Ensombl Advice Australia

This 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 Pe...

Rich is a Principal at Peloton Partners. He and James discuss pricing models for financial advice, including ongoing solutions and structured approaches. Rich Abbey LinkedIn: https://www.linkedin.com/in/abbeyrichard/ Peloton Partners Website: https://www.pelotonpartners.com.au/ Pricing Advice Document: https://app.ensombl.com/posts/resources-pricing-advice Discover how HOPE Housing is reshaping th...

In this first episode, Jamie McIntyre speaks with Jenny Brown, CEO and Founder of JBS Financial Strategists. They discuss the major causes of stress leading into and during retirement: loss of income certainty, loss of purpose, client emotions and how advisors can help during this transition. Jenny Brown LinkedIn: https://www.linkedin.com/in/jennybrownjbs/ JBS Financial Website: https://jbsfinanci...

In this installment, Jamie talks with James Wortley, Founder of Enlightened Financial Solutions & Video Advice in Australia, and Founding Shareholder of Lumiant. They chat about behavioural biases and how they can impact retirement, the role of the advisor in identifying biases and overcoming them, and tailoring advice to clients with these biases. James Wortley LinkedIn: https://www.linkedin.com/...

In this episode, Jamie is joined by Liam Shorte, Managing Director, SMSF Specialist Advisor and Financial Planner at Sonas Wealth. They discuss their experiences when helping clients transition into retirement, figuring out what's most important to them, and ways they've helped them find a new purpose in retirement. Liam Shorte LinkedIn: https://www.linkedin.com/in/liamshorte/ Sonas Wealth Website...

In this final installment, Jamie talks to Natalie Philips, NSW State Manager at Allianz Retire+. They talk about the impact that advisors can have by providing certainty in retirement, helping to shape their future outlook and mental wellbeing. Natalie Philips LinkedIn: https://www.linkedin.com/in/natalie-philips-782aa177/ Allianz Retire+ Website: https://www.allianzretireplus.com.au/ Jamie McInty...

Drew is a Partner and Co-CEO of MBS Insurance. He and Andrew cover the ins and outs of his practice operations, his workplace philosophy, and vision for the life insurance industry. Drew Burden LinkedIn: https://www.linkedin.com/in/drew-burden-137b218/ MBS Insurance Website: https://mbsinsurance.com.au/ Visit The Adviser Portal and partner with Zurich and OnePath today: https://www2.xyadviser.com/...

This 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        ...

Jeff is Director and Personal Financial Adviser at Evalesco Financial Services. He and Clayton talk about where they think advice is headed, the impact it will have on advisors, and the place AI has in the future of advice. Jeff Thurecht LinkedIn: https://www.linkedin.com/in/jeffthurecht/ Evalesco Website: https://evalesco.com.au/ To learn more about the MLC Life Insurance Adviser Portal, visit ht...

This week, Andrew is joined by Brett Wright, Founder at Lifebid. They take a look at how the business came together, life insurance industry challenges and potential solutions, and integrating life insurance advice with other financial services products and the technology required to do so. Brett Wright LinkedIn: https://www.linkedin.com/in/brett-wright-a9461430/ Lifebid Website: https://lifebid.c...

James Maydew from Macquarie joins Morningstar's Jody Fitzgerald and host James Whelan to go under the hood for a detailed look at REITs. With flexible working and the digitalisation of business seeing a reshaping of commercial real estate, our experts explore the new strategies required to harness the undoubted income and growth potential of this sector. Jody Fitzgerald LinkedIn: https://www.linke...

In 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.c...

Craig is the Chair at Ensombl. He and Clayton chat about the changing concept of retirement and reframing retirement as a lifestyle choice, attracting younger advisors into the industry, and the impact of culture on success. Craig Keary LinkedIn: https://www.linkedin.com/in/craigkeary/ To learn more about the MLC Life Insurance Adviser Portal, visit https://ensombl.com/go/20230921 Join the Ensombl...

In this episode, Andrew sits down with Glen Reilly, Director and Lead Adviser at Fitzpatricks Private Wealth. They discuss his approach to building a successful practice, the culture of the company, and how they attract and engage with clients. Glen Reilly LinkedIn: https://www.linkedin.com/in/glenreilly/ Fitzpatricks Private Wealth Website: https://fitz.com.au/ Visit The Adviser Portal and partne...

This 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...

Silvia is the Director at Mutual Plans. She and James discuss implementing paraplanning into your business, and the future of artificial intelligence within paraplanning practices. Silvia Wade LinkedIn: https://www.linkedin.com/in/silviawade/ Mutual Plans Website: https://mutualplans.com.au/ To learn more about the MLC Life Insurance Adviser Portal, visit https://ensombl.com/go/20230914 Join the E...

In 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...

Maks is a Financial Advisor at CBD Advisory. He and James chat about transitioning into advice, bridging the gap between finance and accounting, and becoming a better financial advisor.  Maks Mashkivskyy LinkedIn: https://www.linkedin.com/in/maks-mashkivskyy-281937108/ CBD Advisory Website: https://www.cbdadvisory.com.au/ To learn more about the MLC Life Insurance Adviser Portal, visit https://ens...

In 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....

Jeffrey is a Senior Financial Advisor at Grimsey Wealth. He sits down with James to talk about specialising in medical professionals, the challenges of dealing with clients who are already self-directed, and the tech-stack they use. Jeffrey Bonnici LinkedIn: https://www.linkedin.com/in/jeffrey-bonnici-5322203a/ Grimsey Wealth Website: https://www.grimsey.com.au/ To learn more about the MLC Life In...

This week we cover the Jackson Hole Economic Symposium, Global PMI data, Australian and New Zealand reporting season, Iress, IDP Education, Coles, EBOS, Auckland Airport, and Precinct properties. This podcast is moving to Milford's new podcast channel OnTrack with Milford. Head over to https://podcasts.apple.com/nz/podcast/ontrack-with-milford/id1682163597 and subscribe so you don't miss any episo...

This week, Peita talks with Scott Miller, CEO and Co-Founder at Asendium, as well as Bryan Leibbrandt and Leigh Frost. They bring us up to date on some of the new features and enhancements that have shaped Asendium over the last year. Asendium Website: https://www.asendium.com/       Scott Miller LinkedIn: https://www.linkedin.com/in/scottbradleymiller/    Original Asendium episode: https://ensomb...

Michael is a Business Coach and the Founder of Human to Human. He talks to James about how he got into the advice industry, how the engagement process works with clients, what makes for a good development plan, and how to bring more structure to your business. Michael Back LinkedIn: https://www.linkedin.com/in/michaeljback/ Human to Human Website: https://humantohuman.com.au/ Realise Program: http...

In this first installment, Brendon speaks with Jacqueline Fernley, Chief Investment Officer at Mason Stevens, and Andrew Height, Managing Director at Height Capital. They discuss the steps an adviser must undertake in order to form their investment committee, which parts they can execute themselves, and when to seek external expertise to set the committee up for success. Jacqueline Fernley LinkedI...

Alex is a Partner at Moran Partners Financial Planning. He joins Brendon to talk about how advisers can implement their newly formed investment committees into their practice and advice process. Alex Hont LinkedIn: https://www.linkedin.com/in/alex-hont/ Moran Partners Website: https://www.moranfp.com.au/ To learn more about Mason Stevens Outsourced CIO capabilities, contact us: https://masonsteven...