Ensombl Advice Australia

<p>Bree is the General Manager at Blueprint Wealth. She and Andrew discuss how she's grown her practice over twenty-two years through defining roles, nurturing staff, and focusing on how to best serve their clients.</p> <p>Bree Stevens LinkedIn: https://www.linkedin.com/in/bree-stevens-78969b34/<br /> Blueprint Wealth Website: https://www.bpwealth.com.au/</p> <p>Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/20231205</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>Mason Stevens' CIO Jacqui Fernley joins Jody Fitzgerald from Morningstar and host James Whelan to take a practical look at investment committees. As the investing environment becomes more complex, and the demands on advisors increase, there is a growing appreciation of how investment committees can deliver stronger governance, access to broader investment expertise, and ultimately, better client outcomes.</p> <p>Jody Fitzgerald LinkedIn: https://www.linkedin.com/in/jody-fitzgerald/<br /> Jacqueline Fernley LinkedIn: https://www.linkedin.com/in/jacqueline-fernley-cfa-cew-member-gaicd-2a8845b/<br /> James Whelan LinkedIn: https://www.linkedin.com/in/james-whelan-68146036/</p> <p>Morningstar: Empowering Investor Success. https://ensombl.com/go/1-20231204</p> <p>To learn more about Mason Stevens Outsourced CIO services, contact us: https://ensombl.com/go/2-20231204</p> <p>Join the Ensombl platform:<br /> App Store: http://www.ensombl.com/apple<br /> Google Play: http://www.ensombl.com/google<br /> Desktop: https://www.ensombl.com/</p> <p>General Disclaimer – https://www.ensombl.com/disclaimer/</p>

<p>In this episode, Peita talks to Mickael Roger, Co-Founder and Co-CEO at PropHero. They explore the property investment platform and its features, and how PropHero uses data and AI to help clients invest in property, while also working with financial advisors to provide their clients with transparent property investment solutions.</p> <p>PropHero Website: https://prophero.com.au/ <br /> Mickael Roger LinkedIn: https://www.linkedin.com/in/mickaelyroger/<br /> Curiosity Corner (Famewall): https://famewall.io/ <br /> Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/</p> <p>A world of opportunity awaits you at Netwealth Investments Limited: https://ensombl.com/go/20231201</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>Billy is a Financial Adviser at Link Wealth Group. They talk about social media marketing, and how he managed to spent three back-to-back ski season's overseas while contract paraplanning.</p> <p>Billy Norman LinkedIn: https://www.linkedin.com/in/billynormanfp/<br /> Link Wealth Group Website: https://www.linkwealth.com.au/</p> <p>Join the North Retirement Space on Ensombl. https://ensombl.com/go/20231130</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, Sacha is joined by Anita Muecke, Owner of AVA Insurance Consulting Group. They discuss setting up an insurance policy for success through getting comfortable with difficult medical conversations, managing client expectations throughout the process, and by finding the value in the insurance policy over its lifetime.</p> <p>Anita Muecke LinkedIn: https://www.linkedin.com/in/anitamuecke/<br /> AVA Insurance Consulting Group Website: https://avaicg.com.au/<br /> Sacha Loutkovsky LinkedIn: https://www.linkedin.com/in/sachaloutkovsky/</p> <p>To learn more about how TAL can support your business, please visit https://ensombl.com/go/20231129</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>Hayden is an Investment and Personal Insurance Adviser at Poole and Partners Investment Services. He and Sacha talk about how to ensure a client's insurance policy remains in force, given the cost of living pressures and increasing insurance premiums.</p> <p>Hayden White LinkedIn: https://www.linkedin.com/in/haydenwhite/<br /> Poole and Partners Website: https://pooleandpartners.com.au/<br /> Sacha Loutkovsky LinkedIn: https://www.linkedin.com/in/sachaloutkovsky/</p> <p>To learn more about how TAL can support your business, please visit https://ensombl.com/go/20231129</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, Sacha is joined by Alex Braun, Principal and Owner of Halstead Financial Services, and Andrew Morrison, General Manager of Retail Sales at TAL Australia. They discuss using the claims experience to differentiate your client experience, including developing a clear claim process, and by maintaining positive communication with your clients.</p> <p>Alex Braun LinkedIn: https://www.linkedin.com/in/abraunlifeinsurancespecialist/<br /> Halstead Financial Services Website: https://halsteadfs.com.au/<br /> Andrew Morrison LinkedIn: https://www.linkedin.com/in/andrew-morrison-060482a/<br /> Sacha Loutkovsky LinkedIn: https://www.linkedin.com/in/sachaloutkovsky/</p> <p>To learn more about how TAL can support your business, please visit https://ensombl.com/go/20231129</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, Sacha talks with Glenn Baird, Head of Mental Health at TAL Australia. They talk about mental health and well-being in the workplace, how advisors can manage their own mental health, and how they can help their clients in the event of a claim or stressful circumstance.</p> <p>Glenn Baird LinkedIn: https://www.linkedin.com/in/glenn-baird-1781a181/<br /> TAL Australia Website: https://www.tal.com.au/<br /> Sacha Loutkovsky LinkedIn: https://www.linkedin.com/in/sachaloutkovsky/</p> <p>To learn more about how TAL can support your business, please visit https://ensombl.com/go/20231129</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 Michael Bova and Belinda Dalton from Family Wealth Advisory. They discuss the evolution and future vision of Family Wealth Advisory, from its culture and team to client onboarding and tech stack.</p> <p>Michael Bova LinkedIn: https://www.linkedin.com/in/michael-bova-1ba2724/<br /> Belinda Dalton LinkedIn: https://www.linkedin.com/in/belinda-dalton-603612146/<br /> Family Wealth Advisory Website: https://www.familywealthadvisory.com.au/<br /> The WID Factor: https://www.thewidfactor.com/</p> <p>Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/20231128</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 Alexandra Brown, Co-Founder and Head of Research at Altiorem. They chat about how the Altiorem sustainable finance library and advocacy platform helps financial advisors and their clients learn more about ethical investing and direct investments towards sustainability issues.</p> <p>Altiorem Website: https://altiorem.org/ <br /> Alexandra Brown LinkedIn: https://www.linkedin.com/in/ethicalinvest/<br /> Curiosity Corner (Waterdo): https://waterdo.seekrtech.com/en/<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/20231124</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>Leanne is a Financial Adviser and Director at 2020 Wealth. She and James chat about how she started her practice during the COVID-19 lockdowns in Melbourne, and how she has grown the business through community involvement and social media marketing.</p> <p>Leanne Bielik LinkedIn: https://www.linkedin.com/in/leanne-bielik/<br /> 2020 Wealth: https://2020-wealth-pty-ltd.business.site/</p> <p>Join the North Retirement Space on Ensombl. https://ensombl.com/go/20231123</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 Denis Konoplev and Alex Gassner from Paraplanner.ai. They discuss how the Paraplanner.ai tool aims to automate tasks for financial advisors in order to free up their time to focus on clients, as well as the potential opportunities of adopting such a tool.</p> <p>Paraplanner.ai Website: https://www.paraplanner.ai/ <br /> Denis Konoplev LinkedIn: https://www.linkedin.com/in/onedenisk/<br /> Alex Gassner LinkedIn: https://www.linkedin.com/in/alex-775gj6h/<br /> Curiosity Corner (Sleeptown): https://sleeptown.seekrtech.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/20231117</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>Nicola is a Senior Financial Adviser at FMD Financial. She and James talk about her journey through the planning world, from her initial career change inspired by her father's health issues to her current role as a Senior Advisor and involvement in providing pro bono advice to those in need through her role as Chair of the Pro Bono Financial Advice Network.</p> <p>Nicola Beswick LinkedIn: https://www.linkedin.com/in/nicola-beswick-financialplanner/<br /> Nicola Beswick Website: https://www.nicolabeswick.com/<br /> FMD Financial Website: https://www.fmd.com.au/<br /> Pro Bono Financial Advice Network Website: https://www.probonoadvice.com.au/</p> <p>Join the North Retirement Space on Ensombl. https://ensombl.com/go/20231116</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, Dean is joined by Simon Cammiss, Founder and Wealth Adviser at Wealthyer, and Shachar Kariv, Co-Founder and Chief Scientist at Capital Preferences. They discuss how revealed preference methods can help financial advisors better understand their clients' risk profiles and preferences over time to provide tailored advice that meets their goals.</p> <p>Simon Cammiss LinkedIn: https://www.linkedin.com/in/simoncammiss/<br /> Wealthyer Website: https://wealthyer.com.au/<br /> Shachar Kariv Profile: https://www.econ.berkeley.edu/faculty/825<br /> Capital Preferences Website: https://www.capitalpreferences.com/<br /> Dean Holmes LinkedIn: https://www.linkedin.com/in/dean-holmes-financial-adviser-coach-the-wealth-network</p> <p>To start boosting your business with revealed preference methods, visit Capital Preferences. https://ensombl.com/go/20231115</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, Dean talks with Mark Pearson, Senior Financial Advisor at Innovative Wealth Solutions, and Pat Spenner, Head of Marketing and Strategy at Capital Preferences. They discuss managing risk preferences in couples, and the importance of facilitating open communication and making systematic changes in the advice process to ensure both partners feel understood and included.</p> <p>Mark Pearson LinkedIn: https://www.linkedin.com/in/mark-pearson-a4ba0a117/<br /> Innovative Wealth Solutions Website: https://www.iwsonline.com.au/<br /> Pat Spenner LinkedIn: https://www.linkedin.com/in/patrickspenner/<br /> Capital Preferences Website: https://www.capitalpreferences.com/<br /> Dean Holmes LinkedIn: https://www.linkedin.com/in/dean-holmes-financial-adviser-coach-the-wealth-network</p> <p>To start boosting your business with revealed preference methods, visit Capital Preferences. https://ensombl.com/go/20231115</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, Dean sits down with Adam Drinkwater, Senior Adviser and Partner at Treysta Wealth, and Bernard Del Rey, CEO and Founder at Capital Preferences. They discuss sustainable investing preferences, including key conversations with clients, research and education for both advisors and their clients, and some of the biggest industry challenges in delivering this advice.</p> <p>Adam Drinkwater LinkedIn: https://www.linkedin.com/in/adam-drinkwater-a8944b70/<br /> Treysta Wealth Website: https://www.treystawealth.com.au/<br /> Bernard Del Rey LinkedIn: https://www.linkedin.com/in/bernard-del-rey-36b40212/<br /> Capital Preferences Website: https://www.capitalpreferences.com/<br /> Dean Holmes LinkedIn: https://www.linkedin.com/in/dean-holmes-financial-adviser-coach-the-wealth-network</p> <p>To start boosting your business with revealed preference methods, visit Capital Preferences. https://ensombl.com/go/20231115</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, Dean talks with Louise Parker, Principal at Financial Lifestyle Managers. The talk about how a client's risk preference can change over time, the challenges of self-reporting and detecting changing risk preferences, and how to engage clients in a more continuous and light-touch manner, rather than relying solely on annual reviews.</p> <p>Louise Parker LinkedIn: https://www.linkedin.com/in/louise-p-54716b43/<br /> Financial Lifestyle Managers Website: https://flm.com.au/<br /> Dean Holmes LinkedIn: https://www.linkedin.com/in/dean-holmes-financial-adviser-coach-the-wealth-network</p> <p>To start boosting your business with revealed preference methods, visit Capital Preferences. https://ensombl.com/go/20231115</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 Unpacked, Andrew and Sue revisit the next handful of episodes and highlight the standout elements that impressed them the most.</p> <p>Elixir Consulting Website: https://elixirconsulting.com.au/<br /> RI Advice Website: https://rilowerhunter.com.au/<br /> Fitzpatricks Private Wealth Website: https://fitz.com.au/<br /> Lifebid Website: https://lifebid.com.au/<br /> MBS Insurance Website: https://mbsinsurance.com.au/<br /> Centaur Financial Services Website: https://centaurfinancial.com.au/<br /> The Great Game of Business: https://www.greatgame.com/</p> <p>Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/20231114</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 Dean Holmes, Co-Founder of the Wealth Network. They talk about how Microsoft 365 offers several security, productivity and collaboration tools that businesses are already paying for but often underutilise, such as security scores, attack simulations, file tagging in SharePoint, remote device management, and the upcoming AI assistant Copilot.</p> <p>Microsoft 365: https://www.microsoft.com/en-au/microsoft-365<br /> The Wealth Network Website: https://www.wealthnetwork.net.au/<br /> Dean Holmes LinkedIn: https://www.linkedin.com/in/dean-holmes-financial-adviser-coach-the-wealth-network/<br /> Curiosity Corner (TripIt): https://www.tripit.com/web<br /> Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/</p> <p>Zoom Terms and Conditions Post: https://www.linkedin.com/posts/dean-holmes-financial-adviser-coach-the-wealth-network_i-must-confess-i-have-never-been-a-fan-of-activity-7100031983203880960-noGt/<br /> Edge Copilot Post: https://www.linkedin.com/posts/dean-holmes-financial-adviser-coach-the-wealth-network_edge-copilot-gamechanger-activity-7122025825792638976-uBTn/</p> <p>A world of opportunity awaits you at Netwealth Investments Limited: https://ensombl.com/go/20231110</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 Founder and CEO of AFA Group Wealth. He and James discuss how he transformed his financial planning business into a coaching-focused model that aims to provide highly engaged client experiences through a combination of in-person and online interactions.</p> <p>John Cachia LinkedIn: https://www.linkedin.com/in/johncachia-moneywealthadviser/<br /> AFA Group Wealth Website: https://www.afagroupwealth.com.au/</p> <p>Discover how HOPE Housing is reshaping the property investment landscape and making a difference at https://ensombl.com/go/20231109</p> <p>Join the Ensombl platform:<br /> App Store: http://www.ensombl.com/apple<br /> Google Play: http://www.ensombl.com/google<br /> Desktop: https://www.ensombl.com/</p> <p>General Disclaimer – https://www.ensombl.com/disclaimer/</p>

<p>This week, Andrew is joined by Alysia Laird, Principal Adviser at Zebra Tailored Wealth. They take a peek under the hood of her practice, and talk about how she expanded her solo practice, the technology they use to provide visual advice to clients, and her plans to continue growing the business.</p> <p>Alysia Laird LinkedIn: https://www.linkedin.com/in/alysialaird/<br /> Zebra Tailored Wealth Website: https://zebratailoredwealth.com.au/<br /> Alisdair Barr LinkedIn: https://www.linkedin.com/in/alisdairbarr/<br /> Security In Depth: https://securityindepth.com.au/</p> <p>Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/20231107</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 is joined by Jody Fitzgerald of Morningstar and Liam Donohue from Lennox Capital Partners to discuss Small Caps. Our experts go under the hood, exploring the characteristics of small cap companies, the role they can play in a portfolio, and the outlook for the sector.</p> <p>Jody Fitzgerald LinkedIn: https://www.linkedin.com/in/jody-fitzgerald/<br /> Liam Donohue LinkedIn: https://www.linkedin.com/in/liam-donohue-1890a777/<br /> James Whelan LinkedIn: https://www.linkedin.com/in/james-whelan-68146036/</p> <p>Morningstar: Empowering Investor Success. https://ensombl.com/go/1-20231106</p> <p>Visit our website to learn more about Lennox Capital Partners. https://ensombl.com/go/2-20231106</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 Fraser Jack, Founder of The Cyber Collective. They chat about how The Cyber Collective provides ongoing cybersecurity education and training to help financial advisors and their teams build secure practices and habits to protect client data.</p> <p>Cyber Collective Website: https://www.thecybercollective.com.au/<br /> Fraser Jack LinkedIn: https://www.linkedin.com/in/fraserjack123/<br /> Curiosity Corner (Fake You): https://fakeyou.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/20231103</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>Conaill is the Founder of What If Advice, the Managing Director of Cobalt Advisers and Beryllium Advisers, and the Director and Shadow GM at The Adviser Games. He and James discuss his licensing business and financial advice business, and how he wanted to challenge the standard PD Day by creating The Adviser Games.</p> <p>Conaill Keniry LinkedIn: https://www.linkedin.com/in/conaill-keniry-b8022a14/<br /> The Adviser Games Website: https://www.theadvisergames.com.au/</p> <p>Discover how HOPE Housing is reshaping the property investment landscape and making a difference at https://ensombl.com/go/20231102</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>Angie is the Director and General Manager at CBD Advisory. She and Andrew talk about how she got started in the financial planning world, how she's grown the business since starting out, along with leadership, empowerment, and collaboration to build a stronger team.</p> <p>Angie Menendez LinkedIn: https://www.linkedin.com/in/angie-menendez-12644427/<br /> CBD Advisory Website: https://www.cbdadvisory.com.au/<br /> ASVW Financial Services: https://asvwfs.com.au/<br /> Real Business Matters: https://realbusinessmatters.com.au/<br /> One Minute Manager: https://www.amazon.com.au/Minute-Manager-Kenneth-Blanchard-Ph-D/dp/074350917X</p> <p>Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/20231031</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 Ray and Daniel Tubman from HeirWealth. They take a deep dive into the wealth management platform for families and how it can be used to simplify organising family assets and information.</p> <p>HeirWealth Website: https://www.heirwealth.com/<br /> Ray Tubman LinkedIn: https://www.linkedin.com/in/ray-tubman-550aab6/<br /> Daniel Tubman LinkedIn: https://www.linkedin.com/in/daniel-tubman-2a190a193 <br /> Curiosity Corner (Forgotify): https://forgotify.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/20231027</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>Lionel is the Founder and Principal of Purpose Planning. He joins James to chat about how he went from football to financial advice, why he believes in-person conversations are more effective than virtual, and the strategies he uses to create greater efficiency in his practice. </p> <p>Lionel O'Mally LinkedIn: https://www.linkedin.com/in/lionelomally/<br /> Purpose Planning Website: https://www.purposeplanning.com.au/</p> <p>Discover how HOPE Housing is reshaping the property investment landscape and making a difference at https://ensombl.com/go/20231026</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 talks with David Haintz, Partner at Merchant Investment Management and Principal at Global Adviser Alpha. They discuss his career in financial planning, the Merchant Group's approach to partnering with advice practices, and his vision for continued growth in the Australian financial advice industry.</p> <p>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/</p> <p>Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/20231024</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 talks all things infrastructure with Morningstar's Bianca Rose, and Charles Hamieh from ClearBridge Investments. In this lively and engaging conversation, our experts explore different types of infrastructure, its performance characteristics across different economic and political cycles, and the options for accessing investable infrastructure.</p> <p>Bianca Rose LinkedIn: https://www.linkedin.com/in/bianca-rose/<br /> Charles Hamieh LinkedIn: https://www.linkedin.com/in/charles-hamieh-9b777619/<br /> James Whelan LinkedIn: https://www.linkedin.com/in/james-whelan-68146036/</p> <p>Morningstar: Empowering Investor Success. https://ensombl.com/go/1-20231023</p> <p>For more information on ClearBridge Investments contact our team here https://ensombl.com/go/2-20231023</p> <p>Join the Ensombl platform:<br /> App Store: http://www.ensombl.com/apple<br /> Google Play: http://www.ensombl.com/google<br /> Desktop: https://www.ensombl.com/</p> <p>General Disclaimer – https://www.ensombl.com/disclaimer/</p>

<p>This week, Peita talks with Vincent Holland, Head of Sales and Business Development of Plutosoft. He gives an update on how the Plutosoft tool has evolved over the previous year, including new features and what's planned for the near future.</p> <p>Plutosoft Website: https://www.plutosoft.com.au/ <br /> Vincent Holland LinkedIn: https://www.linkedin.com/in/vincent-holland-6b50ab62/<br /> Original Plutosoft episode: https://ensombl.com/podcasts/advicetech2/ <br /> Curiosity Corner (Data GIF Maker) website: https://datagifmaker.withgoogle.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/20231020</p> <p>Join the Ensombl platform:<br /> App Store: http://www.ensombl.com/apple<br /> Google Play: http://www.ensombl.com/google<br /> Desktop: https://www.ensombl.com/</p> <p>General Disclaimer – https://www.ensombl.com/disclaimer/</p>

<p>Chris is the Director, a Retirement Planner and Financial Advisor at CY Financial Advice. He and Clayton chat about the Certified Independent Financial Advisers Association (CIFAA), trends and the benefits of self-licensing and the growth of individually licensed advisor, and the common barriers that prevent advisors from becoming independent.</p> <p>Chris Young LinkedIn: https://www.linkedin.com/in/chrisyoungcyfa/<br /> CY Financial Advice Website: https://cyfinancialadvice.com.au/<br /> CIFAA Website: https://cifaa.asn.au/</p> <p>Discover how HOPE Housing is reshaping the property investment landscape and making a difference at https://ensombl.com/go/20231019</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, Ryan speaks to Amie Baker, Director, Financial Adviser and Certified Money Coach at Rekab Advice and Centsability. They discuss the importance of financial wellness and managing client expectations, and the role advisors have in facilitating this.</p> <p>Amie Baker LinkedIn: https://www.linkedin.com/in/amie-baker-10975828/<br /> Rekab Advice Website: https://rekabadvice.com.au/<br /> Centsability Website: https://centsability.net.au/<br /> Ryan Watson LinkedIn: https://www.linkedin.com/in/r-watson/</p> <p>Vivo by MLC Life Insurance - Supporting you and your clients through life's journey. Visit https://ensombl.com/go/20231018</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, Ryan is joined by Harry and Tristan from Purpose Advisory. They talk about how mental health interlinked with physical and financial health, and how advisors can identify when a client may be struggling.</p> <p>Harry Goldberg LinkedIn: https://www.linkedin.com/in/harry-goldberg/<br /> Tristan Scifo LinkedIn: https://www.linkedin.com/in/tristanscifo/<br /> Purpose Advisory Website: https://purposeadvisory.com.au/<br /> Ryan Watson LinkedIn: https://www.linkedin.com/in/r-watson/</p> <p>Vivo by MLC Life Insurance - Supporting you and your clients through life's journey. Visit https://ensombl.com/go/20231018</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, Ryan chats with Tim Henry, Financial Advisor and Owner at Aspire Its Your Life. They discuss incorporating well-being into your advice offering, and how it can build more meaningful relationships with clients and differentiate you in the market.</p> <p>Tim Henry LinkedIn: https://www.linkedin.com/in/henrytim/<br /> Aspire Planning Website: https://www.aspireplanning.com.au/<br /> Ryan Watson LinkedIn: https://www.linkedin.com/in/r-watson/</p> <p>Vivo by MLC Life Insurance - Supporting you and your clients through life's journey. Visit https://ensombl.com/go/20231018</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 the last episode in this series, Ryan talks to Marshall Ross, Risk and Strategy Advice Manager at MLC Life Insurance. They talk about "staying on top of your game" and looking after your own mental health when dealing with clients, and the impact an advisor can make to a client's world when they're performing optimally.</p> <p>Marshall Ross LinkedIn: https://www.linkedin.com/in/marshall-ross/<br /> MLC Insurance Website: https://www.mlcinsurance.com.au/<br /> Ryan Watson LinkedIn: https://www.linkedin.com/in/r-watson/</p> <p>Vivo by MLC Life Insurance - Supporting you and your clients through life's journey. Visit https://ensombl.com/go/20231018</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 of the Engine Room Unpacked, Andrew and Sue revisit the next handful of episodes and discuss the key elements that impressed them the most.</p> <p>Since we recorded this episode, Elixir have secured 5 scholarships for the Practice Managers course via the Women in Finance and Economics Scholarship Program. If you - or someone you know - would love to do the course to assist them to enter, re-enter and achieve leadership roles across financial services, but can't afford the $2,500 fee (able to demonstrate financial need), they can apply for one of the scholarships through the FAAA. Details are all on the website.</p> <p>The Practice Managers Training Program: https://elixirconsulting.com.au/practice-manager-training-program/</p> <p>Elixir Consulting Website: https://elixirconsulting.com.au/<br /> Moran Partners Financial Planning Website: https://www.moranfp.com.au/<br /> Infinity Financial Consultants Website: https://www.infinityfc.com.au/<br /> Austbrokers Life Website: https://www.austbrokerslife.com.au/<br /> Pivot Wealth Website: https://pivotwealth.com.au/<br /> Evalesco Website: https://evalesco.com.au/</p> <p>Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/20231017</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 again by Nick Topham, Founder of ProductRex. They explore the new features and enhancements that ProductRex has had over the last year, and where it's headed in the future.</p> <p>ProductRex Website: https://www.productrex.com.au/ <br /> Nick Topham LinkedIn: https://www.linkedin.com/in/nicktopham/<br /> Original ProductRex episode: https://ensombl.com/podcasts/advicetech7/<br /> Curiosity Corner (Gametize) website: https://gametize.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/20231013</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>Rob is the Head of Private Wealth at Akambo Financial Group. He and James discuss managing a team of financial advisors, and growing a business through client relationships and team expansion.</p> <p>Rob Petrie LinkedIn: https://www.linkedin.com/in/robspetrie/<br /> Akambo Financial Group Website: https://www.akambofg.com/</p> <p>Discover how HOPE Housing is reshaping the property investment landscape and making a difference at https://ensombl.com/go/20231012</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>Hugh is the Managing Director and Senior Financial Adviser at Centaur Financial Services. He joins Andrew to discuss building Centaur Financial Services into the practice that it is today, with a focus on client experience through developing a strong culture and team.</p> <p>Hugh Robertson LinkedIn: https://www.linkedin.com/in/hughrobertsoncfp/<br /> Centaur Financial Services Website: https://centaurfinancial.com.au/<br /> "The Flywheel Effect": https://www.jimcollins.com/concepts/the-flywheel.html<br /> "Mastering the Rockefeller Habits": https://scalingup.com/book-mrh/<br /> "The 7 Habits of Highly Effective People": https://www.franklincovey.com/the-7-habits/</p> <p>Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/20231010</p> <p>Join the Ensombl platform:<br /> App Store: http://www.ensombl.com/apple<br /> Google Play: http://www.ensombl.com/google<br /> Desktop: https://www.ensombl.com/</p> <p>General Disclaimer – https://www.ensombl.com/disclaimer/</p>

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

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

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

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

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

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

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

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

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

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

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