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Ensombl Advice Australia
Investment Podcast #22 - Real Estate Debt
Real 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...
2025-03-23
48 min
Ensombl Advice Australia
#483 James Wrigley
James 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...
2025-03-19
30 min
Ensombl Advice Australia
#482 Nicole Gardner
Nicole 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...
2025-03-12
28 min
Ensombl Advice Australia
AdviceTech Podcast #119 - Ensombl CPD
This 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...
2025-02-27
42 min
Ensombl Advice Australia
Engine Room Podcast #59 - Mike Way
To 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
2025-01-20
1h 03
Ensombl Advice Australia
Investment Podcast #21 - Australian Equities
In 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...
2024-12-15
29 min
Ensombl Advice Australia
Engine Room Podcast #58 - Matt Hale
Matt 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...
2024-12-09
1h 08
Ensombl Advice Australia
Engine Room Podcast #57 - Adam Morse
Adam 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/
2024-12-02
1h 07
Ensombl Advice Australia
Investment Podcast #20 - Australian Small Caps
The 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 tha...
2024-11-24
42 min
Ensombl Advice Australia
Investment Podcast #19 - Market Outlook
Host 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...
2024-11-04
34 min
Ensombl Advice Australia
Investment Podcast #18 - Investing in Times of Volatility
The 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: http...
2024-10-13
29 min
Ensombl Advice Australia
Investment 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 be...
2024-09-29
41 min
Ensombl Advice Australia
Ensombl on Tour: Growth Series #4
Peita 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...
2024-09-24
48 min
Ensombl Advice Australia
Ensombl on Tour: Growth Series #3
Join 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...
2024-09-23
46 min
Ensombl Advice Australia
Ensombl on Tour: Growth Series #2
Peita 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...
2024-09-22
36 min
Ensombl Advice Australia
Ensombl on Tour: Growth Series #1
Straight 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...
2024-09-19
33 min
Ensombl Advice Australia
Advice 2030 #1
In 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
2024-09-17
1h 13
Ensombl Advice Australia
Advice 2030 #2
In 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...
2024-09-17
50 min
Ensombl Advice Australia
Advice 2030 #3
In 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...
2024-09-17
59 min
Ensombl Advice Australia
Advice 2030 #4
In 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/
2024-09-17
52 min
Ensombl Advice Australia
Investment Podcast #16 - Index vs Active
In 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...
2024-09-08
36 min
Ensombl Advice Australia
Investment Philosophies in Action #1
In 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...
2024-09-03
42 min
Ensombl Advice Australia
Investment Philosophies in Action #2
In 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...
2024-09-03
1h 00
Ensombl Advice Australia
Investment Philosophies in Action #3
In 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...
2024-09-03
41 min
Ensombl Advice Australia
Investment Podcast #15 - Investing in AI
Described 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.link...
2024-08-25
36 min
Ensombl Advice Australia
#457 Matt Lancashire
Matt 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
2024-08-14
29 min
Ensombl Advice Australia
Investment Podcast #14 - Emerging Markets
In 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...
2024-08-11
50 min
Ensombl Advice Australia
#456 Paul Benson
Paul 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...
2024-08-07
37 min
Ensombl Advice Australia
Investment Podcast #13 - Residential Real Estate
In 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...
2024-06-16
37 min
Ensombl Advice Australia
Investment Podcast #12 - Longevity Risk
In 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...
2024-06-02
41 min
Ensombl Advice Australia
Investment Podcast #11 - Active ETFs
This 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: ht...
2024-05-19
46 min
Ensombl Advice Australia
Investment Podcast #10 - Private Credit
With 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...
2024-05-05
44 min
Ensombl Advice Australia
Investment Podcast #9 - Fixed Income: Innefficiencies and Duration
In 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/
2024-04-21
48 min
Ensombl Advice Australia
#441 Joel Gleeson and Paul Cupic
In 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...
2024-04-17
26 min
Ensombl Advice Australia
#440 Tom McDonald
Tom is the Director at Cardena Private Wealth. He and Clayton originally shared an office together before going down seperate career paths. They discuss the evolution of financial planning practices, blockchain technology and its potential impact on the finance industry, and the current state of AI in business. 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...
2024-04-10
48 min
Ensombl Advice Australia
#438 Nathan Fradley
This week, James chats to regular Ensombl Podcast guest Nathan Fradley. Nathan has recently transition from traditional financial advice to a specialized barrister-style model focused on episodic work while growing his company, Ethos, and collaborating with other advisors. 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
2024-03-27
35 min
Ensombl Advice Australia
Investment Podcast #8 - Contrarian Investing
In this episode, host James Whelan takes a deep dive into contrarian investing, along with guests Ben Preston from Orbis Investments, and Morningstar’s Ryan Murphy. Our experts discuss the behavioural theories underpinning contrarian investing and its performance characteristics during different market cycles. The processes used by contrarian investors to find value, and the importance of style diversification in portfolios, is also explored. 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 In...
2024-02-11
37 min
Ensombl Advice Australia
Investment Podcast #7 - Navigating Portfolios Through Cycles
In this episode, our host James Whelan sets out with Jody Fitzgerald of Morningstar and David Macri of Mason Stevens to navigate a way through the current economic cycle. With rapid interest rate increases failing to quell economic activity as anticipated, our experts look at how market expectations are being reset and the implications for different asset classes. 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...
2024-01-28
43 min
Ensombl Advice Australia
AdviceTech Podcast #67 - Padua Update
In this episode, Peita is joined once again by Anne-Marie Esler, Co-Founder and Co-CEO Padua Solutions. She gives an update on the Padua software and website since their last appearance on the podcast, and preview what's in store for the future. 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...
2024-01-25
53 min
Ensombl Advice Australia
#429 Kris Chapman
Kris is a Financial Adviser at McQueen Group. He and James chat about his career journey from pharmacist to financial advisor and his plans to continue growing his client base and team as the head of McQueen Group's Brisbane office. 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...
2024-01-24
37 min
Ensombl Advice Australia
#428 John Manserra
John is the Senior Financial Adviser and Director at Apex Advice. He and James discuss how he started Apex Advice, the team he's built, and why he decided to target younger accumulator clients with an ongoing engagement model rather than focusing on one-off advice. 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...
2024-01-17
29 min
Ensombl Advice Australia
Investment Podcast #6 - Bonds
Host James Whelan is joined by PIMCO’s Robert Mead and Morningstar’s James Foot to answer the big advisor questions about fixed income. Following the tumult of 2022, our experts explore whether the big bond market reset is over, pondering the role for bonds in growth portfolios, the benefits of active fixed income management, and how to give clients the confidence to re-enter FI markets. 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/ Mo...
2024-01-14
40 min
Ensombl Advice Australia
AdviceTech Podcast #65 - AdviceGPT
This week, Peita is joined by Anthony Lyon, Founder at iComply2. They discuss the development and potential of Advice GPT, the challenges in advice production and reviewing, the limitations of chat-based AI, and the continuing importance of human advisors. 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...
2023-12-14
1h 02
Ensombl Advice Australia
#427 David Orford
David is the Managing Director at Optimum Pensions. He and James discuss the history and evolution of lifetime pensions and annuities in Australia, and how new legislation has enabled better lifetime income products. 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...
2023-12-13
40 min
Ensombl Advice Australia
#426 Aaron Kane
Aaron is a Financial Planner and Mortgage Broker at EK Financial Group. He and James talk about EK Financial Group's evolution to a fee-for-service model, emphasising the value of financial advice, holistic wealth management, and networking benefits, including the Top of the Table conference for top-performing advisors. 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...
2023-12-06
40 min
Ensombl Advice Australia
Investment Podcast #5 - Investment Committees
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. 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.co...
2023-12-03
40 min
Ensombl Advice Australia
#425 Billy Norman
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. 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...
2023-11-29
33 min
Ensombl Advice Australia
#424 Leanne Bielik
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. 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/ ...
2023-11-22
27 min
Ensombl Advice Australia
#423 Nicola Beswick
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. 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...
2023-11-15
40 min
Ensombl Advice Australia
Investment Podcast #4 - Small Caps
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. 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...
2023-11-05
41 min
Ensombl Advice Australia
Investment Podcast #3 - Infrastructure
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. 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 ou...
2023-10-22
33 min
Ensombl Advice Australia
AdviceTech Podcast #57 - Plutosoft Update
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. 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...
2023-10-19
49 min
Ensombl Advice Australia
AdviceTech Podcast #56 - ProductRex Update
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. 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...
2023-10-12
45 min
Ensombl Advice Australia
Investment Podcast #2 - Fixed Income
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. 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...
2023-10-08
46 min
Ensombl Advice Australia
#417 Rich Abbey
Rich 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...
2023-10-04
34 min
Ensombl Advice Australia
Investment Podcast #1 - REITs and Real Assets
James 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/1-2...
2023-09-24
48 min
Ensombl Advice Australia
#415 Craig Keary
Craig 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...
2023-09-20
56 min
Ensombl Advice Australia
AdviceTech Podcast #49 - Asendium Update
This 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...
2023-08-24
52 min
Ensombl Advice South Africa
#100 Andy Hart
To 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...
2023-08-23
50 min
Ensombl Advice South Africa
#99 Juan Mirfin
Juan 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 Commspace: To see what the leading financial adviser revenue management solution can do for you, book a demo. https://ensombl.com/go/2-20230809 Join the Ensombl platform: App Store: http://www.ensombl.com/apple Google Play...
2023-08-09
43 min
Ensombl Advice South Africa
#98 Dylan Verreynne
Dylan 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 Commspace: To see what the leading financial adviser revenue management solution can do for you, book a demo. https://ensombl.com/go/2-20230802 Join the Ensombl platform: App Store: http...
2023-08-02
47 min
Ensombl Advice South Africa
#97 Louis van der Merwe
Outside 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 Commspace: To see what the leading financial adviser revenue management solution...
2023-07-26
47 min
Ensombl Advice South Africa
#96 Mark Hedderman
Mark 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 Commspace: To see what the...
2023-07-19
48 min
Ensombl Advice South Africa
#95 Grant Hicks
Grant 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 Commspace: To see what the leading financial adviser revenue management solution can do for you, book a demo. https://ensombl.com/go/2-20230712 Join the...
2023-07-12
44 min
Ensombl Advice South Africa
#94 Ashley Quamme
This 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/ For more information on PortfolioMetrix, reach out to our team, or visit our website: https://ensombl.com/go/1-20230705 Commspace: To see what the leading financial...
2023-07-05
45 min
Ensombl Advice Australia
#400 David Harris
David is the CEO and Managing Director at Advice Evolution. He joins James to talk about the processes and challenges of changing licensees. David Harris LinkedIn: https://www.linkedin.com/in/david-harris-83930b34/ Advice Evolution Website: https://www.adviceevolution.com.au/ This episode is proudly sponsored by Capital Group. https://ensombl.com/go/20230608 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/disclaimer/
2023-06-07
32 min
Ensombl Advice Australia
Engine Room Podcast #10 - Brad Rogers
In this episode, Andrew is joined by Brad Rogers, Financial Planner and Business Owner at WealthShore. They chat about how he got started in financial advice, how he maintains a culture of togetherness in his practice, and the importance of having a support network. Brad Rogers LinkedIn: https://www.linkedin.com/in/bradley-rogers-06808487/ WealthShore Website: https://www.wealthshore.com.au/ Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/20230606 Join the Ensombl platform: App Store: http://www.ensombl.com/apple Google Play: http://www...
2023-06-05
52 min
Ensombl Advice Australia
5 JUN 2023 - Monday Market Highlights
This week we cover global share market gains driven by US tech stocks, record-low market breadth, Australian CPI data, the US debt ceiling resolution, IDP Education's stock decline, Contact Energy, the Bank of Queensland, and the anticipation of the RBA meeting outcome. This podcast is moving to Milford’s new podcast channel OnTrack with Milford. Head over to https://ensombl.com/go/20230605 and subscribe so you don’t miss any episodes. Join the Ensombl platform: App Store: http://www.ensombl.com/apple Google Play: http://www.ensombl.com/google Desktop: https://www.enso...
2023-06-04
05 min
Ensombl Advice Australia
AdviceTech Podcast #37 - Yodal
In this episode, Peita chats with Brandon Thompson, CEO at Yodal. They explore the tools and resources of the Estate Planning solution, and how they can be used to support your advice practice. Yodal Website: https://yodal.com.au/ Brandon Thompson LinkedIn: https://www.linkedin.com/in/bthompsongpa/ Curiosity Corner (Drawify): https://drawify.com/home Peita Diamantidis Linkedin: https://www.linkedin.com/in/peitamd/ A world of opportunity awaits you at Netwealth Investments Limited: https://ensombl.com/go/20230602 Join the Ensombl platform: App Store: http://www.ensombl.com/apple...
2023-06-01
57 min
Ensombl Advice Australia
#399 Paul Mann
Paul is the Co-Founder and a Financial Adviser at True Direction Financial. He and Clayton discuss their view on the current state of financial planning as it becomes more complex, and where the industry is headed in the future. Paul Mann LinkedIn: https://www.linkedin.com/in/paul-mann/ True Direction Financial Website: https://www.truedirection.com.au/about-us This episode is proudly sponsored by Capital Group. https://ensombl.com/go/20230601 Join the Ensombl platform: App Store: http://www.ensombl.com/apple Google Play: http://www.ensombl.com/google Desktop...
2023-05-31
52 min
Ensombl Advice Australia
Engine Room Podcast #9 - Paul Barrett
This week, Andrew is joined by Paul Barrett, Co-Founder and Private Wealth Adviser at Absolute Wealth Advisors. They take a look at how his practice has evolved over the years, where they're headed in the future, and the people, values and culture aspects of the business. Paul Barrett Linkedin: https://www.linkedin.com/in/mrpaulbarrett/ Absolute Wealth Advisers Website: https://www.absolute.sydney/ Anganwadi Project Website: https://www.anganwadiproject.com/ B1G1 Website: https://b1g1.com/ AACP Website: https://www.collaborativeaustralia.com.au/ Visit The Adviser Portal and partner with...
2023-05-29
58 min
Ensombl Advice Australia
29 MAY 2023 - Monday Market Highlights
This week we cover the US debt ceiling raise, the RBNZ interest rates rise, UK inflation, Australian retail sales data, US core PCE data, Nvidia, Universal, Webjet, and Fisher and Paykel Healthcare. This podcast is moving to Milford’s new podcast channel OnTrack with Milford. Head over to https://ensombl.com/go/20230529 and subscribe so you don’t miss any episodes. 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/discla...
2023-05-28
04 min
Ensombl Advice Australia
AdviceTech Podcast #36 - TikTok
In 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
2023-05-25
1h 01
Ensombl Advice Australia
#398 Justin Lucas
Justin is an Adviser and Partner at Koda Capital. He sits down with James to chat about his journey into financial planning, and how AI can be integrated in a practice to enhance an advisor's abilities, rather than replacing them. Justin Lucas LinkedIn: https://www.linkedin.com/in/justin-lucas-18349715/ Koda Capital Website: https://kodacapital.com/ This episode is proudly sponsored by Capital Group. https://ensombl.com/go/20230525 Join the Ensombl platform: App Store: http://www.ensombl.com/apple Google Play: http://www.ensombl.com/google Desktop: https://www.ensombl...
2023-05-24
31 min
Ensombl Advice Australia
Engine Room Podcast #8 - David Moloney
This week, Andrew chats with David Moloney, Director of Wealth at Yarra Lane. They discuss the evolution of the practice, where they sit in the industry when it comes to advising pharmacists, and how they measure success in their business. David Moloney LinkedIn: https://www.linkedin.com/in/david-moloney-cfp%C2%AE-1276b922/ Yarra Lane Website: https://www.yarralanegroup.com.au/ Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/20230523 Join the Ensombl platform: App Store: http://www.ensombl.com/apple Google Play: http://www...
2023-05-22
58 min
Ensombl Advice Australia
22 MAY 2023 - Monday Market Highlights
This week we cover the Australian quarterly wage price index, Australian employment data, the US debt ceiling, US retail sales, Aristocrat, XERO, Life360, and James Hardie. This podcast is moving to Milford’s new podcast channel OnTrack with Milford. Head over to https://ensombl.com/go/20230522 and subscribe so you don’t miss any episodes. 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/disclaimer/
2023-05-21
06 min
Ensombl Advice Australia
AdviceTech Podcast #35 - Xeppo
In this episode, Peita speaks with Paul Campbell, Managing Director at Xeppo. They take a look at Xeppo, and discuss how having easy access to data and insights can drive greater client relationships and business growth. Xeppo Website: https://xeppo.com.au/financial-planners/ Paul Campbell LinkedIn: https://www.linkedin.com/in/paul-campbell-2805022b/ Curiosity Corner (Opal): https://www.opal.so/ Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/ A world of opportunity awaits you at Netwealth Investments Limited: https://ensombl.com/go/20230519 Join the Ensombl platform: App Store: http...
2023-05-18
57 min
Ensombl Advice Australia
#397 Chris Carlin
Chris is the Founder of Master Your Money Now. He joins James to answer a few community questions on why he recently sold his business and the process involved. Chris Carlin LinkedIn: https://www.linkedin.com/in/chriscarlinfp/ Master Your Money Now Website: https://masteryourmoneynow.com.au/ This episode is proudly sponsored by Capital Group. https://ensombl.com/go/20230518 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...
2023-05-17
43 min
Ensombl Advice Australia
Engine Room Podcast #7 - Aimee Lucas
This week, Andrew sits down with Aimee Lucas, Practice Manager at Burke Britton Financial Partners. They discuss her journey from receptionist to Practice Manager, how their practice overcame their biggest mistakes, and how good planners are only as good as their team. Aimee Lucas LinkedIn: https://www.linkedin.com/in/aimee-lucas-baa457153/ BBFP Website: https://www.bbfp.com.au/ Landmark Forum: https://landmarkworldwidemelbourne.com/ Echelon Front: https://echelonfront.com/ Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/20230516 Join the Ensombl platform: App Store...
2023-05-15
55 min
Ensombl Advice Australia
15 MAY 2023 - Monday Market Highlights
This week we cover US Core CPI data, the Producer Price Index, the University of Michigan Consumer Sentiment survey, UK GDP numbers, the Chinese headline inflation print, and the Australian Federal Budget. This market highlight is proudly brought to you by Milford: https://ensombl.com/go/20230515 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/disclaimer/
2023-05-14
05 min
Ensombl Advice Australia
AdviceTech Podcast #34 - MUA
In this episode, Peita chats with Julius Geis, Founderand CEO at MUA (Me, Us, All). They dive into MUA's employee engagement software, and discuss how it can be used to create a business culture that nurtures innovation and improves employees' emotional intelligence. MUA Website: https://www.wemua.com/ Julius Geis LinkedIn: https://www.linkedin.com/in/juliusgeis/ Curiosity Corner (Spoke): https://spoke.app/ Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/ A world of opportunity awaits you at Netwealth Investments Limited: https://ensombl.com/go/20230512 Join the Ensombl platform:
2023-05-11
1h 09
Ensombl Advice Australia
#396 Fraser Jack
Fraser is the Founder of The Cyber Collective. He returns to the podcast to chat with James about making advice more accessible through video. Fraser Jack LinkedIn: https://www.linkedin.com/in/fraserjack123 The Cyber Collective Website: https://www.thecybercollective.com.au/ This episode is proudly sponsored by Capital Group. https://ensombl.com/go/20230511 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/disclaimer/
2023-05-10
38 min
Ensombl Advice Australia
Engine Room Podcast #6 - Brett Schatto
This week, Andrew is joined by Brett Schatto, CEO at Pride Advice. They lift the lid on his practice and talk about how he went from investigating financial services as a detective to actually being in financial services. Brett also talks about how he developed the culture of his business, and how they support their ideal client base. Brett Schatto LinkedIn: https://www.linkedin.com/in/brettschatto/ Pride Advice Website: https://prideadvice.com.au/ Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/20230509 Join the Ensombl p...
2023-05-08
57 min
Ensombl Advice Australia
8 MAY 2023 - Monday Market Highlights
This week we cover the Reserve Bank of Australia, the Federal Reserve meeting, US Non-farm payrolls, the EBC meeting, the NZ Labour market, JB HI-FI, the National Australia Bank, and Silver Lake Resources. This market highlight is proudly brought to you by Milford: https://ensombl.com/go/20230508 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/disclaimer/
2023-05-07
06 min
Ensombl Advice Australia
AdviceTech Podcast #33 - Life Tech Assist
In this episode, Peita is joined by David Spiteri, Founder and Owner of Life Tech Assist. They talk through the features of the insurance technical support service that provides advisors with independent assistance with life insurance queries, and the tools they supply to assist clients with the claim process. Life Tech Assist Website: https://www.lifetechassist.com.au/ David Spiteri LinkedIn: https://www.linkedin.com/in/david-spiteri-life-tech-assist/ Curiosity Corner (My Social): https://mysocial.ai/ Peita Diamantidis Linkedin: https://www.linkedin.com/in/peitamd/ A world of opportunity awaits you at Netwealth Investments Limit...
2023-05-04
40 min
Ensombl Advice Australia
#395 Tony Smilevski
Tony 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...
2023-05-03
32 min
Ensombl Advice Australia
Engine Room Podcast #5 - Peter Monahan
This week, Andrew is joined by Peter Monahan, CEO at EJM Financial Services. They discuss how the practice has evolved over the years, how to manage the cultural integration of acquiring a business, and Peter's vision for the evolution of financial planning practices in Australia. Peter Monahan LinkedIn: https://www.linkedin.com/in/peter-monahan-51b84813/ EJM Website: https://www.ejm.com.au/ Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/20230502 Join the Ensombl platform: App Store: http://www.ensombl.com/apple Google Play...
2023-05-01
1h 00
Ensombl Advice Australia
1 MAY 2023 - Monday Market Highlights
This week we cover Australian inflation data, US company earnings season, First Republic Bank, Blackmores and Kirin, Synlait, and Coles. This market highlight is proudly brought to you by Milford: https://ensombl.com/go/20230501 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/disclaimer/
2023-04-30
05 min
Ensombl Advice Australia
AdviceTech Podcast #32 - CDM Solutions
This week, Peita talks with Katriel Warlow-Shill, Founder at CDM Solutions. They take a peek under the hood of the reporting tool, and how it can be used to access accurate and up-to-date client insurance information, creating better efficiencies for your practice. CDM Solutions Website: https://www.cdmsolutions.com.au/ Katriel Warlow-Shill: https://www.linkedin.com/in/katriel-warlow-shill/ Curiosity Corner (My Mind): https://mymind.com Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/ A world of opportunity awaits you at Netwealth Investments Limited: https://ensombl.com/go/20230428 Join the Ensomb...
2023-04-27
53 min
Ensombl Advice Australia
#394 Paul Barrett
Paul 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...
2023-04-26
35 min
Ensombl Advice Australia
Engine Room Podcast #4 - Corey Wastle
Corey is the CEO at Verse Wealth. He joins Andrew to explore the motivations behind starting his own business, the organisational structure he opted for, and how it aligns with the advice delivery process he offers to his clients. Corey Wastle LinkedIn: https://www.linkedin.com/in/coreywastle/ Verse Wealth Website: https://www.versewealth.com.au/ OKR Introduction: https://rework.withgoogle.com/guides/set-goals-with-okrs/steps/introduction/ Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/20230425 Join the Ensombl platform: App Store: http://www.ensombl...
2023-04-24
1h 07
Ensombl Advice Australia
24 APR 2023 - Monday Market Highlights
This week we cover higher US jobless claims, UK Wage inflation, softening NZ inflation, the RBA review, Tesla, Star Entertainment Group, Allkem and Santos. This market highlight is proudly brought to you by Milford: https://ensombl.com/go/20230424 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/disclaimer/
2023-04-23
05 min
Ensombl Advice Australia
AdviceTech Podcast #31 - Feedsy
This week, Peita chats with Steve Holmes, Director and Co-Founder at Feedsy. They take a deep dive into the features of Feedsy, and how it can help time-poor advice businesses stay in contact with their clients with automated, relevant content. Feedsy Website: https://www.feedsy.info/ Steve Holmes: https://www.linkedin.com/in/steverholmes/ Curiosity Corner (Blinq): https://blinq.me/ Peita Diamantidis Linkedin: https://www.linkedin.com/in/peitamd/ A world of opportunity awaits you at Netwealth Investments Limited: https://ensombl.com/go/20230421 Join the Ensombl platform: App Store: http...
2023-04-20
52 min
Ensombl Advice Australia
#393 Nick Donnelly
Nick 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...
2023-04-19
36 min
Ensombl Advice Australia
Engine Room Podcast #3 - James Millard
In this episode, Andrew is joined by James Millard, Director and Head Financial Adviser at Sufficient Funds. He talks about his journey from "insufficient funds" to Sufficient Funds, how he built and serves his current client base, and how he measures and celebrates success with his team. James Millard LinkedIn: https://www.linkedin.com/in/jamesmillard1/ Sufficient Funds Website: https://sufficientfunds.com.au/ Peoplogica Wesbite: https://www.peoplogica.com/ Wealth Logic Website: https://www.wealthdynamics.com/ Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/20230418
2023-04-17
55 min
Ensombl Advice Australia
17 APR 2023 - Monday Market Highlights
This week we cover US inflation data, US PPI data, Australian employment data, Australia's potential thawing of relations with China, Wesfarmers, Newmont, GQG, and Whitehaven coal. This market highlight is proudly brought to you by Milford: https://ensombl.com/go/20230417 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/disclaimer/
2023-04-16
04 min
Ensombl Advice Australia
AdviceTech Podcast #30 - Moneysoft
This week, Peita talks to Jon Shaw, CEO at Moneysoft. They discuss the features, functionality and capabilities of the Moneysoft technology, and how it can be used to create further efficiencies for advisors and close the advice gap for their clients. Moneysoft Website: https://www.moneysoft.com.au/ Jon Shaw LinkedIn: https://www.linkedin.com/in/jonathanstuartshaw/ Curiosity Corner (Muse App): https://museapp.com/ Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/ A world of opportunity awaits you at Netwealth Investments Limited: https://ensombl.com/go/20230414 Join the Ensombl platfo...
2023-04-13
59 min
Ensombl Advice Australia
#392 Celia Polkinghorne
Celia 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...
2023-04-12
34 min
Ensombl Advice South Africa
#82 Clayton Daniel
This 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 Commspace: To see what the leading financial adviser revenue management solution can do for you, book a demo. http://www2.xyadviser.com...
2023-04-12
43 min
Ensombl Advice Australia
#388 Chris Bates and Craig Bigelow
In this week's episode, James sits down with Chris and Craig, who are both Mortgage Brokers at Wealthful. They discuss the transition from financial planning to mortgage broking, the biggest property deal-breakers, and where the Australian property market is headed in the future. Chris Bates Ensombl: https://app.ensombl.com/members/4043358 Chris Bates LinkedIn: https://www.linkedin.com/in/christopherbates/ Craig Bigelow Ensombl: https://app.ensombl.com/members/3099296 Craig Bigelow LinkedIn: https://www.linkedin.com/in/craigbigelowrt/ Weathful Website: https://www.wealthful.com.au/ To learn more about how...
2023-03-22
41 min