Ensombl Advice Australia

Joe runs Stephan Independent Advisory along with his brother, James. Joe believes he is having a "Midlife Breakthrough", as he has recently adopted the more creative side of financial advice. Joe Stephan XY: https://www1.xyadviser.com/members/4623516 Stephan Independent Advisory Website: https://www.siadvisory.com.au/\ It's Never About Money Podcast: https://podcasts.apple.com/au/podcast/its-never...

Ben Brett is the Owner and a Financial Planner at Bounce Financial, which he operates alongside his wife, Cara. Ben and Fraser discuss whether or not financial advice has become a prestige market, and how the advice industry may risk becoming like the taxi industry if it continues to be over-regulated. Ben Brett XY: https://www1.xyadviser.com/members/2651571 Bounce Financial Website: https://www.b...

Tim Henry is a Financial Advisor and Owner at Aspire Planning. He talks about the creation of the "Dreamcatcher" program, as well as how his experience in retail made him realise how products can be used to benefit the consumer. Tim Henry XY: https://www1.xyadviser.com/members/2400602 Aspire Planning Website: http://aspireplanning.com.au/ The Grass is Greener Podcast: https://www.tgigpodcast.com.a...

Vanessa is the CEO and Co-Founder of Next Evolution Performance. She explains the concept of Energy Credits, and how building up and allocating energy can maximize efficiency and productivity in the workplace (as well as at home). Vanessa Bennett XY: https://www1.xyadviser.com/members/2617255 Next Evolution Performance Website: https://nextevolutionperformance.com/ Next Evolution Energy Website: h...

Gianni is the Intrafund Practice and Process Manager at Aware Super. He explains Intrafund Advice, as well as improving the quality of financial advice through the efficiencies of technology, creating easier access to advice and improving client experience. Gianni Musumeci LinkedIn: https://www.linkedin.com/in/gianni-musumeci/?originalSubdomain=au Aware Super Website: https://aware.com.au/ This po...

The #podgod Fraser Jack returns to XY, and chats with Clayton about what 2021 has in store for XY Adviser (including the future of the XY Podcast). Fraser Jack XY: https://www1.xyadviser.com/members/2401465 Cyber Indemnity Solutions Website: https://www.cyberindemnitysolutions.com/ This podcast is brought to you by Integrity Life. Go to https://www.integritylife.com.au/xy to find out more. Join th...

Santi Burridge is the CEO at Lumiant. Santi believes that Financial Planning should be the most noble profession in the world, and talks about the steps the industry should be taking to achieve that. Santiago Burridge LinkedIn: https://www.linkedin.com/in/santiago-burridge-1a830b6/ Lumiant Website: https://www.lumiant.com.au/ This podcast is brought to you by Integrity Life. Go to https://www.inte...

Francois is the Account Management Lead at Iress and Host of PROpulsion LIVE. He talks us through his experience with becoming a content creator during COVID, and how advisers can best represent themselves personally vs. professionally. Francois du Toit XY: https://www1.xyadviser.com/members/3824801 PROpulsion Website: https://www.propulsion.co.za/ This podcast is brought to you by Integrity Life....

Catherine is a Financial Coach and the Founder of The Money Panel, where she teaches Financial Planners how to incorporate coaching into their businesses, as well as helping women to have a better relationship with money. Catherine Morgan LinkedIn: https://www.linkedin.com/in/catherine-morgan/ The Money Panel Website: https://themoneypanel.co.uk/ This podcast is brought to you by Integrity Life. G...

David from The Updated Estate shares his story regarding his involvement in the AMP class action lawsuit. David Haseldine LinkedIn: https://www.linkedin.com/in/davehaseldine/ The Updated Investor Website: https://www.theupdated.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...

Kate Holmes from Innovating Advice returns to the XY Podcast to discuss not only the struggles advisers faced in 2020, but also the triumphs and achievements they've made throughout a trying year. EDITORS NOTE: The children's book mentioned is the "Financial Confidence for Kids" Series by Dr. Mara Catherine Harvey and Mariajosé Gajate Molina Kate Holmes LinkedIn: https://www.linkedin.com/in/kateah...

Steven Kerbel is the Director And Financial Planner at South City Brokers. He talks about his spiritual goal of touching people in a meaningful way, and creating a life changing moment through advice for both clients and advisers. Steven Kerbel LinkedIn: https://www.linkedin.com/in/steven-kerbel-b163b57/ South City Brokers Website: https://www.southcitybrokers.com.au/ This episode is proudly spons...

Alysia is the Principal Adviser at Zebra Tailored Wealth, and she talks us through her unique journey from becoming a financial adviser to starting her own business. Alysia Laird XY: https://www1.xyadviser.com/members/2445087 Zebra Tailored Wealth: https://www.zebratailoredwealth.com.au/ This episode is proudly sponsored by HUB24 Join the XY platform: App Store: http://co.xyadviser.com/xyistore Go...

Julia Scott is the founder of Love Luck Wealth and an expert in Money Mindset. She discusses how changing your attitude and emotions towards money is important for creating wealth. Julia Scott LinkedIn: https://www.linkedin.com/in/julia-scott-b64596195/ Love Luck Wealth Website: https://www.loveluckwealth.com/ This episode is proudly sponsored by HUB24 General Disclaimer – https://www.xyadviser.co...

Nathan is the Principal Financial Planner and Director at Lime Financial Planning, and recently won the Affinia Financial Adviser of the Year Award. Nathan Fradley: https://www1.xyadviser.com/members/2345594 Lime Financial Website: https://www.limefinancialplanning.com.au/ This episode is proudly sponsored by HUB24 Join the XY platform: App Store: http://co.xyadviser.com/xyistore Google Play: http...

Damien is the CEO of AIA Australia and New Zealand. He talks about leadership during COVID-19 and ensuring financial well-being. Damien Mu LinkedIn: https://www.linkedin.com/in/damien-mu-4a681424/ AIA Website: https://www.aia.com.au/ This episode is proudly sponsored by HUB24 Join the XY platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: htt...

FIFO Money Coach Matt Hern talks about why cashflow is the foundation of financial advice. Matt Hern LinkedIn: https://au.linkedin.com/in/matthern Matt Hern Website: https://matthern.com.au/ This episode is proudly sponsored by HUB24 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...

Dawn is the Senior Financial Adviser at Wealthwise Financial Planning. With a background in media, Dawn explains that communication is key when it comes to financial advice. Dawn Thomas LinkedIn: https://www.linkedin.com/in/dawn-d-thomas/detail/contact-info/ Weathwise Website: https://www.wealthwise.com.au/ This episode is proudly sponsored by HUB24 Join the XY platform: App Store: http://co.xyadv...

Paul returns to the XY Podcast for the fourth time to discuss how advisers are the personification of people's relationship with money, and the value of changing clients' attitude towards money. Paul Mann LinkedIn: https://www.linkedin.com/in/paul-mann/ True Direction Financial Website: https://truedirection.com.au/ This episode is proudly sponsored by HUB24 Join the XY platform: App Store: http:/...

Not only is Paul Benson a financial adviser, but he's also an author and the producer of the Financial Autonomy Podcast. He talks about the benefits starting business organically vs buying a pre-existing business, as well as how you can use a podcast to attract your ideal client. Paul Benson LinkedIn: https://www.linkedin.com/in/paulbensonaustralia/ Financial Autonomy Website: https://financialaut...

As advisers find themselves under constant change and pressure, Dr. Adam Fraser stops by to discuss the research he's conducting into Adviser Wellbeing and Mental Health. Dr. Adam Fraser XY: https://www1.xyadviser.com/members/2982981 Dr. Adam Fraser Website: https://www.dradamfraser.com/ Adviser Wellbeing and Mental Health Research: https://www.dradamfraser.com/aia-vip-list This episode is proudly...

Andrew is the Chief Executive Officer at HUB24, and explores how advisers can create more value for their clients. Andrew Alcock LinkedIn: https://www.linkedin.com/in/andrew-alcock-a4904117/ HUB24 Website: https://www.hub24.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 –...

Brie is the Head of Practice Management at State Street Global Advisors for the Global SPDR Business. She visits the XY Podcast to talk about why ESG investing is rising to the top, and if it will stay there. Brie Williams LinkedIn: https://www.linkedin.com/in/briepwilliams/ SSGA Website: https://www.ssga.com/us/en/institutional This ethical podcast series is sponsored by SPDR ETFs. To find out mo...

Shaun Wurzbach is the Managing Director, Channel Management and Solutions at S&P Dow Jones Indices. He joins Clayton to discuss who exactly is leading the charge in ESG Investing on a global scale. Shaun Wurzbach LinkedIn: https://www.linkedin.com/in/shaun-wurzbach-43a97214/ SPG Global Website: https://www.spglobal.com/spdji/en/ This ethical podcast series is sponsored by SPDR ETFs. To find out mo...

As Fox and Hare Financial Advice celebrates its third birthday, Glen Hare stops by to talk about the shifting mindset towards capitalism and how inclusion is an important part of ESG Investing. Glen Hare LinkedIn: https://au.linkedin.com/in/glen-hare-8594a528/de Fox and Hare Website: https://foxandharewealth.com/ This ethical podcast series is sponsored by SPDR ETFs. To find out more about their l...