Ensombl Advice Australia

In this installment, Dean sits down with Adam Drinkwater, Senior Adviser and Partner at Treysta Wealth, and Bernard Del Rey, CEO and Founder at Capital Preferences. They discuss sustainable investing preferences, including key conversations with clients, research and education for both advisors and their clients, and some of the biggest industry challenges in delivering this advice. Adam Drinkwate...

In this final episode, Dean talks with Louise Parker, Principal at Financial Lifestyle Managers. The talk about how a client's risk preference can change over time, the challenges of self-reporting and detecting changing risk preferences, and how to engage clients in a more continuous and light-touch manner, rather than relying solely on annual reviews. Louise Parker LinkedIn: https://www.linkedin...

In this episode of the Engine Room Unpacked, Andrew and Sue revisit the next handful of episodes and highlight the standout elements that impressed them the most. Elixir Consulting Website: https://elixirconsulting.com.au/ RI Advice Website: https://rilowerhunter.com.au/ Fitzpatricks Private Wealth Website: https://fitz.com.au/ Lifebid Website: https://lifebid.com.au/ MBS Insurance Website: https:...

In 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...

John is the Founder and CEO of AFA Group Wealth. He and James discuss how he transformed his financial planning business into a coaching-focused model that aims to provide highly engaged client experiences through a combination of in-person and online interactions. John Cachia LinkedIn: https://www.linkedin.com/in/johncachia-moneywealthadviser/ AFA Group Wealth Website: https://www.afagroupwealth....

This week, Andrew is joined by Alysia Laird, Principal Adviser at Zebra Tailored Wealth. They take a peek under the hood of her practice, and talk about how she expanded her solo practice, the technology they use to provide visual advice to clients, and her plans to continue growing the business. Alysia Laird LinkedIn: https://www.linkedin.com/in/alysialaird/ Zebra Tailored Wealth Website: https:/...

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: ht...

This 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...

Conaill is the Founder of What If Advice, the Managing Director of Cobalt Advisers and Beryllium Advisers, and the Director and Shadow GM at The Adviser Games. He and James discuss his licensing business and financial advice business, and how he wanted to challenge the standard PD Day by creating The Adviser Games. Conaill Keniry LinkedIn: https://www.linkedin.com/in/conaill-keniry-b8022a14/ The A...

Angie is the Director and General Manager at CBD Advisory. She and Andrew talk about how she got started in the financial planning world, how she's grown the business since starting out, along with leadership, empowerment, and collaboration to build a stronger team. Angie Menendez LinkedIn: https://www.linkedin.com/in/angie-menendez-12644427/ CBD Advisory Website: https://www.cbdadvisory.com.au/ A...

This 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-...

Lionel is the Founder and Principal of Purpose Planning. He joins James to chat about how he went from football to financial advice, why he believes in-person conversations are more effective than virtual, and the strategies he uses to create greater efficiency in his practice.  Lionel O'Mally LinkedIn: https://www.linkedin.com/in/lionelomally/ Purpose Planning Website: https://www.purposeplanning...

In this episode, Andrew talks with David Haintz, Partner at Merchant Investment Management and Principal at Global Adviser Alpha. They discuss his career in financial planning, the Merchant Group's approach to partnering with advice practices, and his vision for continued growth in the Australian financial advice industry. David Haintz LinkedIn: https://www.linkedin.com/in/davidhaintz/ Merchant We...

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.l...

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 epis...

Chris is the Director, a Retirement Planner and Financial Advisor at CY Financial Advice. He and Clayton chat about the Certified Independent Financial Advisers Association (CIFAA), trends and the benefits of self-licensing and the growth of individually licensed advisor, and the common barriers that prevent advisors from becoming independent. Chris Young LinkedIn: https://www.linkedin.com/in/chri...

In this first installment, Ryan speaks to Amie Baker, Director, Financial Adviser and Certified Money Coach at Rekab Advice and Centsability. They discuss the importance of financial wellness and managing client expectations, and the role advisors have in facilitating this. Amie Baker LinkedIn: https://www.linkedin.com/in/amie-baker-10975828/ Rekab Advice Website: https://rekabadvice.com.au/ Cents...

In this episode, Ryan is joined by Harry and Tristan from Purpose Advisory. They talk about how mental health interlinked with physical and financial health, and how advisors can identify when a client may be struggling. Harry Goldberg LinkedIn: https://www.linkedin.com/in/harry-goldberg/ Tristan Scifo LinkedIn: https://www.linkedin.com/in/tristanscifo/ Purpose Advisory Website: https://purposeadv...

In this installment, Ryan chats with Tim Henry, Financial Advisor and Owner at Aspire Its Your Life. They discuss incorporating well-being into your advice offering, and how it can build more meaningful relationships with clients and differentiate you in the market. Tim Henry LinkedIn: https://www.linkedin.com/in/henrytim/ Aspire Planning Website: https://www.aspireplanning.com.au/ Ryan Watson Lin...

In the last episode in this series, Ryan talks to Marshall Ross, Risk and Strategy Advice Manager at MLC Life Insurance. They talk about "staying on top of your game" and looking after your own mental health when dealing with clients, and the impact an advisor can make to a client's world when they're performing optimally. Marshall Ross LinkedIn: https://www.linkedin.com/in/marshall-ross/ MLC Insu...

In this installment of the Engine Room Unpacked, Andrew and Sue revisit the next handful of episodes and discuss the key elements that impressed them the most. Since we recorded this episode, Elixir have secured 5 scholarships for the Practice Managers course via the Women in Finance and Economics Scholarship Program. If you - or someone you know - would love to do the course to assist them to ent...

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/ Curiosi...

Rob is the Head of Private Wealth at Akambo Financial Group. He and James discuss managing a team of financial advisors, and growing a business through client relationships and team expansion. Rob Petrie LinkedIn: https://www.linkedin.com/in/robspetrie/ Akambo Financial Group Website: https://www.akambofg.com/ Discover how HOPE Housing is reshaping the property investment landscape and making a di...

Hugh is the Managing Director and Senior Financial Adviser at Centaur Financial Services. He joins Andrew to discuss building Centaur Financial Services into the practice that it is today, with a focus on client experience through developing a strong culture and team. Hugh Robertson LinkedIn: https://www.linkedin.com/in/hughrobertsoncfp/ Centaur Financial Services Website: https://centaurfinancial...

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.lin...