Ensombl Advice Australia

<p>In this episode we discuss the market demand and dynamics of ESG Advice.</p> <p>To find out more about PIMCO's industry-leading approach to ESG, visit https://www.pimco.com.au/esg-investing</p> <p>Nathan Fradley<br /> Principal Financial Planner and Director at Lime Financial Planning<br /> Nathan Fradley XY: https://www1.xyadviser.com/members/2345594<br /> Lime Financial Planning Website: https://www.limefinancialplanning.com.au/<br /> Good for the Bee Podcast: https://www.goodforthebee.com/</p> <p>Karen McLeod<br /> Principal Financial Adviser at Ethical Investment Advisers<br /> Karen McLeod LinkedIn: https://www.linkedin.com/in/karen-mcleod-04026312/<br /> Ethical Investment Advisers Website: https://www.ethicalinvestment.com.au/<br /> RIAA Website: https://responsibleinvestment.org/<br /> Ethical Advisers' Co-op Website: https://www.ethicaladviserscoop.org/</p> <p>David Graham<br /> Senior Financial Planner at Story Wealth Management<br /> David Graham LinkedIn: https://www.linkedin.com/in/davidgrahamcfpmelbourne/<br /> Story Wealth Management Website: https://storywealth.com.au/</p> <p>Michelle Brisbane<br /> Managing Director and Adviser at Ethical Investment Services<br /> Michelle Brisbane LinkedIn: https://www.linkedin.com/in/michelle-brisbane-5643842/<br /> Ethical Investment Services Website: https://ethicalinvestments.com.au/</p> <p>Claudia Mah<br /> Investment Research Analyst at Ethical Investment Services<br /> Claudia Mah LinkedIn: https://www.linkedin.com/in/claudia-mah-21142223/</p> <p>Grover Burthey<br /> Executive Vice President and Head of Portfolio Management at PIMCO<br /> Grover Burthey LinkedIn: https://www.linkedin.com/in/grover-burthey-b2262112/<br /> PIMCO Website: https://www.pimco.com.au/en-au/experts/grover-burthey</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 talk about the adviser's approach to discussing ESG investing with their clients.</p> <p>To find out more about PIMCO's industry-leading approach to ESG, visit https://www.pimco.com.au/esg-investing</p> <p>Nathan Fradley<br /> Principal Financial Planner and Director at Lime Financial Planning<br /> Nathan Fradley XY: https://www1.xyadviser.com/members/2345594<br /> Lime Financial Planning Website: https://www.limefinancialplanning.com.au/<br /> Good for the Bee Podcast: https://www.goodforthebee.com/</p> <p>Karen McLeod<br /> Principal Financial Adviser at Ethical Investment Advisers<br /> Karen McLeod LinkedIn: https://www.linkedin.com/in/karen-mcleod-04026312/<br /> Ethical Investment Advisers Website: https://www.ethicalinvestment.com.au/<br /> RIAA Website: https://responsibleinvestment.org/<br /> Ethical Advisers' Co-op Website: https://www.ethicaladviserscoop.org/</p> <p>David Graham<br /> Senior Financial Planner at Story Wealth Management<br /> David Graham LinkedIn: https://www.linkedin.com/in/davidgrahamcfpmelbourne/<br /> Story Wealth Management Website: https://storywealth.com.au/</p> <p>Michelle Brisbane<br /> Managing Director and Adviser at Ethical Investment Services<br /> Michelle Brisbane LinkedIn: https://www.linkedin.com/in/michelle-brisbane-5643842/<br /> Ethical Investment Services Website: https://ethicalinvestments.com.au/</p> <p>Claudia Mah<br /> Investment Research Analyst at Ethical Investment Services<br /> Claudia Mah LinkedIn: https://www.linkedin.com/in/claudia-mah-21142223/</p> <p>Grover Burthey<br /> Executive Vice President and Head of Portfolio Management at PIMCO<br /> Grover Burthey LinkedIn: https://www.linkedin.com/in/grover-burthey-b2262112/<br /> PIMCO Website: https://www.pimco.com.au/en-au/experts/grover-burthey</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 deep dive into the impact and social change of ESG investing, as well as exploring the concept of "greenwashing".</p> <p>To find out more about PIMCO's industry-leading approach to ESG, visit https://www.pimco.com.au/esg-investing</p> <p>Nathan Fradley<br /> Principal Financial Planner and Director at Lime Financial Planning<br /> Nathan Fradley XY: https://www1.xyadviser.com/members/2345594<br /> Lime Financial Planning Website: https://www.limefinancialplanning.com.au/<br /> Good for the Bee Podcast: https://www.goodforthebee.com/</p> <p>Karen McLeod<br /> Principal Financial Adviser at Ethical Investment Advisers<br /> Karen McLeod LinkedIn: https://www.linkedin.com/in/karen-mcleod-04026312/<br /> Ethical Investment Advisers Website: https://www.ethicalinvestment.com.au/<br /> RIAA Website: https://responsibleinvestment.org/<br /> Ethical Advisers' Co-op Website: https://www.ethicaladviserscoop.org/</p> <p>David Graham<br /> Senior Financial Planner at Story Wealth Management<br /> David Graham LinkedIn: https://www.linkedin.com/in/davidgrahamcfpmelbourne/<br /> Story Wealth Management Website: https://storywealth.com.au/</p> <p>Michelle Brisbane<br /> Managing Director and Adviser at Ethical Investment Services<br /> Michelle Brisbane LinkedIn: https://www.linkedin.com/in/michelle-brisbane-5643842/<br /> Ethical Investment Services Website: https://ethicalinvestments.com.au/</p> <p>Claudia Mah<br /> Investment Research Analyst at Ethical Investment Services<br /> Claudia Mah LinkedIn: https://www.linkedin.com/in/claudia-mah-21142223/</p> <p>Grover Burthey<br /> Executive Vice President and Head of Portfolio Management at PIMCO<br /> Grover Burthey LinkedIn: https://www.linkedin.com/in/grover-burthey-b2262112/<br /> PIMCO Website: https://www.pimco.com.au/en-au/experts/grover-burthey</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 talk about the changing climate of climate change, and how "impact investing" can affect your client's portfolio.</p> <p>To find out more about PIMCO's industry-leading approach to ESG, visit https://www.pimco.com.au/esg-investing</p> <p>Nathan Fradley<br /> Principal Financial Planner and Director at Lime Financial Planning<br /> Nathan Fradley XY: https://www1.xyadviser.com/members/2345594<br /> Lime Financial Planning Website: https://www.limefinancialplanning.com.au/<br /> Good for the Bee Podcast: https://www.goodforthebee.com/</p> <p>Karen McLeod<br /> Principal Financial Adviser at Ethical Investment Advisers<br /> Karen McLeod LinkedIn: https://www.linkedin.com/in/karen-mcleod-04026312/<br /> Ethical Investment Advisers Website: https://www.ethicalinvestment.com.au/<br /> RIAA Website: https://responsibleinvestment.org/<br /> Ethical Advisers' Co-op Website: https://www.ethicaladviserscoop.org/</p> <p>David Graham<br /> Senior Financial Planner at Story Wealth Management<br /> David Graham LinkedIn: https://www.linkedin.com/in/davidgrahamcfpmelbourne/<br /> Story Wealth Management Website: https://storywealth.com.au/</p> <p>Michelle Brisbane<br /> Managing Director and Adviser at Ethical Investment Services<br /> Michelle Brisbane LinkedIn: https://www.linkedin.com/in/michelle-brisbane-5643842/<br /> Ethical Investment Services Website: https://ethicalinvestments.com.au/</p> <p>Claudia Mah<br /> Investment Research Analyst at Ethical Investment Services<br /> Claudia Mah LinkedIn: https://www.linkedin.com/in/claudia-mah-21142223/</p> <p>Grover Burthey<br /> Executive Vice President and Head of Portfolio Management at PIMCO<br /> Grover Burthey LinkedIn: https://www.linkedin.com/in/grover-burthey-b2262112/<br /> PIMCO Website: https://www.pimco.com.au/en-au/experts/grover-burthey</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 installment we focus in on bonds vs equities, and the different asset classes of ESG investing.</p> <p>To find out more about PIMCO's industry-leading approach to ESG, visit https://www.pimco.com.au/esg-investing</p> <p>Nathan Fradley<br /> Principal Financial Planner and Director at Lime Financial Planning<br /> Nathan Fradley XY: https://www1.xyadviser.com/members/2345594<br /> Lime Financial Planning Website: https://www.limefinancialplanning.com.au/<br /> Good for the Bee Podcast: https://www.goodforthebee.com/</p> <p>Karen McLeod<br /> Principal Financial Adviser at Ethical Investment Advisers<br /> Karen McLeod LinkedIn: https://www.linkedin.com/in/karen-mcleod-04026312/<br /> Ethical Investment Advisers Website: https://www.ethicalinvestment.com.au/<br /> RIAA Website: https://responsibleinvestment.org/<br /> Ethical Advisers' Co-op Website: https://www.ethicaladviserscoop.org/</p> <p>David Graham<br /> Senior Financial Planner at Story Wealth Management<br /> David Graham LinkedIn: https://www.linkedin.com/in/davidgrahamcfpmelbourne/<br /> Story Wealth Management Website: https://storywealth.com.au/</p> <p>Michelle Brisbane<br /> Managing Director and Adviser at Ethical Investment Services<br /> Michelle Brisbane LinkedIn: https://www.linkedin.com/in/michelle-brisbane-5643842/<br /> Ethical Investment Services Website: https://ethicalinvestments.com.au/</p> <p>Claudia Mah<br /> Investment Research Analyst at Ethical Investment Services<br /> Claudia Mah LinkedIn: https://www.linkedin.com/in/claudia-mah-21142223/</p> <p>Grover Burthey<br /> Executive Vice President and Head of Portfolio Management at PIMCO<br /> Grover Burthey LinkedIn: https://www.linkedin.com/in/grover-burthey-b2262112/<br /> PIMCO Website: https://www.pimco.com.au/en-au/experts/grover-burthey</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>Nellie is a Values Based Financial Adviser and Director at O'Brien Accountants & Advisors. She joins Fraser to talk about the importance of a consistent approach to advice.</p> <p>Nellie Fung LinkedIn: https://www.linkedin.com/in/nelliefungfinancialadvisor/<br /> O'Brien Accountants & Advisors Website: https://obbc.com.au/</p> <p>This episode is proudly sponsored by HUB24. https://www.hub24.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>Today we cover the Reserve Bank of Australia minutes, APRA, core inflation, Aristocrat's FY21 result, Woodside Petroleum, CBA's September Quarter update and Crown Resorts.</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>Whitley is a Practicing Adviser and Mortgage Broker, and an Associate Lecturer at Griffith University. She joins Fraser to discuss her research into how your mindset influences your financial well-being.</p> <p>Whitley Bejah LinkedIn: https://www.linkedin.com/in/whitley-bejah-8b448454/<br /> Griffith University Profile: https://experts.griffith.edu.au/18432-whitley-bejah</p> <p>This episode is proudly sponsored by HUB24. https://www.hub24.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>Andrew is the Principal Financial Adviser and founder of EFS Advice. He joins Clayton to chat about the best client acquisition channels and hyper-niche practices.</p> <p>Andrew Reynolds XY: https://www1.xyadviser.com/members/4142480<br /> EFS Advice Website: https://efsadvice.com.au/</p> <p>This episode is proudly sponsored by HUB24. https://www.hub24.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>Today we cover US CPI data, Australian employment data, Broad credit in China, UK GDP data, the Australian IPO market and Playtech.</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>Kevin is the Managing Owner of Pension Services, which deals with Centrelink and Age Care matters on the behalf of clients. Kevin is a self-described "Centrelink Stress Remover" and shares some of the rewarding experiences he's had in the business.</p> <p>Kevin Smith LinkedIn: https://www.linkedin.com/in/kevinsmithau/<br /> Pension Services Website: https://www.pensionservices.com.au/</p> <p>This episode is proudly sponsored by HUB24. https://www.hub24.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>Jordan is an Independent Financial Adviser at PlanningSolo. He and Fraser talk about his journey to becoming an adviser, and what lessons he's learned from the issues he overcame along the way.</p> <p>Jordan Vaka XY: https://www1.xyadviser.com/members/2400594<br /> PlanningSolo Website: https://www.planningsolo.com.au/</p> <p>This episode is proudly sponsored by HUB24. https://www.hub24.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 monthly meeting, US Non Farm Payrolls, the US Federal reserve, the Bank of England, Afterpay, Peloton, Tyro and Netwealth.</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>Natallia is the Director and Principal Financial Adviser at TruWealth Advice. She talks about understanding who your niche client is in order to make relationships work for the long term.</p> <p>Natallia Smith XY: https://www1.xyadviser.com/members/2809565<br /> TruWealth Website: https://www.truwealthadvice.com.au/</p> <p>This episode is proudly sponsored by HUB24. https://www.hub24.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>Andrew is the Managing Director at Webster's Wealth Partners, which he runs alongside his wife, Stephanie.<br /> They had a shakey start to beginning their advice practice, and Andrew joins Fraser to discuss the lessons he's learned from that experience.</p> <p>Andrew Ferguson LinkedIn: https://www.linkedin.com/in/andrew-ferguson-1a756946/<br /> Webster's Wealth Partners Website: https://websterswealth.com/</p> <p>This episode is proudly sponsored by HUB24. https://www.hub24.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>Today we cover the higher than anticipated Quarter 3 inflation print, 3rd quarter US GDP data, Telstra's acquisition of Digicel and US earnings season.</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>Anna and Michelle are both Senior Financial Planners and Directors at Women on Wealth, which is a full service, boutique financial planning practice for clients who are looking for clarity and guidance on their financial world.</p> <p>Anna Johnston LinkedIn: https://www.linkedin.com/in/anna-johnston-71634020/<br /> Michelle McKindlay LinkedIn: https://www.linkedin.com/in/michelle-mckindlay-61838b60/<br /> Women on Wealth Website: https://www.wowealth.com.au/</p> <p>This episode is proudly sponsored by HUB24. https://www.hub24.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 talk about Tech Stacks - the before, during and after of the client experience, client portals and security.</p> <p>To learn more about how Netwealth can support your advice and wealth business visit www.netwealth.com.au/change</p> <p>Patrick Flynn<br /> Founder of Simply Advice Websites and Director of Simply Kaizen<br /> Patrick Flynn XY: https://www1.xyadviser.com/members/2760995<br /> Patrick Flynn Website: https://patrickflynn.info/</p> <p>Hayley Pearse<br /> Adviser and Operations Manager at Caboodle Financial Services<br /> Hayley Pearse XY: https://www1.xyadviser.com/members/2920308<br /> Caboodle Financial Services Website: https://www.caboodlefs.com.au/</p> <p>James Sutherland<br /> AFSL Manager at KDM Financial and Estate Planning<br /> James Sutherland XY: https://www1.xyadviser.com/members/2486387<br /> KMD Financial Website: https://kdmfinancial.com.au/</p> <p>Cara Graham<br /> Financial Adviser and Director at The Wealth Designers<br /> Cara Graham LinkedIn: https://www.linkedin.com/in/caragraham1/</p> <p>Matt Heine<br /> Joint Managing Director at Netwealth<br /> Matt Heine Linkedin: https://www.linkedin.com/in/mattheine/<br /> Netwealth Website: https://www.netwealth.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 Tech Trends, such as how Millennials have been brought up as digital natives, the use and structuring of data, and how the client experience sits at the centre of it all.</p> <p>To learn more about how Netwealth can support your advice and wealth business visit www.netwealth.com.au/change</p> <p>Patrick Flynn<br /> Founder of Simply Advice Websites and Director of Simply Kaizen<br /> Patrick Flynn XY: https://www1.xyadviser.com/members/2760995<br /> Patrick Flynn Website: https://patrickflynn.info/</p> <p>Hayley Pearse<br /> Adviser and Operations Manager at Caboodle Financial Services<br /> Hayley Pearse XY: https://www1.xyadviser.com/members/2920308<br /> Caboodle Financial Services Website: https://www.caboodlefs.com.au/</p> <p>James Sutherland<br /> AFSL Manager at KDM Financial and Estate Planning<br /> James Sutherland XY: https://www1.xyadviser.com/members/2486387<br /> KMD Financial Website: https://kdmfinancial.com.au/</p> <p>Cara Graham<br /> Financial Adviser and Director at The Wealth Designers<br /> Cara Graham LinkedIn: https://www.linkedin.com/in/caragraham1/</p> <p>Matt Heine<br /> Joint Managing Director at Netwealth<br /> Matt Heine Linkedin: https://www.linkedin.com/in/mattheine/<br /> Netwealth Website: https://www.netwealth.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 focus in on content marketing, and how it's become a huge part of the advice tech stack.</p> <p>To learn more about how Netwealth can support your advice and wealth business visit www.netwealth.com.au/change</p> <p>Patrick Flynn<br /> Founder of Simply Advice Websites and Director of Simply Kaizen<br /> Patrick Flynn XY: https://www1.xyadviser.com/members/2760995<br /> Patrick Flynn Website: https://patrickflynn.info/</p> <p>Hayley Pearse<br /> Adviser and Operations Manager at Caboodle Financial Services<br /> Hayley Pearse XY: https://www1.xyadviser.com/members/2920308<br /> Caboodle Financial Services Website: https://www.caboodlefs.com.au/</p> <p>James Sutherland<br /> AFSL Manager at KDM Financial and Estate Planning<br /> James Sutherland XY: https://www1.xyadviser.com/members/2486387<br /> KMD Financial Website: https://kdmfinancial.com.au/</p> <p>Cara Graham<br /> Financial Adviser and Director at The Wealth Designers<br /> Cara Graham LinkedIn: https://www.linkedin.com/in/caragraham1/</p> <p>Matt Heine<br /> Joint Managing Director at Netwealth<br /> Matt Heine Linkedin: https://www.linkedin.com/in/mattheine/<br /> Netwealth Website: https://www.netwealth.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're talking about how advisers are using innovation and technology as a part of their business strategy, and how their strategy plays a part in the technology they choose.</p> <p>To learn more about how Netwealth can support your advice and wealth business visit www.netwealth.com.au/change</p> <p>Patrick Flynn<br /> Founder of Simply Advice Websites and Director of Simply Kaizen<br /> Patrick Flynn XY: https://www1.xyadviser.com/members/2760995<br /> Patrick Flynn Website: https://patrickflynn.info/</p> <p>Hayley Pearse<br /> Adviser and Operations Manager at Caboodle Financial Services<br /> Hayley Pearse XY: https://www1.xyadviser.com/members/2920308<br /> Caboodle Financial Services Website: https://www.caboodlefs.com.au/</p> <p>James Sutherland<br /> AFSL Manager at KDM Financial and Estate Planning<br /> James Sutherland XY: https://www1.xyadviser.com/members/2486387<br /> KMD Financial Website: https://kdmfinancial.com.au/</p> <p>Cara Graham<br /> Financial Adviser and Director at The Wealth Designers<br /> Cara Graham LinkedIn: https://www.linkedin.com/in/caragraham1/</p> <p>Matt Heine<br /> Joint Managing Director at Netwealth<br /> Matt Heine Linkedin: https://www.linkedin.com/in/mattheine/<br /> Netwealth Website: https://www.netwealth.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 installment we talk about the evolution of technology and what the future may hold.</p> <p>To learn more about how Netwealth can support your advice and wealth business visit www.netwealth.com.au/change</p> <p>Patrick Flynn<br /> Founder of Simply Advice Websites and Director of Simply Kaizen<br /> Patrick Flynn XY: https://www1.xyadviser.com/members/2760995<br /> Patrick Flynn Website: https://patrickflynn.info/</p> <p>Hayley Pearse<br /> Adviser and Operations Manager at Caboodle Financial Services<br /> Hayley Pearse XY: https://www1.xyadviser.com/members/2920308<br /> Caboodle Financial Services Website: https://www.caboodlefs.com.au/</p> <p>James Sutherland<br /> AFSL Manager at KDM Financial and Estate Planning<br /> James Sutherland XY: https://www1.xyadviser.com/members/2486387<br /> KMD Financial Website: https://kdmfinancial.com.au/</p> <p>Cara Graham<br /> Financial Adviser and Director at The Wealth Designers<br /> Cara Graham LinkedIn: https://www.linkedin.com/in/caragraham1/</p> <p>Matt Heine<br /> Joint Managing Director at Netwealth<br /> Matt Heine Linkedin: https://www.linkedin.com/in/mattheine/<br /> Netwealth Website: https://www.netwealth.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>Joey is the Head of Advice Sales at PADUA, and recently appeared on the 2021 Season of Australian Survivor. He talks about his journey from being a machine-fitter at the Royal Australian Mint to entering the advice industry, and how his continual drive for self-improvement got him there.</p> <p>Joey McCann XY: https://www1.xyadviser.com/members/2991264<br /> PADUA Financial Group Website: https://www.paduafinancialgroup.com.au/</p> <p>This episode is proudly sponsored by HUB24. https://www.hub24.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>Today we cover the China GDP, New Zealand inflation data, Aristocrat's acquisition of Playtech, Qantas, Senex Energy, and Iron Gate Property.</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>Neil is the Managing Director and Group CEO of Fortnum Financial Group. He talks about his journey into financial services, and the experience he brought into Fortnum which assisted in its growth.</p> <p>Neil Younger LinkedIn: https://www.linkedin.com/in/neilyounger/<br /> Fortnum Private Wealth Website: https://fortnum.com.au/</p> <p>This episode is proudly sponsored by HUB24. https://www.hub24.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>Cara is an AFP Financial Adviser at Sufficient Funds. She and Fraser chat about using media channels to break down the barriers to advice and draw in your ideal clients.</p> <p>Cara Williams LinkedIn: https://www.linkedin.com/in/cara-williams-finanical-adviser/<br /> Sufficient Funds Website: https://sufficientfunds.com.au/</p> <p>This episode is proudly sponsored by HUB24. https://www.hub24.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>Today we cover the US Inflation Data, increasing food and energy prices, Hub, Netwealth and Qantas.</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>Rob is the CEO and Managing Director at Peloton Partners. Having spent ten years in the police force, Rob carries this firm resolve and fearless approach to his business life. He and Fraser discuss his transition to financial advice, and how both jobs have their own levels of risk management.</p> <p>Rob Jones LinkedIn: https://www.linkedin.com/in/rob-jones-b473994/<br /> Peloton Partners Website: https://www.pelotonpartners.com.au/</p> <p>This episode is proudly sponsored by HUB24. https://www.hub24.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 talk about how do you make technology decisions, what goes into that decision and what's the internal, emotional decision making process.</p> <p>This series is sponsored by Morningstar. To find out more about how AdviserLogic can support your business go to https://go.morningstar.com/adviserlogic</p> <p>Phil Thompson<br /> Financial Adviser at Skye<br /> Phil Thompson XY: https://www1.xyadviser.com/members/2512154<br /> Skye Website: https://www.skye.com.au/</p> <p>Jodie Douglas<br /> Financial Adviser and Co-Founder of Mad About Life<br /> Jodie Douglas XY: https://www1.xyadviser.com/members/2401572<br /> Mad About Life Website: https://www.madaboutlife.com.au/</p> <p>Mitchell Ramsbotham<br /> Group General Manager at Coastal Advice Group<br /> Mitchell Ramsbotham LinkedIn: https://www.linkedin.com/in/mitchell-ramsbotham-04122812/<br /> Coastal Advice Group Website: https://coastaladvicegroup.com.au/</p> <p>Vicky Andrews<br /> Enterprise Agile Coach at Telstra<br /> Vicky Andrews LinkedIn: https://www.linkedin.com/in/vickyandrews70/<br /> Telstra Website: https://www.telstra.com.au/</p> <p>Ivon Gower<br /> Director of Financial Planning Products (AU/NZ) at Morningstar<br /> Ivon Gower LinkedIn: https://www.linkedin.com/in/ivongower/<br /> Morningstar Website: https://www.morningstar.com.au/Home</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 concept of "Expectations vs Reality", and whether or not your dream software will actually be able to solve all your problems.</p> <p>This series is sponsored by Morningstar. To find out more about how AdviserLogic can support your business go to https://go.morningstar.com/adviserlogic</p> <p>Phil Thompson<br /> Financial Adviser at Skye<br /> Phil Thompson XY: https://www1.xyadviser.com/members/2512154<br /> Skye Website: https://www.skye.com.au/</p> <p>Jodie Douglas<br /> Financial Adviser and Co-Founder of Mad About Life<br /> Jodie Douglas XY: https://www1.xyadviser.com/members/2401572<br /> Mad About Life Website: https://www.madaboutlife.com.au/</p> <p>Mitchell Ramsbotham<br /> Group General Manager at Coastal Advice Group<br /> Mitchell Ramsbotham LinkedIn: https://www.linkedin.com/in/mitchell-ramsbotham-04122812/<br /> Coastal Advice Group Website: https://coastaladvicegroup.com.au/</p> <p>Vicky Andrews<br /> Enterprise Agile Coach at Telstra<br /> Vicky Andrews LinkedIn: https://www.linkedin.com/in/vickyandrews70/<br /> Telstra Website: https://www.telstra.com.au/</p> <p>Ivon Gower<br /> Director of Financial Planning Products (AU/NZ) at Morningstar<br /> Ivon Gower LinkedIn: https://www.linkedin.com/in/ivongower/<br /> Morningstar Website: https://www.morningstar.com.au/Home</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 go "under the hood" and discuss integrations.</p> <p>This series is sponsored by Morningstar. To find out more about how AdviserLogic can support your business go to https://go.morningstar.com/adviserlogic</p> <p>Phil Thompson<br /> Financial Adviser at Skye<br /> Phil Thompson XY: https://www1.xyadviser.com/members/2512154<br /> Skye Website: https://www.skye.com.au/</p> <p>Jodie Douglas<br /> Financial Adviser and Co-Founder of Mad About Life<br /> Jodie Douglas XY: https://www1.xyadviser.com/members/2401572<br /> Mad About Life Website: https://www.madaboutlife.com.au/</p> <p>Mitchell Ramsbotham<br /> Group General Manager at Coastal Advice Group<br /> Mitchell Ramsbotham LinkedIn: https://www.linkedin.com/in/mitchell-ramsbotham-04122812/<br /> Coastal Advice Group Website: https://coastaladvicegroup.com.au/</p> <p>Vicky Andrews<br /> Enterprise Agile Coach at Telstra<br /> Vicky Andrews LinkedIn: https://www.linkedin.com/in/vickyandrews70/<br /> Telstra Website: https://www.telstra.com.au/</p> <p>Ivon Gower<br /> Director of Financial Planning Products (AU/NZ) at Morningstar<br /> Ivon Gower LinkedIn: https://www.linkedin.com/in/ivongower/<br /> Morningstar Website: https://www.morningstar.com.au/Home</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 issue of compliance when dealing with software.</p> <p>This series is sponsored by Morningstar. To find out more about how AdviserLogic can support your business go to https://go.morningstar.com/adviserlogic</p> <p>Phil Thompson<br /> Financial Adviser at Skye<br /> Phil Thompson XY: https://www1.xyadviser.com/members/2512154<br /> Skye Website: https://www.skye.com.au/</p> <p>Jodie Douglas<br /> Financial Adviser and Co-Founder of Mad About Life<br /> Jodie Douglas XY: https://www1.xyadviser.com/members/2401572<br /> Mad About Life Website: https://www.madaboutlife.com.au/</p> <p>Mitchell Ramsbotham<br /> Group General Manager at Coastal Advice Group<br /> Mitchell Ramsbotham LinkedIn: https://www.linkedin.com/in/mitchell-ramsbotham-04122812/<br /> Coastal Advice Group Website: https://coastaladvicegroup.com.au/</p> <p>Vicky Andrews<br /> Enterprise Agile Coach at Telstra<br /> Vicky Andrews LinkedIn: https://www.linkedin.com/in/vickyandrews70/<br /> Telstra Website: https://www.telstra.com.au/</p> <p>Ivon Gower<br /> Director of Financial Planning Products (AU/NZ) at Morningstar<br /> Ivon Gower LinkedIn: https://www.linkedin.com/in/ivongower/<br /> Morningstar Website: https://www.morningstar.com.au/Home</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 installment we cover the change management process of implementing new technology into an advice practice.</p> <p>This series is sponsored by Morningstar. To find out more about how AdviserLogic can support your business go to https://go.morningstar.com/adviserlogic</p> <p>Phil Thompson<br /> Financial Adviser at Skye<br /> Phil Thompson XY: https://www1.xyadviser.com/members/2512154<br /> Skye Website: https://www.skye.com.au/</p> <p>Jodie Douglas<br /> Financial Adviser and Co-Founder of Mad About Life<br /> Jodie Douglas XY: https://www1.xyadviser.com/members/2401572<br /> Mad About Life Website: https://www.madaboutlife.com.au/</p> <p>Mitchell Ramsbotham<br /> Group General Manager at Coastal Advice Group<br /> Mitchell Ramsbotham LinkedIn: https://www.linkedin.com/in/mitchell-ramsbotham-04122812/<br /> Coastal Advice Group Website: https://coastaladvicegroup.com.au/</p> <p>Vicky Andrews<br /> Enterprise Agile Coach at Telstra<br /> Vicky Andrews LinkedIn: https://www.linkedin.com/in/vickyandrews70/<br /> Telstra Website: https://www.telstra.com.au/</p> <p>Ivon Gower<br /> Director of Financial Planning Products (AU/NZ) at Morningstar<br /> Ivon Gower LinkedIn: https://www.linkedin.com/in/ivongower/<br /> Morningstar Website: https://www.morningstar.com.au/Home</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>Ross is a Financial Adviser and Coach at More Time Financial. He is on a mission to help young Australians make smarter decisions with their money, and talks about how he set up his business to achieve that goal.</p> <p>Ross Marais XY: https://www1.xyadviser.com/members/2501499<br /> More Time Financial Website: https://www.moretimefinancial.com.au/<br /> Ross Marais Website: https://www.rossmarais.com/<br /> More Than Money Podcast: https://www.rossmarais.com/podcast</p> <p>This episode is proudly sponsored by HUB24. https://www.hub24.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>Today we cover the US Nonfarm Payrolls, the worsening Global Energy Crisis, Collins Food, EML, and changes to NSW COVID restrictions.</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>Tom is the General Manager of MBS and Managing Director at My Money Sorted. He joins Fraser to talk about using digital marketing to help overcome the barriers to advice, as well as the process of launching the "My Money Sorted" platform.</p> <p>Tom Haigh LinkedIn: https://www.linkedin.com/in/tomjhaigh/<br /> MBS Website: https://marketingbrandingsales.com/<br /> My Money Sorted Website: https://mymoneysorted.com.au/</p> <p>This episode is proudly sponsored by HUB24. https://www.hub24.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>Richard is the Brand Amplification Strategist at The Limelight Department. He and Fraser chat about the concept of "Digital Spring Cleaning", and how that can enhance your online presence and grow your client base.</p> <p>Richard Dunkerley LinkedIn: https://www.linkedin.com/in/dunkerleycommunications/<br /> The Limelight Department: https://www.linkedin.com/company/the-limelight-department/</p> <p>This episode is proudly sponsored by HUB24. https://www.hub24.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>Today we cover the shock resignation of NSW's Premier, Global energy shortages, Optus, and the US debt ceiling.</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>Rob is the Head of Practice Engagement at Fortnum Private Wealth. He talks about the creation and evolution of Innergi, and what he's doing to engage practices today.</p> <p>Rob Skinner XY: https://www1.xyadviser.com/members/8366992<br /> Fortum Private Wealth Website: https://fortnum.com.au/</p> <p>This episode is proudly sponsored by HUB24. https://www.hub24.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 a Certified Financial Planner at Wealth Market and an AFCA Panel member. Michael returns to the XY Podcast to talk about his reports on the AFCA (Australian Financial Complaints Authority) determinations, the Zoe Miller Award, and his upcoming book "Ethics in Professional Practice".</p> <p>Michael Miller XY: https://www1.xyadviser.com/members/2456122<br /> Wealth Market Website: www.wealthmarket.com<br /> Michael Miller Website: https://www.michaelmiller.help/<br /> Zoe Miller Award: https://zoemiller.info/</p> <p>This episode is proudly sponsored by HUB24. https://www.hub24.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>Today we cover the RBA minutes, US bond yields, the Bank of England commentary, Sandfire, and the continuing Evergrande saga.</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>Amanda is a Director at Wealth Planning Partners. She joins Fraser to talk about how to spot the red flags of financial abuse, what inspired her to pen her book "Financial Secrets Revealed" and why she's turning it into a podcast.</p> <p>Amanda Cassar LinkedIn: https://www.linkedin.com/in/amandacassar/<br /> Wealth Planning Partners Website: https://www.wealthplanningpartners.com.au/<br /> Financial Secrets Revealed Book: https://amandacassar.com.au/my-book/</p> <p>This episode is proudly sponsored by HUB24. https://www.hub24.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>Neil is the Head of Wholesale Partnerships at Russell Investments. He returns to the XY Podcast to discuss the "2021 Value of an Advisor Study", and break down the elements of "The Value of an Advisor formula".</p> <p>Neil Rogan LinkedIn: https://www.linkedin.com/in/roganneil/<br /> Russell Investments Website: https://russellinvestments.com/au<br /> Value of an Advisor Study: https://russellinvestments.com/us/resources/financial-professionals/value-of-advisor</p> <p>This episode is proudly sponsored by HUB24. https://www.hub24.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>Today we cover Australian Employment Data, US Inflation data, Evergrande's impact on iron, and the Telstra Strategy Day.</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>In this final episode we wrap up the series by discussing supply and demand, and should we be worried about diversification across markets and sectors in this area, or is it too small?</p> <p>Russell Investments aims to reflect what matters most to you and your investment goals. Whether you're driven by personal or stakeholder values, you aim to mitigate risk or simply need to comply with regulation, our approach to responsible investment integrates with what matters most. Visit www.russellinvestments.com.au</p> <p>Philip Moffitt<br /> Co-Founder Beckon Capital, Director at Aware Super and Director at Green Road Consulting<br /> Philip Moffitt LinkedIn: https://www.linkedin.com/in/philip-moffitt-43112a71/<br /> Beckon Capital Website: https://beckon.capital/<br /> Aware Super Website: https://aware.com.au/</p> <p>Elizabeth Hatton<br /> Director at Viva Finanical Planning<br /> Elizabeth Hatton LinkedIn: https://www.linkedin.com/in/elizabethhatton/<br /> Viva Financial Planning Website: https://www.vivafp.com.au/</p> <p>Paul Garner<br /> Senior Financial Adviser at Novo Wealth and Board Member of the Ethical Advisers Co-operative<br /> Paul Garner XY: https://www1.xyadviser.com/members/2987399<br /> Novo Wealth Website: https://novowealth.com.au/<br /> Ethical Advisers Co-operative Website: https://www.ethicaladviserscoop.org/</p> <p>Alexandra Brown<br /> Founder of Invest with Ethics, Head of Research at Altiorem and Board Member of the Ethical Advisers Co-operative<br /> Alexandra Brown XY: https://www1.xyadviser.com/members/4925056<br /> Invest with Ethics Website: https://www.investwithethics.com/<br /> Altiorem Website: https://altiorem.org/</p> <p>James Harwood<br /> Senior Portfolio Manager at Russell Investments<br /> James Harwood LinkedIn: https://www.linkedin.com/in/jamesharwood1/<br /> Russell Investments Website: https://russellinvestments.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 dive deeper into what's underneath E, S and G and how clients can prioritise what's important to them.</p> <p>Russell Investments aims to reflect what matters most to you and your investment goals. Whether you're driven by personal or stakeholder values, you aim to mitigate risk or simply need to comply with regulation, our approach to responsible investment integrates with what matters most. Visit www.russellinvestments.com.au</p> <p>Philip Moffitt<br /> Co-Founder Beckon Capital, Director at Aware Super and Director at Green Road Consulting<br /> Philip Moffitt LinkedIn: https://www.linkedin.com/in/philip-moffitt-43112a71/<br /> Beckon Capital Website: https://beckon.capital/<br /> Aware Super Website: https://aware.com.au/</p> <p>Elizabeth Hatton<br /> Director at Viva Finanical Planning<br /> Elizabeth Hatton LinkedIn: https://www.linkedin.com/in/elizabethhatton/<br /> Viva Financial Planning Website: https://www.vivafp.com.au/</p> <p>Paul Garner<br /> Senior Financial Adviser at Novo Wealth and Board Member of the Ethical Advisers Co-operative<br /> Paul Garner XY: https://www1.xyadviser.com/members/2987399<br /> Novo Wealth Website: https://novowealth.com.au/<br /> Ethical Advisers Co-operative Website: https://www.ethicaladviserscoop.org/</p> <p>Alexandra Brown<br /> Founder of Invest with Ethics, Head of Research at Altiorem and Board Member of the Ethical Advisers Co-operative<br /> Alexandra Brown XY: https://www1.xyadviser.com/members/4925056<br /> Invest with Ethics Website: https://www.investwithethics.com/<br /> Altiorem Website: https://altiorem.org/</p> <p>James Harwood<br /> Senior Portfolio Manager at Russell Investments<br /> James Harwood LinkedIn: https://www.linkedin.com/in/jamesharwood1/<br /> Russell Investments Website: https://russellinvestments.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>Today we cover the US PPI index, the Uranium spot price, the results of the RBA monthly meeting, PayPal's acquisition of Paidy, and the Santos and Oil Search Merger.</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>In this episode we talk all about the "50 Shades of Green".</p> <p>Russell Investments aims to reflect what matters most to you and your investment goals. Whether you're driven by personal or stakeholder values, you aim to mitigate risk or simply need to comply with regulation, our approach to responsible investment integrates with what matters most. Visit www.russellinvestments.com.au</p> <p>Philip Moffitt<br /> Co-Founder Beckon Capital, Director at Aware Super and Director at Green Road Consulting<br /> Philip Moffitt LinkedIn: https://www.linkedin.com/in/philip-moffitt-43112a71/<br /> Beckon Capital Website: https://beckon.capital/<br /> Aware Super Website: https://aware.com.au/</p> <p>Elizabeth Hatton<br /> Director at Viva Finanical Planning<br /> Elizabeth Hatton LinkedIn: https://www.linkedin.com/in/elizabethhatton/<br /> Viva Financial Planning Website: https://www.vivafp.com.au/</p> <p>Paul Garner<br /> Senior Financial Adviser at Novo Wealth and Board Member of the Ethical Advisers Co-operative<br /> Paul Garner XY: https://www1.xyadviser.com/members/2987399<br /> Novo Wealth Website: https://novowealth.com.au/<br /> Ethical Advisers Co-operative Website: https://www.ethicaladviserscoop.org/</p> <p>Alexandra Brown<br /> Founder of Invest with Ethics, Head of Research at Altiorem and Board Member of the Ethical Advisers Co-operative<br /> Alexandra Brown XY: https://www1.xyadviser.com/members/4925056<br /> Invest with Ethics Website: https://www.investwithethics.com/<br /> Altiorem Website: https://altiorem.org/</p> <p>James Harwood<br /> Senior Portfolio Manager at Russell Investments<br /> James Harwood LinkedIn: https://www.linkedin.com/in/jamesharwood1/<br /> Russell Investments Website: https://russellinvestments.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 if there's "actually" a need for ESG investing, and why it's a thing in the first place.</p> <p>Russell Investments aims to reflect what matters most to you and your investment goals. Whether you're driven by personal or stakeholder values, you aim to mitigate risk or simply need to comply with regulation, our approach to responsible investment integrates with what matters most. Visit www.russellinvestments.com.au</p> <p>Philip Moffitt<br /> Co-Founder Beckon Capital, Director at Aware Super and Director at Green Road Consulting<br /> Philip Moffitt LinkedIn: https://www.linkedin.com/in/philip-moffitt-43112a71/<br /> Beckon Capital Website: https://beckon.capital/<br /> Aware Super Website: https://aware.com.au/</p> <p>Elizabeth Hatton<br /> Director at Viva Finanical Planning<br /> Elizabeth Hatton LinkedIn: https://www.linkedin.com/in/elizabethhatton/<br /> Viva Financial Planning Website: https://www.vivafp.com.au/</p> <p>Paul Garner<br /> Senior Financial Adviser at Novo Wealth and Board Member of the Ethical Advisers Co-operative<br /> Paul Garner XY: https://www1.xyadviser.com/members/2987399<br /> Novo Wealth Website: https://novowealth.com.au/<br /> Ethical Advisers Co-operative Website: https://www.ethicaladviserscoop.org/</p> <p>Alexandra Brown<br /> Founder of Invest with Ethics, Head of Research at Altiorem and Board Member of the Ethical Advisers Co-operative<br /> Alexandra Brown XY: https://www1.xyadviser.com/members/4925056<br /> Invest with Ethics Website: https://www.investwithethics.com/<br /> Altiorem Website: https://altiorem.org/</p> <p>James Harwood<br /> Senior Portfolio Manager at Russell Investments<br /> James Harwood LinkedIn: https://www.linkedin.com/in/jamesharwood1/<br /> Russell Investments Website: https://russellinvestments.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>Today we cover the US Non farm payrolls data, Australian Housing Prices and GDP, the EPRA NAREIT index, US PPI data, the RBA monthly meeting and vaccine rates in Australia.</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>