Shows
Find Grow Keep2.114 Money, Mindset & Wellbeing: Supporting Your Team’s Financial Confidence with Peita DiamantidisIn this episode, Karen Kirton is joined by the ever-insightful and energetic Peita Diamantidis, co-founder of Caboodle Financial Services and co-host of the Schitt with Money podcast (it’s a rewatch of Schitt’s Creek from a fun financial perspective!). Together, they explore why financial wellbeing is no longer a “nice-to-have” in today’s workplace—it’s a necessity. Peita shares how financial stress is showing up at work in real ways: absenteeism, burnout, decision fatigue. But here's the good news—supporting your employees doesn't mean offering complex financial advice or handing out pay rises. In this episo...2025-06-0826 min
It’s Not About The Money (Australia)S2E2: It's About More Than Numbers (50:30)Have you ever told yourself that you're not good with the money stuff because you're not good with numbers? There's a very common stereotype that women aren't great at maths, yet research tells us that's not true, and we're are often better at numbers than society gives us credit for. But in a twist, you don't necessarily have to be good at maths to be great with money.
In this episode of "It's Not About the Money," we explore the fascinating dynamics of gender stereotypes, maths and money with guest, Peita Diamantides.
About P...2024-06-1450 min
Ensombl Advice AustraliaAdviceTech Podcast #72 - Tech StacksIn this episode, Peita is joined by Patrick Gardner, Head of Technology at Collins SBA and the upcoming host of the AdviceTech Podcast! They discuss passing the baton, and talk about their technology stacks and strategies for improving client experiences and operational efficiencies in their practices. Patrick Gardner LinkedIn: https://www.linkedin.com/in/csba-patrick-gardner/ Collins SBA Website: https://www.collinssba.com.au/ Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/ Between Meetings with Matt Heine - Discover a podcast for wealth professionals: https://ensombl.com/go/20240301 Join the Ensombl...2024-02-291h 21
Ensombl Advice AustraliaAdviceTech Podcast #71 - Capital PreferencesThis week, Peita is joined by Bernard Del Rey and Pat Spenner from Capital Preferences. They talk about behavioural science and how advisers can use it within risk profiling to deeply understand clients. The Capital Preferences risk profiler is modern, interactive, ethical and was developed by world leading behavioural economists. Peita and the guys also talk about research – the Capital Preferences research team has released several fascinating studies on equitable advice, sustainable investing and retirement income preferences of Australian investors. To access Capital Preferences research, check out their risk profiler and get your first month fr...2024-02-221h 01
Ensombl Advice AustraliaAdviceTech Podcast #70 - SuitabilityHubThis week, Peita is joined by Recep Peker, Founder and Managing Director at SuitabilityHub. They talk about the cloud-based research software that aims to help advisors to research and select investment platforms and products that best match their clients' needs, values, and preferences. Suitability Hub Website: https://www.suitabilityhub.com/ Recep Peker LinkedIn: https://www.linkedin.com/in/recep-peker/ Curiosity Corner (Gummy Search): https://gummysearch.com/product/ Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/ Send Peita a message here: https://www.speakpipe.com/PeitaD A world of opportunity awaits you at...2024-02-1558 min
Ensombl Advice AustraliaYour Next Client is You #1In this first episode, Peita is joined by Andrew Grinsell from Cooee Wealth Partners, Courtenay Walker from Fox and Hare Wealth, Jamie Ardern from Kofkin Bond & Co, and Nigel Baker from Arch Capital and Scientiam. They talk about researching and implementing new technology solutions into a practice to streamline processes and enhance the client experience. Andrew Grinsell LinkedIn: https://www.linkedin.com/in/cooeewealthandrewgrinsell Cooee Wealth Partners Website: https://www.cooeewealth.com.au/ Fox and Hare Website: https://foxandharewealth.com/ Jamie Ardern LinkedIn: https://www.linkedin.com/in/jamie-ardern-18076390/ Kofkin Bond Website: https...2024-02-131h 15
Ensombl Advice AustraliaYour Next Client is You #2In this installment, Peita chats with Andrew Grinsell from Cooee Wealth Partners, Nigel Baker from Arch Capital and Scientiam, and Jamie Ardern from Kofkin Bond & Co. They discuss the benefits of introducing tech solutions into your business, along with the potential dangers of over relying on new software and not doing enough research. Andrew Grinsell LinkedIn: https://www.linkedin.com/in/cooeewealthandrewgrinsell Cooee Wealth Partners Website: https://www.cooeewealth.com.au/ Nigel Baker LinkedIn: https://www.linkedin.com/in/nigel-baker-b25662/ Arch Capital Website: https://www.archcapital.com.au/ Scientiam Website: https://scientiam.com...2024-02-131h 00
Ensombl Advice AustraliaYour Next Client is You #3In this episode, Peita is joined once again by Andrew Grinsell, Nigel Baker and Courtenay Walker. They go over the process of selecting new technology for your practice, from the importance of defining needs, evaluating options thoroughly, involving your team, to prioritising functionality over aesthetics. Andrew Grinsell LinkedIn: https://www.linkedin.com/in/cooeewealthandrewgrinsell Cooee Wealth Partners Website: https://www.cooeewealth.com.au/ Nigel Baker LinkedIn: https://www.linkedin.com/in/nigel-baker-b25662/ Arch Capital Website: https://www.archcapital.com.au/ Scientiam Website: https://scientiam.com.au/ Fox and Hare Website: https://foxandharewealth...2024-02-1357 min
Ensombl Advice AustraliaYour Next Client is You #4In this episode, Peita is back with Courtenay Walker and Andrew Grinsell to discuss implementing new advicetech solutions, including the challenges around data migration, change management, involving clients, and ongoing support. Andrew Grinsell LinkedIn: https://www.linkedin.com/in/cooeewealthandrewgrinsell Cooee Wealth Partners Website: https://www.cooeewealth.com.au/ Fox and Hare Website: https://foxandharewealth.com/ Andrew Whelan LinkedIn: https://www.linkedin.com/in/andrew-whelan-72270a3/ Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/ Complete advice: financial planning software and investment platform all in one place https://ensombl.com/go/202402142024-02-131h 09
Ensombl Advice AustraliaYour Next Client is You #5In this final installment, Peita is joined by Andrew Grinsell and Jamie Ardern. They wrap up the series with a conversation on how advice practices can optimise the ongoing utilisation and value extraction of advicetech solutions through continuous upgrades, staff training, process evolution, and data-driven decision making. Andrew Grinsell LinkedIn: https://www.linkedin.com/in/cooeewealthandrewgrinsell Cooee Wealth Partners Website: https://www.cooeewealth.com.au/ Jamie Ardern LinkedIn: https://www.linkedin.com/in/jamie-ardern-18076390/ Kofkin Bond Website: https://www.kofkinbond.com.au/ Andrew Whelan LinkedIn: https://www.linkedin.com/in/andrew-whelan-72270a3/...2024-02-131h 00
Ensombl Advice AustraliaAdviceTech Podcast #69 - Feature: Advisors and AIIn this episode, Peita is joined by James Millard, Head Coach and Advisor at Sufficient Funds, and Tristan Bowman, Partner at Cameron Harrison. They take a look at Netwealth's "Humans and Machines" Report and discuss their insights on how financial advisors are leveraging AI to streamline business operations, enhance the client experience, and empower their teams while maintaining the important human element of financial advice. Netwealth's AdviceTech Page: https://www.netwealth.com.au/web/insights/netwealth-2023-advicetech/ Tristan Bowman LinkedIn: https://www.linkedin.com/in/tristan-bowman-085a3064/ James Millard LinkedIn: https://www.linkedin.com/in/jamesmi...2024-02-081h 10
Ensombl Advice AustraliaAdviceTech Podcast #68 - TanngoIn today's episode, Peita is joined by Melanie Drago, Founder of Tanngo. They discuss how she started the support platform, its various features, and how it can be used to help in connecting with advisors, paraplanners and admin assistants. Tanngo Website: https://tanngo.com.au Melanie Drago LinkedIn: https://www.linkedin.com/in/melanie-drago-0046a6b/ Curiosity Corner (Taskheat): https://eyen.fr/taskheat/ Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/ Send Peita a message here: https://www.speakpipe.com/PeitaD A world of opportunity awaits you at Netwealth Investments Lim...2024-02-0141 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 AustraliaAdviceTech Podcast #66 - Feature: AI and NetwealthThis week, Peita is joined by Racheal Collogan, Business Development Manager at Netwealth. They explore the opportunities and challenges of artificial intelligence in the advice industry, focusing on how advisors can start leveraging AI tools to improve their businesses and better serve clients. Netwealth's Advicetech page: https://www.netwealth.com.au/web/insights/netwealth-2023-advicetech/ Racheal Collogan Linkedin: https://www.linkedin.com/in/rachealcollogan/ Peita Diamantidis Linkedin: https://www.linkedin.com/in/peitamd/ Leave a voice message for Peita: https://www.speakpipe.com/PeitaD A world of opportunity awaits you at Netwealth Inve...2024-01-181h 00
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 AustraliaAdviceTech Podcast #64 - PersonrIn this episode, Peita is joined by Charlie Westerman, Co-Founder & CEO of Personr. They talk about how Personr uses AI technology to simplify identity verification for businesses and individuals, while remaining secure and compliant. Personr Website: https://www.personr.co/ Charlie Westerman: https://www.linkedin.com/in/charlie-westerman/ Curiosity Corner (Wonderplan ): https://wonderplan.ai/ Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/ A world of opportunity awaits you at Netwealth Investments Limited: https://ensombl.com/go/20231208 Join the Ensombl platform: App Store: http://www.ensombl.com/apple Goo...2023-12-0739 min
Ensombl Advice AustraliaAdviceTech Podcast #63 - PropHeroIn this episode, Peita talks to Mickael Roger, Co-Founder and Co-CEO at PropHero. They explore the property investment platform and its features, and how PropHero uses data and AI to help clients invest in property, while also working with financial advisors to provide their clients with transparent property investment solutions. PropHero Website: https://prophero.com.au/ Mickael Roger LinkedIn: https://www.linkedin.com/in/mickaelyroger/ Curiosity Corner (Famewall): https://famewall.io/ Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/ A world of opportunity awaits you at Netwealth Investments Limited: https://ensombl.com/go...2023-11-3042 min
Ensombl Advice AustraliaAdviceTech Podcast #62 - AltioremIn this episode, Peita is joined by Alexandra Brown, Co-Founder and Head of Research at Altiorem. They chat about how the Altiorem sustainable finance library and advocacy platform helps financial advisors and their clients learn more about ethical investing and direct investments towards sustainability issues. Altiorem Website: https://altiorem.org/ Alexandra Brown LinkedIn: https://www.linkedin.com/in/ethicalinvest/ Curiosity Corner (Waterdo): https://waterdo.seekrtech.com/en/ Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/ A world of opportunity awaits you at Netwealth Investments Limited: https://ensombl.com/go/20231124 Jo...2023-11-2348 min
Ensombl Advice AustraliaAdviceTech Podcast #61 - Paraplanner.aiThis week, Peita is joined by Denis Konoplev and Alex Gassner from Paraplanner.ai. They discuss how the Paraplanner.ai tool aims to automate tasks for financial advisors in order to free up their time to focus on clients, as well as the potential opportunities of adopting such a tool. Paraplanner.ai Website: https://www.paraplanner.ai/ Denis Konoplev LinkedIn: https://www.linkedin.com/in/onedenisk/ Alex Gassner LinkedIn: https://www.linkedin.com/in/alex-775gj6h/ Curiosity Corner (Sleeptown): https://sleeptown.seekrtech.com/ Peita Diamantidis Linkedin: https://www.linkedin.com/in/peitamd/ 2023-11-1658 min
Ensombl Advice AustraliaAdviceTech Podcast #60 - Microsoft 365In this episode, Peita is joined by Dean Holmes, Co-Founder of the Wealth Network. They talk about how Microsoft 365 offers several security, productivity and collaboration tools that businesses are already paying for but often underutilise, such as security scores, attack simulations, file tagging in SharePoint, remote device management, and the upcoming AI assistant Copilot. Microsoft 365: https://www.microsoft.com/en-au/microsoft-365 The Wealth Network Website: https://www.wealthnetwork.net.au/ Dean Holmes LinkedIn: https://www.linkedin.com/in/dean-holmes-financial-adviser-coach-the-wealth-network/ Curiosity Corner (TripIt): https://www.tripit.com/web Peita Diamantidis LinkedIn: https://www.linkedin...2023-11-0959 min
Ensombl Advice AustraliaAdviceTech Podcast #59 - The Cyber CollectiveThis week, Peita is joined by Fraser Jack, Founder of The Cyber Collective. They chat about how The Cyber Collective provides ongoing cybersecurity education and training to help financial advisors and their teams build secure practices and habits to protect client data. Cyber Collective Website: https://www.thecybercollective.com.au/ Fraser Jack LinkedIn: https://www.linkedin.com/in/fraserjack123/ Curiosity Corner (Fake You): https://fakeyou.com/ Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/ A world of opportunity awaits you at Netwealth Investments Limited: https://ensombl.com/go/20231103 Join...2023-11-0256 min
Ensombl Advice AustraliaAdviceTech Podcast #58 - HeirWealthThis week, Peita is joined by Ray and Daniel Tubman from HeirWealth. They take a deep dive into the wealth management platform for families and how it can be used to simplify organising family assets and information. HeirWealth Website: https://www.heirwealth.com/ Ray Tubman LinkedIn: https://www.linkedin.com/in/ray-tubman-550aab6/ Daniel Tubman LinkedIn: https://www.linkedin.com/in/daniel-tubman-2a190a193 Curiosity Corner (Forgotify): https://forgotify.com/ Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/ A world of opportunity awaits you at Netwealth Investments Limited: https://ensombl.c...2023-10-2645 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 AustraliaAdviceTech Podcast #55 - Word and ExcelThis week, Peita talks with Katie Cirjak, Head of Client Engagement and Back-Office Solutions at Scale Up Paraplanning. They discuss utilising Word and Excel as a powerful tool to automate workflows and streamline work processes. Scale Up Paraplanning Website: https://scaleupparaplanning.com.au/ Katie Cirjak: https://www.linkedin.com/in/katie-cirjak/ Curiosity Corner (Pi): https://pi.ai/talk Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/ A world of opportunity awaits you at Netwealth Investments Limited: https://ensombl.com/go/20231006 Join the Ensombl platform: App Store: http://www.en...2023-10-051h 14
Ensombl Advice AustraliaAdviceTech Podcast #54 - Oko AdviserThis week, Peita talks with Tom Culver, Founder and CEO at Oko Adviser. They discuss the features of the Oko tool and how it helps financial advisors and their clients assess sustainability values and integrate them into the investment process. Oko Adviser discount code: Ensombl10 Oko Adviser Website: https://www.okoadviser.com/ Tom Culver: https://www.linkedin.com/in/tomculver1 Curiosity Corner (McCrindle): https://mccrindle.com.au/ Peita Diamantidis Linkedin: https://www.linkedin.com/in/peitamd/ A world of opportunity awaits you at Netwealth Investments Limited: https://ensombl.com/go/20230929 Join the E...2023-09-281h 09
Ensombl Advice AustraliaAdviceTech Podcast #53 - FinitoIn this week's episode, Peita is joined by Thabojan Rasiah and Matt Boyd, Co-Founders of Finito. They discuss Finito as a virtual "marketplace", aiming to provide coaching and guidance to Australians by connecting consumers with trusted financial experts. Finito Website: https://www.finito.com.au/ Thabojan Rasiah: https://www.linkedin.com/in/thabojanrasiah/ Matt Boyd: https://www.linkedin.com/in/matthew-boyd-vollie/ Curiosity Corner (Fathom): https://fathom.video/ Peita Diamantidis Linkedin: https://www.linkedin.com/in/peitamd/ A world of opportunity awaits you at Netwealth Investments Limited: https://ensombl.com/go/20230922 Join...2023-09-2158 min
Ensombl Advice AustraliaAdviceTech Podcast #52 - MoxoThis week, Peita talks with Nikhita Iyar, Head of Product Marketing and Growth at Moxo. They discuss Moxo's digital interaction workspaces, and how it can reduce churn and increase client retention by streamlining processes. Moxo Website: https://www.moxo.com/ Moxo’s Regional Director - Australia & New Zealand - Fedja Selimovic: https://www.linkedin.com/in/fedjaselimovic/ Curiosity Corner (Airpano): https://www.airpano.com/ Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/ A world of opportunity awaits you at Netwealth Investments Limited: https://ensombl.com/go/20230915 Join the Ensombl platfo...2023-09-141h 05
Ensombl Advice AustraliaAdviceTech Podcast #51 - CanvaIn this episode, Peita is joined by Donna Moritz, Canva Verified Expert. They talk about using Canva's design tools and templates to empower your business. Canva Website: https://www.canva.com/ Donna Moritz LinkedIn: https://www.linkedin.com/in/donnamoritz/ Socially Sorted Website: https://www.sociallysorted.com.au/ Curiosity Corner (Dynamic QR Codes/Hovercode): https://hovercode.com/ Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/ A world of opportunity awaits you at Netwealth Investments Limited: https://ensombl.com/go/20230907 Join the Ensombl platform: App Store: http://www.ens...2023-09-071h 16
Ensombl Advice AustraliaAdviceTech Podcast #50 - Feature: Automation v Client ExperienceIn this episode, Peita is joined by Patrick Flynn, Founder of Simply Advice Websites and Director of Simply Kaizen. They discuss the tension between automation and client experience, the pros and cons of the various tech tools that advisors are currently using, and how to get better outcomes to suit your practice. Pat Flynn's Website: https://patrickflynn.info/ Pat Flynn Linkedin: https://www.linkedin.com/in/patrickjamesflynn/ Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/ Leave a voice message for Peita: https://www.speakpipe.com/PeitaD A world of opportunity awaits yo...2023-08-311h 29
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 AustraliaAdviceTech Podcast #48 - ImpacterIn this episode, Peita is joined by Bianca Hartge-Hazelman, CEO at Financy. They discuss the Financy Impacter app, and how it can be used to increase business productivity, employee wellness and retention, and ensure diversity and inclusion. Impacter Website: https://financy.com.au/impacter/ Bianca Hartge-Hazelman LinkedIn: https://www.linkedin.com/in/biancahhfinancy Curiosity Corner (Futurepedia): https://www.futurepedia.io/ Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/ A world of opportunity awaits you at Netwealth Investments Limited: https://ensombl.com/go/20230818 Join the Ensombl platform: App Store: http://w...2023-08-1746 min
Ensombl Advice AustraliaAdviceTech Podcast #47 - Look BackIn this episode, Peita reflects on the podcast journey so far and shares some of the biggest advicetech insights she's picked up along the way. You can send your AdviceTech questions and feedback to: https://www.speakpipe.com/PeitaD Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/ A world of opportunity awaits you at Netwealth Investments Limited: https://ensombl.com/go/20230811 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...2023-08-1028 min
Ensombl Advice AustraliaAdviceTech Podcast #46 - LumiantIn this episode, Peita chats with Mark Akeroyd, Head of Product at Lumiant. They take a deep dive into the features of the advice and client engagement platform, where it fits in an advisor's tech stack, and the power of a scalable experience. Lumiant Website: https://www.lumiant.io/ Mark Akeroyd LinkedIn: https://www.linkedin.com/in/markakeroyd/ Curiosity Corner (AI Playground): https://sdk.vercel.ai/ Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/ A world of opportunity awaits you at Netwealth Investments Limited: https://ensombl.com/go/20230804 Join t...2023-08-031h 23
Ensombl Advice AustraliaAdviceTech Podcast #45 - 3LinesIn this episode, Peita talks with Julia Vojkovic, Co-founder and Director at 3Lines. They discuss the various tools and features of the cloud based platform designed to simplify AFSL compliance, and finding the balance between commercial and compliance. 3Lines Website: https://3Lines.com.au/ Julia Vojkovic LinkedIn: https://www.linkedin.com/in/julia-vojkovic-708563114/ Curiosity Corner (folk): https://www.folk.app/ Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/ A world of opportunity awaits you at Netwealth Investments Limited: https://ensombl.com/go/20230728 Join the Ensombl platform: App Store: http://www.e...2023-07-2745 min
Ensombl Advice AustraliaAdviceTech Podcast #44 - RetiremapThis week, Peita is joined by Andrew Gardner, Founder and Director at Retiremap. They talk through the features and functions of Retiremap, and how it can be used by advisors to increase productivity and client engagement, and reduce overheads and data entry. Retiremap Website: https://retiremap.com.au/ Andrew Gardner LinkedIn: https://www.linkedin.com/in/andrew-gardner-3097393/ Curiosity Corner (Machined): https://machined.ai/ Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/ A world of opportunity awaits you at Netwealth Investments Limited: https://ensombl.com/go/20230721 Join the Ensombl platform:2023-07-2046 min
Ensombl Advice AustraliaAdviceTech Podcast #43 - ScientiamThis week, Peita sits down with Nigel Baker, Founder at Scientiam. They discuss the online digital advice platform, what the learning path was, and how they can help advisors give their clients easier access to advice. Scientiam Website: https://scientiam.com.au/ Nigel Baker LinkedIn: https://www.linkedin.com/in/nigel-baker-b25662/ Curiosity Corner (EarlyBird): https://earlybird.im/ Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/ A world of opportunity awaits you at Netwealth Investments Limited: https://ensombl.com/go/20230714 Join the Ensombl platform: App Store: http://www.ensombl.com/apple...2023-07-1348 min
Ensombl Advice AustraliaAdviceTech Podcast #42 - Feature: Client Value PropositionsThis week, Peita chats with Matt Heine, Managing Director at Netwealth. They discuss the standouts in the world of advicetech when it comes to the client value proposition. Netwealth Website: https://www.netwealth.com.au/web/advisers/ Matt Heine LinkedIn: https://www.linkedin.com/in/mattheine/ Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/ A world of opportunity awaits you at Netwealth Investments Limited: https://ensombl.com/go/20230707 Join the Ensombl platform: App Store: http://www.ensombl.com/apple Google Play: http://www.ensombl.com/google Desktop: ht...2023-07-0641 min
Ensombl Advice AustraliaAdviceTech Podcast #41 - Aged Care StepsIn this episode, Peita is joined by Louise Biti, co-founder and Director of Aged Care Steps. They discuss the tools and resources that Aged Care Steps provides to advisors, and how they can be utilised to build stronger relationships with clients who are transistioning to the next stage of life. Aged Care Steps Website: www.agedcaresteps.com.au Louise Biti LinkedIn: https://www.linkedin.com/in/louise-biti-a662607/ Curiosity Corner (Rows): https://rows.com/ai Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/ A world of opportunity awaits you at Netwealth Investments Li...2023-06-291h 00
Ensombl Advice AustraliaAdviceTech Podcast #40 - Care & Living with MercerThis week, Peita is joined by Will Burkitt, Leader and Partner at Mercer. They take a deep dive into the Care & Living with Mercer (CaLM) service, how the idea came about, and how it can be used to support further confidence in the key moments of the aging journey. Care & Living with Mercer Website: https://www.mercersuper.com.au/retirement/care-and-living-with-mercer William Burkitt LinkedIn: https://www.linkedin.com/in/williamburkitt/ Curiosity Corner (Streamyard): https://streamyard.com/ Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/ A world of opportunity awaits you at Netwealth...2023-06-221h 01
Ensombl Advice AustraliaAdviceTech Podcast #39 - REVEXThis week, Peita talks with Yul Hardick, COO at REVEX. They discuss where REVEX fits into the advice tech space, and how the revenue management software provides technology efficient solutions to advisors. REVEX Website: https://revex.net.au/ Yul Hardick LinkedIn: https://www.linkedin.com/in/yulhardick/ Curiosity Corner (1 Pixel Wealth): https://mkorostoff.github.io/1-pixel-wealth/ Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/ A world of opportunity awaits you at Netwealth Investments Limited: https://ensombl.com/go/20230616 Join the Ensombl platform: App Store: http://www.ensombl.com/apple...2023-06-1556 min
Ensombl Advice AustraliaAdviceTech Podcast #38 - FeezilyIn this episode, Peita is joined by Chris Colman, Chief Technology Officer at Feezily. They take a deep dive into the revenue management tool, how it can be folded into your advice practice, and where they're headed in the future. Feezily Website: https://www.feezily.com/ Chris Colman LinkedIn: https://www.linkedin.com/in/chriscolman/ Curiosity Corner (SankeyArt): https://www.sankeyart.com/ Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/ A world of opportunity awaits you at Netwealth Investments Limited: https://ensombl.com/go/20230609 Join the Ensombl platform: App...2023-06-0841 min
Ensombl Advice AustraliaAdviceTech Podcast #37 - YodalIn 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...2023-06-0157 minEnsombl 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 01Ensombl Advice AustraliaAdviceTech Podcast #35 - XeppoIn 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...2023-05-1857 minEnsombl Advice AustraliaAdviceTech Podcast #34 - MUAIn 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:2023-05-111h 09Ensombl Advice AustraliaAdviceTech Podcast #33 - Life Tech AssistIn 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...2023-05-0440 minEnsombl Advice AustraliaAdviceTech Podcast #32 - CDM SolutionsThis 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...2023-04-2753 minEnsombl Advice AustraliaAdviceTech Podcast #31 - FeedsyThis 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...2023-04-2052 minEnsombl Advice AustraliaAdviceTech Podcast #30 - MoneysoftThis 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...2023-04-1359 minEnsombl Advice AustraliaAdviceTech Podcast #29 - MyProsperityIn this episode, Peita is joined by Karolina Kuszyk, Head of Wealth Channel at MyProsperity. They talk through the digital tools included in the MyProsperity client portal, and how it can best be implemented to increase practice efficiencies and scale client engagement. MyProsperity Website: https://www.myprosperity.com.au/ Karolina Kuszyk: https://www.linkedin.com/in/karolina-kuszyk-b613a06/ Curiosity Corner (Chat GPT-4): https://openai.com/product/gpt-4 Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/ A world of opportunity awaits you at Netwealth Investments Limited: http://www2.xyadviser.com/ok5gyu ...2023-04-0650 minEnsombl Advice AustraliaAdviceTech Podcast #28 - Financial Writers AustraliaIn this episode, Peita chats with Kelly Mackay, Business Manager at Financial Writers Australia. They take a deep dive into how to create unique content that speaks directly to your ideal clients. Financial Writers Website: https://financialwriters.com.au/ Kelly Mackay: https://www.linkedin.com/in/kellybellmanmackay/ Curiosity Corner (Visualize Habit): https://visualizehabit.com/ Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/ A world of opportunity awaits you at https://netwealth.com.au/woo Join the Ensombl platform: App Store: http://co.xyadviser.com/xyistore Google Play: http...2023-03-3041 minEnsombl Advice AustraliaAdviceTech Podcast #27 - intellifloThis week, Peita talks to Nick Eatock, CEO at intelliflo. They take a deep dive into the cloud-based intelliflo platform and its various tools, and how they can be used to increase the value of advice for both advisors and their clients. intelliflo Website: https://www.intelliflo.com/au Nick Eatock LinkedIn: https://www.linkedin.com/in/nickeatock/ Curiosity Corner (Circle): https://circle.so/ Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/ A world of opportunity awaits you at https://netwealth.com.au/woo Join the Ensombl platform: App Sto...2023-03-231h 13Ensombl Advice AustraliaAdviceTech Podcast #26 - Oxford RiskThis week, Peita is joined by Dr. Greg Davies and Bianca Kent from Oxford Risk. They take a look at Oxford Risk's behavioural finance software and how it can be utilised to thoroughly assess your client's investment portfolios and narrow decision-making. Oxford Risk Website: https://www.Oxford Risk.com.au/for-advisers/ Bianca Kent LinkedIn: https://www.linkedin.com/in/bianca-kent-5947043a/ Greg Davies LinkedIn: https://www.linkedin.com/in/gregbdavies/ Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/ A world of opportunity awaits you at https://netwealth.com.au/woo Join...2023-03-161h 09Ensombl Advice AustraliaAdviceTech Podcast #25 - OpenInvestIn this episode, Peita sits down with Ravi Verma, Head of Distribution at OpenInvest. They discuss where OpenInvest fits in the advice tech space, and how the platform creates investment advice solutions for both the end investor and partner firms. OpenInvest Website: https://www.openinvest.com.au/for-advisers/ Ravi Verma LinkedIn: https://www.linkedin.com/in/ravi-verma-8095bb44 Curiosity Corner (Storytail) website: https://www.storytail.io/ Peita Diamantidis Linkedin: https://www.linkedin.com/in/peitamd/ A world of opportunity awaits you at https://netwealth.com.au/woo Join the Ensombl platform:2023-03-0958 minEnsombl Advice AustraliaAdviceTech Podcast #24 - AsendiumIn this episode, Peita talks to Scott Miller, CEO and Co-Founder at Asendium. They cover the features of the Asendium software, and discuss how it can be used to streamline the advice process through eliminating manual data entry. Asendium Website: https://www.asendium.com/ Scott Miller LinkedIn: https://www.linkedin.com/in/scottbradleymiller/ Curiosity Corner (ChatGPT) website: https://openai.com/blog/chatgpt/ Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/ A world of opportunity awaits you at https://netwealth.com.au/woo Join the Ensombl platform: App Store: http://co...2023-03-021h 00Ensombl Advice AustraliaAdviceTech Podcast #23 - PaduaIn this episode, Peita is joined by Matt and Anne-Marie Esler, Co-Founders of Padua. They discuss how Padua can be used to reduce the time and cost to produce high-quality advice. Padua Website: https://paduasolutions.com/ Anne-Marie LinkedIn: https://www.linkedin.com/in/anne-marie-esler-cfp-b04ab686/ Matt Esler LinkedIn: https://www.linkedin.com/in/matt-esler-69b07211/ Curiosity Corner (Hyperhistory) website: https://www.hyperhistory.com/ Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/ A world of opportunity awaits you at https://netwealth.com.au/woo Join the Ensombl platform: App Store...2023-02-231h 18Ensombl Advice AustraliaAdviceTech Podcast #22 - Fin365This week, Peita talks to Stephen Handley, Founder and CEO at Fin365. They take a look at the Fin365 platform, which aims to automate the flow of data management in the advice process through unlocking the power of Microsoft 365. Stephen Handley LinkedIn: https://www.linkedin.com/in/stephenhandley42/ Fin365 Website: https://fin365.com.au Curiosity Corner (Focusmate) website: https://www.focusmate.com/ Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/ A world of opportunity awaits you at https://netwealth.com.au/woo Join the Ensombl platform: App Store: http://c...2023-02-161h 12Ensombl Advice AustraliaAdviceTech Podcast #21 - IgnitionIn this week's episode, Peita talks to Brendan Allen Klein, Senior Account Manager at Ignition. They deep dive into the features of the Ignition app, and how it can be used to further improve efficiency. Ignition Website: https://www.ignitionapp.com/ Brendan Allen LinkedIn: https://www.linkedin.com/in/brendan-allen-klein/ Curiosity Corner (Roam Research) website: https://roamresearch.com/ Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/ A world of opportunity awaits you at https://netwealth.com.au/woo Join the Ensombl platform: App Store: http://co.xyadviser.com/xyist...2023-02-0952 min
Ensombl Advice Australia#376 Peita DiamantidisPeita is the Co-Founder of Caboodle Financial Services and the Host of the Ensombl AdviceTech Podcast. She joins Clayton to chat all things Advice Tech, including how soon AI may be integrated into the advice process. Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/ Caboodle Financial Services Website: https://www.caboodlefs.com.au/ A world of opportunity awaits you at https://netwealth.com.au/woo Join the Ensombl platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://www.ensombl.com/2023-02-0843 minEnsombl Advice AustraliaAdviceTech Podcast #20 - Adviser RatingsIn this episode, Peita talks to Angus Woods, Founder at Adviser Ratings. They explore Adviser Ratings as a free lead generation tool for financial advisers, and what advisers can do to boost their profile. Adviser Ratings Website: adviserratings.com.au Angus Woods LinkedIn: https://www.linkedin.com/in/angus-woods-a5a7025/ Curiosity Corner (Clifton Strengths) Website: https://www.gallup.com/cliftonstrengths/en/252137/home.aspx Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/ A world of opportunity awaits you at https://netwealth.com.au/woo Join the Ensombl platform: App Store: h...2023-02-0258 minEnsombl Advice AustraliaAdviceTech Podcast #19 - iComply2In this episode, Peita chats with Anthony Lyon, Founder at iComply2. They talk through the suite of integrated apps, and how they can be used to simplify the advice process and maintain compliance. icomply2 Website: https://www.icomply2.com.au/ Anthony Lyon LinkedIn: https://www.linkedin.com/in/anthony-lyon-2463446a Curiosity Corner (Motion) website: https://www.usemotion.com/ Peita Diamantidis Linkedin: https://www.linkedin.com/in/peitamd/ A world of opportunity awaits you at https://netwealth.com.au/woo Join the Ensombl platform: App Store: http://co.xyadviser.com/xyistore...2023-01-2637 min
Ensombl Advice AustraliaAdviceTech Podcast #18 - DASHThis week, Peita is joined by Andrew Whelan, Chief Executive Officer at Dash Technology Group. They take a deep dive into the DASH platform and how it can be utilised to solve the biggest problems in your advice process. Dash Website: https://dash.com.au/ Andrew Whelan LinkedIn: https://www.linkedin.com/in/andrew-whelan-72270a3/ Curiosity Corner (Airgram) website: https://www.airgram.io/ Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/ A world of opportunity awaits you at https://netwealth.com.au/woo Join the Ensombl platform: App Store...2023-01-191h 00Ensombl Advice AustraliaAdviceTech Podcast #17 - Ethos ESGThis week, Peita chats with Nathan Fradley, Director at Ethos Australia. They deep dive into the Ethos ESG tool and discuss how it can be integrated into your advice business to assist with ethical investing for clients and reflect your philosophy and values as a practice. Ethos ESG Website: https://www.ethosesg.com/ Nathan Fradley LinkedIn: https://www.linkedin.com/in/nathan-fradley-fchfp-88a8502a Curiosity Corner (Forest) website: https://www.forestapp.cc/ Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/ Unlock the potential of your wealth business with Netwealth, visit http://www.ne...2022-12-1553 min
Ensombl Advice AustraliaAdviceTech Podcast #16 - WorksortedIn this episode, Peita is joined by Simon Betchley, Chief Executive Officer at Worksorted. They take a look at the features of the Worksorted system, and how it can be integrated into your advice practice to further drive efficiency through process automation. Worksorted Website: https://worksorted.com/ Simon Betchley LinkedIn: https://www.linkedin.com/in/simonbetchley/ Curiosity Corner (Upcontent) website: https://www.upcontent.com/ Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/ Unlock the potential of your wealth business with Netwealth, visit http://www.netwealth.com.au/change Join the...2022-12-0852 minEnsombl Advice AustraliaAdviceTech Podcast #15 - Think CaddieIn this episode, Peita chats with Sasha Lincoln, Head of Product at Think Caddie. They deep dive into the Think Caddie platform and explore how advice practices can utilise it to manage team compliance and training. Think Caddie Website: https://www.thinkcaddie.com Sasha Lincoln LinkedIn: https://www.linkedin.com/in/sasha-lincoln-bb069b43/ Curiosity Corner (Be Connected) website: https://beconnected.esafety.gov.au/ Peita Diamantidis Linkedin: https://www.linkedin.com/in/peitamd/ Unlock the potential of your wealth business with Netwealth, visit http://www.netwealth.com.au/change Join the XY...2022-12-0144 minEnsombl Advice AustraliaAdviceTech Podcast #14 - OtivoThis week, Peita speaks with Paul Feeney, Founder of Otivo. They talk about the benefits of the Otivo app, and how practices can utilise it to nurture clients towards making well-informed financial decisions. Otivo Website: https://www.otivo.com/ Paul Feeney LinkedIn: https://www.linkedin.com/in/paul-feeney-0803031 Curiosity Corner (Book like a Boss) website: https://www.booklikeaboss.com/ Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/ Unlock the potential of your wealth business with Netwealth, visit http://www.netwealth.com.au/change Join the XY platform: App St...2022-11-2447 minEnsombl Advice AustraliaAdviceTech Podcast #13 - Advice IntelligenceThis week, Peita is joined by Jacqui Henderson, Founder and CEO at Advice Intelligence. They take a deep dive into the features of the Advice Intelligence software, an end-to-end financial planning solution designed to create further advice innovations and inspire client engagement. Advice Intelligence Website: https://www.adviceintelligence.com/ Jacqui Henderson LinkedIn: https://www.linkedin.com/in/jacqui-henderson1/ Curiosity Corner (Heroic Headshots) website: https://www.heroicheadshots.com/ Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/ Unlock the potential of your wealth business with Netwealth, visit http://www.netwealth.com.au/change...2022-11-1758 minEnsombl Advice AustraliaAdviceTech Podcast #12 - Fourth LineIn this episode, Peita chats with Joel Ronchi, COO at Fourth Line. They discuss the functions of Fourth Line's risk management and compliance software, how it complements existing frameworks, and where they're headed in the future. Fourth Line Website: https://fourth-line.com.au/ Joel Ronchi LinkedIn: https://www.linkedin.com/in/joel-ronchi/ Curiosity Corner (Grammarly) Website: https://www.grammarly.com/ Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/ Unlock the potential of your wealth business with Netwealth, visit http://www.netwealth.com.au/change Join the XY platform: Ap...2022-11-1050 minEnsombl Advice AustraliaAdviceTech Podcast #11 - iFactFindThis week, Peita sits down with Dr. Paul Moran, CEO and Founder of iFactFind. They discuss the features of the client data collection and management software, and how it can integrate with your existing advice tools. iFactFind Website: https://ifactfind.com.au/ Dr. Paul Moran LinkedIn: https://www.linkedin.com/in/dr-paul-moran-cfp%C2%AE-ssa%E2%84%A2-9aa22117/ Curiosity Corner (Airtable) website: https://www.airtable.com/ Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/ Unlock the potential of your wealth business with Netwealth, visit http://www.netwealth.com.au/change J...2022-11-0358 minEnsombl Advice AustraliaAdviceTech Podcast #10 - LonsecIn this episode, Peita sits down with Hannah Bevan, Product Manager at Lonsec. They take a look at Lonsec's iRate research tool, and discuss the features that advisers may not be using to their advantage. Lonsec Website: https://www.lonsec.com.au/ iRate Two Week Trial: https://www.lonsec.com.au/financial-adviser/irate-trial/ Hannah Bevan LinkedIn: https://www.linkedin.com/in/hannah-bevan-37831063/ Curiosity Corner (TextExpander) website: https://textexpander.com/ Peita Diamantidis Linkedin: https://www.linkedin.com/in/peitamd/ Unlock the potential of your wealth business with Netwealth, visit http://www.netwealth.c...2022-10-2735 minEnsombl Advice AustraliaAdviceTech Podcast #9 - LinkedInIn this episode Peita is joined by LinkedIn Expert and Consultant Adam Houlahan. They chat about the different approaches to using LinkedIn as a tool to benefit your business, and common mistakes you may be making. Adam Houlahan Website: https://adamhoulahan.com/ Adam Houlahan LinkedIn: https://adamhoulahan.com/ Curiosity Corner (Hypercontext) website: https://hypercontext.com/ Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/ Unlock the potential of your wealth business with Netwealth, visit http://www.netwealth.com.au/change Join the XY platform: App Store: http://co.xyadviser...2022-10-201h 07Ensombl Advice AustraliaAdviceTech Podcast #8 - FacebookThis week, Peita is joined by Dante St James, Meta Lead Trainer and Digital Consultant to Small Businesses. They discuss the best ways to approach Facebook as a business, and explore the lesser-known benefits and tools of the Meta Business Suite. Dante St James Website: https://dantestjames.com/ Dante St James LinkedIn: https://www.linkedin.com/in/dantestjames/ Curiosity Corner (Answer the Public) website: https://answerthepublic.com/ Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/ Unlock the potential of your wealth business with Netwealth, visit http://www.netwealth.com.au/change...2022-10-131h 00Ensombl Advice AustraliaAdviceTech Podcast #7 - ProductRexIn this episode, Peita is joined by Nick Topham, Founder of ProductRex. They chat about the conception and creation of the investment product research system, who the ideal user is, and how the drive for greater efficiency is continuing to improve the software. ProductRex Website: https://www.productrex.com.au/ Nick Topham LinkedIn: https://www.linkedin.com/in/nicktopham/ Curiosity Corner (Brickit) website: https://brickit.app/ Peita Diamantidis Linkedin: https://www.linkedin.com/in/peitamd/ Unlock the potential of your wealth business with Netwealth, visit http://www.netwealth.com.au/change ...2022-10-0637 minEnsombl Advice AustraliaAdviceTech Podcast #6 - IressThis week Peita talks to Matthew Mensforth, Head of Product - Advice at Iress. They take a deep dive into the Iress suite of tools, along with Xplan and LAB. Iress Website: https://www.iress.com/ Iress Community: https://community.iress.com/ Matthew Mensforth (Iress) LinkedIn: https://www.linkedin.com/in/matthew-mensforth-b7469b5/ Curiosity Corner (Notion) website: https://www.notion.so/ Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/ Unlock the potential of your wealth business with Netwealth, visit http://www.netwealth.com.au/change Join the XY...2022-09-2953 minEnsombl Advice AustraliaAdviceTech Podcast #5 - Netwealth AdviceTech ReportIn this episode Peita is joined by Matt Heine, Joint Managing Director at Netwealth. They take a look at Netwealth's 2022 AdviceTech Report and discuss the emerging key themes and trends that are impacting the advice space. Netwealth AdviceTech Report: https://www.netwealth.com.au/web/insights/netwealth-2022-advicetech/ Matt Heine LinkedIn: https://www.linkedin.com/in/mattheine/ Curiosity Corner (Tango) website: https://www.tango.us/ Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/ Unlock the potential of your wealth business with Netwealth, visit http://www.netwealth.com.au/change ...2022-09-2246 minEnsombl Advice AustraliaAdviceTech Podcast #4 - Microsoft Power BIIn this episode Peita chats with Robyna May, a Power BI and Automation Consultant at Verlata Consulting. They discuss the features of the Power BI business intelligence tool, and how it's live data visualisation software and insights can benefit practice owners. Microsoft Power BI: https://powerbi.microsoft.com/ Verlata Website: https://www.verlata.com/viewpoint-power-bi Robyna May LinkedIn: https://www.linkedin.com/in/robynamay/ Curiosity Corner (Habitica) website: https://habitica.com/ Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/ Unlock the potential of your wealth business with Netwealth, visit http...2022-09-1540 minEnsombl Advice AustraliaAdviceTech Podcast #3 - Microsoft 365In this episode Peita sits down with Tom Freer, Founder and CEO of Wyntec. They deep dive into the width and breadth of the Microsoft 365 productivity suite, and discuss how to take advantage of its tools to leverage efficiency in your practice. Microsoft 365 Website: https://www.microsoft.com/en-au/microsoft-365 Wyntec Website: https://www.wyntec.net.au/ Tom Freer LinkedIn: https://www.linkedin.com/in/tomfreerbrisbane/ Curiosity Corner (Brain.fm) website: https://www.brain.fm/ Peita Diamantidis Linkedin: https://www.linkedin.com/in/peitamd/ Unlock the potential of your wealth business...2022-09-081h 05
Ensombl Advice AustraliaAdviceTech Podcast #2 - PlutosoftIn this episode Peita chats with Vincent Holland, Co-Founder of Plutosoft. They explore the creation and capabilities of the Plutosoft software, and how it can be used as an end-to-end solution for advice practices and licensees. Plutosoft Website: https://www.plutosoft.com.au/ Vincent Holland LinkedIn: https://www.linkedin.com/in/vincent-holland-6b50ab62/ Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/ Unlock the potential of your wealth business with Netwealth, visit http://www.netwealth.com.au/change Join the XY platform: App Store: http://co.xyadviser.com/xyistore2022-09-0147 minEnsombl Advice AustraliaAdviceTech Podcast #1 - AstuteWheelIn this first installment Peita is joined by Hans Egger, Managing Director and Co-Founder of AstuteWheel. They deep dive into the functions of the AstuteWheel software, and discuss how advisers can utilise its tools to add value to client engagement and presentation. AstuteWheel Website: https://www.astutewheel.com.au/ Hans Egger LinkedIn: https://www.linkedin.com/in/hans-egger-884a264/ Curiosity Corner (Glide) website: https://www.glideapps.com/ Peita Diamantidis Linkedin: https://www.linkedin.com/in/peitamd/ Unlock the potential of your wealth business with Netwealth, visit http://www.netwealth.com.au/change2022-08-2546 min
The Grass is GreenerChase your Dreams & a Life of AdventureLife is busy! There are no shortage of many commitments, obligations, bills, etc etc.
But as we know, life is much more than just existing. It has never been more important to give ourselves the space to brainstorm and think freely about our dreams and the adventures we want in our lives.
Peita Diamantidis is a Financial Adviser (Caboodle Financial Services), Presenter and Author. Peita is a huge advocate for living a life of adventure.
Peita chats to us about the power of tapping into your own Dreams and what happens for people when...2022-07-2844 min
The Jenesis Gems PodcastEP#06 Brand Building - From Financial Adviser to Keynote SpeakerCreating a marketing strategy from a financial adviser to a keynote speaker (and author). Peita Diamantidis has continuously shapeshifted her brand to encompass the many roles she undertakes. In this episode, Peita shares what advisers should be doing to tap into their voice and promote themselves as an influencer in their field. https://solo.to/peitamd2022-03-071h 01
Financial Secrets RevealedPeita DiamantidisWelcome to the Financial Secrets Revealed podcast episode where Amanda Cassar introduces feisty and always fun, Peita Diamantidis, Geek Hybrid and founder of Caboodle Financial Services. Peita is an incurable explorer & guide, speaker, coach, author and pro podcaster, based in Sydney, Australia.Peita is also a qualified financial adviser, focused on helping her clients break out of the daily grind to move into their ideal adventures. Throw away your ideas of the ‘stale, pale and male stuffed suit’ financial adviser and get your next top money tip (and Amazon Prime viewing tips!) from Peita....2021-11-2343 min
Ensombl Advice Australia#250 Peita DiamantidisPeita is a Co-Founder at Caboodle Financial Services and Host of the "In Search of Adventure Show" Podcast. She joins Fraser to discuss how to enhance your messaging through presentations, and how to transform your audience and inspire them to take action. Peita Diamantidis XY: https://www1.xyadviser.com/members/3570536 Caboodle Financial Services Website: https://www.caboodlefs.com.au/ Make confident investment decisions backed by deep research https://www.capitalgroup.com/adviser/au/en/about/our-beliefs/fundamental-research.html Join the XY platform: App Store: http://co.xyadviser.com/xyistore Google...2021-08-041h 05
The Innovating Advice ShowEntrepreneurial Thinking and Building Your Customer Journey with Peita DiamantidisWith a tagline like “Transforming human hamsters into action heroes” you know you’re in for a fun chat! In this episode, I’m delighted to be joined by Peita Diamantidis who has an actuarial background and 20 years of experience in financial services but combines her quirky sense of humor and storytelling to empower the public to take charge of their finances. Peita shares her great insights into why financial advisors haven’t had to be entrepreneurial, how you can go to comical lengths to narrow your niche (and the benefits of doing so!) and how to des...2020-06-1100 min
In Search of Adventure ShowConnect a million people through laughter | 5 steps to handling our inner criticDo YOU know enough people to get a million members into a facebook group? I know I don’t, and I would imagine our guest Danielle Askew didn’t think so either. Turns out, she would have been wrong. Starting as a way to make each other laugh, the Bin Isolation Outing group began with friends sharing photos of themselves getting dressed up in costumes to take their rubbish bins out - because during COVID19 our bins get to go out more than we do! Within one month it had turned into an international phenomenon, even being ment...2020-05-141h 06In Search of Adventure ShowRetrain for a new career in your 40s | Tips to adventuring in Middle AgeHave you ever secretly wondered if you could start an entirely new career? Going back to university to study and then starting again from the bottom rung of the ladder? Well, our guest Lisa Merton did exactly that, closing up her couture wedding gown business of 10 years to head back to TAFE to study graphic design. Not surprisingly, being a mature age student had its challenges, but Lisa persisted and discovered she had a whole lot of life skills that made her transition into her new career so rewarding a whole lot faster than she might have expected. Plus, P...2020-04-301h 02
Goals Based Advice PodcastEntrepreneurship and Advice: How to be an ‘Outlier’ with Peita Diamantidis and Danielle VisserDuring a time in which the advice industry is under extreme pressure, a small group of ‘outliers’ stand out from the crowd. With adaptive spirits and entrepreneurial mindsets, these advisers are focusing on building powerful and dynamic client experiences, drawing inspiration from a wide range of non-financial industries such as e-commerce and hospitality. In this episode, we speak to Danielle Visser and Peita Diamantidis, two forward thinking individuals behind the ‘Entrepreneur Exchange’ initiative. Dani and Peita tell us about the workshops they put together to highlight some of the incredible attitudes and mindsets advisers are adopting i...2020-03-2600 minIn Search of Adventure ShowLiving on a Cruise Ship | Using Google Maps as your Travel Journal | TitanicHave you ever wondered what it would be like to LIVE on a cruise ship? Travelling around the globe all year round? Well, our guest Helen & our host Peita were lucky enough to enjoy a trip on The World - which is basically an exclusive apartment block on the ocean. Their particular adventure occurred in and around the Faroe Islands & Iceland and in this episode they share their experiences both on and off the ship. Plus, Peita & Hayley chat about how we can go about using Google Maps as our venue research tool and awesome travel journal and for...2020-01-221h 43In Search of Adventure ShowNew Year Resolutions Special Part 2 - Starting the Year off Your WayThis episode is the second in a special 2 part series all about New Year Resolutions. In this part Peita’s guests Fran, James & Suzanne give us some wonderful tips on how to narrow down the way to kick off the new year our way, and also share some of their own hopes and dreams for the next year and decade. Peita’s special guests were selected to provide insight into as many of the popular resolutions as we can and include:James Millard, money coach & financial adviserFran Dargaville, functional nutritionist & wellness guruSuzanne Culberg, weightloss mindset coach & trans...2020-01-0856 minIn Search of Adventure ShowNew Year Resolutions Special Part 1: Common New Year Resolutions MistakesThis episode is the first in a special 2 part series all about New Years Resolutions. Peita D has collected together a posse of different perspectives and specialties to debate how we normally kick off a new year and to share their own mistakes when trying to use New Years Day as a misguided attempt to completely change their entire life! Peita's special guests were selected to provide insight into as many of the popular resolutions as we can and include:James Millard, money coach & financial adviserFran Dargaville, functional nutritionist & healthy living guruSuzanne Culberg, weightloss mindset coach & t...2020-01-0139 minIn Search of Adventure ShowVisit Star Wars at Disneyland | Steps to Research an Experience | Star Wars: Rise of SkywalkerHave you always wished you could hang out with Han & Chewbacca in the Millenium Falcon? Well, our guest Liselle Porfirio & I, headed over to the Star Wars experience in Disneyland - Galaxy’s Edge - and managed to fulfil at least 2 parts of that dream. Plus, Peita & Hayley chat about how we can go about researching our day trip experiences like theme parks to optimise our enjoyment when we’re there and our special guest Naomi Christopher joins Peita for our Popcorn Adventures segment to talk about Star Wars: The Rise of Skywalker and see if Rey can teach us a...2019-12-251h 25In Search of Adventure ShowLearn to dance Flamenco | How to be a beginner at anything | True LiesDo you have a hobby you’ve secretly always wanted to take up? Well, our guest Nicole Baldinu, decided to try out Flamenco Dancing, and unearthed a passion for it that ended up taking her all the way to Spain. New hobbies may not seem like big adventures to most of us but are often something we have been curious about for a looooong time and end up making up a huge part of our action hero life. Plus, Peita & Hayley chat about how our own insecurities can get in the way of experiencing new things and take a lo...2019-12-181h 16In Search of Adventure ShowMonetising your Art | Turning any Hobby into a Business | Ocean’s TwelveHave you ever wondered if you could turn your hobby into a money making enterprise? Well, our guest Valerie Khoo rediscovered the magic in her creative side, up skilled by doing some workshops to give her some confidence in her art and then as she started to sell her paintings found the adventure reached out into other parts of her working life, and truly expanded her world and her next adventures. If ever there was a lesson in the power of curiosity, this is it. Plus, Peita & Hayley dig into the steps we can take to work out if...2019-12-061h 07In Search of Adventure ShowLive & Work in an RV | Adventure without Panic | Mad Max Fury RoadHave you ever wanted to hit the road in a gorgeous silver Airstream? Well, imagine bundling up all your wordly goods, and with 2 dogs and 2 cats, you and your wife move out of a perfectly good apartment into an RV / caravan / Airstream where you live & work as you travel around the US. Our Guest Nick True did exactly that and shares with us what triggered this somewhat out of left field decision and how it turned out to be even more of an adventure than they expected. Plus, Peita & Hayley dig into how we can reduce the panic that...2019-12-031h 09In Search of Adventure ShowTrailer for the In Search of Adventure ShowHave you ever felt stuck? Somehow caught in a cycle of work, home, work, home that never seems to end? You feel like you've lost your mojo and sometime during this whole "being an adult thing" you stopped being in the driver's seat and just accepted your hamster wheel existence?Well, here at the In Search of Adventure Show, we want to take you from your 2 dimensional life of work and home, into the third dimension of ADVENTURE! It turns out that adventures don't need to be limited to your annual holiday, so our aim is to...2019-11-2006 min
Ensombl Advice Australia#85 Peita Diamantidis on Speaking with Purpose and Dreams Driven AdviceThis episode is what XY Adviser is all about. Shaking up the financial status quo. Doing things differently. Ever heard of dreams driven advice? What about speaking with purpose? It’s these out of the box topics and more that Peita Diamantidis (@peitad) of Caboodle Financial Services (www.caboodlefs.com.au/) has been exploring and is keen as ever to share with the XY Adviser community. Known as a speaker, author and financial adviser and loved for being a geek hybrid and wish activist; Peita dives into why storytelling is a powerful sales strategy, how to na...2018-06-1453 min
The Business Over Breakfast PodcastEpisode 33 - Why You Should Make Yourself Redundant in Your BusinessHave you ever asked yourself if your business could survive without you? Often, especially with small businesses, there is a major risk if anything ever happens to the owner, as they usually are the ones who wield the greatest influence, do more work than anyone else, drive the direction and generate the most revenue. To mitigate risk you should therefore seek to make yourself redundant so your business isn’t solely relying on your presence day in and day out. In this episode of Business over Breakfast, Bree James and Andrew Griffiths will tell you how you can properly sa...2017-12-1432 min
The ifa ShowThe art of adviser storytellingifa assembles a range of communications experts and practising advisers to talk value propositions and kickstarting a content strategy. Richard Dunkerley from Zurich, Naomi Christopher from Midwinter, consultant Jenny Pearse and award-winning advisers Ben Nash and Peita Diamantidis drop by the studio to chat about how advisers can better tell their story. Brought to you by Zurich Financial Services Australia2017-11-2839 min
Economic Rockstar097: Peita Diamantidis on Being a Finance Action Hero and Gamifying How You Manage Your FinancesPeita Diamantidis is an Author, Financial Adviser and Financial Literacy Advocate. She combines maths and finance with a passion for communicating leading her on a mission to empower the public to take charge of their finances. Her easy to understand financial explanations ensure her clients have the tools and information they need to make key financial decisions. With a background in Actuarial Studies and economics, Peita delivers a deep understanding of the fundamentals of money and finance through the companies that she co-founded: Zaptitude, DeltaPlan Financial Services and Caboodle Financial Services. ...2016-08-0400 min