Ensombl Advice Australia

Justin is an Adviser and Partner at Koda Capital. He sits down with James to chat about his journey into financial planning, and how AI can be integrated in a practice to enhance an advisor's abilities, rather than replacing them. Justin Lucas LinkedIn: https://www.linkedin.com/in/justin-lucas-18349715/ Koda Capital Website: https://kodacapital.com/ This episode is proudly sponsored by Capital Gro...

This week, Andrew chats with David Moloney, Director of Wealth at Yarra Lane. They discuss the evolution of the practice, where they sit in the industry when it comes to advising pharmacists, and how they measure success in their business. David Moloney LinkedIn: https://www.linkedin.com/in/david-moloney-cfp%C2%AE-1276b922/ Yarra Lane Website: https://www.yarralanegroup.com.au/ Visit The Adviser P...

This week we cover the Australian quarterly wage price index, Australian employment data, the US debt ceiling, US retail sales, Aristocrat, XERO, Life360, and James Hardie. This podcast is moving to Milford's new podcast channel OnTrack with Milford. Head over to https://ensombl.com/go/20230522 and subscribe so you don't miss any episodes. Join the Ensombl platform: App Store: http://www.ensombl.c...

In this episode, Peita speaks with Paul Campbell, Managing Director at Xeppo. They take a look at Xeppo, and discuss how having easy access to data and insights can drive greater client relationships and business growth. Xeppo Website: https://xeppo.com.au/financial-planners/       Paul Campbell LinkedIn: https://www.linkedin.com/in/paul-campbell-2805022b/  Curiosity Corner (Opal): https://www.opa...

Chris is the Founder of Master Your Money Now. He joins James to answer a few community questions on why he recently sold his business and the process involved. Chris Carlin LinkedIn: https://www.linkedin.com/in/chriscarlinfp/ Master Your Money Now Website: https://masteryourmoneynow.com.au/ This episode is proudly sponsored by Capital Group. https://ensombl.com/go/20230518 Join the Ensombl platfo...

This week, Andrew sits down with Aimee Lucas, Practice Manager at Burke Britton Financial Partners. They discuss her journey from receptionist to Practice Manager, how their practice overcame their biggest mistakes, and how good planners are only as good as their team. Aimee Lucas LinkedIn: https://www.linkedin.com/in/aimee-lucas-baa457153/ BBFP Website: https://www.bbfp.com.au/ Landmark Forum: ht...

This week we cover US Core CPI data, the Producer Price Index, the University of Michigan Consumer Sentiment survey, UK GDP numbers, the Chinese headline inflation print, and the Australian Federal Budget. This market highlight is proudly brought to you by Milford: https://ensombl.com/go/20230515 Join the Ensombl platform: App Store: http://www.ensombl.com/apple Google Play: http://www.ensombl.com...

In this episode, Peita chats with Julius Geis, Founderand CEO at MUA (Me, Us, All). They dive into MUA's employee engagement software, and discuss how it can be used to create a business culture that nurtures innovation and improves employees' emotional intelligence. MUA Website: https://www.wemua.com/  Julius Geis LinkedIn: https://www.linkedin.com/in/juliusgeis/   Curiosity Corner (Spoke): https...

Fraser is the Founder of The Cyber Collective. He returns to the podcast to chat with James about making advice more accessible through video. Fraser Jack LinkedIn: https://www.linkedin.com/in/fraserjack123 The Cyber Collective Website: https://www.thecybercollective.com.au/ This episode is proudly sponsored by Capital Group. https://ensombl.com/go/20230511  Join the Ensombl platform: App Store: h...

This week, Andrew is joined by Brett Schatto, CEO at Pride Advice. They lift the lid on his practice and talk about how he went from investigating financial services as a detective to actually being in financial services. Brett also talks about how he developed the culture of his business, and how they support their ideal client base.  Brett Schatto LinkedIn: https://www.linkedin.com/in/brettschat...

This week we cover the Reserve Bank of Australia, the Federal Reserve meeting, US Non-farm payrolls, the EBC meeting, the NZ Labour market, JB HI-FI, the National Australia Bank, and Silver Lake Resources. This market highlight is proudly brought to you by Milford: https://ensombl.com/go/20230508 Join the Ensombl platform: App Store: http://www.ensombl.com/apple Google Play: http://www.ensombl.com...

In this episode, Peita is joined by David Spiteri, Founder and Owner of Life Tech Assist. They talk through the features of the insurance technical support service that provides advisors with independent assistance with life insurance queries, and the tools they supply to assist clients with the claim process. Life Tech Assist Website:  https://www.lifetechassist.com.au/  David Spiteri LinkedIn: h...

Tony is a Insurance Consultant at Tony Insurance. He joins James to talk about simplifying the insurance buying process for clients, and how the right process and compliance regime will make sure you are working to the right standard. Tony Smilevski LinkedIn: https://www.linkedin.com/in/tonysmilevski/ Tony Insurance Website: https://tonyinsurance.com.au/ Join the Schroders Investment Space within...

This week, Andrew is joined by Peter Monahan, CEO at EJM Financial Services. They discuss how the practice has evolved over the years, how to manage the cultural integration of acquiring a business, and Peter's vision for the evolution of financial planning practices in Australia. Peter Monahan LinkedIn: https://www.linkedin.com/in/peter-monahan-51b84813/ EJM Website: https://www.ejm.com.au/ Visit...

This week we cover Australian inflation data, US company earnings season, First Republic Bank, Blackmores and Kirin, Synlait, and Coles. This market highlight is proudly brought to you by Milford: https://ensombl.com/go/20230501 Join the Ensombl platform: App Store: http://www.ensombl.com/apple Google Play: http://www.ensombl.com/google Desktop: https://www.ensombl.com/ General Disclaimer – https:...

This week, Peita talks with Katriel Warlow-Shill, Founder at CDM Solutions. They take a peek under the hood of the reporting tool, and how it can be used to access accurate and up-to-date client insurance information, creating better efficiencies for your practice. CDM Solutions Website:  https://www.cdmsolutions.com.au/  Katriel Warlow-Shill: https://www.linkedin.com/in/katriel-warlow-shill/   Cu...

Paul is the CEO at AZ Next Generation Advisory. He and Clayton discuss the current state of the financial planning industry, the opportunities we have for innovation, and what practices are doing with tech efficiencies and scalable advice. Paul Barrett LinkedIn: https://www.linkedin.com/in/paulbarrett2/ AZ Next Generation Advisory Website: https://www.aznga.com/ Join the Schroders Investment Space...

Corey is the CEO at Verse Wealth. He joins Andrew to explore the motivations behind starting his own business, the organisational structure he opted for, and how it aligns with the advice delivery process he offers to his clients. Corey Wastle LinkedIn: https://www.linkedin.com/in/coreywastle/ Verse Wealth Website: https://www.versewealth.com.au/ OKR Introduction: https://rework.withgoogle.com/gui...

This week we cover higher US jobless claims, UK Wage inflation, softening NZ inflation, the RBA review, Tesla, Star Entertainment Group, Allkem and Santos. This market highlight is proudly brought to you by Milford: https://ensombl.com/go/20230424 Join the Ensombl platform: App Store: http://www.ensombl.com/apple Google Play: http://www.ensombl.com/google Desktop: https://www.ensombl.com/ General...

This week, Peita chats with Steve Holmes, Director and Co-Founder at Feedsy. They take a deep dive into the features of Feedsy, and how it can help time-poor advice businesses stay in contact with their clients with automated, relevant content. Feedsy Website: https://www.feedsy.info/       Steve Holmes: https://www.linkedin.com/in/steverholmes/  Curiosity Corner (Blinq): https://blinq.me/     Pei...

Nick is a Financial Adviser at Plenary Wealth. He and James chat about his history in the advice world, and the different elements of aged-care and elder advice. Nick Donnelly LinkedIn: https://www.linkedin.com/in/nicholas-donnelly-52a2b957/ Plenary Wealth Website: https://plenarywealth.com.au/ Join the Schroders Investment Space within the Ensombl Community: https://ensombl.com/go/20230420 Join t...

In this episode, Andrew is joined by James Millard, Director and Head Financial Adviser at Sufficient Funds. He talks about his journey from "insufficient funds" to Sufficient Funds, how he built and serves his current client base, and how he measures and celebrates success with his team.  James Millard LinkedIn: https://www.linkedin.com/in/jamesmillard1/ Sufficient Funds Website: https://sufficie...

This week we cover US inflation data, US PPI data, Australian employment data, Australia's potential thawing of relations with China, Wesfarmers, Newmont, GQG, and Whitehaven coal. This market highlight is proudly brought to you by Milford: https://ensombl.com/go/20230417 Join the Ensombl platform: App Store: http://www.ensombl.com/apple Google Play: http://www.ensombl.com/google Desktop: https://...

This week, Peita talks to Jon Shaw, CEO at Moneysoft. They discuss the features, functionality and capabilities of the Moneysoft technology, and how it can be used to create further efficiencies for advisors and close the advice gap for their clients.  Moneysoft Website: https://www.moneysoft.com.au/       Jon Shaw LinkedIn: https://www.linkedin.com/in/jonathanstuartshaw/ Curiosity Corner (Muse Ap...

Celia is the Founder and Director at Bonsai Digital Marketing. She joins James to talk about personal branding and building organic marketing foundations, the importance of storytelling, and how to get started today. Celia Polkinghorne LinkedIn: https://www.linkedin.com/in/celia-polkinghorne-copywriter-marketing-strategist/ Bonsai Digital Marketing Website: https://bonsaidigitalmarketing.com/ Join...