Ensombl Advice Australia

<p>Thabojan is the Founder and Principal Adviser at Rasiah Private Wealth Management, and the Co-Founder and CEO at Finito. He and Andrew talk through his journey in financial advice, and his values-based approach to client service, strategies for scaling an advisory business through effective team leadership and technology, and visions for the future of the industry.</p> <p>Thabojan Rasiah LinkedIn: https://www.linkedin.com/in/thabojanrasiah/<br /> Rasiah Private Wealth Management Website: https://www.rasiahprivate.com.au/<br /> Finito Website: https://www.finito.com.au/<br /> EOS Worldwide Website: https://www.eosworldwide.com/<br /> Rocket Fuel by Gino Wickman and Mark C. Winters: https://rocketfueluniversity.com/rocket-fuel-book/<br /> Infinite Game by Simon Sinek: https://simonsinek.com/books/the-infinite-game/</p> <p>Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/20240416</p> <p>Join the Ensombl platform:<br /> App Store: http://www.ensombl.com/apple<br /> Google Play: http://www.ensombl.com/google<br /> Desktop: https://www.ensombl.com/</p> <p>General Disclaimer – https://www.ensombl.com/disclaimer/</p>

<p>This week, Patrick talks with James Rose, Co-Founder of Content Snare. They discuss how Content Snare aims to simplify data collection and document management for advice practices by reducing email back-and-forth and enabling features like automated workflows, AI-powered requests, and integrations with common tools.</p> <p>James Rose LinkedIn: https://www.linkedin.com/in/jamesrose0/<br /> Content Snare Website: https://contentsnare.com/<br /> Patrick Gardiner LinkedIn: https://www.linkedin.com/in/csba-patrick-gardner/</p> <p>A world of engagement awaits you at <a href= "https://ensombl.com/go/20240412">Netwealth Investments Limited</a></p> <p>Join the Ensombl platform:<br /> App Store: http://www.ensombl.com/apple<br /> Google Play: http://www.ensombl.com/google<br /> Desktop: https://www.ensombl.com/</p> <p>General Disclaimer – https://www.ensombl.com/disclaimer/</p>

<p>Tom is the Director at Cardena Private Wealth. He and Clayton originally shared an office together before going down seperate career paths. They discuss the evolution of financial planning practices, blockchain technology and its potential impact on the finance industry, and the current state of AI in business.</p> <p>Tom McDonald LinkedIn: https://www.linkedin.com/in/tom-mcdonald-a818917a/<br /> Cardena Website: https://www.cardena.com.au/</p> <p>Join the North Retirement Space on Ensombl. https://ensombl.com/go/20240411</p> <p>Join the Ensombl platform:<br /> App Store: http://www.ensombl.com/apple<br /> Google Play: http://www.ensombl.com/google<br /> Desktop: https://www.ensombl.com/</p> <p>General Disclaimer – https://www.ensombl.com/disclaimer/</p>

<p>Drew is a Founder and Advisor at Wattle Partners. He and Andrew discuss the growth of Wattle Partners, a financial advice firm focused on retirement planning, and how they utilise technology, team management, and their people-first culture to scale their operations.</p> <p>Drew Meredith LinkedIn: https://www.linkedin.com/in/drew-meredith-88aba620/<br /> Wattle Partners Website: https://www.wattlepartners.com.au/<br /> Books by Austin Donnelly: https://www.goodreads.com/author/list/5196384.Austin_Donnelly<br /> Australian Investors Podcast: https://podcasts.apple.com/us/podcast/australian-investors-podcast/id1414707038</p> <p>Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/20240409</p> <p>Join the Ensombl platform:<br /> App Store: http://www.ensombl.com/apple<br /> Google Play: http://www.ensombl.com/google<br /> Desktop: https://www.ensombl.com/</p> <p>General Disclaimer – https://www.ensombl.com/disclaimer/</p>

<p>This week, Patrick is joined by Daniel Yoo, Founder at FinMate AI. They talk about the AI Notetaker for financial advisors, born from Daniel's own experience as an advisor and the challenges he faced in note-taking and documentation. They also cover the security of AI transcription products, the benefits of using a financial planning-specific tool, and the future of FinMate AI, including integrations and behavioral finance features.</p> <p>Daniel Yoo LinkedIn: https://www.linkedin.com/in/smyoo/<br /> FinMate AI Website: https://www.finmate.ai/<br /> Patrick Gardiner LinkedIn: https://www.linkedin.com/in/csba-patrick-gardner/</p> <p>A world of engagement awaits you at <a href= "https://ensombl.com/go/20240405">Netwealth Investments Limited</a></p> <p>Join the Ensombl platform:<br /> App Store: http://www.ensombl.com/apple<br /> Google Play: http://www.ensombl.com/google<br /> Desktop: https://www.ensombl.com/</p> <p>General Disclaimer – https://www.ensombl.com/disclaimer/</p>

<p>Jackson, also known as The Wealth Mentor, is the Founder and CEO at Aureus Financial. He and James explore how he built a multi-disciplinary business focused on helping business owners optimise cash flow and create wealth through strategic business and financial planning advice.</p> <p>Jackson Millan LinkedIn: https://www.linkedin.com/in/jackson-millan-the-wealth-mentor/<br /> The Wealth Mentor Website: https://www.wealth-mentor.com.au/<br /> Aureus Financial Website: https://www.aureusfinancial.com.au/</p> <p>For more information on Franklin Templeton connect with our team at https://ensombl.com/go/20240404</p> <p>Join the Ensombl platform:<br /> App Store: http://www.ensombl.com/apple<br /> Google Play: http://www.ensombl.com/google<br /> Desktop: https://www.ensombl.com/</p> <p>General Disclaimer – https://www.ensombl.com/disclaimer/</p>

<p>In this episode, Andrew is joined by Ben Calder and Ivana Sanzari from Calder Wealth Management. They chat about their growth journey over fifty years through family succession, evolving business structures, and scaling operations with a focus on people and community.</p> <p>Calder Wealth Management Website: https://www.calderwm.com.au<br /> Ben Calder LinkedIn: https://www.linkedin.com/in/benicalder/<br /> Ivana Sanzari LinkedIn: https://www.linkedin.com/in/ivana-sanzari-abb03033/<br /> Herbers Diamond Structure: https://www.herbersandcompany.com/diamond-teams</p> <p>Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/20240402</p> <p>Join the Ensombl platform:<br /> App Store: http://www.ensombl.com/apple<br /> Google Play: http://www.ensombl.com/google<br /> Desktop: https://www.ensombl.com/</p> <p>General Disclaimer – https://www.ensombl.com/disclaimer/</p>

<p>In this episode, Patrick talks with Michael Newman, Director at Tele-Sense. They discuss modernising business communication systems through consolidating platforms, leveraging AI for customer service, and evaluating providers that offer flexibility and open integrations.</p> <p>Michael Newman LinkedIn: https://www.linkedin.com/in/michael-newman-telecom/<br /> Tele-Sense Website: https://www.tele-sense.com.au/</p> <p><a href="https://ensombl.com/go/20240329">Between Meetings with Matt Heine</a> - Discover a podcast for wealth professionals</p> <p>Join the Ensombl platform:<br /> App Store: http://www.ensombl.com/apple<br /> Google Play: http://www.ensombl.com/google<br /> Desktop: https://www.ensombl.com/</p> <p>General Disclaimer – https://www.ensombl.com/disclaimer/</p>

<p>This week, James chats to regular Ensombl Podcast guest Nathan Fradley. Nathan has recently transition from traditional financial advice to a specialized barrister-style model focused on episodic work while growing his company, Ethos, and collaborating with other advisors.</p> <p>Nathan Fradley LinkedIn: https://www.linkedin.com/in/nathan-fradley-fchfp-88a8502a/<br /> Nathan Fradley Website: https://www.nathanfradley.com.au</p> <p>For more information on Franklin Templeton connect with our team at https://ensombl.com/go/20240328</p> <p>Join the Ensombl platform:<br /> App Store: http://www.ensombl.com/apple<br /> Google Play: http://www.ensombl.com/google<br /> Desktop: https://www.ensombl.com/</p> <p>General Disclaimer – https://www.ensombl.com/disclaimer/</p>

<p>In this episode, Jamie is joined by Simon Glazier, Head of Wholesale Sales at Fidelity International, and Harry Mantzouratos, Chairman and Director at Much More Than Money. The discuss how cultural and generational differences impact the mindset of clients, nest egg mentality, inheritance approaches for high net worth families, and preferences among younger generations.</p> <p>Simon Glazier LinkedIn: https://www.linkedin.com/in/simon-glazier-cima%C2%AE-a6729230/<br /> Harry Mantzouratos LinkedIn: https://www.linkedin.com/in/harry-mantzouratos-8670781/<br /> Much More Than Money Website: https://muchmorethanmoney.com.au/<br /> Jamie McIntyre LinkedIn: https://www.linkedin.com/in/jamiemcintyre1/</p> <p>Our research highlights strategies you can implement now into your practice in the 'Great Wealth Transfer': https://ensombl.com/go/20240327</p> <p>Join the Ensombl platform:<br /> App Store: http://www.ensombl.com/apple<br /> Google Play: http://www.ensombl.com/google<br /> Desktop: https://www.ensombl.com/</p> <p>General Disclaimer – https://www.ensombl.com/disclaimer/</p>

<p>Jamie talks with Lukasz de Pourbaix, Global Cross Asset Specialist at Fidelity International, and Robert Daniele, Financial Planner and Paraplanner. They explore why living legacies are becoming more popular, the main reasons behind these being used, and the ways advisors are working with clients to achieve this.</p> <p>Lukasz de Pourbaix LinkedIn: https://www.linkedin.com/in/lukasz-de-pourbaix-gaicd-12711416/<br /> Robert Daniele LinkedIn: https://www.linkedin.com/in/robert-daniele/<br /> Jamie McIntyre LinkedIn: https://www.linkedin.com/in/jamiemcintyre1/</p> <p>Our research highlights strategies you can implement now into your practice in the 'Great Wealth Transfer': https://ensombl.com/go/20240327</p> <p>Join the Ensombl platform:<br /> App Store: http://www.ensombl.com/apple<br /> Google Play: http://www.ensombl.com/google<br /> Desktop: https://www.ensombl.com/</p> <p>General Disclaimer – https://www.ensombl.com/disclaimer/</p>

<p>In this installment, Jamie is joined once again by Simon Glazier, Head of Wholesale Sales at Fidelity International, and Tanya Carlson, Financial Adviser at Amplify Wealth Management. They talk about the opportunities for financial planners to play a key role in generational wealth transfer and estate planning by collaborating with clients and lawyers to effectively educate families and mediate complex issues throughout the process.</p> <p>Simon Glazier LinkedIn: https://www.linkedin.com/in/simon-glazier-cima%C2%AE-a6729230/<br /> Tanya Carlson LinkedIn: https://www.linkedin.com/in/tanya-carlson-5b42631a/<br /> Amplify Wealth Website: https://www.amplifywealth.com.au/<br /> Jamie McIntyre LinkedIn: https://www.linkedin.com/in/jamiemcintyre1/</p> <p>Our research highlights strategies you can implement now into your practice in the 'Great Wealth Transfer': https://ensombl.com/go/20240327</p> <p>Join the Ensombl platform:<br /> App Store: http://www.ensombl.com/apple<br /> Google Play: http://www.ensombl.com/google<br /> Desktop: https://www.ensombl.com/</p> <p>General Disclaimer – https://www.ensombl.com/disclaimer/</p>

<p>In this final episode, Jamie talks to Simon Glazier, Head of Wholesale Sales at Fidelity International, and Inbam Devadason, Actuary, Founder and Director of Precision Financial. They look at the role of wealth transference in preserving family values, how family units have evolved over the years, and how advisors can engage all members to ensure a smooth transition of wealth from one generation to the next.</p> <p>Simon Glazier LinkedIn: https://www.linkedin.com/in/simon-glazier-cima%C2%AE-a6729230/<br /> Inbam Devadason LinkedIn: https://www.linkedin.com/in/inbam-devadason-8825875/<br /> Precision Financial Website: https://www.precisionfinancial.com.au/<br /> Jamie McIntyre LinkedIn: https://www.linkedin.com/in/jamiemcintyre1/</p> <p>Our research highlights strategies you can implement now into your practice in the 'Great Wealth Transfer': https://ensombl.com/go/20240327</p> <p>Join the Ensombl platform:<br /> App Store: http://www.ensombl.com/apple<br /> Google Play: http://www.ensombl.com/google<br /> Desktop: https://www.ensombl.com/</p> <p>General Disclaimer – https://www.ensombl.com/disclaimer/</p>

<p>In this episode of the Engine Room Podcast, Andrew is joined by Andrew and Jacqui Sherlock from Sherlock Wealth. They talk about the fifty-year evolution of their family-run financial planning business into a holistic advisory firm focused on delivering personalised service through strategic partnerships and technology while giving back to their community.</p> <p>Andrew Sherlock LinkedIn: https://www.linkedin.com/in/andrew-sherlock-adviser/<br /> Jacqui Sherlock LinkedIn: https://www.linkedin.com/in/jacqui-sherlock/<br /> Sherlock Wealth Website: https://sherlockwealth.com/<br /> Slipstream Group: https://slipstreamgroup.com.au/<br /> Jenny Pearse: https://www.linkedin.com/in/jennypearse/<br /> Peloton Partners: https://www.pelotonpartners.com.au/<br /> Lavista: <a href= "https://www.lavista.com.au/">https://www.lavista.com.au/</a><br /> Vivere Group: https://viveregroup.com.au/<br /> Mastering the Rockerfeller Habits: https://scalingup.com/book-mrh/</p> <p>Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/20240326</p> <p>Join the Ensombl platform:<br /> App Store: http://www.ensombl.com/apple<br /> Google Play: http://www.ensombl.com/google<br /> Desktop: https://www.ensombl.com/</p> <p>General Disclaimer – https://www.ensombl.com/disclaimer/</p>

<p>This week, Patrick is joined by Alex Chavotier, CEO and Co-Founder at Upworth. They discuss the current features of the user-focused, AI-driven personal finance management platform, its consumer-centric approach, personalized insights, emphasis on data security, and what features are planned in the future.</p> <p>Alex Chavotier LinkedIn: https://www.linkedin.com/in/alexandre-chavotier-ba6a3ab8/<br /> Upworth Website: https://upworth.com.au/</p> <p>Between Meetings with Matt Heine - Discover a podcast for wealth professionals: https://ensombl.com/go/20240322</p> <p>Join the Ensombl platform:<br /> App Store: http://www.ensombl.com/apple<br /> Google Play: http://www.ensombl.com/google<br /> Desktop: https://www.ensombl.com/</p> <p>General Disclaimer – https://www.ensombl.com/disclaimer/</p>

<p>Kiera is the Director of FS Recruitment Solutions. She and James talk about the current state of recruitment in the financial planning industry, along with the challenges in hiring different roles and retaining employees.</p> <p>Kiera Brown LinkedIn: https://www.linkedin.com/in/kiera-brown/<br /> FS Recruitment Solutions Website: https://fsrecruitmentsolutions.com.au/</p> <p>Learn more about Macquarie ETFs and explore educational materials at https://ensombl.com/go/20240321</p> <p>Join the Ensombl platform:<br /> App Store: http://www.ensombl.com/apple<br /> Google Play: http://www.ensombl.com/google<br /> Desktop: https://www.ensombl.com/</p> <p>General Disclaimer – https://www.ensombl.com/disclaimer/</p>

<p>In this episode, Patrick talks with Martin Morris, Founder and CEO of Engagement Hub. They discuss how Engagement Hub aims to revolutionise the way financial advisors operate, through fostering transparent communication, simplifying workflows, and improving the client experience by placing the client at the centre.</p> <p>Martin Morris LinkedIn: https://www.linkedin.com/in/martin-morris-182a902/<br /> Engagement Hub Website: https://engagementhub.net/</p> <p>Between Meetings with Matt Heine - Discover a podcast for wealth professionals: https://ensombl.com/go/20240315</p> <p>Join the Ensombl platform:<br /> App Store: http://www.ensombl.com/apple<br /> Google Play: http://www.ensombl.com/google<br /> Desktop: https://www.ensombl.com/</p> <p>General Disclaimer – https://www.ensombl.com/disclaimer/</p>

<p>Baz is the Founder and Principal at The Social Adviser. He and James chat about overcoming limiting beliefs, personal growth, and the importance of recognising and owning your value as an advisor.</p> <p>Baz Gardner Linkedin: https://www.linkedin.com/in/bazgardner/<br /> The Social Adviser Website: https://thesocialadviser.com/</p> <p>Learn more about Macquarie ETFs and explore educational materials at https://ensombl.com/go/20240314</p> <p>Join the Ensombl platform:<br /> App Store: http://www.ensombl.com/apple<br /> Google Play: http://www.ensombl.com/google<br /> Desktop: https://www.ensombl.com/</p> <p>General Disclaimer – https://www.ensombl.com/disclaimer/</p>

<p>This week, Patrick is joined by Luke Modlmayr, Account Executive at Workato. They chat about how Workato's low-code no-code automation and AI capabilities can help businesses streamline processes, improve compliance and efficiency, and empower users to build complex workflows and integrations without coding.</p> <p>Luke Modlmayr LinkedIn: https://www.linkedin.com/in/lmodlmayr/<br /> Workato Website: https://www.workato.com/<br /> Luke's AI Video: https://www.linkedin.com/embed/feed/update/urn:li:ugcPost:7150654578265374722<br /> Patrick Gardner LinkedIn: https://www.linkedin.com/in/csba-patrick-gardner/</p> <p>Between Meetings with Matt Heine - Discover a podcast for wealth professionals: https://ensombl.com/go/20240308</p> <p>Join the Ensombl platform:<br /> App Store: http://www.ensombl.com/apple<br /> Google Play: http://www.ensombl.com/google<br /> Desktop: https://www.ensombl.com/</p> <p>General Disclaimer – https://www.ensombl.com/disclaimer/</p>

<p>James is a Partner and Financial Adviser at DW Private Wealth. He and James Wrigley discuss his journey from leaving the banking industry to starting his own planning firm, and his focuses on providing traditional advice and investment management services to retirees while organically growing his team.</p> <p>James Rawlings LinkedIn: https://www.linkedin.com/in/james-rawlings-1281072/<br /> DW Private Wealth LinkedIn: https://www.dwprivatewealth.com.au/</p> <p>Learn more about Macquarie ETFs and explore educational materials at https://ensombl.com/go/20240307</p> <p>Join the Ensombl platform:<br /> App Store: http://www.ensombl.com/apple<br /> Google Play: http://www.ensombl.com/google<br /> Desktop: https://www.ensombl.com/</p> <p>General Disclaimer – https://www.ensombl.com/disclaimer/</p>

<p>In this episode, Peita is joined by Patrick Gardner, Head of Technology at Collins SBA and the upcoming host of the AdviceTech Podcast! They discuss passing the baton, and talk about their technology stacks and strategies for improving client experiences and operational efficiencies in their practices.</p> <p>Patrick Gardner LinkedIn: https://www.linkedin.com/in/csba-patrick-gardner/<br /> Collins SBA Website: https://www.collinssba.com.au/<br /> Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/</p> <p>Between Meetings with Matt Heine - Discover a podcast for wealth professionals: https://ensombl.com/go/20240301</p> <p>Join the Ensombl platform:<br /> App Store: http://www.ensombl.com/apple<br /> Google Play: http://www.ensombl.com/google<br /> Desktop: https://www.ensombl.com/</p> <p>General Disclaimer – https://www.ensombl.com/disclaimer/</p>

<p>This week, James shares his experiences with TikTok and Instagram, and how advisors can use video marketing on social media platforms to build trust with potential clients and generate a high volume of inquiries.</p> <p>James Wrigley LinkedIn: https://www.linkedin.com/in/james-wrigley/<br /> TikTok: https://www.tiktok.com/@iamjameswrigley<br /> Instagram: https://www.instagram.com/iamjameswrigley/<br /> First Financial Website: http://www.firstfinancial.com.au/</p> <p>Learn more about Macquarie ETFs and explore educational materials at https://ensombl.com/go/20240229</p> <p>Join the Ensombl platform:<br /> App Store: http://www.ensombl.com/apple<br /> Google Play: http://www.ensombl.com/google<br /> Desktop: https://www.ensombl.com/</p> <p>General Disclaimer – https://www.ensombl.com/disclaimer/</p>

<p>This week, Peita is joined by Bernard Del Rey and Pat Spenner from Capital Preferences. They talk about behavioural science and how advisers can use it within risk profiling to deeply understand clients. The Capital Preferences risk profiler is modern, interactive, ethical and was developed by world leading behavioural economists.</p> <p>Peita and the guys also talk about research – the Capital Preferences research team has released several fascinating studies on equitable advice, sustainable investing and retirement income preferences of Australian investors.</p> <p>To access Capital Preferences research, check out their risk profiler and get your first month free, click here: https://hubs.la/Q02lRQmC0</p> <p>Capital Preferences Website: https://capitalpreferences.com.au/<br /> Bernard Del Rey LinkedIn: https://www.linkedin.com/in/bernard-del-rey-36b40212/<br /> Pat Spenner LinkedIn: https://www.linkedin.com/in/patrickspenner/<br /> Curiosity Corner (Snappy Kraken): https://snappykraken.com/state-of-digital?utm_source=website&utm_medium=homepage <br /> Peita Diamantidis Linkedin: https://www.linkedin.com/in/peitamd/ <br /> Send Peita a voice message here: https://www.speakpipe.com/PeitaD </p> <p>"Not So Odd Couples" Study: https://capitalpreferences.com/not-so-odd-couples-crafting-an-equitable-advice-experience-for-modern-couples</p> <p>A world of opportunity awaits you at Netwealth Investments Limited: https://ensombl.com/go/20240223</p> <p>Join the Ensombl platform:<br /> App Store: http://www.ensombl.com/apple<br /> Google Play: http://www.ensombl.com/google<br /> Desktop: https://www.ensombl.com/</p> <p>General Disclaimer – https://www.ensombl.com/disclaimer/</p>

<p>Tim is a Partner at FinConnect Advisory Group. He and James talk about succession planning for advice practices, including methods of valuing businesses, financing acquisitions, and cultural fit considerations in mergers and acquisitions.</p> <p>Tim Lane LinkedIn: https://www.linkedin.com/in/tim-lane-3513719/<br /> FinConnect Advisory Group Website: https://www.finconnectadvisorygroup.com.au/</p> <p>Learn more about Macquarie ETFs and explore educational materials at https://ensombl.com/go/20230222</p> <p>Join the Ensombl platform:<br /> App Store: http://www.ensombl.com/apple<br /> Google Play: http://www.ensombl.com/google<br /> Desktop: https://www.ensombl.com/</p> <p>General Disclaimer – https://www.ensombl.com/disclaimer/</p>

<p>This week, Peita is joined by Recep Peker, Founder and Managing Director at SuitabilityHub. They talk about the cloud-based research software that aims to help advisors to research and select investment platforms and products that best match their clients' needs, values, and preferences.</p> <p>Suitability Hub Website: https://www.suitabilityhub.com/ <br /> Recep Peker LinkedIn: https://www.linkedin.com/in/recep-peker/ <br /> Curiosity Corner (Gummy Search): https://gummysearch.com/product/ <br /> Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/ <br /> Send Peita a message here: https://www.speakpipe.com/PeitaD</p> <p>A world of opportunity awaits you at Netwealth Investments Limited: https://ensombl.com/go/20240216</p> <p>Join the Ensombl platform:<br /> App Store: http://www.ensombl.com/apple<br /> Google Play: http://www.ensombl.com/google<br /> Desktop: https://www.ensombl.com/</p> <p>General Disclaimer – https://www.ensombl.com/disclaimer/</p>

<p>Nicole is the Founder and Principal Financial Adviser at Stellar Wealth. She and James explore how she started her solo practice and using Tiktok for lead generation.</p> <p>Nicole Gardner LinkedIn: https://www.linkedin.com/in/nicole-gardner-cfp%C2%AE-1a2110188/<br /> Stellar Wealth Website: https://stellarwealth.com.au/</p> <p>For more information on Franklin Templeton connect with our team at https://ensombl.com/go/20240215</p> <p>Join the Ensombl platform:<br /> App Store: http://www.ensombl.com/apple<br /> Google Play: http://www.ensombl.com/google<br /> Desktop: https://www.ensombl.com/</p> <p>General Disclaimer – https://www.ensombl.com/disclaimer/</p>

<p>In this first episode, Peita is joined by Andrew Grinsell from Cooee Wealth Partners, Courtenay Walker from Fox and Hare Wealth, Jamie Ardern from Kofkin Bond & Co, and Nigel Baker from Arch Capital and Scientiam. They talk about researching and implementing new technology solutions into a practice to streamline processes and enhance the client experience.</p> <p>Andrew Grinsell LinkedIn: https://www.linkedin.com/in/cooeewealthandrewgrinsell<br /> Cooee Wealth Partners Website: https://www.cooeewealth.com.au/<br /> Fox and Hare Website: https://foxandharewealth.com/<br /> Jamie Ardern LinkedIn: https://www.linkedin.com/in/jamie-ardern-18076390/<br /> Kofkin Bond Website: https://www.kofkinbond.com.au/<br /> Nigel Baker LinkedIn: https://www.linkedin.com/in/nigel-baker-b25662/<br /> Arch Capital Website: https://www.archcapital.com.au/<br /> Scientiam Website: https://scientiam.com.au/<br /> Andrew Whelan LinkedIn: https://www.linkedin.com/in/andrew-whelan-72270a3/<br /> Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/</p> <p>Complete advice: financial planning software and investment platform all in one place https://ensombl.com/go/20240214</p> <p>Join the Ensombl platform:<br /> App Store: http://www.ensombl.com/apple<br /> Google Play: http://www.ensombl.com/google<br /> Desktop: https://www.ensombl.com/</p> <p>General Disclaimer – https://www.ensombl.com/disclaimer/</p>

<p>In this installment, Peita chats with Andrew Grinsell from Cooee Wealth Partners, Nigel Baker from Arch Capital and Scientiam, and Jamie Ardern from Kofkin Bond & Co. They discuss the benefits of introducing tech solutions into your business, along with the potential dangers of over relying on new software and not doing enough research.</p> <p>Andrew Grinsell LinkedIn: https://www.linkedin.com/in/cooeewealthandrewgrinsell<br /> Cooee Wealth Partners Website: https://www.cooeewealth.com.au/<br /> Nigel Baker LinkedIn: https://www.linkedin.com/in/nigel-baker-b25662/<br /> Arch Capital Website: https://www.archcapital.com.au/<br /> Scientiam Website: https://scientiam.com.au/<br /> Jamie Ardern LinkedIn: https://www.linkedin.com/in/jamie-ardern-18076390/<br /> Kofkin Bond Website: https://www.kofkinbond.com.au/<br /> Andrew Whelan LinkedIn: https://www.linkedin.com/in/andrew-whelan-72270a3/<br /> Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/</p> <p>Complete advice: financial planning software and investment platform all in one place https://ensombl.com/go/20240214</p> <p>Join the Ensombl platform:<br /> App Store: http://www.ensombl.com/apple<br /> Google Play: http://www.ensombl.com/google<br /> Desktop: https://www.ensombl.com/</p> <p>General Disclaimer – https://www.ensombl.com/disclaimer/</p>

<p>In this episode, Peita is joined once again by Andrew Grinsell, Nigel Baker and Courtenay Walker. They go over the process of selecting new technology for your practice, from the importance of defining needs, evaluating options thoroughly, involving your team, to prioritising functionality over aesthetics.</p> <p>Andrew Grinsell LinkedIn: https://www.linkedin.com/in/cooeewealthandrewgrinsell<br /> Cooee Wealth Partners Website: https://www.cooeewealth.com.au/<br /> Nigel Baker LinkedIn: https://www.linkedin.com/in/nigel-baker-b25662/<br /> Arch Capital Website: https://www.archcapital.com.au/<br /> Scientiam Website: https://scientiam.com.au/<br /> Fox and Hare Website: https://foxandharewealth.com/<br /> Andrew Whelan LinkedIn: https://www.linkedin.com/in/andrew-whelan-72270a3/<br /> Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/</p> <p>Complete advice: financial planning software and investment platform all in one place https://ensombl.com/go/20240214</p> <p>Join the Ensombl platform:<br /> App Store: http://www.ensombl.com/apple<br /> Google Play: http://www.ensombl.com/google<br /> Desktop: https://www.ensombl.com/</p> <p>General Disclaimer – https://www.ensombl.com/disclaimer/</p>

<p>In this episode, Peita is back with Courtenay Walker and Andrew Grinsell to discuss implementing new advicetech solutions, including the challenges around data migration, change management, involving clients, and ongoing support.</p> <p>Andrew Grinsell LinkedIn: https://www.linkedin.com/in/cooeewealthandrewgrinsell<br /> Cooee Wealth Partners Website: https://www.cooeewealth.com.au/<br /> Fox and Hare Website: https://foxandharewealth.com/<br /> Andrew Whelan LinkedIn: https://www.linkedin.com/in/andrew-whelan-72270a3/<br /> Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/</p> <p>Complete advice: financial planning software and investment platform all in one place https://ensombl.com/go/20240214</p> <p>Join the Ensombl platform:<br /> App Store: http://www.ensombl.com/apple<br /> Google Play: http://www.ensombl.com/google<br /> Desktop: https://www.ensombl.com/</p> <p>General Disclaimer – https://www.ensombl.com/disclaimer/</p>

<p>In this final installment, Peita is joined by Andrew Grinsell and Jamie Ardern. They wrap up the series with a conversation on how advice practices can optimise the ongoing utilisation and value extraction of advicetech solutions through continuous upgrades, staff training, process evolution, and data-driven decision making.</p> <p>Andrew Grinsell LinkedIn: https://www.linkedin.com/in/cooeewealthandrewgrinsell<br /> Cooee Wealth Partners Website: https://www.cooeewealth.com.au/<br /> Jamie Ardern LinkedIn: https://www.linkedin.com/in/jamie-ardern-18076390/<br /> Kofkin Bond Website: https://www.kofkinbond.com.au/<br /> Andrew Whelan LinkedIn: https://www.linkedin.com/in/andrew-whelan-72270a3/<br /> Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/</p> <p>Complete advice: financial planning software and investment platform all in one place https://ensombl.com/go/20240214</p> <p>Join the Ensombl platform:<br /> App Store: http://www.ensombl.com/apple<br /> Google Play: http://www.ensombl.com/google<br /> Desktop: https://www.ensombl.com/</p> <p>General Disclaimer – https://www.ensombl.com/disclaimer/</p>

<p>In this episode, host James Whelan takes a deep dive into contrarian investing, along with guests Ben Preston from Orbis Investments, and Morningstar's Ryan Murphy. Our experts discuss the behavioural theories underpinning contrarian investing and its performance characteristics during different market cycles. The processes used by contrarian investors to find value, and the importance of style diversification in portfolios, is also explored.</p> <p>Ryan Murphy LinkedIn: https://www.linkedin.com/in/ryan-murphy-77245b2/<br /> Orbis Investment LinkedIn: https://www.linkedin.com/company/orbis-investment-advisory/<br /> James Whelan LinkedIn: https://www.linkedin.com/in/james-whelan-68146036/</p> <p>Morningstar: Empowering Investor Success. https://ensombl.com/go/1-20240212</p> <p>Learn how investing differently can transform your clients' long-term wealth. https://ensombl.com/go/2-20240212</p> <p>Join the Ensombl platform:<br /> App Store: http://www.ensombl.com/apple<br /> Google Play: http://www.ensombl.com/google<br /> Desktop: https://www.ensombl.com/</p> <p>General Disclaimer – https://www.ensombl.com/disclaimer/</p>

<p>In this episode, Peita is joined by James Millard, Head Coach and Advisor at Sufficient Funds, and Tristan Bowman, Partner at Cameron Harrison. They take a look at Netwealth's "Humans and Machines" Report and discuss their insights on how financial advisors are leveraging AI to streamline business operations, enhance the client experience, and empower their teams while maintaining the important human element of financial advice.</p> <p>Netwealth's AdviceTech Page: https://www.netwealth.com.au/web/insights/netwealth-2023-advicetech/ <br /> Tristan Bowman LinkedIn: https://www.linkedin.com/in/tristan-bowman-085a3064/<br /> James Millard LinkedIn: https://www.linkedin.com/in/jamesmillard1/ <br /> Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/ <br /> Leave a voice message for Peita: https://www.speakpipe.com/PeitaD</p> <p>A world of opportunity awaits you at Netwealth Investments Limited: https://ensombl.com/go/20240209</p> <p>Join the Ensombl platform:<br /> App Store: http://www.ensombl.com/apple<br /> Google Play: http://www.ensombl.com/google<br /> Desktop: https://www.ensombl.com/</p> <p>General Disclaimer – https://www.ensombl.com/disclaimer/</p> <p> </p>

<p>Coral is the Founder and Director of See Me Aged Care Navigators. She and James talk about how advisors can work together with aged care navigators to help clients better navigate Australia's complex aged care system and access support programs that can keep older loved-ones independent at home for longer.</p> <p>Coral Wilkinson LinkedIn: https://www.linkedin.com/in/coral-see-me-aged-care-navigators/<br /> See Me Aged Care Navigators Website: https://www.seemeacn.com.au/</p> <p>For more information on Franklin Templeton connect with our team at https://ensombl.com/go/20240208</p> <p>Join the Ensombl platform:<br /> App Store: http://www.ensombl.com/apple<br /> Google Play: http://www.ensombl.com/google<br /> Desktop: https://www.ensombl.com/</p> <p>General Disclaimer – https://www.ensombl.com/disclaimer/</p>

<p>In today's episode, Peita is joined by Melanie Drago, Founder of Tanngo. They discuss how she started the support platform, its various features, and how it can be used to help in connecting with advisors, paraplanners and admin assistants.</p> <p>Tanngo Website: https://tanngo.com.au<br /> Melanie Drago LinkedIn: https://www.linkedin.com/in/melanie-drago-0046a6b/<br /> Curiosity Corner (Taskheat): https://eyen.fr/taskheat/ <br /> Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/ <br /> Send Peita a message here: https://www.speakpipe.com/PeitaD </p> <p>A world of opportunity awaits you at Netwealth Investments Limited: https://ensombl.com/go/20240202</p> <p>Join the Ensombl platform:<br /> App Store: http://www.ensombl.com/apple<br /> Google Play: http://www.ensombl.com/google<br /> Desktop: https://www.ensombl.com/</p> <p>General Disclaimer – https://www.ensombl.com/disclaimer/</p>

<p>Ash is the Senior Financial Advisor at True Wealth. He and James discuss his career journey from various roles in the financial advice industry to his current role, where he helps clients with superannuation, insurance, and investments while working remotely from home.</p> <p>Ash McAuliffe LinkedIn: https://www.linkedin.com/in/ashmcauliffe/<br /> True Wealth Website: https://www.truewealth.com.au/</p> <p>For more information on Franklin Templeton connect with our team at https://ensombl.com/go/20240201</p> <p>Join the Ensombl platform:<br /> App Store: http://www.ensombl.com/apple<br /> Google Play: http://www.ensombl.com/google<br /> Desktop: https://www.ensombl.com/</p> <p>General Disclaimer – https://www.ensombl.com/disclaimer/</p>

<p>In this first installment, Brendon is joined by Kathryn Creasy, Wealth Adviser and Principal at Capital Partners, and David Haintz, Partner at Merchant Investment Management and Principal at Global Adviser Alpha. They discuss using your investment philosophy to provide clients with confidence, along with looking at the post implementation relationship and what advisors can do to strengthen this.</p> <p>Kathryn Creasy LinkedIn: https://www.linkedin.com/in/kathryn-creasy/<br /> Capital Partners Website: https://capital-partners.com.au/<br /> David Haintz LinkedIn: https://www.linkedin.com/in/davidhaintz/<br /> Merchant Website: https://www.merchantim.com/<br /> Global Adviser Alpha Website: https://www.globaladviseralpha.com/<br /> SPIVA: https://www.spglobal.com/spdji/en/research-insights/spiva/<br /> DALBAR: https://www.dalbar.com/<br /> Brendon Vade LinkedIn: https://www.linkedin.com/in/brendonvade/</p> <p>To learn more about the Dimensional difference, visit https://ensombl.com/go/20240131</p> <p>Join the Ensombl platform:<br /> App Store: http://www.ensombl.com/apple<br /> Google Play: http://www.ensombl.com/google<br /> Desktop: https://www.ensombl.com/</p> <p>General Disclaimer – https://www.ensombl.com/disclaimer/</p>

<p>In this episode, Brendon sits down with David Swanwick, Head of Client Communications, EMEA and Vice President at Dimensional Fund Advisors. They discuss how advisors can best communicate with clients, taking into account the current market conditions and their long term goals.</p> <p>David Swanwick LinkedIn: https://www.linkedin.com/in/davidswanwick/<br /> Brendon Vade LinkedIn: https://www.linkedin.com/in/brendonvade/</p> <p>To learn more about the Dimensional difference, visit https://ensombl.com/go/20240131</p> <p>Join the Ensombl platform:<br /> App Store: http://www.ensombl.com/apple<br /> Google Play: http://www.ensombl.com/google<br /> Desktop: https://www.ensombl.com/</p> <p>General Disclaimer – https://www.ensombl.com/disclaimer/</p>

<p>In this episode, Brendon talks with Kelsey Dent and Teneale Laister from Alman Partners. They discuss dealing with market turmoil, and the ways advisors can guide clients through this.</p> <p>Kelsey Dent LinkedIn: https://www.linkedin.com/in/kelsey-dent-b241a5182/<br /> Teneale Laister LinkedIn: https://www.linkedin.com/in/teneale-laister-4a3a3850/<br /> Alman Partners Website: https://www.alman.com.au/<br /> Brendon Vade LinkedIn: https://www.linkedin.com/in/brendonvade/</p> <p>To learn more about the Dimensional difference, visit https://ensombl.com/go/20240131</p> <p>Join the Ensombl platform:<br /> App Store: http://www.ensombl.com/apple<br /> Google Play: http://www.ensombl.com/google<br /> Desktop: https://www.ensombl.com/</p> <p>General Disclaimer – https://www.ensombl.com/disclaimer/</p>

<p>In this final episode, Brendon is joined by Paul Turner, Head of Advisor Group, Australia and Vice President at Dimensional Fund Advisors. They discuss improving client relationships through security, peace of mind, and understanding their personal situation.</p> <p>Paul Turner LinkedIn: https://www.linkedin.com/in/pturnersydney/<br /> Brendon Vade LinkedIn: https://www.linkedin.com/in/brendonvade/</p> <p>To learn more about the Dimensional difference, visit https://ensombl.com/go/20240131</p> <p>Join the Ensombl platform:<br /> App Store: http://www.ensombl.com/apple<br /> Google Play: http://www.ensombl.com/google<br /> Desktop: https://www.ensombl.com/</p> <p>General Disclaimer – https://www.ensombl.com/disclaimer/</p>

<p>In this episode, our host James Whelan sets out with Jody Fitzgerald of Morningstar and David Macri of Mason Stevens to navigate a way through the current economic cycle. With rapid interest rate increases failing to quell economic activity as anticipated, our experts look at how market expectations are being reset and the implications for different asset classes.</p> <p>Jody Fitzgerald LinkedIn: https://www.linkedin.com/in/jody-fitzgerald/<br /> David Macri LinkedIn: https://www.linkedin.com/in/david-macri-cfa-30a2902/<br /> James Whelan LinkedIn: https://www.linkedin.com/in/james-whelan-68146036/</p> <p>Morningstar: Empowering Investor Success. https://ensombl.com/go/1-20240129</p> <p>To learn more about Mason Stevens Outsourced CIO services, contact us: https://ensombl.com/go/2-20240129</p> <p>Join the Ensombl platform:<br /> App Store: http://www.ensombl.com/apple<br /> Google Play: http://www.ensombl.com/google<br /> Desktop: https://www.ensombl.com/</p> <p>General Disclaimer – https://www.ensombl.com/disclaimer/</p>

<p>In this episode, Peita is joined once again by Anne-Marie Esler, Co-Founder and Co-CEO Padua Solutions. She gives an update on the Padua software and website since their last appearance on the podcast, and preview what's in store for the future.</p> <p>Padua Website: https://www.paduasolutions.com/<br /> Anne-Marie Esler LinkedIn: https://www.linkedin.com/in/anne-marie-esler-cfp-b04ab686/<br /> Original Padua episode: https://ensombl.com/podcasts/advicetech23/<br /> Curiosity Corner (Forekast) Website: https://forekast.com/<br /> Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/</p> <p>A world of opportunity awaits you at Netwealth Investments Limited: https://ensombl.com/go/20240126</p> <p>Join the Ensombl platform:<br /> App Store: http://www.ensombl.com/apple<br /> Google Play: http://www.ensombl.com/google<br /> Desktop: https://www.ensombl.com/</p> <p>General Disclaimer – https://www.ensombl.com/disclaimer/</p>

<p>Kris is a Financial Adviser at McQueen Group. He and James chat about his career journey from pharmacist to financial advisor and his plans to continue growing his client base and team as the head of McQueen Group's Brisbane office.</p> <p>Kris Chapman LinkedIn: https://www.linkedin.com/in/kris-chapman-12382a43/<br /> McQueen Group Website: https://www.mcqueengroup.com.au/</p> <p>Join the North Retirement Space on Ensombl. https://ensombl.com/go/20240125</p> <p>Join the Ensombl platform:<br /> App Store: http://www.ensombl.com/apple<br /> Google Play: http://www.ensombl.com/google<br /> Desktop: https://www.ensombl.com/</p> <p>General Disclaimer – https://www.ensombl.com/disclaimer/</p>

<p>This week, Peita is joined by Racheal Collogan, Business Development Manager at Netwealth. They explore the opportunities and challenges of artificial intelligence in the advice industry, focusing on how advisors can start leveraging AI tools to improve their businesses and better serve clients.</p> <p>Netwealth's Advicetech page: https://www.netwealth.com.au/web/insights/netwealth-2023-advicetech/ <br /> Racheal Collogan Linkedin: https://www.linkedin.com/in/rachealcollogan/<br /> Peita Diamantidis Linkedin: https://www.linkedin.com/in/peitamd/ <br /> Leave a voice message for Peita: https://www.speakpipe.com/PeitaD </p> <p>A world of opportunity awaits you at Netwealth Investments Limited: https://ensombl.com/go/20240119</p> <p>Join the Ensombl platform:<br /> App Store: http://www.ensombl.com/apple<br /> Google Play: http://www.ensombl.com/google<br /> Desktop: https://www.ensombl.com/</p> <p>General Disclaimer – https://www.ensombl.com/disclaimer/</p>

<p>John is the Senior Financial Adviser and Director at Apex Advice. He and James discuss how he started Apex Advice, the team he's built, and why he decided to target younger accumulator clients with an ongoing engagement model rather than focusing on one-off advice.</p> <p>John Manserra LinkedIn: https://www.linkedin.com/in/john-manserra/<br /> Apex Advice Website: https://apexadvice.com.au/</p> <p>Join the North Retirement Space on Ensombl. https://ensombl.com/go/20240118</p> <p>Join the Ensombl platform:<br /> App Store: http://www.ensombl.com/apple<br /> Google Play: http://www.ensombl.com/google<br /> Desktop: https://www.ensombl.com/</p> <p>General Disclaimer – https://www.ensombl.com/disclaimer/</p>

<p>Host James Whelan is joined by PIMCO's Robert Mead and Morningstar's James Foot to answer the big advisor questions about fixed income. Following the tumult of 2022, our experts explore whether the big bond market reset is over, pondering the role for bonds in growth portfolios, the benefits of active fixed income management, and how to give clients the confidence to re-enter FI markets.</p> <p>James Foot LinkedIn: <a href= "https://www.linkedin.com/in/james-foot-b8609b20/">https://www.linkedin.com/in/james-foot-b8609b20/</a><br /> Robert Mead LinkedIn: <a href= "https://www.linkedin.com/in/rob-mead-a7b200109/">https://www.linkedin.com/in/rob-mead-a7b200109/</a><br /> James Whelan LinkedIn: https://www.linkedin.com/in/james-whelan-68146036/</p> <p>Morningstar: Empowering Investor Success. https://ensombl.com/go/1-20240115</p> <p>Find out more about PIMCO's active approach to fixed income investing, visit https://ensombl.com/go/2-20240115</p> <p>Join the Ensombl platform:<br /> App Store: http://www.ensombl.com/apple<br /> Google Play: http://www.ensombl.com/google<br /> Desktop: https://www.ensombl.com/</p> <p>General Disclaimer – https://www.ensombl.com/disclaimer/</p>

<p>This week, Peita is joined by Anthony Lyon, Founder at iComply2. They discuss the development and potential of Advice GPT, the challenges in advice production and reviewing, the limitations of chat-based AI, and the continuing importance of human advisors.</p> <p>AdviceGPT Website: https://www.icomply2.com.au/advicegpt <br /> Anthony Lyon: https://www.linkedin.com/in/anthony-lyon-2463446a<br /> Original iComply episode: https://ensombl.com/podcasts/advicetech19<br /> Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/ </p> <p>A world of opportunity awaits you at Netwealth Investments Limited: https://ensombl.com/go/20231215</p> <p>Join the Ensombl platform:<br /> App Store: http://www.ensombl.com/apple<br /> Google Play: http://www.ensombl.com/google<br /> Desktop: https://www.ensombl.com/</p> <p>General Disclaimer – https://www.ensombl.com/disclaimer/</p>

<p>David is the Managing Director at Optimum Pensions. He and James discuss the history and evolution of lifetime pensions and annuities in Australia, and how new legislation has enabled better lifetime income products.</p> <p>David Orford LinkedIn: https://www.linkedin.com/in/david-orford/<br /> Optimum Pensions Website: https://www.optimumpensions.com.au/</p> <p>Join the North Retirement Space on Ensombl. https://ensombl.com/go/20231214</p> <p>Join the Ensombl platform:<br /> App Store: http://www.ensombl.com/apple<br /> Google Play: http://www.ensombl.com/google<br /> Desktop: https://www.ensombl.com/</p> <p>General Disclaimer – https://www.ensombl.com/disclaimer/</p>

<p>In this episode, Peita is joined by Charlie Westerman, Co-Founder & CEO of Personr. They talk about how Personr uses AI technology to simplify identity verification for businesses and individuals, while remaining secure and compliant.</p> <p>Personr Website: https://www.personr.co/<br /> Charlie Westerman: https://www.linkedin.com/in/charlie-westerman/<br /> Curiosity Corner (Wonderplan ): https://wonderplan.ai/ <br /> Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/</p> <p>A world of opportunity awaits you at Netwealth Investments Limited: https://ensombl.com/go/20231208</p> <p>Join the Ensombl platform:<br /> App Store: http://www.ensombl.com/apple<br /> Google Play: http://www.ensombl.com/google<br /> Desktop: https://www.ensombl.com/</p> <p>General Disclaimer – https://www.ensombl.com/disclaimer/</p>

<p>Aaron is a Financial Planner and Mortgage Broker at EK Financial Group. He and James talk about EK Financial Group's evolution to a fee-for-service model, emphasising the value of financial advice, holistic wealth management, and networking benefits, including the Top of the Table conference for top-performing advisors.</p> <p>Aaron Kane LinkedIn: https://www.linkedin.com/in/aaron-kane-58a94744/<br /> EK Financial Group Website: https://ekfinancialgroup.com.au/</p> <p>Join the North Retirement Space on Ensombl. https://ensombl.com/go/20231207</p> <p>Join the Ensombl platform:<br /> App Store: http://www.ensombl.com/apple<br /> Google Play: http://www.ensombl.com/google<br /> Desktop: https://www.ensombl.com/</p> <p>General Disclaimer – https://www.ensombl.com/disclaimer/</p>