Ensombl Advice Australia

In this final installment we talk about what the future might hold for income protection in Australia. To read more about AIA Australia's new income protection product, click here: https://www.aia.com.au/en/adviser/business-growth-hub/adviser-news/new-priority-protection-release-nov-21.html Katherine Hayes Director and Financial Advisor at Hayes & Co Insurance Services and Co-Founder of Money Mada...

Shane is a Partner at The Hopkins Group (Australia) and Beekeeper. He and Fraser talk about improving your mental and physical health during challenging times, and the mental health benefits of beekeeping. Shane Light LinkedIn: https://www.linkedin.com/in/lightshane/ The Hopkins Group Website: https://thehopkinsgroup.com.au/ This episode is proudly sponsored by First Sentier Investors. https://go....

This week we cover the continuing impacts of the Omicron variant, Australian GDP, KFC Europe and Woolworth's API bid. This market highlight is proudly brought to 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/disc...

Siobhan is the Relationship Manager at Pivot Wealth. She and Fraser chat about appreciating the non-financial benefits of client relationships, and how to maximise these relationships with a BDM-style approach. Siobhan McTiernan LinkedIn: https://www.linkedin.com/in/siobhanmctiernan/ Pivot Wealth Website: https://pivotwealth.com.au/ This episode is proudly sponsored by First Sentier Investors. htt...

Christopher is a Principal at MillerPrince Lawyers. He joins Fraser to discuss buying and selling financial planning businesses. Christopher Athanassios LinkedIn: https://www.linkedin.com/in/christopher-athanassios-5023666a/ MillerPrince Website: https://millerprince.com.au/ This episode is proudly sponsored by First Sentier Investors. https://www.firstsentierinvestors.com.au/ Join the XY platform...

Today we cover the COVID Omicron variant, Australian Retail Sales, Fisher and Paykel Healthcare and Crown Resorts. This market highlight is proudly brought to 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/disclai...

Lisa is a Marketing Consultant who specialises in marketing message and website makeovers for financial advisers. She talks about how advisers can use their marketing to simplify the advice process in their client's mind, and how to avoid the "curse of knowledge". Lisa Greensill XY: https://www1.xyadviser.com/members/4200237 Lisa Greensill Website: https://www.lisagreensill.com/ This episode is pr...

In this episode we discuss the market demand and dynamics of ESG Advice. To find out more about PIMCO's industry-leading approach to ESG, visit https://www.pimco.com.au/esg-investing Nathan Fradley Principal Financial Planner and Director at Lime Financial Planning Nathan Fradley XY: https://www1.xyadviser.com/members/2345594 Lime Financial Planning Website: https://www.limefinancialplanning.com.a...

In this episode we talk about the adviser's approach to discussing ESG investing with their clients. To find out more about PIMCO's industry-leading approach to ESG, visit https://www.pimco.com.au/esg-investing Nathan Fradley Principal Financial Planner and Director at Lime Financial Planning Nathan Fradley XY: https://www1.xyadviser.com/members/2345594 Lime Financial Planning Website: https://www...

In this episode we deep dive into the impact and social change of ESG investing, as well as exploring the concept of "greenwashing". To find out more about PIMCO's industry-leading approach to ESG, visit https://www.pimco.com.au/esg-investing Nathan Fradley Principal Financial Planner and Director at Lime Financial Planning Nathan Fradley XY: https://www1.xyadviser.com/members/2345594 Lime Financi...

In this episode we talk about the changing climate of climate change, and how "impact investing" can affect your client's portfolio. To find out more about PIMCO's industry-leading approach to ESG, visit https://www.pimco.com.au/esg-investing Nathan Fradley Principal Financial Planner and Director at Lime Financial Planning Nathan Fradley XY: https://www1.xyadviser.com/members/2345594 Lime Financi...

In this final installment we focus in on bonds vs equities, and the different asset classes of ESG investing. To find out more about PIMCO's industry-leading approach to ESG, visit https://www.pimco.com.au/esg-investing Nathan Fradley Principal Financial Planner and Director at Lime Financial Planning Nathan Fradley XY: https://www1.xyadviser.com/members/2345594 Lime Financial Planning Website: ht...

Nellie is a Values Based Financial Adviser and Director at O'Brien Accountants & Advisors. She joins Fraser to talk about the importance of a consistent approach to advice. Nellie Fung LinkedIn: https://www.linkedin.com/in/nelliefungfinancialadvisor/ O'Brien Accountants & Advisors Website: https://obbc.com.au/ This episode is proudly sponsored by HUB24. https://www.hub24.com.au/ Join the XY platfo...

Today we cover the Reserve Bank of Australia minutes, APRA, core inflation, Aristocrat's FY21 result, Woodside Petroleum, CBA's September Quarter update and Crown Resorts. This market highlight is proudly brought to 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.co...

Whitley is a Practicing Adviser and Mortgage Broker, and an Associate Lecturer at Griffith University. She joins Fraser to discuss her research into how your mindset influences your financial well-being. Whitley Bejah LinkedIn: https://www.linkedin.com/in/whitley-bejah-8b448454/ Griffith University Profile: https://experts.griffith.edu.au/18432-whitley-bejah This episode is proudly sponsored by HU...

Andrew is the Principal Financial Adviser and founder of EFS Advice. He joins Clayton to chat about the best client acquisition channels and hyper-niche practices. Andrew Reynolds XY: https://www1.xyadviser.com/members/4142480 EFS Advice Website: https://efsadvice.com.au/ This episode is proudly sponsored by HUB24. https://www.hub24.com.au/ Join the XY platform: App Store: http://co.xyadviser.com/...

Today we cover US CPI data, Australian employment data, Broad credit in China, UK GDP data, the Australian IPO market and Playtech. This market highlight is proudly brought to 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.xyad...

Kevin is the Managing Owner of Pension Services, which deals with Centrelink and Age Care matters on the behalf of clients. Kevin is a self-described "Centrelink Stress Remover" and shares some of the rewarding experiences he's had in the business. Kevin Smith LinkedIn: https://www.linkedin.com/in/kevinsmithau/ Pension Services Website: https://www.pensionservices.com.au/ This episode is proudly s...

Jordan is an Independent Financial Adviser at PlanningSolo. He and Fraser talk about his journey to becoming an adviser, and what lessons he's learned from the issues he overcame along the way. Jordan Vaka XY: https://www1.xyadviser.com/members/2400594 PlanningSolo Website: https://www.planningsolo.com.au/ This episode is proudly sponsored by HUB24. https://www.hub24.com.au/ Join the XY platform:...

This week we cover the RBA monthly meeting, US Non Farm Payrolls, the US Federal reserve, the Bank of England, Afterpay, Peloton, Tyro and Netwealth. This market highlight is proudly brought to 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...

Natallia is the Director and Principal Financial Adviser at TruWealth Advice. She talks about understanding who your niche client is in order to make relationships work for the long term. Natallia Smith XY: https://www1.xyadviser.com/members/2809565 TruWealth Website: https://www.truwealthadvice.com.au/ This episode is proudly sponsored by HUB24. https://www.hub24.com.au/ Join the XY platform: App...

Andrew is the Managing Director at Webster's Wealth Partners, which he runs alongside his wife, Stephanie. They had a shakey start to beginning their advice practice, and Andrew joins Fraser to discuss the lessons he's learned from that experience. Andrew Ferguson LinkedIn: https://www.linkedin.com/in/andrew-ferguson-1a756946/ Webster's Wealth Partners Website: https://websterswealth.com/ This epi...

Today we cover the higher than anticipated Quarter 3 inflation print, 3rd quarter US GDP data, Telstra's acquisition of Digicel and US earnings season. This market highlight is proudly brought to 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 Disclaime...

Anna and Michelle are both Senior Financial Planners and Directors at Women on Wealth, which is a full service, boutique financial planning practice for clients who are looking for clarity and guidance on their financial world. Anna Johnston LinkedIn: https://www.linkedin.com/in/anna-johnston-71634020/ Michelle McKindlay LinkedIn: https://www.linkedin.com/in/michelle-mckindlay-61838b60/ Women on W...

In this episode we talk about Tech Stacks - the before, during and after of the client experience, client portals and security. To learn more about how Netwealth can support your advice and wealth business visit www.netwealth.com.au/change Patrick Flynn Founder of Simply Advice Websites and Director of Simply Kaizen Patrick Flynn XY: https://www1.xyadviser.com/members/2760995 Patrick Flynn Website...