Ensombl Advice Australia

In this episode Peita chats with Vincent Holland, Co-Founder of Plutosoft. They explore the creation and capabilities of the Plutosoft software, and how it can be used as an end-to-end solution for advice practices and licensees. Plutosoft Website: https://www.plutosoft.com.au/ Vincent Holland LinkedIn: https://www.linkedin.com/in/vincent-holland-6b50ab62/ Peita Diamantidis LinkedIn: https://www.l...

Deepa is the Principal Consultant and Founder at RecruiTalent, and has been involved in the recruiting world for almost thirty years. In this first episode of two, Deepa and Jess tackle the hiring process and discuss how to find the perfect candidate, and what to avoid. Deepa Surti LinkedIn: https://www.linkedin.com/in/deepasurti/ RecruiTalent Website: https://recruitalent.com.au/ Australian Retir...

Steve is a Financial Planner and Business Growth Coach. He and Ben discuss the trends in growing financial planning businesses, and the biggest roadblocks they need to overcome. Steve Salvia XY: https://www1.xyadviser.com/members/2401306 Steve Salvia LinkedIn: https://www.linkedin.com/in/stevesalvia/ Blackwing Website: https://blackwing.com.au/ Australian Retirement Trust. It's more super for you...

This week we cover the US Core PCE Price Index print, US durable goods data and home sales, the European Central Bank's policy meeting, Woolworths, Qantas, and KKR's Ramsey Health bid. This market highlight is proudly brought to you by Milford https://milfordasset.com.au/ Join the XY platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https:/...

In this first installment Peita is joined by Hans Egger, Managing Director and Co-Founder of AstuteWheel. They deep dive into the functions of the AstuteWheel software, and discuss how advisers can utilise its tools to add value to client engagement and presentation. AstuteWheel Website: https://www.astutewheel.com.au/ Hans Egger LinkedIn: https://www.linkedin.com/in/hans-egger-884a264/ Curiosity...

Lara is a Board Director and Co-President of Wear It Purple. She joins Jess to talk about who are Wear It Purple, why they exist, and how we can get involved to support youth mental health. Lara Husselbee LinkedIn: https://www.linkedin.com/in/ larahusselbee/ Wear It Purple Website: https://www.wearitpurple.org/ WIP Day Resources: https://www.wearitpurple.org/ wip-day-resources MetLife. Life, inspi...

Daniel is the Director and a Financial Planner at Modern You Financial Planners. He joins Ben to talk about the challenges he faced when starting his own practice, overcoming adjustment disorder and building confidence. Daniel Jackson LinkedIn: https://www.linkedin.com/in/daniel-t-jackson-jp-a021a396/ Modern You Financial Planners Website: https://www.modernyoufp.com/ MetLife. Life, inspired by yo...

This week we cover Australian Wage inflation and Employment data, the Reserve Bank of New Zealand interest rates rise, Carsales, BHP, SEEK, Temple and Webster, and Cleanaway. This market highlight is proudly brought to you by Milford https://milfordasset.com.au/ Join the XY platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://www.xyadv...

Daniel is a Financial Adviser and Head of Operations at Verse Wealth. He joins Fraser to chat about his Financial Advice journey and the benefits and importance of client focused service. Daniel Donovan LinkedIn: https://www.linkedin.com/in/danieldonovan09/ Verse Wealth Website: https://www.versewealth.com.au/ MetLife. Life, inspired by you. For more information, speak to your local BDM or visit h...

Gianna is a Financial Planner and Business Owner under Fitzpatricks Private Wealth. She and Ben chat about how she created the ideal work-life balance in her business, and the benefits that Life Goals and Money Coaching can offer clients. Gianna Thomson LinkedIn: https://www.linkedin.com/in/giannathomson/ Gianna Thomson Website: https://www.giannathomson.com.au/ Fitzpatricks Private Wealth: https:...

This week we cover the US July CPI print, the US Producer Price index, Australian reporting season, CBA, Telstra, and BHP. This market highlight is proudly brought to you by Milford https://milfordasset.com.au/ Join the XY platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://www.xyadviser.com/ General Disclaimer – https://www.xyadviser...

Outside of hosting the XY Adviser Post, Jess is a Co-Founder and Financial Adviser at Fox & Hare Financial Advice. After five years of running her own business, she reflects on the elements that worked along with the mistakes she's learned from. Jess Brady XY: https://www1.xyadviser.com/members/2416358 Jess Brady LinkedIn: https://www.linkedin.com/in/jessica-brady-21165812/ Fox & Hare Website: htt...

Steve is the Principal and Owner at Ascent Wealth Management and an AFA Board Chair. He chats with Ben about what's changed and developed in his practice over the last fourteen years, and the steps he's taken to future-proof the business. Steve Nielsen LinkedIn: https://www.linkedin.com/in/stevenielsenascentwm/ Ascent Wealth Management Website: https://www.ascentwm.com.au/ For more information on...

This week we cover the RBA's cash rate target rise, US Non-Farm Payroll data, IFM, Orica, and rising inflation. This market highlight is proudly brought to you by Milford https://milfordasset.com.au/ Join the XY platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://www.xyadviser.com/ General Disclaimer – https://www.xyadviser.com/discla...

Kevin is the Executive Director of Product at DASH Technology Group. He sits down with Clayton to talk all things Advice Tech, including what advisers are looking for in the Advice Tech they use, and where it might be headed in the future. Kevin Liao LinkedIn: https://www.linkedin.com/in/liaokevin/ DASH Website: https://dash.com.au/ For more information on Perpetual, reach out to our team or follo...

Michael is the Senior Financial Advisor at Better Financial Planning Australia, and host of "Sharing More than the Sheets". He and Ben chat about how he settled into his niche of working with couples and families, and how he build the right team to suit this niche. Michael Khouri XY: https://www1.xyadviser.com/members/2492418 Michael Khouri LinkedIn: https://www.linkedin.com/in/khourimichael/ Bett...

This week we cover Amazon, Walmart and Alphabet's reported second quarter earnings, Australian second quarter CPI, Fortescue, and Flight Centre. This market highlight is proudly brought to you by Milford https://milfordasset.com.au/ Join the XY platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://www.xyadviser.com/ General Disclaimer –...

Dylan is the Director, Principal and Financial Adviser at Feel So Good Wealth Management. He catches up with Clayton to discuss running a "lifestyle" financial planning business, including the impact that COVID has had on the advice world.  Dylan Martin XY: https://www1.xyadviser.com/members/2210468 Dylan Martin LinkedIn: https://www.linkedin.com/in/dylanmartinfsgwm/ Feel So Good Wealth Management...

Ryan is the Founder and Director of Catalyst Wealth Group. He talks with Ben about starting his own business, and some of the biggest lessons he's learned over his six year advice journey. Ryan Porter LinkedIn: https://www.linkedin.com/in/ryanporter-catalystwealthgroup/ Catalyst Wealth Group Website: https://catalystwealthgroup.com.au/ For more information on Perpetual, reach out to our team or fo...

This week we cover US Manufacturing PMI, the NAHB housing market index, EU flash PMI's, Australian MFG and Services PMI's, and the start of the US and Australian reporting season. This market highlight is proudly brought to you by Milford https://milfordasset.com.au/ Join the XY platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://www....

Karen is the CEO and Founder of Women Talking Finance and a Certified Money Coach. She and Ben talk about money mindset and the impacts it has on your financial decisions and spending habits. Karen Eley LinkedIn: https://www.linkedin.com/in/karen-eley-womentalkingfinance/ Women Talking Finance Website: https://www.womentalkingfinance.com.au/ For more information on Perpetual, reach out to our team...

This week we cover US CPI, Australian Unemployment, the Reserve Bank of New Zealand cash rate rise, and ANZ's potential acquisition of MYOB and Suncorp. This market highlight is proudly brought to you by Milford https://milfordasset.com.au/ Join the XY platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://www.xyadviser.com/ General Disc...

Ange is the Founder of My Goal Squad. She joins Jess to talk about how to set achievable goals for your clients, your staff and yourself. Ange Ritchie LinkedIn: https://www.linkedin.com/in/angeritchie/ My Goal Squad Website: https://www.mygoalsquad.com/ For more information on Perpetual, reach out to our team or follow us on LinkedIn https://www.perpetual.com.au/ Join the XY platform: App Store: h...

Ash is the Head of Financial Advice at CareSuper. He and Ben chat about leveraging technology to enhance the client experience, balancing scalability with affordability, and the best approach to transition new advisers into the industry. Ash McAuliffe LinkedIn: https://www.linkedin.com/in/ashmcauliffe/ CareSuper Website: https://www.caresuper.com.au/ For more information on Perpetual, reach out to...

This week we cover the potential 2023 recession, the July RBA meeting, the US Federal Reserve minutes, BWX Group, and TPG. This market highlight is proudly brought to you by Milford https://milfordasset.com.au/ Join the XY platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://www.xyadviser.com/ General Disclaimer – https://www.xyadviser...