Ensombl Advice Australia

In this episode, Pat speaks with Dylan O'Brien, Founder at BePrepared, a digital safe custody solution for managing clients' digital assets and estate planning. They discuss the platform's features, security, business opportunities, and the role of AI in enhancing client engagement and business efficiency. Dylan O'Brien LinkedIn: https://www.linkedin.com/in/dylannobrien/ BePrepared Website: https:...

In this week's episode, Clayton is joined by Chief Opposition Whip Bert van Manen. They discuss his bill aimed at simplifying the financial advice process, addressing the inefficiencies and high costs caused by excessive regulation, and what advisors can do to show support. Bert van Manen LinkedIn: https://www.linkedin.com/in/bert-van-manen-mp-a2a07115/ Bert van Manen Website: https://www.bertvanm...

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 Websi...

In this episode, Pat is joined by Dipal Khatri and Aron Satchell from Advice Designer. They take a look at the all-in-one cloud platform, their approach to incorporating AI and ensuring cyber security and compliance, as well as the future roadmap and development plans for Advice Designer. Dipal Khatri LinkedIn: https://www.linkedin.com/in/dipalkhatri/ Aron Satchell LinkedIn: https://www.linkedin.c...

Rob is a Senior Financial Advisor at Consortium Private Wealth. He and James discuss his approach to direct investment management, the challenges and benefits of this model, Consortium's marketing efforts, and Rob's insights on building a successful practice. Rob Goudie LinkedIn: https://www.linkedin.com/in/robert-goudie-16356430/ Consortium Private Wealth Website: https://www.consortiumpw.com.au/...

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.qu...

This week, Pat is joined by Clinton Cunningham, CEO at AdviseWell. They take a look at AdviseWell, the AI-powered platform that aims to revolutionise financial advice practices by providing virtual back office staff to streamline the advice production process and unlock new capacity for wealth managers to better serve their clients. Clinton Cunningham LinkedIn: https://www.linkedin.com/in/clintonc...

Dean is a Co-Founder at The Wealth Network and Absolute Wealth Advisers. He and James discuss strategies for improving the efficiency and profitability of advice practices, including increasing the number of client meetings per advisor, leveraging technology for meeting recordings and transcripts, and strategically delegating administrative tasks to support staff rather than adding more advisors....

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 pu...

In this episode, Pat talks with Aaron Breed, Head of Advice at Infinity Financial Consultants. He discusses how Infinity incorporated AI and technology into the practice, including his strategic approach, specific use cases, and insights on change management and team collaboration. Aaron Breed LinkedIn: https://www.linkedin.com/in/aaron-breed/ Infinity Financial Consultants Website: https://www.in...

Matt is a Principal and Director at Twomeys. They discuss his entry into the financial planning industry, including his experience with a recent merger, process improvements, and plans for the future growth and development of his team at the firm. Matt Coman LinkedIn: https://www.linkedin.com/in/matthew-coman-cfp%C2%AE-977bba41/ Twomeys Website: https://www.twomeys.com.au/ Growth Masterclass: http...

John is the Founder, Financial Adviser, and Visionary at Thriving Wealth. He and Rocksy discuss his journey from starting in the industry inspired by his cousin, to building a sustainable and impactful financial planning business focused on behavioral coaching and client-centric service. Thriving Wealth Website: https://www.thrivingwealth.com.au/ John Cachia LinkedIn: https://www.linkedin.com/in/j...

This week, Pat talks with Rob Dawson, Business Development Manager at Myrtec. They discuss the importance of the Essential Eight cybersecurity framework, the differences between malware and ransomware, the significance of comprehensive backups, and the need to foster a positive cybersecurity culture within an organisation. Rob Dawson LinkedIn: https://www.linkedin.com/in/rkdits/ Myrtec Website: ht...

Paul is the Director and Financial Planner at The UK Pension Experts, and is best known as "The UK Pensions Guy". He and James discuss the complexities of transferring UK pensions to Australia, including the regulatory requirements, advice process, timelines, tax implications, and the launch of a new product to help manage UK pension funds for Australians. Paul Nevin LinkedIn: https://www.linkedin...

Charlie is the Executive Chair, Adviser, and Founding Partner at Viola Private Wealth. He and Rocksy discuss how he went from a bank teller to building his own successful private wealth management business, the importance of client selection, valuing advice, and maintaining a strong infrastructure for client continuity. Charlie Viola LinkedIn: https://www.linkedin.com/in/charlieviola/ Viola Privat...

In this episode, Pat is joined by Jess Tassell, CMO at Qwilr. They take a look at Qwilr, a proposal and presentation software tool that offers a more visual, interactive, and data-driven approach compared to traditional PDF and PowerPoint-based solutions, with a focus on enhancing the client experience and improving the efficiency of the sales and advisory process. Jess Tassell LinkedIn: https://w...

Adam is a Risk Strategy Specialist at Zurich. He and James discuss the development and key features of Zurich's "Cost of Care" report, which provides detailed information on the financial impact of various health events to help insurance advisors better understand and communicate the importance of insurance coverage to their clients. Adam Crabbe LinkedIn: https://www.linkedin.com/in/adamcrabbe/ Zu...

Angus is the Director at Terrabella Wealth. He and Andrew discuss his background in agriculture, his transition into financial advice, his unique approach to working with farming families, his emphasis on ethics and collaboration, and the challenges of scaling his business while maintaining his client-centric philosophy. Angus Stevenson LinkedIn: https://www.linkedin.com/in/angus-stevenson/ Terrab...

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,...

This week, Pat speaks with Madeleine Debney, Co-Founder & CPO at Otto. They discuss the problems Otto aims to solve using AI-powered features like meeting assistants and report generation, and the potential of AI to streamline advisor workflows and improve the client experience. Madeleine Debney LinkedIn: https://www.linkedin.com/in/madeleinedebney/ Otto Finance Website: https://ottofinance.io/ Pa...

Fran is a Speaker, Wealth Advisor, and Financial Empowerment Advocate who is currently enjoying a mini-retirement. She and James discuss her experience building and selling financial planning businesses, the concept of mini-retirements, and her vision for the future of advice, and the importance of helping clients live fulfilling lives. Fran Hughes LinkedIn: https://www.linkedin.com/in/franhughesf...

In this episode, Andrew talks with Daniel Harris, Associate Director at Grimsey Wealth. They discuss his journey into financial advice, his experience at Grimsey Group, and their focus on serving the medical professional market through a collaborative, family-oriented culture and a commitment to innovation and growth. Daniel Harris LinkedIn: https://www.linkedin.com/in/daniel-harris-05a018aa/ Grim...

In this episode, Pat speaks with Cameron Drury, CEO & Co-Founder at Canwi. Canwi is a user-friendly financial planning tool that aims to make building and sticking to a financial plan easy and engaging through an interactive drag-and-drop interface, real-time projections, and personalised guidance. Cameron Drury LinkedIn: https://www.linkedin.com/in/camerondrury/ Canwi Website: https://www.canwi.c...

In this episode, Clayton chats with Naz Pochynok and Julien Renard from ASO Wealth. They discuss their journey in founding ASO Wealth, their focus on client-centric advice, the evolution of the financial planning profession, and their vision for the future. Naz Pochynok LinkedIn: https://www.linkedin.com/in/nazar-pochynok-45739536/ Julien Renard LinkedIn: https://www.linkedin.com/in/julien-renard-...

This week, Andrew is joined by Kris Tatt, Partner and GM of Investment Services and SMSF at Strategem. They discuss Strategem's community involvement, flexible work policies, employee development programs, and tech stack as part of its strategy to attract and retain talent and drive future growth. Kris Tatt LinkedIn: https://www.linkedin.com/in/kristopher-tatt-b018b286/ Strategem Website: https://...