Website: https://www.futureproof.com.au/</p> <p>Michael Bova LinkedIn: https://www.linkedin.com/in/michael-bova-1ba2724/<br /> Family Wealth Advisory Website: https://www.familywealthadvisory.com.au/</p> <p>To find out more about Generation Life's market leading innovations in tax effective investment and retirement solutions visit https://genlife.com.au/</p> <p>Join the Ensombl platform:<br /> App Store: http://co.xyadviser.com/xyistore<br /> Google Play: http://co.xyadviser.com/xygplay<br /> Desktop: https://www.ensombl.com/</p> <p>General Disclaimer – https://www.xyadviser.com/disclaimer/</p>

<p>Grant is the CEO and Managing Director at Generation Life, and Felipe is General Manager Sales, Marketing and Operations at Generation Life. Vince sits down with Grant and Felipe to discuss the tax arbitrage of investment bonds and estate planning, dealing with negative press around investments, as well as annuities.</p> <p>Grant Hackett LinkedIn: https://www.linkedin.com/in/grant-hackett-oam-30820225/<br /> Felipe Araujo LinkedIn: https://www.linkedin.com/in/felipe-araujo-3952903a/<br /> Generation Life Website: https://genlife.com.au/</p> <p>To find out more about Generation Life's market leading innovations in tax effective investment and retirement solutions visit https://genlife.com.au/</p> <p>Join the Ensombl platform:<br /> App Store: http://co.xyadviser.com/xyistore<br /> Google Play: http://co.xyadviser.com/xygplay<br /> Desktop: https://www.ensombl.com/</p> <p>General Disclaimer – https://www.xyadviser.com/disclaimer/</p>

<p>Eric is an Author, Certified Professional Retirement Coach and Founder of Retire With Possibilities. He and Vince round out the series by talking about Professional Retirement Coaching and how it relates to financial advice.</p> <p>Eric J. Weigel LinkedIn: https://www.linkedin.com/in/ejweigel/<br /> Retire With Possibilities Website: https://www.retirewithpossibilities.com/</p> <p>To find out more about Generation Life's market leading innovations in tax effective investment and retirement solutions visit https://genlife.com.au/</p> <p>Join the Ensombl platform:<br /> App Store: http://co.xyadviser.com/xyistore<br /> Google Play: http://co.xyadviser.com/xygplay<br /> Desktop: https://www.ensombl.com/</p> <p>General Disclaimer – https://www.xyadviser.com/disclaimer/</p>

<p>Phil is the Financial Adviser and Founder at Skye Wealth. He joins Ben to discuss the challenges of rolling out an insurance-only solution, and the steps he's taken to build and strengthen his team.</p> <p>Phil Thompson Website: https://www.linkedin.com/in/philjthommo/<br /> Skye Financial Website: https://www.skye.com.au/</p> <p>A world of opportunity awaits you at https://netwealth.com.au/woo</p> <p>Join the Ensombl platform:<br /> App Store: http://co.xyadviser.com/xyistore<br /> Google Play: http://co.xyadviser.com/xygplay<br /> Desktop: https://www.ensombl.com/</p> <p>General Disclaimer – https://www.xyadviser.com/disclaimer/</p>

<p>This week we cover the Australian fourth quarter CPI data, US GDP data and the US core PCE index, ResMed, Origin Energy, and Tesla.</p> <p>This market highlight is proudly brought to you by Milford https://milfordasset.com.au/</p> <p>Join the Ensombl platform:<br /> App Store: http://co.xyadviser.com/xyistore<br /> Google Play: http://co.xyadviser.com/xygplay<br /> Desktop: https://www.ensombl.com/</p> <p>General Disclaimer – https://www.xyadviser.com/disclaimer/</p>

<p>In this episode, Peita chats with Anthony Lyon, Founder at iComply2. They talk through the suite of integrated apps, and how they can be used to simplify the advice process and maintain compliance.</p> <p>icomply2 Website: https://www.icomply2.com.au/ <br /> Anthony Lyon LinkedIn: https://www.linkedin.com/in/anthony-lyon-2463446a <br /> Curiosity Corner (Motion) website: https://www.usemotion.com/ <br /> Peita Diamantidis Linkedin: https://www.linkedin.com/in/peitamd/ </p> <p>A world of opportunity awaits you at https://netwealth.com.au/woo</p> <p>Join the Ensombl platform:<br /> App Store: http://co.xyadviser.com/xyistore<br /> Google Play: http://co.xyadviser.com/xygplay<br /> Desktop: https://ensombl.com/</p> <p>General Disclaimer – https://www.xyadviser.com/disclaimer/</p>

<p>Chris is the CEO at Lydian Financial Services. He joins Clayton to chat about his journey into the advice industry, and how he became involved with home loans, property and mortgages.</p> <p>Chris Booth LinkedIn: https://www.linkedin.com/in/boothchris/<br /> Lydian Website: https://lydian.com.au</p> <p>A world of opportunity awaits you at https://netwealth.com.au/woo</p> <p>Join the Ensombl platform:<br /> App Store: http://co.xyadviser.com/xyistore<br /> Google Play: http://co.xyadviser.com/xygplay<br /> Desktop: https://www.ensombl.com/</p> <p>General Disclaimer – https://www.xyadviser.com/disclaimer/</p>

<p>Cara is the Director, Senior Financial Adviser and Wealth Coach at Bounce Financial. She and Ben talk about how her business has evolved over time, how she implemented cash flow management and strategy, and the importance of consistency in social media content.</p> <p>Cara Brett LinkedIn: https://www.linkedin.com/in/carabrett/<br /> Bounce Financial Website: https://www.bouncefinancial.com.au/</p> <p>A world of opportunity awaits you at https://netwealth.com.au/woo</p> <p>Join the Ensombl platform:<br /> App Store: http://co.xyadviser.com/xyistore<br /> Google Play: http://co.xyadviser.com/xygplay<br /> Desktop: https://www.ensombl.com/</p> <p>General Disclaimer – https://www.xyadviser.com/disclaimer/</p>

<p>This week we cover Australian employment data, the Westpac consumer confidence index, the Bank of Japan, US PPI data, JB Hi-Fi, Viva, Ampol, Fisher and Paykel Healthcare, and Netwealth, PPS and HUB 24's quarterly flow results.</p> <p>This market highlight is proudly brought to you by Milford https://milfordasset.com.au/</p> <p>Join the Ensombl platform:<br /> App Store: http://co.xyadviser.com/xyistore<br /> Google Play: http://co.xyadviser.com/xygplay<br /> Desktop: https://www.ensombl.com/</p> <p>General Disclaimer – https://www.xyadviser.com/disclaimer/</p>

<p>This week, Peita is joined by Andrew Whelan, Chief Executive Officer at Dash Technology Group. They take a deep dive into the DASH platform and how it can be utilised to solve the biggest problems in your advice process.</p> <p>Dash Website: https://dash.com.au/ <br /> Andrew Whelan LinkedIn: https://www.linkedin.com/in/andrew-whelan-72270a3/ <br /> Curiosity Corner (Airgram) website: https://www.airgram.io/ <br /> Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/ </p> <p>A world of opportunity awaits you at https://netwealth.com.au/woo</p> <p>Join the Ensombl platform:<br /> App Store: http://co.xyadviser.com/xyistore<br /> Google Play: http://co.xyadviser.com/xygplay<br /> Desktop: https://ensombl.com/</p> <p>General Disclaimer – https://www.xyadviser.com/disclaimer/</p>

<p>Cara is a Principal Wealth Adviser at The Wealth Designers. She and Ben talk through her advice journey, the biggest challenges along the way, and how to get the most out of your support team. </p> <p>Cara Graham LinkedIn: https://www.linkedin.com/in/caragraham1/<br /> The Wealth Designers Website: https://twd.com.au/</p> <p>A world of opportunity awaits you at https://netwealth.com.au/woo</p> <p>Join the Ensombl platform:<br /> App Store: http://co.xyadviser.com/xyistore<br /> Google Play: http://co.xyadviser.com/xygplay<br /> Desktop: https://www.ensombl.com/</p> <p>General Disclaimer – https://www.xyadviser.com/disclaimer/</p>

<p>This week we cover the US December CPI print, the Australian November CPI data, retail sales data, IAG, and Origin.</p> <p>This market highlight is proudly brought to you by Milford https://milfordasset.com.au/</p> <p>Join the Ensombl platform:<br /> App Store: http://co.xyadviser.com/xyistore<br /> Google Play: http://co.xyadviser.com/xygplay<br /> Desktop: https://www.ensombl.com/</p> <p>General Disclaimer – https://www.xyadviser.com/disclaimer/</p>

<p>This week, Peita chats with Nathan Fradley, Director at Ethos Australia. They deep dive into the Ethos ESG tool and discuss how it can be integrated into your advice business to assist with ethical investing for clients and reflect your philosophy and values as a practice.</p> <p>Ethos ESG Website: https://www.ethosesg.com/ <br /> Nathan Fradley LinkedIn: https://www.linkedin.com/in/nathan-fradley-fchfp-88a8502a <br /> Curiosity Corner (Forest) website: https://www.forestapp.cc/ <br /> Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/ </p> <p>Unlock the potential of your wealth business with Netwealth, visit http://www.netwealth.com.au/change</p> <p>Join the Ensombl platform:<br /> App Store: http://co.xyadviser.com/xyistore<br /> Google Play: http://co.xyadviser.com/xygplay<br /> Desktop: https://ensombl.com/</p> <p>General Disclaimer – https://www.xyadviser.com/disclaimer/</p>

<p>Justin is the Managing Director at Sentinel Wealth. He and Jess talk about his approach to getting to know his clients, what questions to ask, and how this information can be leveraged in the advice process.</p> <p>Justin Hooper LinkedIn: https://www.linkedin.com/in/justinhooper1/<br /> Sentinel Wealth Website: https://sentinelwealth.com.au/</p> <p>For more information on DASH, reach out to our team or follow us on LinkedIn. https://dash.com.au/</p> <p>Join the Ensombl platform:<br /> App Store: http://co.xyadviser.com/xyistore<br /> Google Play: http://co.xyadviser.com/xygplay<br /> Desktop: https://www.ensombl.com/</p> <p>General Disclaimer – https://www.xyadviser.com/disclaimer/</p>

<p>Recorded at the 2022 FPA Professionals Congress, Danni, Fraser and Clayton sit down with different speakers and attendees to discuss their insights on the current state of advice and where it's headed in the future.</p> <p>Adam Crabbe<br /> Risk Strategy Specialist at Zurich<br /> Adam Crabbe LinkedIn: https://www.linkedin.com/in/adamcrabbe/<br /> Zurich Website: https://www.zurich.com.au/</p> <p>Kathryn Orman<br /> Senior Financial Planner/Coy Director at Goals & Dreams Financial Planning<br /> Kathryn LinkedIn: https://www.linkedin.com/in/kath-orman-30387569/<br /> Goals & Dreams Financial Planning Website: https://goalsanddreams.com.au/ </p> <p>Peter Worn<br /> Joint-Managing Director at Finura Group<br /> Peter Worn LinkedIn: https://www.linkedin.com/in/peterworn/<br /> Finura Group: https://finuragroup.com/</p> <p>Kathryn Creasy<br /> Wealth Adviser and Principal at Capital Partners<br /> Kathryn Creasy LinkedIn: https://www.linkedin.com/in/kathryn-creasy/<br /> Capital Partners Website: https://capital-partners.com.au/</p> <p>Charmaine Lamprecht<br /> Chief Operating Officer and Principal at Capital Partners<br /> Charmaine Lamprecht LinkedIn: https://www.linkedin.com/in/charmaine-lamprecht/<br /> Capital Partners Website: https://capital-partners.com.au/</p> <p>Fraser Jack<br /> Founder of The Cyber Collective<br /> Fraser Jack LinkedIn: https://www.linkedin.com/in/fraserjack123/<br /> The Cyber Collective Website: https://www.thecybercollective.com.au/</p> <p>Join the Ensombl platform:<br /> App Store: http://co.xyadviser.com/xyistore<br /> Google Play: http://co.xyadviser.com/xygplay<br /> Desktop: https://www.ensombl.com/</p> <p>General Disclaimer – https://www.xyadviser.com/disclaimer/</p>

<p>Recorded at the 2022 FPA Professionals Congress, Danni, Fraser and Clayton sit down with different speakers and attendees to discuss their insights on the current state of advice and where it's headed in the future.</p> <p>Michelle Levy<br /> Partner at Allens<br /> Michelle Levy Profile: https://www.allens.com.au/people/l/michelle-levy/<br /> Allens Website: https://www.allens.com.au/</p> <p>Sarah Abood<br /> CEO at the Financial Planning Association of Australia<br /> Sarah Abood LinkedIn: https://www.linkedin.com/in/sarah-abood-253933b/<br /> Financial Planning Association of Australia Website: https://fpa.com.au/</p> <p>Corey Wastle<br /> CEO at Verse Wealth<br /> Corey Wastle LinkedIn: https://www.linkedin.com/in/coreywastle/<br /> Verse Wealth Website: https://www.versewealth.com.au/</p> <p>Nicolette Boele<br /> Expert Adviser at the Smart Energy Council, and Shadow Representative for Bradfield<br /> Nicolette Boele LinkedIn: https://www.linkedin.com/in/nicolette-boele/<br /> Nicolette Boele Website: https://www.nicoletteboele.com.au/</p> <p>Jason Andriessen<br /> Consulting Partner at MYMAVINS, and Co-Founder and Chair at Catalpa<br /> Jason Andriessen LinkedIn: https://www.linkedin.com/in/jasonandriessen/<br /> MYMAVINS Website: https://www.mymavins.com.au/</p> <p>Melanie Drago<br /> Melanie Drago Founder of Tanngo, and Senior Consultant at Tangelo Advice Consulting<br /> LinkedIn: https://www.linkedin.com/in/melanie-drago-0046a6b/<br /> Tanngo Website: https://tanngo.com.au/<br /> Tangelo Advice Consulting Website: https://www.tangeloconsulting.com.au/</p> <p>David Sharpe<br /> Certified Financial Planner and Director at Globe Financial Planning<br /> David Sharpe LinkedIn: https://www.linkedin.com/in/davidsharpecfp/<br /> Globe Financial Planning Website: https://www.globefp.com.au/</p> <p>Join the Ensombl platform:<br /> App Store: http://co.xyadviser.com/xyistore<br /> Google Play: http://co.xyadviser.com/xygplay<br /> Desktop: https://www.ensombl.com/</p> <p>General Disclaimer – https://www.xyadviser.com/disclaimer/</p>

<p>Recorded at the 2022 FPA Professionals Congress, Danni, Fraser and Clayton sit down with different speakers and attendees to discuss their insights on the current state of advice and where it's headed in the future.</p> <p>Matt Jones<br /> Co-Founder and Brand Director at Four Pillars Gin<br /> Matt Jones LinkedIn: https://www.linkedin.com/in/matt-jones-433a1bb/<br /> Four Pillars Gin Website: https://www.fourpillarsgin.com/</p> <p>Dr. Paul Moran<br /> CEO and Founder of iFactFind<br /> Dr. Paul Moran LinkedIn: https://www.linkedin.com/in/dr-paul-moran-cfp%C2%AE-ssa%E2%84%A2-9aa22117/<br /> iFactFind Website: https://ifactfind.com.au/</p> <p>Ben Marshan<br /> General Manager of Policy and Advocacy the Financial Planning Association of Australia<br /> Ben Marshan LinkedIn: https://www.linkedin.com/in/benjaminmarshan/<br /> Financial Planning Association of Australia Website: https://fpa.com.au/</p> <p>William Johns<br /> CEO and Founder of Health & Finance Integrated, and Founder of ClaimRight<br /> William Johns LinkedIn: https://www.linkedin.com/in/williamjohns1/<br /> Health & Finance Integrated Website: https://healthfinance.com.au<br /> ClaimRight Website: https://www.claimright.com.au/</p> <p>Hon. Bernie Ripoll<br /> Chairman and Director at Otivo, Executive Chair at Utilitas Group<br /> Hon. Bernie Ripoll LinkedIn: https://www.linkedin.com/in/bernieripoll/<br /> Otivo Website: https://www.otivo.com/<br /> Utilitas Website: https://utilitas.com.au/</p> <p>Join the Ensombl platform:<br /> App Store: http://co.xyadviser.com/xyistore<br /> Google Play: http://co.xyadviser.com/xygplay<br /> Desktop: https://www.ensombl.com/</p> <p>General Disclaimer – https://www.xyadviser.com/disclaimer/</p>

<p>Recorded at the 2022 FPA Professionals Congress, Danni, Fraser and Clayton sit down with different speakers and attendees to discuss their insights on the current state of advice and where it's headed in the future.</p> <p>Brett Wright<br /> Founder of LifeBid<br /> Brett Wright LinkedIn: https://www.linkedin.com/in/brett-wright-a9461430/<br /> LifeBid Website: https://lifebid.com.au/</p> <p>Cameron Peck<br /> Director at Safeguard Life<br /> Cameron Peck LinkedIn: https://www.linkedin.com/in/cameronpeck1/<br /> Safeguard Life Website: https://www.safeguardlife.com.au/</p> <p>Kerry Darton<br /> Founder of Clarity Financial Advice<br /> Kerry Darton LinkedIn: https://www.linkedin.com/in/kerry-darton-aged-care-professional-b43a4320/<br /> Clarity Financial Advice Website: https://cfadvice.com.au/</p> <p>Jason Burley<br /> Senior Financial Planner at Burley Aged Care Advice<br /> Jason Burley LinkedIn: https://www.linkedin.com/in/burleyagedcareadvice/<br /> Burley Aged Care Advice Website: https://burleyagedcareadvice.com.au/</p> <p>Assyat David<br /> Director at Aged Care Steps<br /> Assyat David LinkedIn: https://www.linkedin.com/in/assyat-david-16b9968/<br /> Aged Care Steps Website: https://agedcaresteps.com.au/</p> <p>Nick Eatock<br /> CEO at intelliflo<br /> Nick Eatock LinkedIn: https://www.linkedin.com/in/nickeatock/<br /> intelliflo Website: https://www.intelliflo.com/au</p> <p>Join the Ensombl platform:<br /> App Store: http://co.xyadviser.com/xyistore<br /> Google Play: http://co.xyadviser.com/xygplay<br /> Desktop: https://www.ensombl.com/</p> <p>General Disclaimer – https://www.xyadviser.com/disclaimer/</p>