Ensombl Advice Australia

In this episode, Peita is joined by Matt and Anne-Marie Esler, Co-Founders of Padua. They discuss how Padua can be used to reduce the time and cost to produce high-quality advice. Padua Website: https://paduasolutions.com/       Anne-Marie LinkedIn: https://www.linkedin.com/in/anne-marie-esler-cfp-b04ab686/  Matt Esler LinkedIn: https://www.linkedin.com/in/matt-esler-69b07211/    Curiosity Corner...

Emily is a Co-Founder and Chief Product Officer at Ensombl. She and Clayton discuss the importance of acquiring customer feedback to enhance your client experience, and how the All Licensee PD Day is evolving to meet adviser demand for efficient CPD. Emily Jenkins Ensombl: https://app.ensombl.com/members/2191186 Emily Jenkins LinkedIn: https://www.linkedin.com/in/emilyblanch/ To learn more about M...

Daniel is a Senior Adviser at Tribeca Financial. He and Ben talk about his focus on financial well-being and mental health through the advice process. Daniel Testa LinkedIn: https://www.linkedin.com/in/daniel-testa-afp%C2%AE-5a5aa9108/ Tribeca Financial Website: https://www.tribecafinancial.com.au/ A world of opportunity awaits you at https://netwealth.com.au/woo Join the Ensombl platform: App Sto...

This week we cover the January US and UK CPI print, US retail sales data, REINZ housing data, JB Hi-Fi, James Hardie, CBA, Westpac and NAB. 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 – h...

This week, Peita talks to Stephen Handley, Founder and CEO at Fin365. They take a look at the Fin365 platform, which aims to automate the flow of data management in the advice process through unlocking the power of Microsoft 365. Stephen Handley LinkedIn: https://www.linkedin.com/in/stephenhandley42/      Fin365 Website: https://fin365.com.au       Curiosity Corner (Focusmate) website: https://www...

Jess recently started a financial literacy program called The Greenhouse, and is the Co-Founder of Ladies Talk Money. She and Clayton talk about the changes she's made in her life in the past year, and her journey to becoming a financial educator. Jess Brady Ensombl: https://app.ensombl.com/members/2416358 Jessica Brady Website: https://jessicabrady.com.au/ Ladies Talk Money Website: https://www.l...

Warren is the Founder and Managing Director of the Find Group. He and Ben discuss his journey into financial planning and advice, and creating consistency of advice across the entire business. Warren Strybosh LinkedIn: https://www.linkedin.com/in/warren-strybosch-3a363527/ Find Group Website: https://findgroup.com.au/ A world of opportunity awaits you at https://netwealth.com.au/woo Join the Ensom...

This week we cover US unemployment data, the US Consumer Sentiment Survey, the RBA February meeting, REA, Disney, and Alphabet. 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.x...

In this week's episode, Peita talks to Brendan Allen Klein, Senior Account Manager at Ignition. They deep dive into the features of the Ignition app, and how it can be used to further improve efficiency. Ignition Website: https://www.ignitionapp.com/    Brendan Allen LinkedIn: https://www.linkedin.com/in/brendan-allen-klein/  Curiosity Corner (Roam Research) website: https://roamresearch.com/   Pe...

Peita is the Co-Founder of Caboodle Financial Services and the Host of the Ensombl AdviceTech Podcast. She joins Clayton to chat all things Advice Tech, including how soon AI may be integrated into the advice process. Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/ Caboodle Financial Services Website: https://www.caboodlefs.com.au/ A world of opportunity awaits you at https://netw...

Chris is a Partner and Wealth Adviser at Hewison Private Wealth. He and Ben chat about incorporating transferring wealth into client conversations, philanthropic funds, and how Chris built his own skill set, tools and strategies to add further value to clients. Chris Morcom LinkedIn: https://www.linkedin.com/in/chris-morcom-06b6b1/ Hewison Private Wealth Website: https://www.hewison.com.au/ A worl...

This week we cover the US Federal Reserve, the Bank of England, the European Central Bank, US Non-Farm Payrolls, New Zealand employment, META, Apple, Amazon and Alphabet, IAG, Flight Centre, and Megaport. 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...

In this episode, Peita talks to Angus Woods, Founder at Adviser Ratings. They explore Adviser Ratings as a free lead generation tool for financial advisers, and what advisers can do to boost their profile. Adviser Ratings Website: adviserratings.com.au       Angus Woods LinkedIn:   https://www.linkedin.com/in/angus-woods-a5a7025/ Curiosity Corner (Clifton Strengths) Website: https://www.gallup.com...

Andrew is the Head of Partnership and Business Development at Virtual Business Partners, and Chairperson at Ensombl. He and Clayton talk about his upcoming Engine Room podcast, which will focus on the key decision makers inside successful advice practices. Andrew Rocks LinkedIn: https://www.linkedin.com/in/andrewrocks/ Virtual Business Partners Website: https://www.virtualbusinesspartners.com.au/...

Ruth is a Lawyer and Director at MinterEllison, and Director at HUB24 Limited. She and Vince discuss the Retirement Income Covenant, what it is and why it matters to both consumers and their advisors. Ruth Stringer LinkedIn: https://www.linkedin.com/in/ruth-stringer-5544074/ MinterEllison Website: https://www.minterellison.com/ To find out more about Generation Life's market leading innovations in...

Emily is an author Specialising in Personal Finance and Retirement, and Eric is CEO and Advisor at BFG Financial Advisors. Vince talks all things retirement with Emily and Eric, including the right time to retire, flexibility in retirement, and dealing with longevity risk.  Emily Guy Birken LinkedIn: https://www.linkedin.com/in/emily-guy-birken-845b0b18a/ Emily Guy Birken Website: https://www.emil...

Les is the Managing Director at Future Proof Wealth, and Michael is the Founder and Managing Director at Family Wealth Advisory. They join Vince to chat about how they're using investment bonds and annuities to improve the lives of their clients. Les McGuire LinkedIn: https://www.linkedin.com/in/les-mcguire-6b5b8517/ Future Proof Wealth Website: https://www.futureproof.com.au/ Michael Bova LinkedI...

Grant is the CEO and Managing Director at Generation Life, and Felipe is General Manager Sales, Marketing and Operations at Generation Life. Vince sits down with Grant and Felipe to discuss the tax arbitrage of investment bonds and estate planning, dealing with negative press around investments, as well as annuities. Grant Hackett LinkedIn: https://www.linkedin.com/in/grant-hackett-oam-30820225/ F...

Eric is an Author, Certified Professional Retirement Coach and Founder of Retire With Possibilities. He and Vince round out the series by talking about Professional Retirement Coaching and how it relates to financial advice. Eric J. Weigel LinkedIn: https://www.linkedin.com/in/ejweigel/ Retire With Possibilities Website: https://www.retirewithpossibilities.com/ To find out more about Generation Li...

Phil is the Financial Adviser and Founder at Skye Wealth. He joins Ben to discuss the challenges of rolling out an insurance-only solution, and the steps he's taken to build and strengthen his team. Phil Thompson Website: https://www.linkedin.com/in/philjthommo/ Skye Financial Website: https://www.skye.com.au/ A world of opportunity awaits you at https://netwealth.com.au/woo Join the Ensombl platf...

This week we cover the Australian fourth quarter CPI data, US GDP data and the US core PCE index, ResMed, Origin Energy, and Tesla. 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://w...

In this episode, Peita chats with Anthony Lyon, Founder at iComply2. They talk through the suite of integrated apps, and how they can be used to simplify the advice process and maintain compliance. icomply2 Website: https://www.icomply2.com.au/      Anthony Lyon LinkedIn: https://www.linkedin.com/in/anthony-lyon-2463446a    Curiosity Corner (Motion) website: https://www.usemotion.com/     Peita Di...

Chris is the CEO at Lydian Financial Services. He joins Clayton to chat about his journey into the advice industry, and how he became involved with home loans, property and mortgages. Chris Booth LinkedIn: https://www.linkedin.com/in/boothchris/ Lydian Website: https://lydian.com.au A world of opportunity awaits you at https://netwealth.com.au/woo Join the Ensombl platform: App Store: http://co.xy...

Cara is the Director, Senior Financial Adviser and Wealth Coach at Bounce Financial. She and Ben talk about how her business has evolved over time, how she implemented cash flow management and strategy, and the importance of consistency in social media content. Cara Brett LinkedIn: https://www.linkedin.com/in/carabrett/ Bounce Financial Website: https://www.bouncefinancial.com.au/ A world of oppor...

This week we cover Australian employment data, the Westpac consumer confidence index, the Bank of Japan, US PPI data, JB Hi-Fi, Viva, Ampol, Fisher and Paykel Healthcare, and Netwealth, PPS and HUB 24's quarterly flow results. 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: h...