Ensombl Advice Australia

<p>In this episode Peita is joined by Matt Heine, Joint Managing Director at Netwealth. They take a look at Netwealth's 2022 AdviceTech Report and discuss the emerging key themes and trends that are impacting the advice space.</p> <p>Netwealth AdviceTech Report: https://www.netwealth.com.au/web/insights/netwealth-2022-advicetech/<br /> Matt Heine LinkedIn: https://www.linkedin.com/in/mattheine/<br /> Curiosity Corner (Tango) website: https://www.tango.us/<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 XY platform:<br /> App Store: http://co.xyadviser.com/xyistore<br /> Google Play: http://co.xyadviser.com/xygplay<br /> Desktop: https://www.xyadviser.com/</p> <p>General Disclaimer – https://www.xyadviser.com/disclaimer/</p>

<p>Natalie is the Founder and CEO of Full Time Lives and Senior Consultant at Brainmates. She joins Jess to chat about the concept of retirement, how people can continue to bring purpose and meaning to their life post-work, and what advisers can do to help our clients through the transition. </p> <p>Natalie Yan-Chatonsky LinkedIn: https://www.linkedin.com/in/nat-yc/<br /> Full Time Lives Website: https://fulltimelives.com/<br /> Brainmates Website: https://brainmates.com.au/<br /> "The Art of Full Time Living" Book: https://fulltimelives.com/cusp-book</p> <p>Australian Retirement Trust. It's more super for you and your clients.<br /> Visit https://www.australianretirementtrust.com.au/adviser</p> <p>Join the XY platform:<br /> App Store: http://co.xyadviser.com/xyistore<br /> Google Play: http://co.xyadviser.com/xygplay<br /> Desktop: https://www.xyadviser.com/</p> <p>General Disclaimer – https://www.xyadviser.com/disclaimer/</p>

<p>In this first episode we discuss the behavioural side of building trusted relationships, and how we can work that into our business plan.</p> <p>Australian Retirement Trust. Trusted by over 4,000 financial advisers. Visit https://www.australianretirementtrust.com.au/advisers</p> <p>Andrew Inwood<br /> CEO of CoreData<br /> Andrew Inwood LinkedIn: https://www.linkedin.com/in/andrew-inwood-0207178/<br /> CoreData Website: https://www.coredata.com.au/</p> <p>Jane Ryan<br /> Principal Adviser at Fox Wealth Advisory<br /> Jane Ryan LinkedIn: https://www.linkedin.com/in/jane-ryan-46581780/<br /> Fox Wealth Advisory Website: https://foxwealthadvisory.com.au/<br /> <br /> Anthony Jones<br /> Principal at Templetons Financial<br /> Anthony Jones LinkedIn: https://www.linkedin.com/in/ajonesfinancial/<br /> Templetons Financial Website: https://www.templetons.com.au/</p> <p>Anne Fuchs<br /> Head of Advice at Australian Retirement Trust<br /> Anne Fuchs LinkedIn: https://www.linkedin.com/in/anne-fuchs-90504816/<br /> Australian Retirement Trust Website: https://www.australianretirementtrust.com.au/</p> <p>Join the XY platform:<br /> App Store: http://co.xyadviser.com/xyistore<br /> Google Play: http://co.xyadviser.com/xygplay<br /> Desktop: https://www.xyadviser.com/</p> <p>General Disclaimer – https://www.xyadviser.com/disclaimer/</p>

<p>In this installment we talk with our panel of speakers about the second area of trust: Authenticity.</p> <p>Australian Retirement Trust. Trusted by over 4,000 financial advisers. Visit https://www.australianretirementtrust.com.au/advisers</p> <p>Andrew Inwood<br /> CEO of CoreData<br /> Andrew Inwood LinkedIn: https://www.linkedin.com/in/andrew-inwood-0207178/<br /> CoreData Website: https://www.coredata.com.au/</p> <p>Jane Ryan<br /> Principal Adviser at Fox Wealth Advisory<br /> Jane Ryan LinkedIn: https://www.linkedin.com/in/jane-ryan-46581780/<br /> Fox Wealth Advisory Website: https://foxwealthadvisory.com.au/<br /> <br /> Anthony Jones<br /> Principal at Templetons Financial<br /> Anthony Jones LinkedIn: https://www.linkedin.com/in/ajonesfinancial/<br /> Templetons Financial Website: https://www.templetons.com.au/</p> <p>Anne Fuchs<br /> Head of Advice at Australian Retirement Trust<br /> Anne Fuchs LinkedIn: https://www.linkedin.com/in/anne-fuchs-90504816/<br /> Australian Retirement Trust Website: https://www.australianretirementtrust.com.au/</p> <p>Join the XY platform:<br /> App Store: http://co.xyadviser.com/xyistore<br /> Google Play: http://co.xyadviser.com/xygplay<br /> Desktop: https://www.xyadviser.com/</p> <p>General Disclaimer – https://www.xyadviser.com/disclaimer/</p>

<p>In this episode we discuss the importance of reliability when it comes to building trust with clients.</p> <p>Australian Retirement Trust. Trusted by over 4,000 financial advisers. Visit https://www.australianretirementtrust.com.au/advisers</p> <p>Andrew Inwood<br /> CEO of CoreData<br /> Andrew Inwood LinkedIn: https://www.linkedin.com/in/andrew-inwood-0207178/<br /> CoreData Website: https://www.coredata.com.au/</p> <p>Jane Ryan<br /> Principal Adviser at Fox Wealth Advisory<br /> Jane Ryan LinkedIn: https://www.linkedin.com/in/jane-ryan-46581780/<br /> Fox Wealth Advisory Website: https://foxwealthadvisory.com.au/<br /> <br /> Anthony Jones<br /> Principal at Templetons Financial<br /> Anthony Jones LinkedIn: https://www.linkedin.com/in/ajonesfinancial/<br /> Templetons Financial Website: https://www.templetons.com.au/</p> <p>Anne Fuchs<br /> Head of Advice at Australian Retirement Trust<br /> Anne Fuchs LinkedIn: https://www.linkedin.com/in/anne-fuchs-90504816/<br /> Australian Retirement Trust Website: https://www.australianretirementtrust.com.au/</p> <p>Join the XY platform:<br /> App Store: http://co.xyadviser.com/xyistore<br /> Google Play: http://co.xyadviser.com/xygplay<br /> Desktop: https://www.xyadviser.com/</p> <p>General Disclaimer – https://www.xyadviser.com/disclaimer/</p>

<p>In this final episode in our four part series we explore "the feeling" of someone acting in your best interest, and how it's a vital building block in establishing a trusted relationship.</p> <p>Australian Retirement Trust. Trusted by over 4,000 financial advisers. Visit https://www.australianretirementtrust.com.au/advisers</p> <p>Andrew Inwood<br /> CEO of CoreData<br /> Andrew Inwood LinkedIn: https://www.linkedin.com/in/andrew-inwood-0207178/<br /> CoreData Website: https://www.coredata.com.au/</p> <p>Jane Ryan<br /> Principal Adviser at Fox Wealth Advisory<br /> Jane Ryan LinkedIn: https://www.linkedin.com/in/jane-ryan-46581780/<br /> Fox Wealth Advisory Website: https://foxwealthadvisory.com.au/<br /> <br /> Anthony Jones<br /> Principal at Templetons Financial<br /> Anthony Jones LinkedIn: https://www.linkedin.com/in/ajonesfinancial/<br /> Templetons Financial Website: https://www.templetons.com.au/</p> <p>Anne Fuchs<br /> Head of Advice at Australian Retirement Trust<br /> Anne Fuchs LinkedIn: https://www.linkedin.com/in/anne-fuchs-90504816/<br /> Australian Retirement Trust Website: https://www.australianretirementtrust.com.au/</p> <p>Join the XY platform:<br /> App Store: http://co.xyadviser.com/xyistore<br /> Google Play: http://co.xyadviser.com/xygplay<br /> Desktop: https://www.xyadviser.com/</p> <p>General Disclaimer – https://www.xyadviser.com/disclaimer/</p>

<p>Josh is a Certified Financial Planner and Director at Dalton Financial Partners. He and Ben discuss the biggest changes in his business and what's stayed the same, and how he approaches changes in fee structure with clients.</p> <p>Josh Dalton LinkedIn: https://www.linkedin.com/in/daltonjosh/<br /> Dalton Financial Partners Website: https://daltonfp.com.au/</p> <p>Australian Retirement Trust. It's more super for you and your clients.<br /> Visit https://www.australianretirementtrust.com.au/adviser</p> <p>Join the XY platform:<br /> App Store: http://co.xyadviser.com/xyistore<br /> Google Play: http://co.xyadviser.com/xygplay<br /> Desktop: https://www.xyadviser.com/</p> <p>General Disclaimer – https://www.xyadviser.com/disclaimer/</p>

<p>This week we cover US and UK CPI data, Australian employment data, the NFIB survey, Atlas Arteria, Link Administration, and Ramsay Healthcare.</p> <p>This market highlight is proudly brought to you by Milford https://milfordasset.com.au/</p> <p>Join the XY platform:<br /> App Store: http://co.xyadviser.com/xyistore<br /> Google Play: http://co.xyadviser.com/xygplay<br /> Desktop: https://www.xyadviser.com/</p> <p>General Disclaimer – https://www.xyadviser.com/disclaimer/</p>

<p>In this episode Peita chats with Robyna May, a Power BI and Automation Consultant at Verlata Consulting. They discuss the features of the Power BI business intelligence tool, and how it's live data visualisation software and insights can benefit practice owners.</p> <p>Microsoft Power BI: https://powerbi.microsoft.com/<br /> Verlata Website: https://www.verlata.com/viewpoint-power-bi<br /> Robyna May LinkedIn: https://www.linkedin.com/in/robynamay/<br /> Curiosity Corner (Habitica) website: https://habitica.com/<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 XY platform:<br /> App Store: http://co.xyadviser.com/xyistore<br /> Google Play: http://co.xyadviser.com/xygplay<br /> Desktop: https://www.xyadviser.com/</p> <p>General Disclaimer – https://www.xyadviser.com/disclaimer/</p>

<p>Richard is a Partner at Belay Advisory. He and Jess chat about how his business has grown and changed over the years, the value of mentorship, and understanding your niche client.</p> <p>Richard Felice LinkedIn: https://www.linkedin.com/in/richfelice/<br /> Belay Advisory Website: https://www.belay.com.au/</p> <p>Australian Retirement Trust. It's more super for you and your clients.<br /> Visit https://www.australianretirementtrust.com.au/adviser</p> <p>Join the XY platform:<br /> App Store: http://co.xyadviser.com/xyistore<br /> Google Play: http://co.xyadviser.com/xygplay<br /> Desktop: https://www.xyadviser.com/</p> <p>General Disclaimer – https://www.xyadviser.com/disclaimer/</p>

<p>Chris is the Founding Partner at VISIS Private Wealth. He joins Ben to talk about starting VISIS, what he's done to drive growth in the business, and the biggest obstacles he's had to overcome on the journey.</p> <p>Chris Smith LinkedIn: https://www.linkedin.com/in/chrissmithvisis/<br /> VISIS Private Wealth Website: https://www.visis.com.au/</p> <p>Australian Retirement Trust. It's more super for you and your clients.<br /> Visit https://www.australianretirementtrust.com.au/adviser</p> <p>Join the XY platform:<br /> App Store: http://co.xyadviser.com/xyistore<br /> Google Play: http://co.xyadviser.com/xygplay<br /> Desktop: https://www.xyadviser.com/</p> <p>General Disclaimer – https://www.xyadviser.com/disclaimer/</p>

<p>This week we cover the US non-manufacturing ISM index, last Friday's European Central Bank meeting, the new UK energy policy, Tyro Payments, Nuix, and Metcash.</p> <p>This market highlight is proudly brought to you by Milford https://milfordasset.com.au/</p> <p>Join the XY platform:<br /> App Store: http://co.xyadviser.com/xyistore<br /> Google Play: http://co.xyadviser.com/xygplay<br /> Desktop: https://www.xyadviser.com/</p> <p>General Disclaimer – https://www.xyadviser.com/disclaimer/</p>

<p>In this episode Peita sits down with Tom Freer, Founder and CEO of Wyntec. They deep dive into the width and breadth of the Microsoft 365 productivity suite, and discuss how to take advantage of its tools to leverage efficiency in your practice.</p> <p>Microsoft 365 Website: https://www.microsoft.com/en-au/microsoft-365<br /> Wyntec Website: https://www.wyntec.net.au/<br /> Tom Freer LinkedIn: https://www.linkedin.com/in/tomfreerbrisbane/<br /> Curiosity Corner (Brain.fm) website: https://www.brain.fm/<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 XY platform:<br /> App Store: http://co.xyadviser.com/xyistore<br /> Google Play: http://co.xyadviser.com/xygplay<br /> Desktop: https://www.xyadviser.com/</p> <p>General Disclaimer – https://www.xyadviser.com/disclaimer/</p>

<p>Deepa is the Principal Consultant and Founder at RecruiTalent. In this second installment, Deepa and Jess discuss recruitment from the candidate's side, including the state of the current marketplace, and how to negotiate for what you're looking for in a role.</p> <p>Deepa Surti LinkedIn: https://www.linkedin.com/in/deepasurti/<br /> RecruiTalent Website: https://recruitalent.com.au/</p> <p>Australian Retirement Trust. It's more super for you and your clients.<br /> Visit https://www.australianretirementtrust.com.au/adviser</p> <p>Join the XY platform:<br /> App Store: http://co.xyadviser.com/xyistore<br /> Google Play: http://co.xyadviser.com/xygplay<br /> Desktop: https://www.xyadviser.com/</p> <p>General Disclaimer – https://www.xyadviser.com/disclaimer/</p>

<p>Charlie a Partner and Managing Director at Pitcher Partners. He and Ben talk about how he went from a desk and a phonebook to managing over two billion dollars in assets under management.</p> <p>Charlie Viola LinkedIn: https://www.linkedin.com/in/charlieviola/<br /> Pitcher Partners Website: https://www.pitcher.com.au/</p> <p>Australian Retirement Trust. It's more super for you and your clients.<br /> Visit https://www.australianretirementtrust.com.au/adviser</p> <p>Join the XY platform:<br /> App Store: http://co.xyadviser.com/xyistore<br /> Google Play: http://co.xyadviser.com/xygplay<br /> Desktop: https://www.xyadviser.com/</p> <p>General Disclaimer – https://www.xyadviser.com/disclaimer/</p>

<p>This week we cover the Nordstream gas pipeline, falling oil prices, Australian retail sales data, US Non-farm payrolls, Australian house price data, A2 Milk, Webjet, and Nitro.</p> <p>This market highlight is proudly brought to you by Milford https://milfordasset.com.au/</p> <p>Join the XY platform:<br /> App Store: http://co.xyadviser.com/xyistore<br /> Google Play: http://co.xyadviser.com/xygplay<br /> Desktop: https://www.xyadviser.com/</p> <p>General Disclaimer – https://www.xyadviser.com/disclaimer/</p>

<p>In this episode Peita chats with Vincent Holland, Co-Founder of Plutosoft. They explore the creation and capabilities of the Plutosoft software, and how it can be used as an end-to-end solution for advice practices and licensees.</p> <p>Plutosoft Website: https://www.plutosoft.com.au/<br /> Vincent Holland LinkedIn: https://www.linkedin.com/in/vincent-holland-6b50ab62/<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 XY platform:<br /> App Store: http://co.xyadviser.com/xyistore<br /> Google Play: http://co.xyadviser.com/xygplay<br /> Desktop: https://www.xyadviser.com/</p> <p>General Disclaimer – https://www.xyadviser.com/disclaimer/</p>

<p>Deepa is the Principal Consultant and Founder at RecruiTalent, and has been involved in the recruiting world for almost thirty years. In this first episode of two, Deepa and Jess tackle the hiring process and discuss how to find the perfect candidate, and what to avoid.</p> <p>Deepa Surti LinkedIn: https://www.linkedin.com/in/deepasurti/<br /> RecruiTalent Website: https://recruitalent.com.au/</p> <p>Australian Retirement Trust. It's more super for you and your clients.<br /> Visit https://www.australianretirementtrust.com.au/adviser</p> <p>Join the XY platform:<br /> App Store: http://co.xyadviser.com/xyistore<br /> Google Play: http://co.xyadviser.com/xygplay<br /> Desktop: https://www.xyadviser.com/</p> <p>General Disclaimer – https://www.xyadviser.com/disclaimer/</p>

<p>Steve is a Financial Planner and Business Growth Coach. He and Ben discuss the trends in growing financial planning businesses, and the biggest roadblocks they need to overcome.</p> <p>Steve Salvia XY: https://www1.xyadviser.com/members/2401306<br /> Steve Salvia LinkedIn: https://www.linkedin.com/in/stevesalvia/<br /> Blackwing Website: https://blackwing.com.au/</p> <p>Australian Retirement Trust. It's more super for you and your clients.<br /> Visit https://www.australianretirementtrust.com.au/adviser</p> <p>Join the XY platform:<br /> App Store: http://co.xyadviser.com/xyistore<br /> Google Play: http://co.xyadviser.com/xygplay<br /> Desktop: https://www.xyadviser.com/</p> <p>General Disclaimer – https://www.xyadviser.com/disclaimer/</p>

<p>This week we cover the US Core PCE Price Index print, US durable goods data and home sales, the European Central Bank's policy meeting, Woolworths, Qantas, and KKR's Ramsey Health bid.</p> <p>This market highlight is proudly brought to you by Milford https://milfordasset.com.au/</p> <p>Join the XY platform:<br /> App Store: http://co.xyadviser.com/xyistore<br /> Google Play: http://co.xyadviser.com/xygplay<br /> Desktop: https://www.xyadviser.com/</p> <p>General Disclaimer – https://www.xyadviser.com/disclaimer/</p>

<p>In this first installment Peita is joined by Hans Egger, Managing Director and Co-Founder of AstuteWheel. They deep dive into the functions of the AstuteWheel software, and discuss how advisers can utilise its tools to add value to client engagement and presentation.</p> <p>AstuteWheel Website: https://www.astutewheel.com.au/<br /> Hans Egger LinkedIn: https://www.linkedin.com/in/hans-egger-884a264/<br /> Curiosity Corner (Glide) website: https://www.glideapps.com/<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 XY platform:<br /> App Store: http://co.xyadviser.com/xyistore<br /> Google Play: http://co.xyadviser.com/xygplay<br /> Desktop: https://www.xyadviser.com/</p> <p>General Disclaimer – https://www.xyadviser.com/disclaimer/</p>

<p>Lara is a Board Director and Co-President of Wear It Purple. She joins Jess to talk about who are Wear It Purple, why they exist, and how we can get involved to support youth mental health.<br /> <br /> Lara Husselbee LinkedIn: <a href= "https://www.linkedin.com/in/larahusselbee/" target="_blank" rel= "noopener" data-saferedirecturl= "https://www.google.com/url?q=https://www.linkedin.com/in/larahusselbee/&source=gmail&ust=1661393021566000&usg=AOvVaw35MiMaiVPUwQnK0f-lUMQq"> https://www.linkedin.com/in/<wbr />larahusselbee/</a><br /> Wear It Purple Website: <a href="https://www.wearitpurple.org/" target="_blank" rel="noopener" data-saferedirecturl= "https://www.google.com/url?q=https://www.wearitpurple.org/&source=gmail&ust=1661393021566000&usg=AOvVaw0BUEzACZpbHRBzdGMNyD2S"> https://www.wearitpurple.org/</a><br /> WIP Day Resources: <a href= "https://www.wearitpurple.org/wip-day-resources" target="_blank" rel="noopener" data-saferedirecturl= "https://www.google.com/url?q=https://www.wearitpurple.org/wip-day-resources&source=gmail&ust=1661393021566000&usg=AOvVaw1AVXlxWmjBD26Vo6rG9h5X"> https://www.wearitpurple.org/<wbr />wip-day-resources</a><br /> <br /> MetLife. Life, inspired by you. For more information, speak to your local BDM or visit <a href="https://www.metlife.com.au/" target= "_blank" rel="noopener" data-saferedirecturl= "https://www.google.com/url?q=https://www.metlife.com.au/&source=gmail&ust=1661393021566000&usg=AOvVaw183CQTKt7KruUu2IMPLTwT"> https://www.metlife.com.au/</a><br /> <br /> Join the XY platform:<br /> App Store: <a href="http://co.xyadviser.com/xyistore" target= "_blank" rel="noopener" data-saferedirecturl= "https://www.google.com/url?q=http://co.xyadviser.com/xyistore&source=gmail&ust=1661393021566000&usg=AOvVaw3SaK4MWw7DeVkLG_2KhOFf"> http://co.xyadviser.com/<wbr />xyistore</a><br /> Google Play: <a href="http://co.xyadviser.com/xygplay" target= "_blank" rel="noopener" data-saferedirecturl= "https://www.google.com/url?q=http://co.xyadviser.com/xygplay&source=gmail&ust=1661393021566000&usg=AOvVaw1aNn0niNM5fzvpBX9Bs1_x"> http://co.xyadviser.com/<wbr />xygplay</a><br /> Desktop: <a href="https://www.xyadviser.com/" target="_blank" rel= "noopener" data-saferedirecturl= "https://www.google.com/url?q=https://www.xyadviser.com/&source=gmail&ust=1661393021566000&usg=AOvVaw3R-wDV-xIn1CJV9osr7RvH"> https://www.xyadviser.com/</a><br /> <br /> General Disclaimer – <a href= "https://www.xyadviser.com/disclaimer/" target="_blank" rel= "noopener" data-saferedirecturl= "https://www.google.com/url?q=https://www.xyadviser.com/disclaimer/&source=gmail&ust=1661393021566000&usg=AOvVaw04Tkkb76hzIK7S2-cvLXIQ"> https://www.xyadviser.com/<wbr />disclaimer/</a></p>

<p>Daniel is the Director and a Financial Planner at Modern You Financial Planners. He joins Ben to talk about the challenges he faced when starting his own practice, overcoming adjustment disorder and building confidence.</p> <p>Daniel Jackson LinkedIn: https://www.linkedin.com/in/daniel-t-jackson-jp-a021a396/<br /> Modern You Financial Planners Website: https://www.modernyoufp.com/</p> <p>MetLife. Life, inspired by you. For more information, speak to your local BDM or visit https://www.metlife.com.au/</p> <p>Join the XY platform:<br /> App Store: http://co.xyadviser.com/xyistore<br /> Google Play: http://co.xyadviser.com/xygplay<br /> Desktop: https://www.xyadviser.com/</p> <p>General Disclaimer – https://www.xyadviser.com/disclaimer/</p>

<p>This week we cover Australian Wage inflation and Employment data, the Reserve Bank of New Zealand interest rates rise, Carsales, BHP, SEEK, Temple and Webster, and Cleanaway.</p> <p>This market highlight is proudly brought to you by Milford https://milfordasset.com.au/</p> <p>Join the XY platform:<br /> App Store: http://co.xyadviser.com/xyistore<br /> Google Play: http://co.xyadviser.com/xygplay<br /> Desktop: https://www.xyadviser.com/</p> <p>General Disclaimer – https://www.xyadviser.com/disclaimer/</p>

<p>Daniel is a Financial Adviser and Head of Operations at Verse Wealth. He joins Fraser to chat about his Financial Advice journey and the benefits and importance of client focused service.</p> <p>Daniel Donovan LinkedIn: https://www.linkedin.com/in/danieldonovan09/<br /> Verse Wealth Website: https://www.versewealth.com.au/</p> <p>MetLife. Life, inspired by you. For more information, speak to your local BDM or visit https://www.metlife.com.au/</p> <p>Join the XY platform:<br /> App Store: http://co.xyadviser.com/xyistore<br /> Google Play: http://co.xyadviser.com/xygplay<br /> Desktop: https://www.xyadviser.com/</p> <p>General Disclaimer – https://www.xyadviser.com/disclaimer/</p>

<p>Gianna is a Financial Planner and Business Owner under Fitzpatricks Private Wealth. She and Ben chat about how she created the ideal work-life balance in her business, and the benefits that Life Goals and Money Coaching can offer clients.</p> <p>Gianna Thomson LinkedIn: https://www.linkedin.com/in/giannathomson/<br /> Gianna Thomson Website: https://www.giannathomson.com.au/<br /> Fitzpatricks Private Wealth: https://fitz.com.au/adviser/gianna-thomson-salvestro/</p> <p>MetLife. Life, inspired by you. For more information, speak to your local BDM or visit https://www.metlife.com.au/</p> <p>Join the XY platform:<br /> App Store: http://co.xyadviser.com/xyistore<br /> Google Play: http://co.xyadviser.com/xygplay<br /> Desktop: https://www.xyadviser.com/</p> <p>General Disclaimer – https://www.xyadviser.com/disclaimer/</p>

<p>This week we cover the US July CPI print, the US Producer Price index, Australian reporting season, CBA, Telstra, and BHP.</p> <p>This market highlight is proudly brought to you by Milford https://milfordasset.com.au/</p> <p>Join the XY platform:<br /> App Store: http://co.xyadviser.com/xyistore<br /> Google Play: http://co.xyadviser.com/xygplay<br /> Desktop: https://www.xyadviser.com/</p> <p>General Disclaimer – https://www.xyadviser.com/disclaimer/</p>

<p>Outside of hosting the XY Adviser Post, Jess is a Co-Founder and Financial Adviser at Fox & Hare Financial Advice. After five years of running her own business, she reflects on the elements that worked along with the mistakes she's learned from.</p> <p>Jess Brady XY: https://www1.xyadviser.com/members/2416358<br /> Jess Brady LinkedIn: https://www.linkedin.com/in/jessica-brady-21165812/<br /> Fox & Hare Website: https://foxandharewealth.com/</p> <p>MetLife. Life, inspired by you. For more information, speak to your local BDM or visit https://www.metlife.com.au/</p> <p>Join the XY platform:<br /> App Store: http://co.xyadviser.com/xyistore<br /> Google Play: http://co.xyadviser.com/xygplay<br /> Desktop: https://www.xyadviser.com/</p> <p>General Disclaimer – https://www.xyadviser.com/disclaimer/</p>

<p>Steve is the Principal and Owner at Ascent Wealth Management and an AFA Board Chair. He chats with Ben about what's changed and developed in his practice over the last fourteen years, and the steps he's taken to future-proof the business.</p> <p>Steve Nielsen LinkedIn: https://www.linkedin.com/in/stevenielsenascentwm/<br /> Ascent Wealth Management Website: https://www.ascentwm.com.au/</p> <p>For more information on Perpetual, reach out to our team or follow us on LinkedIn https://www.perpetual.com.au/</p> <p>Join the XY platform:<br /> App Store: http://co.xyadviser.com/xyistore<br /> Google Play: http://co.xyadviser.com/xygplay<br /> Desktop: https://www.xyadviser.com/</p> <p>General Disclaimer – https://www.xyadviser.com/disclaimer/</p>

<p>This week we cover the RBA's cash rate target rise, US Non-Farm Payroll data, IFM, Orica, and rising inflation.</p> <p>This market highlight is proudly brought to you by Milford https://milfordasset.com.au/</p> <p>Join the XY platform:<br /> App Store: http://co.xyadviser.com/xyistore<br /> Google Play: http://co.xyadviser.com/xygplay<br /> Desktop: https://www.xyadviser.com/</p> <p>General Disclaimer – https://www.xyadviser.com/disclaimer/</p>

<p>Kevin is the Executive Director of Product at DASH Technology Group. He sits down with Clayton to talk all things Advice Tech, including what advisers are looking for in the Advice Tech they use, and where it might be headed in the future.</p> <p>Kevin Liao LinkedIn: https://www.linkedin.com/in/liaokevin/<br /> DASH Website: https://dash.com.au/</p> <p>For more information on Perpetual, reach out to our team or follow us on LinkedIn https://www.perpetual.com.au/</p> <p>Join the XY platform:<br /> App Store: http://co.xyadviser.com/xyistore<br /> Google Play: http://co.xyadviser.com/xygplay<br /> Desktop: https://www.xyadviser.com/</p> <p>General Disclaimer – https://www.xyadviser.com/disclaimer/</p>

<p>Michael is the Senior Financial Advisor at Better Financial Planning Australia, and host of "Sharing More than the Sheets". He and Ben chat about how he settled into his niche of working with couples and families, and how he build the right team to suit this niche.</p> <p>Michael Khouri XY: https://www1.xyadviser.com/members/2492418<br /> Michael Khouri LinkedIn: https://www.linkedin.com/in/khourimichael/<br /> Better Financial Planning Website: https://www.betterfinancialplanning.com.au/<br /> Sharing More Than The Sheets Podcast: https://www.sharingmorethanthesheets.com.au/</p> <p>For more information on Perpetual, reach out to our team or follow us on LinkedIn https://www.perpetual.com.au/</p> <p>Join the XY platform:<br /> App Store: http://co.xyadviser.com/xyistore<br /> Google Play: http://co.xyadviser.com/xygplay<br /> Desktop: https://www.xyadviser.com/</p> <p>General Disclaimer – https://www.xyadviser.com/disclaimer/</p>

<p>This week we cover Amazon, Walmart and Alphabet's reported second quarter earnings, Australian second quarter CPI, Fortescue, and Flight Centre.</p> <p>This market highlight is proudly brought to you by Milford https://milfordasset.com.au/</p> <p>Join the XY platform:<br /> App Store: http://co.xyadviser.com/xyistore<br /> Google Play: http://co.xyadviser.com/xygplay<br /> Desktop: https://www.xyadviser.com/</p> <p>General Disclaimer – https://www.xyadviser.com/disclaimer/</p>

<p>Dylan is the Director, Principal and Financial Adviser at Feel So Good Wealth Management. He catches up with Clayton to discuss running a "lifestyle" financial planning business, including the impact that COVID has had on the advice world. </p> <p>Dylan Martin XY: https://www1.xyadviser.com/members/2210468<br /> Dylan Martin LinkedIn: https://www.linkedin.com/in/dylanmartinfsgwm/<br /> Feel So Good Wealth Management Website: https://www.fsgwm.com.au/</p> <p>For more information on Perpetual, reach out to our team or follow us on LinkedIn https://www.perpetual.com.au/</p> <p>Join the XY platform:<br /> App Store: http://co.xyadviser.com/xyistore<br /> Google Play: http://co.xyadviser.com/xygplay<br /> Desktop: https://www.xyadviser.com/</p> <p>General Disclaimer – https://www.xyadviser.com/disclaimer/</p>

<p>Ryan is the Founder and Director of Catalyst Wealth Group. He talks with Ben about starting his own business, and some of the biggest lessons he's learned over his six year advice journey.</p> <p>Ryan Porter LinkedIn: https://www.linkedin.com/in/ryanporter-catalystwealthgroup/<br /> Catalyst Wealth Group Website: https://catalystwealthgroup.com.au/</p> <p>For more information on Perpetual, reach out to our team or follow us on LinkedIn https://www.perpetual.com.au/</p> <p>Join the XY platform:<br /> App Store: http://co.xyadviser.com/xyistore<br /> Google Play: http://co.xyadviser.com/xygplay<br /> Desktop: https://www.xyadviser.com/</p> <p>General Disclaimer – https://www.xyadviser.com/disclaimer/</p>

<p>This week we cover US Manufacturing PMI, the NAHB housing market index, EU flash PMI's, Australian MFG and Services PMI's, and the start of the US and Australian reporting season.</p> <p>This market highlight is proudly brought to you by Milford https://milfordasset.com.au/</p> <p>Join the XY platform:<br /> App Store: http://co.xyadviser.com/xyistore<br /> Google Play: http://co.xyadviser.com/xygplay<br /> Desktop: https://www.xyadviser.com/</p> <p>General Disclaimer – https://www.xyadviser.com/disclaimer/</p>

<p>Karen is the CEO and Founder of Women Talking Finance and a Certified Money Coach. She and Ben talk about money mindset and the impacts it has on your financial decisions and spending habits.</p> <p>Karen Eley LinkedIn: https://www.linkedin.com/in/karen-eley-womentalkingfinance/<br /> Women Talking Finance Website: https://www.womentalkingfinance.com.au/</p> <p>For more information on Perpetual, reach out to our team or follow us on LinkedIn https://www.perpetual.com.au/</p> <p>Join the XY platform:<br /> App Store: http://co.xyadviser.com/xyistore<br /> Google Play: http://co.xyadviser.com/xygplay<br /> Desktop: https://www.xyadviser.com/</p> <p>General Disclaimer – https://www.xyadviser.com/disclaimer/</p>

<p>This week we cover US CPI, Australian Unemployment, the Reserve Bank of New Zealand cash rate rise, and ANZ's potential acquisition of MYOB and Suncorp.</p> <p>This market highlight is proudly brought to you by Milford https://milfordasset.com.au/</p> <p>Join the XY platform:<br /> App Store: http://co.xyadviser.com/xyistore<br /> Google Play: http://co.xyadviser.com/xygplay<br /> Desktop: https://www.xyadviser.com/</p> <p>General Disclaimer – https://www.xyadviser.com/disclaimer/</p>

<p>Ange is the Founder of My Goal Squad. She joins Jess to talk about how to set achievable goals for your clients, your staff and yourself.</p> <p>Ange Ritchie LinkedIn: https://www.linkedin.com/in/angeritchie/<br /> My Goal Squad Website: https://www.mygoalsquad.com/</p> <p>For more information on Perpetual, reach out to our team or follow us on LinkedIn https://www.perpetual.com.au/</p> <p>Join the XY platform:<br /> App Store: http://co.xyadviser.com/xyistore<br /> Google Play: http://co.xyadviser.com/xygplay<br /> Desktop: https://www.xyadviser.com/</p> <p>General Disclaimer – https://www.xyadviser.com/disclaimer/</p>

<p>Ash is the Head of Financial Advice at CareSuper. He and Ben chat about leveraging technology to enhance the client experience, balancing scalability with affordability, and the best approach to transition new advisers into the industry.</p> <p>Ash McAuliffe LinkedIn: https://www.linkedin.com/in/ashmcauliffe/<br /> CareSuper Website: https://www.caresuper.com.au/</p> <p>For more information on Perpetual, reach out to our team or follow us on LinkedIn https://www.perpetual.com.au/</p> <p>Join the XY platform:<br /> App Store: http://co.xyadviser.com/xyistore<br /> Google Play: http://co.xyadviser.com/xygplay<br /> Desktop: https://www.xyadviser.com/</p> <p>General Disclaimer – https://www.xyadviser.com/disclaimer/</p>

<p>This week we cover the potential 2023 recession, the July RBA meeting, the US Federal Reserve minutes, BWX Group, and TPG.</p> <p>This market highlight is proudly brought to you by Milford https://milfordasset.com.au/</p> <p>Join the XY platform:<br /> App Store: http://co.xyadviser.com/xyistore<br /> Google Play: http://co.xyadviser.com/xygplay<br /> Desktop: https://www.xyadviser.com/</p> <p>General Disclaimer – https://www.xyadviser.com/disclaimer/</p>

<p>Nikki is the Director and Financial Advisor at My Wealth Solutions 2. She talks about starting her advice career as a self-confessed introvert, and her journey to becoming a partner.</p> <p>Nikki Booth LinkedIn: https://www.linkedin.com/in/nikki-booth-6b3220b3/<br /> My Wealth Solutions Website: https://mywealthsolutions.com.au/</p> <p>For more information on Perpetual, reach out to our team or follow us on LinkedIn https://www.perpetual.com.au/</p> <p>Join the XY platform:<br /> App Store: http://co.xyadviser.com/xyistore<br /> Google Play: http://co.xyadviser.com/xygplay<br /> Desktop: https://www.xyadviser.com/</p> <p>General Disclaimer – https://www.xyadviser.com/disclaimer/</p>

<p>Scott is the Director and Principal Financial Adviser at Griffin Financial Services. He and Ben chat about the growth and evolution of his business, and the lessons learned during that process.</p> <p>Scott Dawkins LinkedIn: https://www.linkedin.com/in/scott-dawkins-3a903932/<br /> Griffin Financial Services Website: https://griffinfinancialservices.com.au/</p> <p>For more information on Perpetual, reach out to our team or follow us on LinkedIn https://www.perpetual.com.au/</p> <p>Join the XY platform:<br /> App Store: http://co.xyadviser.com/xyistore<br /> Google Play: http://co.xyadviser.com/xygplay<br /> Desktop: https://www.xyadviser.com/</p> <p>General Disclaimer – https://www.xyadviser.com/disclaimer/</p>

<p>This week we reflect on the year so far, and cover US personal income, The ISM manufacturing index, CAR, and Collins Foods FY22 results.</p> <p>This market highlight is proudly brought to you by Milford https://milfordasset.com.au/</p> <p>Join the XY platform:<br /> App Store: http://co.xyadviser.com/xyistore<br /> Google Play: http://co.xyadviser.com/xygplay<br /> Desktop: https://www.xyadviser.com/</p> <p>General Disclaimer – https://www.xyadviser.com/disclaimer/</p>

<p>Craig is a Risk Adviser at Steadfast Life. He shares his personal mental health journey, and discusses destigmatising mental health.</p> <p>Craig Boss LinkedIn: https://www.linkedin.com/in/craig-boss-%E2%9C%94-85817b16/<br /> Steadfast Life Website: https://www.steadfastlife.com.au/</p> <p>Find out more about Challenger and our expanded product range http://www.challenger.com.au/adviser/income-for-life</p> <p>Join the XY platform:<br /> App Store: http://co.xyadviser.com/xyistore<br /> Google Play: http://co.xyadviser.com/xygplay<br /> Desktop: https://www.xyadviser.com/</p> <p>General Disclaimer – https://www.xyadviser.com/disclaimer/</p>

<p>John is the Founder and Strategic Wealth Adviser at AFA Group Wealth. He chats with Ben about starting his own practice at the age of twenty, and the journey of how the business has grown and evolved over the years.</p> <p>John Cachia XY: https://www1.xyadviser.com/members/2400932<br /> John Cachia LinkedIn: https://www.linkedin.com/in/johncachia-moneywealthadviser/<br /> AFA Group Wealth Website: https://www.afagroupwealth.com.au/</p> <p>Find out more about Challenger and our expanded product range http://www.challenger.com.au/adviser/income-for-life</p> <p>Join the XY platform:<br /> App Store: http://co.xyadviser.com/xyistore<br /> Google Play: http://co.xyadviser.com/xygplay<br /> Desktop: https://www.xyadviser.com/</p> <p>General Disclaimer – https://www.xyadviser.com/disclaimer/</p>

<p>This week we cover the June Manufacturing PMI, US Services PMI, UK CPI, Qantas, and Cooper Energy.</p> <p>This market highlight is proudly brought to by Milford https://milfordasset.com.au/</p> <p>Join the XY platform:<br /> App Store: http://co.xyadviser.com/xyistore<br /> Google Play: http://co.xyadviser.com/xygplay<br /> Desktop: https://www.xyadviser.com/</p> <p>General Disclaimer – https://www.xyadviser.com/disclaimer/</p>

<p>Adam is a Risk Strategy Specialist at Zurich. He and Jess discuss how advisers can help clients when unexpected incidents occur in their lives, and how training staff in handling conversations around these events can help even further. </p> <p>Adam Crabbe LinkedIn: https://www.linkedin.com/in/adamcrabbe/<br /> Zurich Website: https://www.zurich.com.au/</p> <p>Find out more about Challenger and our expanded product range http://www.challenger.com.au/adviser/income-for-life</p> <p>Join the XY platform:<br /> App Store: http://co.xyadviser.com/xyistore<br /> Google Play: http://co.xyadviser.com/xygplay<br /> Desktop: https://www.xyadviser.com/</p> <p>General Disclaimer – https://www.xyadviser.com/disclaimer/</p>

<p>Nathan is a Senior Adviser at Tribeca Financial, Director at Ethos Australia, and the Founder and Chair of the XY Adviser Ethics Committee. He talks about his recent merger with Tribeca Financial, and his work with developing the Ethos platform.</p> <p>Nathan Fradley XY: https://www1.xyadviser.com/members/2345594<br /> Nathan Fradley LinkedIn: https://www.linkedin.com/in/nathan-fradley-fchfp-88a8502a/<br /> Tribeca Financial Website: https://www.tribecafinancial.com.au/<br /> Ethos Australia Website: https://www.ethosesg.com/</p> <p>Find out more about Challenger and our expanded product range http://www.challenger.com.au/adviser/income-for-life</p> <p>Join the XY platform:<br /> App Store: http://co.xyadviser.com/xyistore<br /> Google Play: http://co.xyadviser.com/xygplay<br /> Desktop: https://www.xyadviser.com/</p> <p>General Disclaimer – https://www.xyadviser.com/disclaimer/</p>

<p>This week we cover the increasing impacts of inflation, the US Federal Reserve's interest rates raise, the European Central Bank's emergency meeting, and the Australian Fair Work Commission's annual minimum wage decision.</p> <p>This market highlight is proudly brought to by Milford https://milfordasset.com.au/</p> <p>Join the XY platform:<br /> App Store: http://co.xyadviser.com/xyistore<br /> Google Play: http://co.xyadviser.com/xygplay<br /> Desktop: https://www.xyadviser.com/</p> <p>General Disclaimer – https://www.xyadviser.com/disclaimer/</p>