Ensombl Advice Australia

Today we cover Australian Employment Data, US Inflation data, Evergrande's impact on iron, and the Telstra Strategy Day. 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/d...

In this final episode we wrap up the series by discussing supply and demand, and should we be worried about diversification across markets and sectors in this area, or is it too small? Russell Investments aims to reflect what matters most to you and your investment goals. Whether you're driven by personal or stakeholder values, you aim to mitigate risk or simply need to comply with regulation, our...

In this episode we dive deeper into what's underneath E, S and G and how clients can prioritise what's important to them. Russell Investments aims to reflect what matters most to you and your investment goals. Whether you're driven by personal or stakeholder values, you aim to mitigate risk or simply need to comply with regulation, our approach to responsible investment integrates with what matter...

Today we cover the US PPI index, the Uranium spot price, the results of the RBA monthly meeting, PayPal's acquisition of Paidy, and the Santos and Oil Search Merger. 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/ Gen...

In this episode we talk all about the "50 Shades of Green". Russell Investments aims to reflect what matters most to you and your investment goals. Whether you're driven by personal or stakeholder values, you aim to mitigate risk or simply need to comply with regulation, our approach to responsible investment integrates with what matters most. Visit www.russellinvestments.com.au Philip Moffitt Co-...

In this episode we discuss if there's "actually" a need for ESG investing, and why it's a thing in the first place. Russell Investments aims to reflect what matters most to you and your investment goals. Whether you're driven by personal or stakeholder values, you aim to mitigate risk or simply need to comply with regulation, our approach to responsible investment integrates with what matters most...

Today we cover the US Non farm payrolls data, Australian Housing Prices and GDP, the EPRA NAREIT index, US PPI data, the RBA monthly meeting and vaccine rates in Australia. 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.c...

In this episode we talk about the marketing messages around ethical investing, and why ESG investing is "so hot right now". Russell Investments aims to reflect what matters most to you and your investment goals. Whether you're driven by personal or stakeholder values, you aim to mitigate risk or simply need to comply with regulation, our approach to responsible investment integrates with what matt...

In this final installment we talk about the review process and how to transition clients to a goals-based world. To find out more about AstuteWheel or to register to attend a live demonstration webinar please go to the AstuteWheel website http://www.astutewheel.com.au/book-webinar Naomi Rosenthal Director at Professional Wealth Services Naomi Rosenthal LinkedIn: https://www.linkedin.com/in/naomiro...

Today we cover the Jackson Hole Symposium, Biden's approval rating, Australian reporting season and the US Non farm payrolls data. 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.xyadv...

In this episode we talk about how to modify and track progress to keep your clients motivated. To find out more about AstuteWheel or to register to attend a live demonstration webinar please go to the AstuteWheel website http://www.astutewheel.com.au/book-webinar Naomi Rosenthal Director at Professional Wealth Services Naomi Rosenthal LinkedIn: https://www.linkedin.com/in/naomirosenthal/ Professio...

In this episode we discuss how to house your client's goals for ongoing advice conversations. To find out more about AstuteWheel or to register to attend a live demonstration webinar please go to the AstuteWheel website http://www.astutewheel.com.au/book-webinar Naomi Rosenthal Director at Professional Wealth Services Naomi Rosenthal LinkedIn: https://www.linkedin.com/in/naomirosenthal/ Profession...

Today we cover the delayed RBNZ rate hike, the Michigan Consumer sentiment index, employment and wage inflation in Australia, BHP, Australian retailers results, the upcoming US GDP release and the Jackson Hole Economic Symposium. 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://...

In this episode we talk about how to ask the right questions to find your client's true goals, based on their values. To find out more about AstuteWheel or to register to attend a live demonstration webinar please go to the AstuteWheel website http://www.astutewheel.com.au/book-webinar Naomi Rosenthal Director at Professional Wealth Services Naomi Rosenthal LinkedIn: https://www.linkedin.com/in/na...

In this episode we talk about selling your value, and how to engage and start working with your next clients. To find out more about AstuteWheel or to register to attend a live demonstration webinar please go to the AstuteWheel website http://www.astutewheel.com.au/book-webinar Naomi Rosenthal Director at Professional Wealth Services Naomi Rosenthal LinkedIn: https://www.linkedin.com/in/naomirosen...

Today we cover Headline US CPI Data, Oil prices, the U.S. Department of Agriculture's August World Agricultural Supply and Demand Estimates, the US reporting season, TLS full year results, the Goodman Group, the reserve bank of New Zealand rates, and employment in Australia. This market highlight is proudly brought to by Milford https://milfordasset.com.au/ Join the XY platform: App Store: http://...

In this episode we explore how to present your goals and value offering to a new market. To find out more about AstuteWheel or to register to attend a live demonstration webinar please go to the AstuteWheel website http://www.astutewheel.com.au/book-webinar Naomi Rosenthal Director at Professional Wealth Services Naomi Rosenthal LinkedIn: https://www.linkedin.com/in/naomirosenthal/ Professional We...

Executive Coach and Accountability Partner Gordon Jenkins joins Fraser to discuss his unconventional approach to networking, including what to put on your "Not-To-Do list" and how your clients are also your coach. Gordon Jenkins LinkedIn: https://www.linkedin.com/in/businessexecutivecoach/ I Am Gordon Jenkins Website: https://www.iamgordonjenkins.com/ Make confident investment decisions backed by...

Today we cover the Non Farm Payrolls release in the US, the RBA monthly meeting, the weekly ABS payroll and wage indice, the Afterpay takeover, the PBH raise and Australian reporting 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...

Peita is a Co-Founder at Caboodle Financial Services and Host of the "In Search of Adventure Show" Podcast. She joins Fraser to discuss how to enhance your messaging through presentations, and how to transform your audience and inspire them to take action. Peita Diamantidis XY: https://www1.xyadviser.com/members/3570536 Caboodle Financial Services Website: https://www.caboodlefs.com.au/ Make confi...

Morgan is the Director of Financial Planning at yield advisory and an XY Adviser Ethics Committee member. Morgan recently founded a Financial Planning business with yield advisory, and she joins Fraser to discuss the experience. Morgan Hayward XY: https://www1.xyadviser.com/members/2853291 yield advisory Website: https://yieldadvisory.com.au/ Make confident investment decisions backed by deep rese...

Today we cover the extended Sydney lockdown and additional stimulus, the US reporting season, Temple and Webster, Spark infrastructure, the Chinese stock market and the upcoming Australian reporting 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/xygpla...

Russell is the Author of "Risk Insurance Communications Skills" and a former risk insurance specialist. He and Fraser discuss the importance of a Financial Adviser's communication skills (their "soft skills") when talking to clients who know nothing about insurance. Russell Collins LinkedIn: https://www.linkedin.com/in/russell-collins-oam/ RICS Website: https://rics.com.au/ Make confident investme...

Amanda is the Founder and Managing Director at Endurance Financial and three time Ironman World Championship qualifier. She talks us through her journey as an adviser, and how advising clients is like being a therapist - and even more. Amanda Thompson LinkedIn: https://www.linkedin.com/in/amandathompsonfp/ Amanda Thompson Website: https://www.amandathompson.com.au/ Make confident investment decisi...

Today we cover the tightening Australian labour market, US quarterly reporting season, Oil Search, Altium, Crown Casino, the push for additional COVID relief stimulus and COVID vaccination acceleration in NSW. 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/xyg...