Ensombl Advice Australia

This 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 N...

Ben is an advisor, researcher and Managing Partner at Neilson & Co Wealth, and he is currently working on a thesis that looks at the barriers to accessing financial advice. Ben and James discuss the findings of his research, and why advisors should be moving towards a model of self-development. Ben Neilson LinkedIn: https://www.linkedin.com/in/ben-neilson-54883055/ Neilson & Co Wealth Website: htt...

In this installment of the Engine Room Unpacked, Andrew and Dean revisit the next handful of episodes and highlight the standout elements that impressed them the most. Pride Advice Website: https://prideadvice.com.au/ BBFP Website: https://www.bbfp.com.au/ Echelon Front Website: https://echelonfront.com/ Yarra Lane Website: https://www.yarralanegroup.com.au/ Absolute Wealth Advisers Website: https...

This week we cover Australian CPI data and retail sales, Collins Foods, Harvey Norman, Wallgreens, and Nike. 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 episodes. Join the Ensombl platform: App Store: http://www.ensombl.com/apple Google Play: ht...

In 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/lou...

Bruce is the Executive Director and Founder at Madden & Assoc. He joins James to discuss how to communicate better with your audience, and the difference between advice reputation and advisor reputation. Bruce Madden LinkedIn: https://www.linkedin.com/in/bruce-madden/ Madden & Assoc. Website: https://madden.com.au/ Discover intelliflo for yourself by visiting https://ensombl.com/go/20230629 Join t...

Tim is the Managing Director at Infinity Financial Consultants. He and Andrew chat about his journey from employee to boss, the tools he's currently using, and building a rewarding and flexible team environment. Tim Benson LinkedIn: https://www.linkedin.com/in/tim-benson-25836042/ Infinity Financial Consultants Website: https://www.infinityfc.com.au/ Visit The Adviser Portal and partner with Zuric...

This week we cover the US stock market decline, the Bank of England interest rate hike, UK inflation, European flash PMI data, Flight Centre, Fletcher, and EROAD. This podcast is moving to Milford's new podcast channel OnTrack with Milford. Head over to https://ensombl.com/go/20230626 and subscribe so you don't miss any episodes. Join the Ensombl platform: App Store: http://www.ensombl.com/apple G...

This 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 Linked...

Trish is a Certified Financial Planner at Fox & Hare Financial Advice. She returns to the podcast to talk with James about the degree of unconscious bias in business, and making the financial advice world a better place for women. Trish Gregory LinkedIn: https://www.linkedin.com/in/trish-gregory-finance/ Fox & Hare Website: https://foxandharewealth.com/ Discover intelliflo for yourself by visiting...

In this first episode of the Engine Room Unpacked, Andrew and Dean take a look back at the first five installments of the Engine Room podcast. They discuss their key takeaways and the core values shared by each of these practices. Coastal Advice Group Website: https://coastaladvicegroup.com.au/ Boutique Advisers Website: https://boutiqueadvisers.com.au/ Sufficient Funds Website: https://sufficient...

This week we cover US inflation data, US PPI data, Australian employment data, NZ GDP data, CSL, AGL, XERO, Dominos, and Macquarie Telecom. This podcast is moving to Milford's new podcast channel OnTrack with Milford. Head over to https://ensombl.com/go/20230619 and subscribe so you don't miss any episodes. Join the Ensombl platform: App Store: http://www.ensombl.com/apple Google Play: http://www....

This 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...

In this episode, James sits down with Julian Manning and Joel Gleeson from First Financial. They discuss establishing careers in financial advice and the professional year. Julian Manning LinkedIn: https://www.linkedin.com/in/julian-manning-6360b71a0/ Joel Gleeson LinkedIn: https://www.linkedin.com/in/joel-gleeson-795436114/ First Financial Website: https://firstfinancial.com.au/ This episode is p...

This week Andrew speaks with Dr. Paul Moran and Alex Hont from Moran Partners Financial Planning. They discuss the inner workings of their practice, including the treatment and expectations of the client, the autonomy of their team, and their mantra of "turning chaos into calm". Dr. Paul Moran LinkedIn: https://www.linkedin.com/in/dr-paul-moran-cfp%C2%AE-ssa%E2%84%A2-9aa22117/ Alex Hont LinkedIn:...

This week we cover the June RBA interest rate decision, Australian Q1 GDP growth, European Q1 GPD, the China inflation print, EBOS, Infratil, Auckland International Airport, and Baby Bunting. This podcast is moving to Milford's new podcast channel OnTrack with Milford. Head over to https://ensombl.com/go/20230612 and subscribe so you don't miss any episodes. Join the Ensombl platform: App Store: h...

In 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/  Pe...

David is the CEO and Managing Director at Advice Evolution. He joins James to talk about the processes and challenges of changing licensees. David Harris LinkedIn: https://www.linkedin.com/in/david-harris-83930b34/ Advice Evolution Website: https://www.adviceevolution.com.au/ This episode is proudly sponsored by Capital Group. https://ensombl.com/go/20230608 Join the Ensombl platform: App Store: h...

In this episode, Andrew is joined by Brad Rogers, Financial Planner and Business Owner at WealthShore. They chat about how he got started in financial advice, how he maintains a culture of togetherness in his practice, and the importance of having a support network. Brad Rogers LinkedIn: https://www.linkedin.com/in/bradley-rogers-06808487/ WealthShore Website: https://www.wealthshore.com.au/ Visit...

This week we cover global share market gains driven by US tech stocks, record-low market breadth, Australian CPI data, the US debt ceiling resolution, IDP Education's stock decline, Contact Energy, the Bank of Queensland, and the anticipation of the RBA meeting outcome. This podcast is moving to Milford's new podcast channel OnTrack with Milford. Head over to https://ensombl.com/go/20230605 and su...

In 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.l...

Paul is the Co-Founder and a Financial Adviser at True Direction Financial. He and Clayton discuss their view on the current state of financial planning as it becomes more complex, and where the industry is headed in the future. Paul Mann LinkedIn: https://www.linkedin.com/in/paul-mann/ True Direction Financial Website: https://www.truedirection.com.au/about-us This episode is proudly sponsored by...

This week, Andrew is joined by Paul Barrett, Co-Founder and Private Wealth Adviser at Absolute Wealth Advisors. They take a look at how his practice has evolved over the years, where they're headed in the future, and the people, values and culture aspects of the business. Paul Barrett Linkedin: https://www.linkedin.com/in/mrpaulbarrett/ Absolute Wealth Advisers Website: https://www.absolute.sydney...

This week we cover the US debt ceiling raise, the RBNZ interest rates rise, UK inflation, Australian retail sales data, US core PCE data, Nvidia, Universal, Webjet, and Fisher and Paykel Healthcare. This podcast is moving to Milford's new podcast channel OnTrack with Milford. Head over to https://ensombl.com/go/20230529 and subscribe so you don't miss any episodes. Join the Ensombl platform: App S...

In 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 C...