Ensombl Advice Australia

In this installment, Sacha talks with Adam French, Director and Financial Planner at Squire Financial, and Dr. Jeffrey Scott, Head of Advice Strategy at MetLife. They cover strategies advisors can use to help clients manage rising insurance costs, including exploring options to reduce premiums while ensuring clients understand the risks and trade-offs of any policy changes. Adam French LinkedIn: h...

In this final episode, Sacha is joined once again by Dr. Jeffrey Scott, Head of Advice Strategy at MetLife. They explore global insurance challenges and opportunities for streamlining the advice process through innovative use of data and technology, focusing on the importance of linking insurance to important financial obligations like mortgages. Dr. Jeffrey Scott LinkedIn: https://www.linkedin.co...

In this episode, Andrew is joined by Iain Rogers, General Manager at Nestworth Financial Strategists. They discuss his journey into financial planning, growing Nestworth through acquisitions and partnerships while prioritizing clients. They also talk through the evolving landscape of financial planning, and the importance of personal experience and knowledge in the industry. Iain Rogers LinkedIn:...

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 thes...

This week, Pat speaks with Aaron Cooper, Founder and CEO at LivePreso. They discuss how LivePreso uses AI and data integration to create interactive financial advice presentations that improve client engagement and compliance while saving advisors significant time. Aaron Cooper LinkedIn: https://www.linkedin.com/in/aaronscooper/ LivePreso Website: https://www.livepreso.com/advice Patrick Gardner L...

Robert is the Director and Financial Adviser at Unite Wealth. They talk about how he started Unite Wealth, and his goals of providing pro bono advice to help families with children with disabilities through personal client service, marketing strategies, and philanthropic partnerships. Robert Rich LinkedIn: https://www.linkedin.com/in/robertrichfa/ Unite Wealth Website: https://unitewealth.com.au/...

In this episode, Andrew chats with Jerry Kalogeropoulos and Philip Taaffe from Aptium Financial Services. They talk about how they built their  practice, with a focus on the importance of mentorship, networking, and efficiency in scaling an advice practice, and the need for flexibility and a balanced approach to personal and professional life. Jerry Kalogeropoulos LinkedIn: https://www.linkedin.co...

This week, Pat speaks with Travis Carter, Founder at Retrac Business Solutions. They discuss how advice practices can use AI tools within the Microsoft 365 suite to automate tasks, improve meeting productivity, and enhance compliance processes. Travis Carter LinkedIn: https://www.linkedin.com/in/traviscarter-au/ Retrac Website: https://www.retrac.com.au/ Learn more about Retrac: https://offer.retr...

Joe is the Director and CEO of Akambo Financial Group. He and James chat about how he grew his practice from a one-man-band to one with over a hundred and fifty staff offering end-to-end services through strategic partnerships and acquisitions. They also discuss the opportunities and challenges of operating at scale. Joe Akiki LinkedIn: https://www.linkedin.com/in/joe-akiki-87169a117/ Akambo Finan...

Amie is the Director, Financial Adviser, and Certified Money Coach at Rekab Advice and Centsability. She and Andrew explore her journey in building her advice business, her passion for helping clients and empowering women in financial services, and her goals for continuing to grow her practice while maintaining her values. Amie Baker LinkedIn: https://www.linkedin.com/in/amie-baker-10975828/ Rekab...

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...

In this episode, Pat is joined by Ben Neilson from Complete Wealth. They discuss Ben's research into how the use of tech, in particular Platformplus, can be used to streamline data collection in the financial planning process, saving time but also improving data accuracy. Ben Neilson LinkedIn: https://www.linkedin.com/in/ben-neilson-54883055/ Complete Wealth Website: https://completewealth.com.au/...

Jordan is an Independent Financial Advisor at PlanningSolo. He and James chat about the challenges of launching a solo planning practice, the role of financial planners in divorce and estate planning, and various marketing strategies for reaching and engaging with their target audience. Jordan Vaka LinkedIn: https://www.linkedin.com/in/jordan-vaka/ PlanningSolo Website: https://www.planningsolo.co...

In this episode, Pat speaks with James Wartho, CEO at Fifth Logic and FinTalkr. James discusses why he created FinTalkr, and the key ways it can help improve advisor productivity and compliance by automating the analysis and organisation of voice data from client meetings in real-time. James Wartho LinkedIn: https://www.linkedin.com/in/james-wartho-2b2a54/ FinTalkr Website: https://fintalkr.com/ G...

Stephen is the Owner and Director at Integer Financial Group and Founder of LeveragedMD. He and James discuss his experience growing his advice business focused on medical professionals through conference marketing, building client relationships, providing risk management advice, and his plans to expand operations and events. Stephen Price LinkedIn: https://www.linkedin.com/in/stephenkprice/ Integ...

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...

This week, Patrick talks with Martin Cooperwaite, Co-founder at Kiandra. They chat about how Kiandra can help businesses transform digitally through custom software development leveraging low-code platforms, active listening, and working prototypes to drive growth and "stickiness". Martin Cooperwaite LinkedIn: https://www.linkedin.com/in/martincooperwaite/ Kiandra Website: https://www.kiandra.com....

Anthony is a Co-Owner and Wealth Adviser at Absolute Wealth Advisers. He and James discuss his transition into financial planning, the professional year program, and the implementation of AI for efficient client meetings. Anthony McInnes LinkedIn: https://www.linkedin.com/in/anthonymcinnes/ Absolute Wealth Advisers Website: https://www.absolute.sydney/ This episode is proudly sponsored by Challeng...

In this installment, Chris talks with Elizabeth Koehler, Managing Director at BlackRock, Head of Advisor Engagement. They talk about what the advisor and practice of the future might look like, the importance of understanding clients' needs, building trust, and offering tailored solutions. Elizabeth Koehler LinkedIn: https://www.linkedin.com/in/elizabeth-koehler-cfa-757b63/ Chris Carlin LinkedIn:...

In this episode, Chris sits down with Keryn Batsilas, Founder and Adviser at Your Life and Money Matters. They discuss the challenges of balancing work and personal responsibilities, and strategies for attracting and retaining more women in the financial planning industry. Keryn Batsilas LinkedIn: https://www.linkedin.com/in/keryn-batsilas-ylmm/ Your Life and Money Matters Website: https://www.you...

In this final episode, Chris is joined by Devan King, Founder of Ikigai Wealth. They talk about how you can get your practice to efficiently adopt change, and helping clients discover their purpose and live financially well through a holistic planning approach. Devan King LinkedIn: https://www.linkedin.com/in/devan-king/ Ikigai Wealth Website: https://ikigaiwealth.com.au/ Chris Carlin LinkedIn: ht...

In this episode, Patrick talks with Andrew Gardner, Founder and Director at RetireMap. Andrew returns to the podcast to give an update on RetireMap, and how it can help advisors efficiently create complex retirement plans and scenarios to better engage clients. Andrew Gardner LinkedIn: https://www.linkedin.com/in/andrew-gardner-3097393/ Retiremap Website: https://retiremap.com.au/ Patrick Gardiner...

Stefan is Director and a Financial Adviser at Angel Advisory. He and James discuss his journey into advice, from starting and growing his business, to acquiring other businesses, providing specialised advice, property investments, and the future of the financial advice industry. Stefan Angelini LinkedIn: https://www.linkedin.com/in/stefanangelini/ Angel Advisory Website: https://www.angeladvisory....

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 Mor...

Abigail is the Founder of Crisp Communications Co. She and James chat about marketing strategies for advisors, such as digital footprint management, website development, communication techniques, and podcasting as a tool for thought leadership and client attraction. Abigail Gatling LinkedIn: https://www.linkedin.com/in/abigailgatling/ Crisp Communications Co Website: https://crispcomms.co Creativi...