Shows
Ensombl Advice AustraliaInvestment Podcast #22 - Real Estate DebtReal estate debt is emerging as a powerful alternative asset class, and in this must-listen episode, investment experts Nick Raphaely from AltX Financial Group and Morningstar's Bianca Rose join host James Whelan to break down how real estate debt fits into portfolios, the liquidity premium, and its risk-return profile. Their wide-raging discussion explores why private real estate debt is gaining traction, the role it plays in portfolios, and the market conditions where it thrives. Bianca Rose LinkedIn: https://www.linkedin.com/in/bianca-rose/ Nick Raphaely LinkedIn: https://www.linkedin.com/in/nick-raphaely-283a3913/ James Whelan...
2025-03-2348 min
Ensombl Advice AustraliaInvestment Podcast #22 - Real Estate DebtReal estate debt is emerging as a powerful alternative asset class, and in this must-listen episode, investment experts Nick Raphaely from AltX Financial Group and Morningstar's Bianca Rose join host James Whelan to break down how real estate debt fits into portfolios, the liquidity premium, and its risk-return profile. Their wide-raging discussion explores why private real estate debt is gaining traction, the role it plays in portfolios, and the market conditions where it thrives. Bianca Rose LinkedIn: https://www.linkedin.com/in/bianca-rose/ Nick Raphaely LinkedIn: https://www.linkedin.com/in/nick-raphaely-283a3913/ James Whelan...
2025-03-2348 min
Ensombl Advice Australia#483 James WrigleyJames discusses the growth of First Financial, his social media content strategy across platforms like TikTok and Instagram, and how the firm is managing client inquiries and scaling their advisory team by introducing new advisers and maintaining high service standards. James Wrigley LinkedIn: https://www.linkedin.com/in/james-wrigley/ TikTok: https://www.tiktok.com/@iamjameswrigley Instagram: https://www.instagram.com/iamjameswrigley/ First Financial Website: https://firstfinancial.com.au/ James' previous episode: https://ensombl.com/podcasts/434/ To learn more about LivePreso, view our Solutions Showcase within the AdviceTech space of Ensombl: https...
2025-03-1930 min
Ensombl Advice Australia#483 James WrigleyJames discusses the growth of First Financial, his social media content strategy across platforms like TikTok and Instagram, and how the firm is managing client inquiries and scaling their advisory team by introducing new advisers and maintaining high service standards. James Wrigley LinkedIn: https://www.linkedin.com/in/james-wrigley/ TikTok: https://www.tiktok.com/@iamjameswrigley Instagram: https://www.instagram.com/iamjameswrigley/ First Financial Website: https://firstfinancial.com.au/ James' previous episode: https://ensombl.com/podcasts/434/ To learn more about LivePreso, view our Solutions Showcase within the AdviceTech space of Ensombl: https...
2025-03-1930 min
Ensombl Advice Australia#482 Nicole GardnerNicole is the Founder and Principal Financial Adviser at Stellar Wealth. Nicole returns to the Ensombl podcast to discuss her business's rapid growth from a solo practice to a team of multiple advisers, the challenges of scaling, and the importance of maintaining quality. Nicole Gardner LinkedIn: https://www.linkedin.com/in/nicole-gardner-cfp%C2%AE-1a2110188/ Stellar Wealth Website: https://stellarwealth.com.au/ Nicole's Previous Episode: https://ensombl.com/podcasts/432/ moneyGPS. Discover the digital advice platform that will future proof your business: https://ensombl.com/go/20250313 Join the Ensombl platform: App...
2025-03-1228 min
Ensombl Advice Australia#482 Nicole GardnerNicole is the Founder and Principal Financial Adviser at Stellar Wealth. Nicole returns to the Ensombl podcast to discuss her business's rapid growth from a solo practice to a team of multiple advisers, the challenges of scaling, and the importance of maintaining quality. Nicole Gardner LinkedIn: https://www.linkedin.com/in/nicole-gardner-cfp%C2%AE-1a2110188/ Stellar Wealth Website: https://stellarwealth.com.au/ Nicole's Previous Episode: https://ensombl.com/podcasts/432/ moneyGPS. Discover the digital advice platform that will future proof your business: https://ensombl.com/go/20250313 Join the Ensombl platform: App...
2025-03-1228 min
Ensombl Advice AustraliaAdviceTech Podcast #119 - Ensombl CPDThis week, Pat is joined by Ensombl's own Clayton Daniel. They discuss how Ensombl's CPD platform aims to transform the inefficient and laborious CPD process by leveraging AI and automation to streamline content accreditation, compliance reporting, and professional development for advisers. Clayton Daniel LinkedIn: https://www.linkedin.com/in/claytondaniel1 Ensombl CPD: https://ensombl.com/cpd/ A world of opportunity awaits you at Netwealth: https://ensombl.com/go/20250228 Join the Ensombl platform: App Store: http://www.ensombl.com/apple Google Play: http://www.ensombl.com/google Desktop: https://www...
2025-02-2742 min
Ensombl Advice AustraliaAdviceTech Podcast #119 - Ensombl CPDThis week, Pat is joined by Ensombl's own Clayton Daniel. They discuss how Ensombl's CPD platform aims to transform the inefficient and laborious CPD process by leveraging AI and automation to streamline content accreditation, compliance reporting, and professional development for advisers. Clayton Daniel LinkedIn: https://www.linkedin.com/in/claytondaniel1 Ensombl CPD: https://ensombl.com/cpd/ A world of opportunity awaits you at Netwealth: https://ensombl.com/go/20250228 Join the Ensombl platform: App Store: http://www.ensombl.com/apple Google Play: http://www.ensombl.com/google Desktop: https://www...
2025-02-2742 min
Ensombl Advice AustraliaEngine Room Podcast #59 - Mike WayTo kick off 2025, Rocksy is joined by Mike Way. Mike recently joined AMP's North business, where he is focused on strategy, transformation, and supporting financial advice practices through initiatives like the Growth Collective. He and Andrew discuss the value of personality profiling and the need for advisors to differentiate themselves, and the importance of transparency and collaboration between platforms and advisors for effective business growth. Mike Way LinkedIn: https://www.linkedin.com/in/mikeway/ AMP Website: https://www.amp.com.au/ Roger Martin "Playing to Win": https://www.youtube.com/watch?v=3vAIur-N8gM...
2025-01-201h 03
Ensombl Advice AustraliaEngine Room Podcast #59 - Mike WayTo kick off 2025, Rocksy is joined by Mike Way. Mike recently joined AMP's North business, where he is focused on strategy, transformation, and supporting financial advice practices through initiatives like the Growth Collective. He and Andrew discuss the value of personality profiling and the need for advisors to differentiate themselves, and the importance of transparency and collaboration between platforms and advisors for effective business growth. Mike Way LinkedIn: https://www.linkedin.com/in/mikeway/ AMP Website: https://www.amp.com.au/ Roger Martin "Playing to Win": https://www.youtube.com/watch?v=3vAIur-N8gM...
2025-01-201h 03
Ensombl Advice AustraliaInvestment Podcast #21 - Australian EquitiesIn this episode, host James Whelan discusses the outlook for Australian equities with Christian Guerra of First Sentier Investors and Morningstar's Lachlan Holloway. With uncertainty over the domestic interest rate trajectory, and conflicting signals on the strength of the Australian economy, our experts look forward and share their insights on navigating a local market which is overpriced, but in which pockets of value can still be found. From tech to tariffs, from mining to healthcare, everything goes under the spotlight. Lochlan Holloway LinkedIn: https://www.linkedin.com/in/lochlan-halloway/ Chrisitan Guerra LinkedIn: https://www.linkedin.com/i...
2024-12-1529 min
Ensombl Advice AustraliaInvestment Podcast #21 - Australian EquitiesIn this episode, host James Whelan discusses the outlook for Australian equities with Christian Guerra of First Sentier Investors and Morningstar's Lachlan Holloway. With uncertainty over the domestic interest rate trajectory, and conflicting signals on the strength of the Australian economy, our experts look forward and share their insights on navigating a local market which is overpriced, but in which pockets of value can still be found. From tech to tariffs, from mining to healthcare, everything goes under the spotlight. Lochlan Holloway LinkedIn: https://www.linkedin.com/in/lochlan-halloway/ Chrisitan Guerra LinkedIn: https://www.linkedin.com/i...
2024-12-1529 min
Ensombl Advice AustraliaEngine Room Podcast #58 - Matt HaleMatt is the Managing Director at Rising Tide Financial Services. He and Rocksy discuss how he built his practice, the impact of the GFC, the evolution of the business, the importance of team culture and governance, and his views on the future of financial advice. Matt Hale LinkedIn: https://www.linkedin.com/in/matthalert/ Rising Tide Website: https://risingtidefinancial.com.au/ Tribal Habits Website: https://tribalhabits.com/ Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/1-20241210/ Partner with Pallas for investment solutions tailored to...
2024-12-091h 08
Ensombl Advice AustraliaEngine Room Podcast #58 - Matt HaleMatt is the Managing Director at Rising Tide Financial Services. He and Rocksy discuss how he built his practice, the impact of the GFC, the evolution of the business, the importance of team culture and governance, and his views on the future of financial advice. Matt Hale LinkedIn: https://www.linkedin.com/in/matthalert/ Rising Tide Website: https://risingtidefinancial.com.au/ Tribal Habits Website: https://tribalhabits.com/ Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/1-20241210/ Partner with Pallas for investment solutions tailored to...
2024-12-091h 08
Ensombl Advice AustraliaEngine Room Podcast #57 - Adam MorseAdam is the Founder and Managing Director at QuarterFive Family Wealth. He and Rocksy explore his journey into financial planning, the importance of trust and relationships, holistic wealth management, leadership, and the evolving role of technology and community in enhancing client experiences and advice. Adam Morse LinkedIn: https://www.linkedin.com/in/amorse/ QuarterFive Website: https://www.quarterfive.com.au/ Bill Bachrach Website: https://billbachrach.com/ Dan Sutherland LinkedIn: https://www.linkedin.com/in/dan-sutherland-407284162/ Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/1-20241203/
2024-12-021h 07
Ensombl Advice AustraliaEngine Room Podcast #57 - Adam MorseAdam is the Founder and Managing Director at QuarterFive Family Wealth. He and Rocksy explore his journey into financial planning, the importance of trust and relationships, holistic wealth management, leadership, and the evolving role of technology and community in enhancing client experiences and advice. Adam Morse LinkedIn: https://www.linkedin.com/in/amorse/ QuarterFive Website: https://www.quarterfive.com.au/ Bill Bachrach Website: https://billbachrach.com/ Dan Sutherland LinkedIn: https://www.linkedin.com/in/dan-sutherland-407284162/ Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/1-20241203/
2024-12-021h 07
Ensombl Advice AustraliaInvestment Podcast #20 - Australian Small CapsThe last few years have seen Australian small caps underperform large caps at the index level, making them an anomaly compared to other regions. But dig deeper and you will find plenty of local small cap active managers who continually outperform benchmarks. In this episode, host James Whelan is joined by Maple Brown Abbott Co-Portfolio Manager, Phillip Hudak, and Morningstar's Noah Kaplan, to put Australian small caps under the microscope. Our experts discuss the structural drivers supporting Small Caps, the risks of small cap investing and strategies to mitigate these risks, the political and economic context, and tailwinds that c...
2024-11-2442 min
Ensombl Advice AustraliaInvestment Podcast #20 - Australian Small CapsThe last few years have seen Australian small caps underperform large caps at the index level, making them an anomaly compared to other regions. But dig deeper and you will find plenty of local small cap active managers who continually outperform benchmarks. In this episode, host James Whelan is joined by Maple Brown Abbott Co-Portfolio Manager, Phillip Hudak, and Morningstar's Noah Kaplan, to put Australian small caps under the microscope. Our experts discuss the structural drivers supporting Small Caps, the risks of small cap investing and strategies to mitigate these risks, the political and economic context, and tailwinds that c...
2024-11-2442 min
Ensombl Advice AustraliaInvestment Podcast #19 - Market OutlookHost James Whelan welcomes two experts from Blackrock – Head of Investment Strategy for APAC, Thomas Taw, and Head of Intermediary Distribution, James Waterworth – to discuss what 2025 could have in store for investment markets around the world. Our experts navigate their way through all the external trends and events driving global markets, including the US Election outcome, Middle East conflict, Chinese policy stimulus and global interest rate cuts, to make sense of conflicting signals and set the scene for the year ahead. With no end to market volatility in sight, our experts offer insights to help advisors position client portfolios for...
2024-11-0434 min
Ensombl Advice AustraliaInvestment Podcast #19 - Market OutlookHost James Whelan welcomes two experts from Blackrock – Head of Investment Strategy for APAC, Thomas Taw, and Head of Intermediary Distribution, James Waterworth – to discuss what 2025 could have in store for investment markets around the world. Our experts navigate their way through all the external trends and events driving global markets, including the US Election outcome, Middle East conflict, Chinese policy stimulus and global interest rate cuts, to make sense of conflicting signals and set the scene for the year ahead. With no end to market volatility in sight, our experts offer insights to help advisors position client portfolios for...
2024-11-0434 min
Ensombl Advice AustraliaInvestment Podcast #18 - Investing in Times of VolatilityThe well-documented 'behavioural gap' refers to the gap between client returns and fund returns, often due to behavioural biases and emotional reactions to market volatility. In this episode, host James Whelan is joined by Chris Hestelow from Contrarian investors Allan Gray, and Bianca Rose from Morningstar, to discuss how this gap widens during times of elevated market volatility. Against the backdrop of the Mind the Gap Report, our panel explores the importance of long-term focus, and how to position client communication to help mitigate the behavioural biases that can lead to poor investor decision-making. Bianca Rose LinkedIn...
2024-10-1329 min
Ensombl Advice AustraliaInvestment Podcast #18 - Investing in Times of VolatilityThe well-documented 'behavioural gap' refers to the gap between client returns and fund returns, often due to behavioural biases and emotional reactions to market volatility. In this episode, host James Whelan is joined by Chris Hestelow from Contrarian investors Allan Gray, and Bianca Rose from Morningstar, to discuss how this gap widens during times of elevated market volatility. Against the backdrop of the Mind the Gap Report, our panel explores the importance of long-term focus, and how to position client communication to help mitigate the behavioural biases that can lead to poor investor decision-making. Bianca Rose LinkedIn...
2024-10-1329 min
Ensombl Advice AustraliaInvestment Podcast #17 - Alternatives (Private Markets)Alternative investments are set to take off, as overpriced and over-concentrated equity markets force investors to seek new avenues to de-risk and seek value. In this episode, host James Whelan is joined by Sinead Rafferty from Fidante and Morningstar's Vesna Peroska to look under the hood of a sector including Private markets, hedge funds, infrastructure, and property. Alternatives can play a range of important roles in a portfolio, including return diversifiers, uncorrelated assets, and tail hedges, and the panel explores how a wave of product development is making alternatives available to a broader range of investors than ever before.
2024-09-2941 min
Ensombl Advice AustraliaInvestment Podcast #17 - Alternatives (Private Markets)Alternative investments are set to take off, as overpriced and over-concentrated equity markets force investors to seek new avenues to de-risk and seek value. In this episode, host James Whelan is joined by Sinead Rafferty from Fidante and Morningstar's Vesna Peroska to look under the hood of a sector including Private markets, hedge funds, infrastructure, and property. Alternatives can play a range of important roles in a portfolio, including return diversifiers, uncorrelated assets, and tail hedges, and the panel explores how a wave of product development is making alternatives available to a broader range of investors than ever before.
2024-09-2941 min
Ensombl Advice AustraliaEnsombl on Tour: Growth Series #4Peita and Adele wrap up Day Four and discuss their learnings from the day, including insights on behavioral finance, marketing, sales processes, AI tools, human-first advice, balancing business growth with personal well-being, and their thoughts on the 2024 Future Proof Festival as a whole. Peita Diamandtidis LinkedIn: https://www.linkedin.com/in/peitamd/ Adele Martin LinkedIn: https://www.linkedin.com/in/adelemartin/ Future Proof YouTube: https://www.youtube.com/@FutureProof_HQ Join the Ensombl platform: App Store: http://www.ensombl.com/apple Google Play: http://www.ensombl.com/google Desktop: https...
2024-09-2448 min
Ensombl Advice AustraliaEnsombl on Tour: Growth Series #4Peita and Adele wrap up Day Four and discuss their learnings from the day, including insights on behavioral finance, marketing, sales processes, AI tools, human-first advice, balancing business growth with personal well-being, and their thoughts on the 2024 Future Proof Festival as a whole. Peita Diamandtidis LinkedIn: https://www.linkedin.com/in/peitamd/ Adele Martin LinkedIn: https://www.linkedin.com/in/adelemartin/ Future Proof YouTube: https://www.youtube.com/@FutureProof_HQ Join the Ensombl platform: App Store: http://www.ensombl.com/apple Google Play: http://www.ensombl.com/google Desktop: https...
2024-09-2448 min
Ensombl Advice AustraliaEnsombl on Tour: Growth Series #3Join Peita, Adele and Dean at the Future Proof Festival as they discuss the wide range of insights and takeaways from Day Three, including the differences between the Australian and US financial advice industries, the importance of technology and data management, behavioral finance tools, client engagement strategies, and the shift towards a more coaching-oriented approach in financial planning. Peita Diamandtidis LinkedIn: https://www.linkedin.com/in/peitamd/ Adele Martin LinkedIn: https://www.linkedin.com/in/adelemartin/ Dean Holmes LinkedIn: https://www.linkedin.com/in/dean-holmes-financial-adviser-coach-the-wealth-network/ Join the Ensombl platform: App Store: http...
2024-09-2346 min
Ensombl Advice AustraliaEnsombl on Tour: Growth Series #3Join Peita, Adele and Dean at the Future Proof Festival as they discuss the wide range of insights and takeaways from Day Three, including the differences between the Australian and US financial advice industries, the importance of technology and data management, behavioral finance tools, client engagement strategies, and the shift towards a more coaching-oriented approach in financial planning. Peita Diamandtidis LinkedIn: https://www.linkedin.com/in/peitamd/ Adele Martin LinkedIn: https://www.linkedin.com/in/adelemartin/ Dean Holmes LinkedIn: https://www.linkedin.com/in/dean-holmes-financial-adviser-coach-the-wealth-network/ Join the Ensombl platform: App Store: http...
2024-09-2346 min
Ensombl Advice AustraliaEnsombl on Tour: Growth Series #2Peita and Adele recap their Day Two experience at the Future Proof Festival, including innovative event formats, practice management strategies, the importance of adapting to demographic and industry trends, and leveraging technology to enhance client relationships and communication. Peita Diamandtidis LinkedIn: https://www.linkedin.com/in/peitamd/ Adele Martin LinkedIn: https://www.linkedin.com/in/adelemartin/ Michael Kitces Presentation: https://www.kitces.com/future-proof-presentation-handout-materials-supporting-information-2/ Join the Ensombl platform: App Store: http://www.ensombl.com/apple Google Play: http://www.ensombl.com/google Desktop: https://www.ensombl.com/ General...
2024-09-2236 min
Ensombl Advice AustraliaEnsombl on Tour: Growth Series #2Peita and Adele recap their Day Two experience at the Future Proof Festival, including innovative event formats, practice management strategies, the importance of adapting to demographic and industry trends, and leveraging technology to enhance client relationships and communication. Peita Diamandtidis LinkedIn: https://www.linkedin.com/in/peitamd/ Adele Martin LinkedIn: https://www.linkedin.com/in/adelemartin/ Michael Kitces Presentation: https://www.kitces.com/future-proof-presentation-handout-materials-supporting-information-2/ Join the Ensombl platform: App Store: http://www.ensombl.com/apple Google Play: http://www.ensombl.com/google Desktop: https://www.ensombl.com/ General...
2024-09-2236 min
Ensombl Advice AustraliaEnsombl on Tour: Growth Series #1Straight from the Future Proof Festival in California, Peita and Adele discuss the key highlights and insights from first day, including donor-advised funds, AI's impact on wealth management, the future of the industry, and innovative fintech solutions for client engagement and personalisation. Peita Diamandtidis LinkedIn: https://www.linkedin.com/in/peitamd/ Adele Martin LinkedIn: https://www.linkedin.com/in/adelemartin/ Join the Ensombl platform: App Store: http://www.ensombl.com/apple Google Play: http://www.ensombl.com/google Desktop: https://www.ensombl.com/ General Disclaimer – https://www.ensombl.com/di...
2024-09-1933 min
Ensombl Advice AustraliaEnsombl on Tour: Growth Series #1Straight from the Future Proof Festival in California, Peita and Adele discuss the key highlights and insights from first day, including donor-advised funds, AI's impact on wealth management, the future of the industry, and innovative fintech solutions for client engagement and personalisation. Peita Diamandtidis LinkedIn: https://www.linkedin.com/in/peitamd/ Adele Martin LinkedIn: https://www.linkedin.com/in/adelemartin/ Join the Ensombl platform: App Store: http://www.ensombl.com/apple Google Play: http://www.ensombl.com/google Desktop: https://www.ensombl.com/ General Disclaimer – https://www.ensombl.com/di...
2024-09-1933 min
Ensombl Advice AustraliaAdvice 2030 #1In this first episode, Peita talks with John O'Mahony and Deen Sanders from Deloitte Access Economics. They discuss the key findings and implications of the "Advice 2023: The Big Shift" report, which identifies seven mega trends that will significantly impact the financial advice industry and presents choices for advisors to embrace these changes and capitalise on the $2.1 billion advice opportunity. John O'Mahony LinkedIn: https://www.linkedin.com/in/john-o-mahony-860a2632/ Deen Sanders LinkedIn: https://www.linkedin.com/in/prof-deen-sanders-oam-21b61220/ Advice 2030: The Big Shift: https://www.deloitte.com/au/en/Industries/investment-management/perspectives/advice-2030-the-big-shift.html
2024-09-171h 13
Ensombl Advice AustraliaAdvice 2030 #1In this first episode, Peita talks with John O'Mahony and Deen Sanders from Deloitte Access Economics. They discuss the key findings and implications of the "Advice 2023: The Big Shift" report, which identifies seven mega trends that will significantly impact the financial advice industry and presents choices for advisors to embrace these changes and capitalise on the $2.1 billion advice opportunity. John O'Mahony LinkedIn: https://www.linkedin.com/in/john-o-mahony-860a2632/ Deen Sanders LinkedIn: https://www.linkedin.com/in/prof-deen-sanders-oam-21b61220/ Advice 2030: The Big Shift: https://www.deloitte.com/au/en/Industries/investment-management/perspectives/advice-2030-the-big-shift.html
2024-09-171h 13
Ensombl Advice AustraliaAdvice 2030 #2In this episode, Peita is joined by Tim Lea, Head of Operations at Pivot Wealth. They explore how Pivot Wealth has leveraged technology, particularly Xplan, to streamline their operations and deliver efficient advice, and the importance of focusing on client and team journeys first before selecting technology solutions. Tim Lea LinkedIn: https://www.linkedin.com/in/timothyblea/ Pivot Wealth Website: https://pivotwealth.com.au/ Ensombl Iress Space: https://app.ensombl.com/spaces/12522488/feed Discover how to boost efficiency and create capacity in your business at https://ensombl.com/go/20240918/ Join the...
2024-09-1750 min
Ensombl Advice AustraliaAdvice 2030 #2In this episode, Peita is joined by Tim Lea, Head of Operations at Pivot Wealth. They explore how Pivot Wealth has leveraged technology, particularly Xplan, to streamline their operations and deliver efficient advice, and the importance of focusing on client and team journeys first before selecting technology solutions. Tim Lea LinkedIn: https://www.linkedin.com/in/timothyblea/ Pivot Wealth Website: https://pivotwealth.com.au/ Ensombl Iress Space: https://app.ensombl.com/spaces/12522488/feed Discover how to boost efficiency and create capacity in your business at https://ensombl.com/go/20240918/ Join the...
2024-09-1750 min
Ensombl Advice AustraliaAdvice 2030 #3In this episode, Peita talks with Kerry Ong, General Manager - Customer at Iress. They discuss the importance of listening to advisor feedback, improving data management and integration, and leveraging technology to drive efficiency and scalability. Kerry Ong LinkedIn: https://www.linkedin.com/in/kerryong/ Ensombl Iress Space: https://app.ensombl.com/spaces/12522488/feed Discover how to boost efficiency and create capacity in your business at https://ensombl.com/go/20240918/ Join the Ensombl platform: App Store: http://www.ensombl.com/apple Google Play: http://www.ensombl.com/google Desktop...
2024-09-1759 min
Ensombl Advice AustraliaAdvice 2030 #3In this episode, Peita talks with Kerry Ong, General Manager - Customer at Iress. They discuss the importance of listening to advisor feedback, improving data management and integration, and leveraging technology to drive efficiency and scalability. Kerry Ong LinkedIn: https://www.linkedin.com/in/kerryong/ Ensombl Iress Space: https://app.ensombl.com/spaces/12522488/feed Discover how to boost efficiency and create capacity in your business at https://ensombl.com/go/20240918/ Join the Ensombl platform: App Store: http://www.ensombl.com/apple Google Play: http://www.ensombl.com/google Desktop...
2024-09-1759 min
Ensombl Advice AustraliaAdvice 2030 #4In this final instalment, Peita is joined by Kelli Willmer, Executive General Manager - Wealth at Iress. They discuss how Iress is collaborating with the industry to navigate significant shifts and disruptors, leveraging data and AI to enhance advisor efficiency and client experiences, while encouraging advisors to engage in strategic planning and provide feedback to shape the future of advice. Kelli Willmer LinkedIn: https://www.linkedin.com/in/kelli-willmer/ Ensombl Iress Space: https://app.ensombl.com/spaces/12522488/feed Discover how to boost efficiency and create capacity in your business at https://ensombl.com/go/20240918/
2024-09-1752 min
Ensombl Advice AustraliaAdvice 2030 #4In this final instalment, Peita is joined by Kelli Willmer, Executive General Manager - Wealth at Iress. They discuss how Iress is collaborating with the industry to navigate significant shifts and disruptors, leveraging data and AI to enhance advisor efficiency and client experiences, while encouraging advisors to engage in strategic planning and provide feedback to shape the future of advice. Kelli Willmer LinkedIn: https://www.linkedin.com/in/kelli-willmer/ Ensombl Iress Space: https://app.ensombl.com/spaces/12522488/feed Discover how to boost efficiency and create capacity in your business at https://ensombl.com/go/20240918/
2024-09-1752 min
Ensombl Advice AustraliaInvestment Podcast #16 - Index vs ActiveIn this episode, host James Whelan is joined by Vanguard Investment Strategist Libby Newman and Morningstar Chief investment Officer Matt Wacher, to compare and contrast active and index investment styles. Looking beyond the typical one versus the other narrative, our trio explore the dynamics of each style, and the economic and market cycles in which each style can shine. Taking a trip through time and around the world, our experts demonstrate how the two styles can complement each other to deliver superior client portfolio outcomes. Matt Wacher LinkedIn: https://www.linkedin.com/in/mattwacher/ Libby Newman...
2024-09-0836 min
Ensombl Advice AustraliaInvestment Podcast #16 - Index vs ActiveIn this episode, host James Whelan is joined by Vanguard Investment Strategist Libby Newman and Morningstar Chief investment Officer Matt Wacher, to compare and contrast active and index investment styles. Looking beyond the typical one versus the other narrative, our trio explore the dynamics of each style, and the economic and market cycles in which each style can shine. Taking a trip through time and around the world, our experts demonstrate how the two styles can complement each other to deliver superior client portfolio outcomes. Matt Wacher LinkedIn: https://www.linkedin.com/in/mattwacher/ Libby Newman...
2024-09-0836 min
Ensombl Advice AustraliaInvestment Philosophies in Action #1In this episode, Peita is joined by Clint Nice, Senior Financial Planner at Profacc Public Accountants. They discuss how he developed a comprehensive investment philosophy using ChatGPT, the importance of having a well-defined philosophy for client communication and onboarding new advisors, and the value of leveraging AI tools to create educational materials and refine your investment approach. Clint Nice LinkedIn: https://www.linkedin.com/in/clint-nice-07828459/ Profacc Website: https://profacc.com.au/ Schroders Investment Education Space: https://app.ensombl.com/spaces/10186046/feed Discover what partnering with Schroders Australia, and being seriously invested, can...
2024-09-0342 min
Ensombl Advice AustraliaInvestment Philosophies in Action #1In this episode, Peita is joined by Clint Nice, Senior Financial Planner at Profacc Public Accountants. They discuss how he developed a comprehensive investment philosophy using ChatGPT, the importance of having a well-defined philosophy for client communication and onboarding new advisors, and the value of leveraging AI tools to create educational materials and refine your investment approach. Clint Nice LinkedIn: https://www.linkedin.com/in/clint-nice-07828459/ Profacc Website: https://profacc.com.au/ Schroders Investment Education Space: https://app.ensombl.com/spaces/10186046/feed Discover what partnering with Schroders Australia, and being seriously invested, can...
2024-09-0342 min
Ensombl Advice AustraliaInvestment Philosophies in Action #2In this installment, Peita talks with Michael Bova, Founder and Managing Director at Family Wealth Advisory. They discuss how he implemented an investment philosophy and managed account solution for his wealth management practice over an 18-month period, involving his team, clients, and external investment professionals. Michael Bova LinkedIn: https://www.linkedin.com/in/michael-bova-1ba2724/ Family Wealth Advisory Website: https://www.familywealthadvisory.com.au/ Schroders Investment Education Space: https://app.ensombl.com/spaces/10186046/feed Discover what partnering with Schroders Australia, and being seriously invested, can do for you and your clients, visit https...
2024-09-031h 00
Ensombl Advice AustraliaInvestment Philosophies in Action #2In this installment, Peita talks with Michael Bova, Founder and Managing Director at Family Wealth Advisory. They discuss how he implemented an investment philosophy and managed account solution for his wealth management practice over an 18-month period, involving his team, clients, and external investment professionals. Michael Bova LinkedIn: https://www.linkedin.com/in/michael-bova-1ba2724/ Family Wealth Advisory Website: https://www.familywealthadvisory.com.au/ Schroders Investment Education Space: https://app.ensombl.com/spaces/10186046/feed Discover what partnering with Schroders Australia, and being seriously invested, can do for you and your clients, visit https...
2024-09-031h 00
Ensombl Advice AustraliaInvestment Philosophies in Action #3In this final episode, Peita speaks with Leong Tang, Partner and Financial Adviser at Callaghans Accountants. They explore the practical benefits and challenges of developing and implementing a well-structured investment philosophy for your practice, including its impact on advisors, support staff, client relationships, and external stakeholders. Leong Tang LinkedIn: https://www.linkedin.com/in/chih-leong-tang-b393296a/ Callaghans Website: https://www.callaghans.com.au/ Schroders Investment Education Space: https://app.ensombl.com/spaces/10186046/feed Discover what partnering with Schroders Australia, and being seriously invested, can do for you and your clients, visit https://ensombl...
2024-09-0341 min
Ensombl Advice AustraliaInvestment Philosophies in Action #3In this final episode, Peita speaks with Leong Tang, Partner and Financial Adviser at Callaghans Accountants. They explore the practical benefits and challenges of developing and implementing a well-structured investment philosophy for your practice, including its impact on advisors, support staff, client relationships, and external stakeholders. Leong Tang LinkedIn: https://www.linkedin.com/in/chih-leong-tang-b393296a/ Callaghans Website: https://www.callaghans.com.au/ Schroders Investment Education Space: https://app.ensombl.com/spaces/10186046/feed Discover what partnering with Schroders Australia, and being seriously invested, can do for you and your clients, visit https://ensombl...
2024-09-0341 min
Ensombl Advice AustraliaInvestment Podcast #15 - Investing in AIDescribed by some as a trillion-dollar solution without a trillion-dollar problem to solve, Artificial Intelligence is undoubtedly at the centre of the whirlwind that has powered tech stocks to unprecedented- and some would say unsustainable – highs. Are there parallels with the dawn of the internet age? Can you afford to miss out? In this episode, Trent Masters, portfolio manager at Alphinity Investment Management, joins Morningstar's Bianca Rose and host James Whelan to discuss the investment opportunities and risks presented by AI. Bianca Rose LinkedIn: https://www.linkedin.com/in/bianca-rose/ Trent Masters LinkedIn: https://www.linkedin.co...
2024-08-2536 min
Ensombl Advice AustraliaInvestment Podcast #15 - Investing in AIDescribed by some as a trillion-dollar solution without a trillion-dollar problem to solve, Artificial Intelligence is undoubtedly at the centre of the whirlwind that has powered tech stocks to unprecedented- and some would say unsustainable – highs. Are there parallels with the dawn of the internet age? Can you afford to miss out? In this episode, Trent Masters, portfolio manager at Alphinity Investment Management, joins Morningstar's Bianca Rose and host James Whelan to discuss the investment opportunities and risks presented by AI. Bianca Rose LinkedIn: https://www.linkedin.com/in/bianca-rose/ Trent Masters LinkedIn: https://www.linkedin.co...
2024-08-2536 min
Ensombl Advice Australia#457 Matt LancashireMatt is the Director and Senior Financial Advisor at Cargill Financial. He and James discuss his experience building a financial planning practice within an accounting firm, managing a large client base, what technology he's using, and the future growth and challenges of his business. Matt Lancashire LinkedIn: https://www.linkedin.com/in/matthewlancashire/ Cargill Financial Website: https://www.cargillfinancial.net.au/ Fintalkr. To find out more, view our solutions showcase within the AdviceTech space on Ensombl: https://ensombl.com/go/20240815 Join the Ensombl platform: App Store: http://www.ensombl.com/apple
2024-08-1429 min
Ensombl Advice Australia#457 Matt LancashireMatt is the Director and Senior Financial Advisor at Cargill Financial. He and James discuss his experience building a financial planning practice within an accounting firm, managing a large client base, what technology he's using, and the future growth and challenges of his business. Matt Lancashire LinkedIn: https://www.linkedin.com/in/matthewlancashire/ Cargill Financial Website: https://www.cargillfinancial.net.au/ Fintalkr. To find out more, view our solutions showcase within the AdviceTech space on Ensombl: https://ensombl.com/go/20240815 Join the Ensombl platform: App Store: http://www.ensombl.com/apple
2024-08-1429 min
Ensombl Advice AustraliaInvestment Podcast #14 - Emerging MarketsIn this episode, Host James Whelan is joined by Joseph Lai, Chief Investment Officer at Ox Capital, and Bryce Anderson, Portfolio Manager at Morningstar, to discuss emerging markets. With the US market experiencing AI driven record highs, fears of a pricing bubble continue to grow. Many emerging markets offer investors the chance to ride the tech wave but at much lower multiples, and this and other opportunities are put under the microscope in this engaging, informative, and wide ranging discussion. Bryce Anderson LinkedIn: https://www.linkedin.com/in/bryce-anderson-cfa-5589628/ Joseph Lai LinkedIn: https://www.linkedin.com...
2024-08-1150 min
Ensombl Advice AustraliaInvestment Podcast #14 - Emerging MarketsIn this episode, Host James Whelan is joined by Joseph Lai, Chief Investment Officer at Ox Capital, and Bryce Anderson, Portfolio Manager at Morningstar, to discuss emerging markets. With the US market experiencing AI driven record highs, fears of a pricing bubble continue to grow. Many emerging markets offer investors the chance to ride the tech wave but at much lower multiples, and this and other opportunities are put under the microscope in this engaging, informative, and wide ranging discussion. Bryce Anderson LinkedIn: https://www.linkedin.com/in/bryce-anderson-cfa-5589628/ Joseph Lai LinkedIn: https://www.linkedin.com...
2024-08-1150 min
Ensombl Advice Australia#456 Paul BensonPaul is the Principal at Guidance Financial Services. He and James discuss the evolution of his personal brand and podcast "Financial Autonomy", the impact the podcast has had on his client base, his experience working remotely from New York, and his plans to build an Australian version of a successful US financial planning model. Paul Benson LinkedIn: https://www.linkedin.com/in/paulbensonaustralia/ Guidance Financial Services Website: https://guidancefs.com.au/ Financial Autonomy Website: https://financialautonomy.com.au/ Fintalkr. To find out more, view our solutions showcase within the AdviceTech space on Ensombl...
2024-08-0737 min
Ensombl Advice Australia#456 Paul BensonPaul is the Principal at Guidance Financial Services. He and James discuss the evolution of his personal brand and podcast "Financial Autonomy", the impact the podcast has had on his client base, his experience working remotely from New York, and his plans to build an Australian version of a successful US financial planning model. Paul Benson LinkedIn: https://www.linkedin.com/in/paulbensonaustralia/ Guidance Financial Services Website: https://guidancefs.com.au/ Financial Autonomy Website: https://financialautonomy.com.au/ Fintalkr. To find out more, view our solutions showcase within the AdviceTech space on Ensombl...
2024-08-0737 min
Ensombl Advice AustraliaInvestment Podcast #13 - Residential Real EstateIn this episode, Jessica Ellerm from HOPE Housing & Bianca Rose from Morningstar join host James Whelan to discuss the Australian residential housing market as an investible asset class. Homeownership is the longstanding Australian dream, but one which is increasingly out of reach for many. Innovation in this space has opened up a variety of new paths to homeownership, and our experts explore these new options – the benefits and potential pitfalls, as well as access paths for investors. Bianca Rose LinkedIn: https://www.linkedin.com/in/bianca-rose/ Jessica Ellerm LinkedIn: https://www.linkedin.com/in/jessicaellerm/ Ja...
2024-06-1637 min
Ensombl Advice AustraliaInvestment Podcast #12 - Longevity RiskIn this episode, host James Whelan is joined by Lukasz de Pourbaix from Fidelity, and Morningstar's Matt Wacher, to discuss all things Longevity Risk. As life expectancies continue to climb, retirees must contemplate funding a retirement into their 90s and beyond. Fear of Running Out is real. Our experts discuss the portfolio construction implications for retirees, both in the current 'higher for longer' environment, and over the longer term. Strategies such as bucketing and rebalancing are explored, as are wealth transfer considerations. Matt Wacher LinkedIn: https://www.linkedin.com/in/mattwacher/ Lukasz de Pourbaix LinkedIn: https...
2024-06-0241 min
Ensombl Advice AustraliaInvestment Podcast #11 - Active ETFsThis episode sees host James Whelan joined by Morningstar's Matt Wacher and Macquarie ETF Investment Strategist Blair Hannon, to discuss the new but rapidly growing active ETF sector. Pigeonholed by many as simply the low-cost, passively managed building blocks of portfolios, the ETF sector is now a hotbed of innovation, with a rapidly growing range of solutions coming to market offering investors the return smoothing benefits of active management while opening access to highly investable thematics. This episode will give listeners a comprehensive overview of the sector, including options available, and sector dynamics. Matt Wacher LinkedIn: https...
2024-05-1946 min
Ensombl Advice AustraliaInvestment Podcast #10 - Private CreditWith re-entering fixed income markets a key focus for many investors, most of the activity - and knowledge - is centred around public credit options such as government bonds. In this episode, host James Whelan takes a deep dive into private credit markets, which may be lesser known, but which can offer more opportunities for value and performance. Along with expert guests Ameya Hattangadi from Morningstar and Pete Robinson from Challenger Investment Management, James explores the ins and outs of private credit, including the options available, the risks, its behaviour as an asset class, valuation methods, and the role...
2024-05-0544 min
Ensombl Advice AustraliaInvestment Podcast #9 - Fixed Income: Innefficiencies and DurationIn this episode, host James Whelan is joined by Richard Rauch, Investment Director at Brandywine Global Investment Management, and Morningstar's Matt Wacher, to deepdive into the inefficiencies in fixed income markets across the globe, and the investable opportunities created as a result. Our experts discuss which international markets present the best opportunities right now, while also examining the concept of duration, especially how it varies between markets, and how duration is used to manage risk. As always, the practical implications for advisors and their clients are discussed. Matt Wacher LinkedIn: https://www.linkedin.com/in/mattwacher/...
2024-04-2148 min
Ensombl Advice Australia#441 Joel Gleeson and Paul CupicIn this episode, James is joined by Joel Gleeson and Paul Cupic from First Financial. They discuss the professional year process and transitioning to becoming an independent advisor, including their strategies for providing feedback, building client bases, and continuing mentorship after completion of the professional year. Joel Gleeson LinkedIn: https://www.linkedin.com/in/joel-gleeson-795436114/ Paul Cupic LinkedIn: https://www.linkedin.com/in/paul-cupic-a86054127/ First Financial Website: https://firstfinancial.com.au/ Join the North Retirement Space on Ensombl. https://ensombl.com/go/20240418 Join the Ensombl platform: App Store: http://www...
2024-04-1726 min
Ensombl Advice Australia#440 Tom McDonaldTom 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. Tom McDonald LinkedIn: https://www.linkedin.com/in/tom-mcdonald-a818917a/ Cardena Website: https://www.cardena.com.au/ Join the North Retirement Space on Ensombl. https://ensombl.com/go/20240411 Join the Ensombl platform: App Store: http://www.ensombl.com/apple Google Play: http...
2024-04-1048 min
Ensombl Advice Australia#438 Nathan FradleyThis 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. Nathan Fradley LinkedIn: https://www.linkedin.com/in/nathan-fradley-fchfp-88a8502a/ Nathan Fradley Website: https://www.nathanfradley.com.au For more information on Franklin Templeton connect with our team at https://ensombl.com/go/20240328 Join the Ensombl platform: App Store: http://www.ensombl.com/apple Google Play: http://www.ensombl.com/google
2024-03-2735 min
Ensombl Advice AustraliaInvestment Podcast #8 - Contrarian InvestingIn 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. Ryan Murphy LinkedIn: https://www.linkedin.com/in/ryan-murphy-77245b2/ Orbis Investment LinkedIn: https://www.linkedin.com/company/orbis-investment-advisory/ James Whelan LinkedIn: https://www.linkedin.com/in/james-whelan-68146036/ Morningstar: Empowering Investor...
2024-02-1137 min
Ensombl Advice AustraliaInvestment Podcast #7 - Navigating Portfolios Through CyclesIn 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. Jody Fitzgerald LinkedIn: https://www.linkedin.com/in/jody-fitzgerald/ David Macri LinkedIn: https://www.linkedin.com/in/david-macri-cfa-30a2902/ James Whelan LinkedIn: https://www.linkedin.com/in/james-whelan-68146036/ Morningstar: Empowering Investor Success. https://ensombl.com...
2024-01-2843 min
Ensombl Advice AustraliaAdviceTech Podcast #67 - Padua UpdateIn 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. Padua Website: https://www.paduasolutions.com/ Anne-Marie Esler LinkedIn: https://www.linkedin.com/in/anne-marie-esler-cfp-b04ab686/ Original Padua episode: https://ensombl.com/podcasts/advicetech23/ Curiosity Corner (Forekast) Website: https://forekast.com/ Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/ A world of opportunity awaits you at Netwealth Investments Limited...
2024-01-2553 min
Ensombl Advice Australia#429 Kris ChapmanKris 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. Kris Chapman LinkedIn: https://www.linkedin.com/in/kris-chapman-12382a43/ McQueen Group Website: https://www.mcqueengroup.com.au/ Join the North Retirement Space on Ensombl. https://ensombl.com/go/20240125 Join the Ensombl platform: App Store: http://www.ensombl.com/apple Google Play: http://www.ensombl.com/google Desktop: https...
2024-01-2437 min
Ensombl Advice Australia#428 John ManserraJohn 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. John Manserra LinkedIn: https://www.linkedin.com/in/john-manserra/ Apex Advice Website: https://apexadvice.com.au/ Join the North Retirement Space on Ensombl. https://ensombl.com/go/20240118 Join the Ensombl platform: App Store: http://www.ensombl.com/apple Google Play: http://www.ensombl.com/google...
2024-01-1729 min
Ensombl Advice AustraliaInvestment Podcast #6 - BondsHost 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. James Foot LinkedIn: https://www.linkedin.com/in/james-foot-b8609b20/ Robert Mead LinkedIn: https://www.linkedin.com/in/rob-mead-a7b200109/ James Whelan LinkedIn: https://www.linkedin.com/in/james-whelan-68146036/ Morningstar...
2024-01-1440 min
Ensombl Advice AustraliaAdviceTech Podcast #65 - AdviceGPTThis 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. AdviceGPT Website: https://www.icomply2.com.au/advicegpt Anthony Lyon: https://www.linkedin.com/in/anthony-lyon-2463446a Original iComply episode: https://ensombl.com/podcasts/advicetech19 Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/ A world of opportunity awaits you at Netwealth Investments Limited: https://ensombl.com/go/20231215 Join the Ensombl pla...
2023-12-141h 02
Ensombl Advice Australia#427 David OrfordDavid 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. David Orford LinkedIn: https://www.linkedin.com/in/david-orford/ Optimum Pensions Website: https://www.optimumpensions.com.au/ Join the North Retirement Space on Ensombl. https://ensombl.com/go/20231214 Join the Ensombl platform: App Store: http://www.ensombl.com/apple Google Play: http://www.ensombl.com/google Desktop: https://www.ensombl.com/ General Disclaimer – https://ww...
2023-12-1340 min
Ensombl Advice Australia#426 Aaron KaneAaron 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. Aaron Kane LinkedIn: https://www.linkedin.com/in/aaron-kane-58a94744/ EK Financial Group Website: https://ekfinancialgroup.com.au/ Join the North Retirement Space on Ensombl. https://ensombl.com/go/20231207 Join the Ensombl platform: App Store: http://www.ensombl.com/apple Google Play: http...
2023-12-0640 min
Ensombl Advice AustraliaInvestment Podcast #5 - Investment CommitteesMason 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. Jody Fitzgerald LinkedIn: https://www.linkedin.com/in/jody-fitzgerald/ Jacqueline Fernley LinkedIn: https://www.linkedin.com/in/jacqueline-fernley-cfa-cew-member-gaicd-2a8845b/ James Whelan LinkedIn: https://www.linkedin.com/in/james-whelan-68146036/ Morningstar: Empowering Investor Success. https://ensombl...
2023-12-0340 min
Ensombl Advice Australia#425 Billy NormanBilly 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. Billy Norman LinkedIn: https://www.linkedin.com/in/billynormanfp/ Link Wealth Group Website: https://www.linkwealth.com.au/ Join the North Retirement Space on Ensombl. https://ensombl.com/go/20231130 Join the Ensombl platform: App Store: http://www.ensombl.com/apple Google Play: http://www.ensombl.com/google Desktop: https://www.ensombl.com/ General Disclaimer – https://www.ensombl.com/di...
2023-11-2933 min
Ensombl Advice Australia#424 Leanne BielikLeanne 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. Leanne Bielik LinkedIn: https://www.linkedin.com/in/leanne-bielik/ 2020 Wealth: https://2020-wealth-pty-ltd.business.site/ Join the North Retirement Space on Ensombl. https://ensombl.com/go/20231123 Join the Ensombl platform: App Store: http://www.ensombl.com/apple Google Play: http://www.ensombl.com/google Desktop: https://www.ensombl.com/ ...
2023-11-2227 min
Ensombl Advice Australia#423 Nicola BeswickNicola 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. Nicola Beswick LinkedIn: https://www.linkedin.com/in/nicola-beswick-financialplanner/ Nicola Beswick Website: https://www.nicolabeswick.com/ FMD Financial Website: https://www.fmd.com.au/ Pro Bono Financial Advice Network Website: https://www...
2023-11-1540 min
Ensombl Advice AustraliaInvestment Podcast #4 - Small CapsIn 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. Jody Fitzgerald LinkedIn: https://www.linkedin.com/in/jody-fitzgerald/ Liam Donohue LinkedIn: https://www.linkedin.com/in/liam-donohue-1890a777/ James Whelan LinkedIn: https://www.linkedin.com/in/james-whelan-68146036/ Morningstar: Empowering Investor Success. https://ensombl.com/go/1-20231106 Visit our website...
2023-11-0541 min
Ensombl Advice AustraliaInvestment Podcast #3 - InfrastructureHost 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. Bianca Rose LinkedIn: https://www.linkedin.com/in/bianca-rose/ Charles Hamieh LinkedIn: https://www.linkedin.com/in/charles-hamieh-9b777619/ James Whelan LinkedIn: https://www.linkedin.com/in/james-whelan-68146036/ Morningstar: Empowering Investor Success. https://ensombl.com/go/1-20231023 For more information on ClearBridge Investments contact our...
2023-10-2233 min
Ensombl Advice AustraliaAdviceTech Podcast #57 - Plutosoft UpdateThis 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. Plutosoft Website: https://www.plutosoft.com.au/ Vincent Holland LinkedIn: https://www.linkedin.com/in/vincent-holland-6b50ab62/ Original Plutosoft episode: https://ensombl.com/podcasts/advicetech2/ Curiosity Corner (Data GIF Maker) website: https://datagifmaker.withgoogle.com/ Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/ A world of opportunity awaits you at Netw...
2023-10-1949 min
Ensombl Advice AustraliaAdviceTech Podcast #56 - ProductRex UpdateIn 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. ProductRex Website: https://www.productrex.com.au/ Nick Topham LinkedIn: https://www.linkedin.com/in/nicktopham/ Original ProductRex episode: https://ensombl.com/podcasts/advicetech7/ Curiosity Corner (Gametize) website: https://gametize.com/ Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/ A world of opportunity awaits you at Netwealth Investments Limited: https://ensombl.com/go/20231013 Jo...
2023-10-1245 min
Ensombl Advice AustraliaInvestment Podcast #2 - Fixed IncomeChris 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. Matt Wacher LinkedIn: https://www.linkedin.com/in/mattwacher/ Chris Siniakov LinkedIn: https://www.linkedin.com/in/chris-siniakov-8a371823/ James Whelan LinkedIn: https://www.linkedin.com/in/james-whelan-68146036/ Morningstar: Empowering Investor Success...
2023-10-0846 min
Ensombl Advice Australia#417 Rich AbbeyRich is a Principal at Peloton Partners. He and James discuss pricing models for financial advice, including ongoing solutions and structured approaches. Rich Abbey LinkedIn: https://www.linkedin.com/in/abbeyrichard/ Peloton Partners Website: https://www.pelotonpartners.com.au/ Pricing Advice Document: https://app.ensombl.com/posts/resources-pricing-advice Discover how HOPE Housing is reshaping the property investment landscape and making a difference at https://ensombl.com/go/20231005 Join the Ensombl platform: App Store: http://www.ensombl.com/apple Google Play: http://www.ensombl.com/google Desktop: https://www...
2023-10-0434 min
Ensombl Advice AustraliaInvestment Podcast #1 - REITs and Real AssetsJames Maydew from Macquarie joins Morningstar's Jody Fitzgerald and host James Whelan to go under the hood for a detailed look at REITs. With flexible working and the digitalisation of business seeing a reshaping of commercial real estate, our experts explore the new strategies required to harness the undoubted income and growth potential of this sector. Jody Fitzgerald LinkedIn: https://www.linkedin.com/in/jody-fitzgerald/ James Maydew LinkedIn: https://www.linkedin.com/in/james-maydew-438b1512/ James Whelan LinkedIn: https://www.linkedin.com/in/james-whelan-68146036/ Morningstar: Empowering Investor Success. https://ensombl.com/go/1-20230925
2023-09-2448 min
Ensombl Advice AustraliaInvestment Podcast #1 - REITs and Real AssetsJames Maydew from Macquarie joins Morningstar's Jody Fitzgerald and host James Whelan to go under the hood for a detailed look at REITs. With flexible working and the digitalisation of business seeing a reshaping of commercial real estate, our experts explore the new strategies required to harness the undoubted income and growth potential of this sector. Jody Fitzgerald LinkedIn: https://www.linkedin.com/in/jody-fitzgerald/ James Maydew LinkedIn: https://www.linkedin.com/in/james-maydew-438b1512/ James Whelan LinkedIn: https://www.linkedin.com/in/james-whelan-68146036/ Morningstar: Empowering Investor Success. https://ensombl.com/go/1-20230925
2023-09-2448 min
Ensombl Advice Australia#415 Craig KearyCraig is the Chair at Ensombl. He and Clayton chat about the changing concept of retirement and reframing retirement as a lifestyle choice, attracting younger advisors into the industry, and the impact of culture on success. Craig Keary LinkedIn: https://www.linkedin.com/in/craigkeary/ To learn more about the MLC Life Insurance Adviser Portal, visit https://ensombl.com/go/20230921 Join the Ensombl platform: App Store: http://www.ensombl.com/apple Google Play: http://www.ensombl.com/google Desktop: https://www.ensombl.com/ General Disclaimer – https://www.ensombl.co...
2023-09-2056 min
Ensombl Advice AustraliaAdviceTech Podcast #49 - Asendium UpdateThis week, Peita talks with Scott Miller, CEO and Co-Founder at Asendium, as well as Bryan Leibbrandt and Leigh Frost. They bring us up to date on some of the new features and enhancements that have shaped Asendium over the last year. Asendium Website: https://www.asendium.com/ Scott Miller LinkedIn: https://www.linkedin.com/in/scottbradleymiller/ Original Asendium episode: https://ensombl.com/podcasts/advicetech24/ Curiosity Corner (Career Roast): https://6figr.com/career-roast Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/ A world of opportunity awaits you at Netwealth Investments Limited...
2023-08-2452 min
Ensombl Advice South Africa#100 Andy HartTo celebrate 100 podcast episodes, Louis is joined by Andy Hart, Founder of Humans Under Management and Maven Adviser. They discuss how he got into advice, some of the biggest issues advisors face, and the balance between content and creation.
Andy Hart LinkedIn: https://www.linkedin.com/in/mavenadviser/
Humans Under Management Website: https://www.humansundermanagement.com/
Maven Adviser Website: https://www.mavenadviser.com/
Maven Money Podcast: https://podcasts.apple.com/au/podcast/maven-money-personal-finance-podcast/id1244045361
For more information on PortfolioMetrix, reach out to our team, or visit our website: https://ensombl.com/go/1...
2023-08-2350 minEnsombl Advice South Africa#99 Juan MirfinJuan is an Investment Specialist. He and Louis discuss his journey into the financial planning world, and the advice he has for younger financial advisors.
Juan Mirfin LinkedIn: https://www.linkedin.com/in/juan-mirfin/
For more information on PortfolioMetrix, reach out to our team, or visit our website: https://ensombl.com/go/1-20230809
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2023-08-0943 minEnsombl Advice South Africa#98 Dylan VerreynneDylan is the Business Development Manager at Wealthbit. He and Louis discuss the development of Wealthbit and changing the Financial Service industry for the better.
Dylan Verreynne LinkedIn: https://www.linkedin.com/in/dylan-verreynne/
Wealthbit Website: https://www.wealthbit.co/
For more information on PortfolioMetrix, reach out to our team, or visit our website: https://ensombl.com/go/1-20230802
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2023-08-0247 minEnsombl Advice South Africa#97 Louis van der MerweOutside of hosting the Ensombl Advice South Africa Podcast, Louis is a Director and Financial Planner at WealthUp. He shares some of his recent research into the psychology of financial planning and building trust in a professional relationship.
Louis van der Merwe LinkedIn: https://www.linkedin.com/in/louisvandermerwe/
WealthUp Website: https://www.wealthup.co.za/
Linktree: https://linktr.ee/louisvdmerwe
For more information on PortfolioMetrix, reach out to our team, or visit our website: https://ensombl.com/go/1-20230726
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2023-07-2647 minEnsombl Advice South Africa#96 Mark HeddermanMark is the CEO and a Certified Financial Planner at Hedderman Financial Solutions. He and Louis talk about the weight of operating in a family business, the role of a financial planner as a leader, and putting the client first.
Mark Hedderman LinkedIn: https://www.linkedin.com/in/mark-hedderman-cfp%C2%AE-85278645/
Hedderman Financial Solutions Website: http://www.heddermanfinancial.ie/
Financial Planners of Ireland Website: https://fpireland.ie/
For more information on PortfolioMetrix, reach out to our team, or visit our website: https://ensombl.com/go/1-20230719
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2023-07-1948 minEnsombl Advice South Africa#95 Grant HicksGrant is a Practice Management Expert and President of Advisor Practice Management. He and Louis talk about building your ideal practice and eliminating the perceived urgency around financial planning.
Grant Hicks LinkedIn: https://www.linkedin.com/in/advisorpracticemanagement/
Advisor Practice Management Website: https://www.advisorpracticemanagement.com/
For more information on PortfolioMetrix, reach out to our team, or visit our website: https://ensombl.com/go/1-20230712
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2023-07-1244 minEnsombl Advice South Africa#94 Ashley QuammeThis week, Louis talks with Ashley Quamme, Family and Financial Therapist. They chat about managing emotional bandwidth and emotional intelligence, setting boundaries in a therapeutic space, and the difference between sympathy and empathy.
Ashley Quamme LinkedIn: https://www.linkedin.com/in/ashley-quamme-lmft-fbs%C2%AE-cft-i%E2%84%A2%EF%B8%8F-7a4b4722/
Therapy by Ashley Website: https://therapybyashley.com/
BAM Financial Consulting Website: https://bamfcc.com/
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2023-07-0545 min
Ensombl Advice AustraliaAdviceTech Podcast #36 - TikTokIn this episode, Peita is joined by James Wrigley, Principal at First Financial and Host of the Ensombl Podcast. They discuss using TikTok to reach a new audience, and how to attract the right audience to your content. Tiktok Website: https://www.tiktok.com/ James Wrigley LinkedIn: https://www.linkedin.com/in/james-wrigley/ James Wrigley TikTok: https://www.tiktok.com/@iamjameswrigley Curiosity Corner (Llama Life): https://llamalife.co/ Peita Diamantidis Linkedin: https://www.linkedin.com/in/peitamd/ A world of opportunity awaits you at Netwealth Investments Limited: https://ensombl.com/go/20230526
2023-05-251h 01
Ensombl Advice Australia#395 Tony SmilevskiTony is a Insurance Consultant at Tony Insurance. He joins James to talk about simplifying the insurance buying process for clients, and how the right process and compliance regime will make sure you are working to the right standard. Tony Smilevski LinkedIn: https://www.linkedin.com/in/tonysmilevski/ Tony Insurance Website: https://tonyinsurance.com.au/ Join the Schroders Investment Space within the Ensombl Community: https://ensombl.com/go/20230504 Join the Ensombl platform: App Store: http://www.ensombl.com/apple Google Play: http://www.ensombl.com/google Desktop: https://www...
2023-05-0332 minEnsombl Advice Australia#394 Paul BarrettPaul is the CEO at AZ Next Generation Advisory. He and Clayton discuss the current state of the financial planning industry, the opportunities we have for innovation, and what practices are doing with tech efficiencies and scalable advice. Paul Barrett LinkedIn: https://www.linkedin.com/in/paulbarrett2/ AZ Next Generation Advisory Website: https://www.aznga.com/ Join the Schroders Investment Space within the Ensombl Community: https://ensombl.com/go/20230427 Join the Ensombl platform: App Store: http://www.ensombl.com/apple Google Play: http://www.ensombl.com/google Desktop: https...
2023-04-2635 min
Ensombl Advice Australia#393 Nick DonnellyNick is a Financial Adviser at Plenary Wealth. He and James chat about his history in the advice world, and the different elements of aged-care and elder advice. Nick Donnelly LinkedIn: https://www.linkedin.com/in/nicholas-donnelly-52a2b957/ Plenary Wealth Website: https://plenarywealth.com.au/ Join the Schroders Investment Space within the Ensombl Community: https://ensombl.com/go/20230420 Join the Ensombl platform: App Store: http://www.ensombl.com/apple Google Play: http://www.ensombl.com/google Desktop: https://www.ensombl.com/ General Disclaimer – https://www.ensombl.co...
2023-04-1936 min
Ensombl Advice Australia#392 Celia PolkinghorneCelia is the Founder and Director at Bonsai Digital Marketing. She joins James to talk about personal branding and building organic marketing foundations, the importance of storytelling, and how to get started today. Celia Polkinghorne LinkedIn: https://www.linkedin.com/in/celia-polkinghorne-copywriter-marketing-strategist/ Bonsai Digital Marketing Website: https://bonsaidigitalmarketing.com/ Join the Schroders Investment Space within the Ensombl Community: https://ensombl.com/go/20230413 Join the Ensombl platform: App Store: http://www.ensombl.com/apple Google Play: http://www.ensombl.com/google Desktop: https://www.ensombl.com/ General Disclaimer – ht...
2023-04-1234 minEnsombl Advice South Africa#82 Clayton DanielThis week, Louis is joined by Clayton Daniel, CEO at Ensombl. They discuss his beginnings as an advisor, the journey to Ensombl, and how financial planning is the bridge between rational and emotional.
Clayton Daniel Ensombl: https://app.ensombl.com/members/2189000
Clayton Daniel LinkedIn: https://www.linkedin.com/in/claytondaniel1/
For more information on PortfolioMetrix, reach out to our team, or visit our website: http://www2.xyadviser.com/kw3tsb
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2023-04-1243 min