Ensombl Advice Australia

Nathan is the Principal Financial Planner and Director at Lime Financial Planning, and the Founder and Chair of the XY Adviser Ethics Committee. He discusses founding the XY Ethics Committee, and how they assist advisers with the ethical dilemmas they face. Nathan Fradley XY: https://www1.xyadviser.com/members/2345594 Lime Financial Website: https://www.limefinancialplanning.com.au/ This podcast i...

Paul is the Founder of Adviser Accelerator. He and Fraser discuss Online Marketing for Advisers and how to build, launch and scale your business using LinkedIn. Paul Thompson LinkedIn: https://www.linkedin.com/in/paulthompson1/ Adivers Accelerator Website: https://adviseraccelerator.com/ This podcast is brought to you by Integrity Life. Go to https://www.integritylife.com.au/xy to find out more. J...

David is the Founder and CEO at My Longevity Pty Limited. He chats with Fraser about the importance of longevity to financial advice and explains the "SHAPE Analyser", which covers the key elements to shaping your successful ageing. David Williams LinkedIn: https://www.linkedin.com/in/david-williams-94b5084b/?originalSubdomain=au My Longevity Website: https://mylongevity.com.au/ This podcast is br...

Natalie is the Founder and CEO of Full Time Lives and Senior Consultant at Brainmates. She talks about helping retiree-age clients transition smoothly into retirement, and making meaningful changes to their retirement. Natalie Yan-Chatonsky LinkedIn: https://www.linkedin.com/in/nat-yc/?originalSubdomain=au Full Time Lives Website: https://fulltimelives.com/ Brainmates Website: https://brainmates.c...

We wrap up the Changing Landscape of Retirment series by chatting with Jeremy Cooper from Challenger Limited, who weighs in on the issues discussed throughout the series. Jeremy Cooper LinkedIn: https://www.linkedin.com/in/jeremy-cooper-27b62216/ Challenger Website: https://www.challenger.com.au/ To access Challenger's thought leadership, insights and tips on retirement planning, head to https://w...

Richard is the owner and operator of RTG Financial Services Pty Ltd. As Richard's main clients are retirees, he explains what his experiences are with their ever-changing mindset toward retirement. Richard McErlean LinkedIn: https://www.linkedin.com/in/richard-mcerlean-01815217/ To access Challenger's thought leadership, insights and tips on retirement planning, head to https://www.challenger.com....

Rachel is the Principal at Aged Care Gurus and Co Author of "Aged Care, Who Cares?" She chats with Fraser about the present state of the Aged Care industry, how it's not sustainable in its current iteration, and the results and developments of the Aged Care Royal Commission. Rachel Lane LinkedIn: https://www.linkedin.com/in/rachel-lane-2b58b331/ Aged Care Gurus Website: https://agedcaregurus.com.a...

Philip is a Managing Director and Financial Adviser at Hunter Financial. He talks about the Baby Boomer generation entering retirement, and the potential for a "Baby Bust". Philip Smith LinkedIn: https://www.linkedin.com/in/psmithhunterfinancial/?originalSubdomain=au Hunter Financial Website: https://www.hunterfinancial.com.au/ To access Challenger's thought leadership, insights and tips on retire...

Sheena is the Managing Director at AdviceLink – a service which communicates with Centrelink on behalf of advisers and their clients. Sheena talks about the services AdviceLink provides, the main being to navigate Centrelink's complex systems and processes, finding out what payments clients are entitled to, as well as avoiding overpayment and the potential for "Robodebt". Sheena Stow-Smith XY: htt...

Noel is one of Australia's most successful authors and one of the world's foremost authorities on personal finance. He and Fraser initially discuss the changing retirement system as a result of the retirement income review and the Aged Care Royal Commission. Noel Whittaker LinkedIn: https://www.linkedin.com/in/noel-whittaker-a572221/ Noel Whittaker Website: https://www.noelwhittaker.com.au/about/a...

Nicola is a CFP and a Senior Financial Adviser and Confidante at FMD Financial. She talks with Fraser about clients entering the pre-retirement space for the first time, and the trigger events that can lead them there. Nicola Beswick XY: https://www1.xyadviser.com/members/4491332 Nicola Beswick Website: https://www.nicolabeswick.com/ To access Challenger's thought leadership, insights and tips on...

Jason is the Head of APAC at CoreData Group. He joins Fraser to share insights from "The Best Possible Retirement" Research, exploring the satisfaction people feel in retirement and what's driving it. Jason Andriessen LinkedIn: linkedin.com/in/jasonandriessen CoreData Website: https://www.coredata.com.au/ To access Challenger's thought leadership, insights and tips on retirement planning, head to...

Gayle is a Strategic Financial Advisor and Accredited Aged Care Specialist at Prosperity Planning Partners. She and Fraser discuss helping long term employees' transition into retirement through changing their mindset. Gayle McKew LinkedIn: https://www.linkedin.com/in/strategic-financial-advice-age-care-specialist-gaylemckew/ Prosperity Planning Website: https://prosperityplanning.com.au/ To acces...

Martin is the CEO and a Financial Advice Specialist at Financial Edge Group. He kicks off the series by discussing his tips for helping clients transistion smoothly into retirement. Martin McGrath XY: https://www1.xyadviser.com/members/2533593 Financial Edge Group Website: https://www.financialedgegroup.com.au/ To access Challenger's thought leadership, insights and tips on retirement planning, he...

To wrap up the series, Fraser talks to Jason Nyilas and Con Koromilas from Aberdeen Standard Investments. They reflect on the series as a whole and discuss their goal to provide sustainable bionic advice - which successfully merges both digital and face-to-face advice. Jason Nyilas LinkedIn: https://www.linkedin.com/in/jasonnyilas/ Con Koromilas LinkedIn: https://www.linkedin.com/in/con-koromilas-...

Hayley is the Director at Contract Paraplanning Services and the AFA Paraplanner Pulse National Chair. She and Fraser discuss scaling up through outsourcing, remote working and finding the right staff for your practice. Hayley Knight XY: https://www1.xyadviser.com/members/2845489 Contract Paraplanning Services Website: https://www.contractpps.com.au/ To connect with your local Aberdeen Standard BD...

James is the Founder and CEO of Enlightened Financial Solutions. He chats with Fraser about using technology to make advice easily digestible for clients. James Wortley XY: https://www1.xyadviser.com/members/2809319 EFS Mackay Website: http://efsmackay.com.au/ To connect with your local Aberdeen Standard BDM visit https://www.aberdeenstandard.com/en/australia/adviser/contact-us?country=Australia J...

Michael is the Founder of Human to Human. Fed up with the "shiny object syndrome" that comes with most business seminars, Michael talks about his methods for helping businesses successfully implement effective strategies. Michael Back XY: https://www1.xyadviser.com/members/2243422 Human to Human Website: https://humantohuman.com.au/ To connect with your local Aberdeen Standard BDM visit https://ww...

Michael is the National Manager of Business Coaching at Affinia Financial Advisers Limited. He talks about the client user experience, and explains the Buyer's Journey Framework. Michael Lawes XY: https://www1.xyadviser.com/members/2858774 Affinia Website: https://www.affinia.com.au/ To connect with your local Aberdeen Standard BDM visit https://www.aberdeenstandard.com/en/australia/adviser/contac...

Paul is the Founder and Chief Mapper at Map My Plan. He chats with Fraser about scaling up through technology, and how he developed Map My Plan to help clients to make a well informed financial decisions. Paul Feeney XY: https://www1.xyadviser.com/members/3990927 Map My Plan Website: https://www.mapmyplan.com.au/ To connect with your local Aberdeen Standard BDM visit https://www.aberdeenstandard.c...

Judith is the Keynote Speaker at Judith Beck Consulting and author of "No Sex at Work". She and Fraser discuss scaling up through staff, and how to behave like the top 10%. Judith Beck LinkedIn: https://www.linkedin.com/in/judith-beck-6097234/ Judith Beck Website: https://www.judithbeck.com.au/ To connect with your local Aberdeen Standard BDM visit https://www.aberdeenstandard.com/en/australia/adv...

David is the Co-Founder & Group CEO of PictureWealth, the fastest growing WealthTech company in Australia. He discusses scaling through technology, and leveraging data and information to unlock dormant financial potential. David Pettit XY: https://www1.xyadviser.com/members/6329186 PictureWealth Website: https://picturewealth.com/ To connect with your local Aberdeen Standard BDM visit https://www....

Sue Viskovic is the Managing Director at Elixir Consulting and the Founder and CEO of Flowspace co-working. She returns to the XY Podcast to chat about scale through critical thinking and strategic business planning. Sue Viskovic XY: https://www1.xyadviser.com/members/2937464 Elixir Consulting: https://elixirconsulting.com.au/ To connect with your local Aberdeen Standard BDM visit https://www.aber...

Natasha is the Director of Sova Financial Pty Ltd and Founder of Women with Cents. In this first installment in the Scale Up Series, Natasha shares her story from leaving war-torn Yugoslavia to becoming a Financial Adviser, and how she believes in "values based advice" versus the standard goals based advice. Natasha Janssens XY: https://www1.xyadviser.com/members/2405002 Women With Cents Website:...

Renato Mota is the CEO of IOOF. Renato believes that the advice industry would benefit from broadening what exactly the interpretation of what advice is, and then leveraging technology to deliver that in a more scalable, affordable way. Renato Mota LinkedIn: http://linkedin.com/in/renatomota IOOF Website: https://www.ioof.com.au/ This podcast is brought to you by Integrity Life. Go to https://www....