Ensombl Advice Australia

Belinda is the General Manager at Boutique Advisers Private Wealth. She joins Rocksy to talk about the "business of the business", how they've shaped their workplace culture, and how they've maintained success in their practice. Belinda Good LinkedIn: https://www.linkedin.com/in/belinda-good-5539013b/ Boutique Advisers Website: https://boutiqueadvisers.com.au/ Visit The Adviser Portal and partner...

This week we cover the RBA and RBNZ monetary policy committees meeting, the US labour market, ADP employment data, the ISM report, Viva energy, SEEK, and Meridian Energy. This market highlight is proudly brought to you by Milford: http://www2.xyadviser.com/kl5st8 Join the Ensombl platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://www...

In this episode, Peita is joined by Karolina Kuszyk, Head of Wealth Channel at MyProsperity. They talk through the digital tools included in the MyProsperity client portal, and how it can best be implemented to increase practice efficiencies and scale client engagement. MyProsperity Website:  https://www.myprosperity.com.au/       Karolina Kuszyk: https://www.linkedin.com/in/karolina-kuszyk-b613a0...

Mitchell is the Group General Manager at Coastal Advice Group. He sits down with Andrew to lift the lid on the structure and culture of the business, how they've built their team, and how they attract the ideal client base. Mitchell Ramsbotham LinkedIn: https://www.linkedin.com/in/mitchell-ramsbotham-04122812/ Coastal Advice Group Website: https://coastaladvicegroup.com.au/ Visit The Adviser Porta...

This week we cover the US Core PCE index, the University of Michigan consumer sentiment survey, Eurozone CPI data, the ANZ consumer confidence index, Australian preliminary retail sales data, First Citizen Bank, Albemarle, United Malt Group, and Infratil. This market highlight is proudly brought to you by Milford https://milfordasset.com.au/ Join the Ensombl platform: App Store: http://co.xyadvise...

In this episode, Peita chats with Kelly Mackay, Business Manager at Financial Writers Australia. They take a deep dive into how to create unique content that speaks directly to your ideal clients. Financial Writers Website: https://financialwriters.com.au/         Kelly Mackay: https://www.linkedin.com/in/kellybellmanmackay/   Curiosity Corner (Visualize Habit): https://visualizehabit.com/   Peita...

Christine is an HR Consultant and Coach at People Focused. She and James discuss creating stronger business cultures and what the good practices doing around culture and reputation in the advice landscape. Christine Bau LinkedIn: https://www.linkedin.com/in/christine-bau/ People Focused Website: http://peoplefocused.com.au/ Register for the All Licensee PD Day on May 26th at https://ensombl.com/AL...

Paul is the Co-Founder of B1G1 and a TEDx Speaker. He sits down with Ben to talk about creating a business and team with a true sense of belonging, living your legacy, and how to build an attraction mechanism that is bigger than you. Paul Dunn LinkedIn: https://www.linkedin.com/in/paulb1g1/ B1G1 Website: https://b1g1.com/ To learn more about how TAL can support your business, please visit https://...

This week we cover the Federal Reserve cash rate increase, the UK CPI print, Credit Suisse, Block and REIT. This market highlight is proudly brought to you by Milford https://milfordasset.com.au/ Join the Ensombl platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://www.ensombl.com/ General Disclaimer – https://www.xyadviser.com/disclai...

This week, Peita talks to Nick Eatock, CEO at intelliflo. They take a deep dive into the cloud-based intelliflo platform and its various tools, and how they can be used to increase the value of advice for both advisors and their clients. intelliflo Website:  https://www.intelliflo.com/au       Nick Eatock LinkedIn: https://www.linkedin.com/in/nickeatock/  Curiosity Corner (Circle): https://circle....

In this week's episode, James sits down with Chris and Craig, who are both Mortgage Brokers at Wealthful. They discuss the transition from financial planning to mortgage broking, the biggest property deal-breakers, and where the Australian property market is headed in the future. Chris Bates Ensombl: https://app.ensombl.com/members/4043358 Chris Bates LinkedIn: https://www.linkedin.com/in/christop...

James is an Investment Manager at VFS Group. He and Ben talk about the Silicon Valley bank collapse, the impacts it will have on the market and the opportunities that arise from these circumstances. James Wheland LinkedIn: https://www.linkedin.com/in/james-whelan-68146036/ VFS Group Website: https://vfsgroup.com.au/ AMFEX Website: https://amfex.com/ To learn more about how TAL can support your bus...

The week we cover the US MOVE index and 2-Year Bond Yield, Credit Swisse, US February CPI data, Neuren Pharmaceuticals, and Kelsian. This market highlight is proudly brought to you by Milford https://milfordasset.com.au/ Join the Ensombl platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://www.ensombl.com/ General Disclaimer – https://...

This week, Peita is joined by Dr. Greg Davies and Bianca Kent from Oxford Risk. They take a look at Oxford Risk's behavioural finance software and how it can be utilised to thoroughly assess your client's investment portfolios and narrow decision-making. Oxford Risk Website: https://www. Oxford Risk.com.au/for-advisers/        Bianca Kent LinkedIn: https://www.linkedin.com/in/bianca-kent-5947043a/...

Lucian is a Financial Planner and sole Director of Emu Wealth. He and James talk about his journey into advice, how he set up a business from scratch, and how he settled on his ideal client base. Lucian Russ LinkedIn: https://www.linkedin.com/in/lucian-russ/ Emu Wealth Website: https://www.emuwealth.com/ To learn more about how TAL can support your business, please visit https://adviser.tal.com.au...

Rachel is the Founder and Principal Advisor at Flourix Wealth. She returns to the Ensombl Podcast to chat with Ben about where she's at now with her business, and how she balances a growing practice with a young family. Rachel O'Connor LinkedIn: https://www.linkedin.com/in/rachel-o-connor-65b6a595/ Flourix Wealth Website: https://flourix.com.au/ To learn more about how TAL can support your busines...

This week we cover US Non-Farm payrolls, the RBA's rate increase, the collapse of Silicon Valley bank and potential contagion, Carsales and XRO. This market highlight is proudly brought to you by Milford https://milfordasset.com.au/ Join the Ensombl platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://www.ensombl.com/ General Disclaime...

In this episode, Peita sits down with Ravi Verma, Head of Distribution at OpenInvest. They discuss where OpenInvest fits in the advice tech space, and how the platform creates investment advice solutions for both the end investor and partner firms. OpenInvest Website: https://www.openinvest.com.au/for-advisers/        Ravi Verma LinkedIn: https://www.linkedin.com/in/ravi-verma-8095bb44     Curiosi...

Barry is an author and financial educator, and Principal at BarryLaValley.com. He and James discuss the transition into retirement, and the advisor's role as a coach to usher in this change. Barry LaValley LinkedIn: https://www.linkedin.com/in/barry-lavalley-a48a8114/ Barry LaValley Website: http://barrylavalley.com/ To learn more about MetLife 360Health, speak to your local Sales Manager or visit...

David is a Certified Responsible Investment Adviser, and a Financial Adviser at Ethinvest. He and Ben discuss impact investing and how it differs from ethical investing, and what's moving forward for ethical investing in Australia. David Rae LinkedIn: https://www.linkedin.com/in/davidjrae/ Ethinvest Website: https://www.ethinvest.com.au/ To learn more about MetLife 360Health, speak to your local S...

This week we cover lower than expected US Durable Goods Orders, US PMI data, European Core Inflation data, Australian Fourth Quarter GDP and Retail Sales data, the slowdown in buyer consumption, and climbing inventory. This market highlight is proudly brought to you by Milford https://milfordasset.com.au/ Join the Ensombl platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co...

In this episode, Peita talks to Scott Miller, CEO and Co-Founder at Asendium. They cover the features of the Asendium software, and discuss how it can be used to streamline the advice process through eliminating manual data entry. Asendium Website: https://www.asendium.com/       Scott Miller LinkedIn: https://www.linkedin.com/in/scottbradleymiller/    Curiosity Corner (ChatGPT) website: https://o...

Chris is the Founder and Managing Director at MarketingHQ. He joins Clayton to chat about the importance of your personal brand and vision, and what works and what doesn't work when it comes to financial planning marketing. Chris Dale LinkedIn: https://www.linkedin.com/in/chrismarketinghq/ MarketingHQ Website: https://www.marketinghq.com.au/ To learn more about MetLife 360Health, speak to your loc...

Ryan is Director and a Financial Planning Consultant at Three Kings Wealth Management. He talks to Ben about the impact social media has had on his business, the psychology of financial advice and the impact mindset has on money. Ryan King LinkedIn: https://www.linkedin.com/in/ryan-king-finance/ Three Kings Website: https://threekings.com.au/ To learn more about MetLife 360Health, speak to your lo...

This week we cover US PMI data, the Personal Income and Spending report, the RBNZ meeting, Australian Wage data, Qantas, Woolworths, Dominos, and Origin Energy.  This market highlight is proudly brought to you by Milford https://milfordasset.com.au/ Join the Ensombl platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://www.ensombl.com/...