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Ensombl Advice Australia

Professional network for financial advisers https://ensombl.com/ DISCLAIMER: The Ensombl podcast and all content contained on Ensombl is limited to factual information and does not constitute legal, financial or other professional advice. Ensombl does not hold an AFS licence and does not provide any financial services. Nothing on this podcast should be interpreted as financial advice. Before making any investment decision, Ensombl recommends obtaining financial advice from a qualified financial adviser.
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Now displaying: 2021
Jun 16, 2021

Conrad is the Director and an Authorised Representative at Inspired Money. As a basketball coach, Conrad sees a lot of similarities between coaching a sports team and being a money coach. He explains that accountability plus empowerment equals high performance, an attitude that he applies to both his basketball team and his financial clients.

Conrad Francis LinkedIn: https://www.linkedin.com/in/conradfrancis/?originalSubdomain=au
Inspired Money Website: https://inspiredmoney.com.au/

Join the #1 client portal for advisers. Find out more at https://www.myprosperity.com.au/

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Jun 14, 2021

Dr. Adam Fraser returns to the XY Adviser Podcast to explore the confronting findings of the 2021 Australian Financial Advisers Wellbeing Report.

Australian Financial Advisers Wellbeing Report 2021: https://dradamfraser.com/e-lab/financial-advisers-report

Dr. Adam Fraser XY: https://www1.xyadviser.com/members/2982981
Dr. Adam Fraser Website: https://www.dradamfraser.com/

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Jun 9, 2021

Glen returns to the XY Adviser Podcast to talk about how Fox and Hare Financial Advice has evolved, and how they're using these changes to deliver better value to their members.

Glen Hare LinkedIn: https://www.linkedin.com/in/glen-hareadviser/?originalSubdomain=au
Fox and Hare Website: http://www.foxandharewealth.com/

This podcast is brought to you by Integrity Life. Go to https://www.integritylife.com.au/xy to find out more.

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Jun 7, 2021

Graham is the Managing Partner and Dean of Portfolio Construction Forum. He chats with Fraser about investor psychology and behavioural finance, as well as the big five bias types that affect our personality and beliefs.

Graham Rich LinkedIn: https://www.linkedin.com/in/grahamrich/?originalSubdomain=au
Porftfolio Construction Forum Website: https://portfolioconstructionforum.edu.au/

This podcast is brought to you by Integrity Life. Go to https://www.integritylife.com.au/xy to find out more.

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Jun 2, 2021

Lexi is the Founder at MoneyVine. Lexi helps mums become better with their finances by using cash flow critiques, such as looking at spending habits and becoming mindful and more intentional with money.

Lexi Smith LinkedIn: https://www.linkedin.com/in/lexi-smith-cfp/
MoneyVine Website: https://moneyvine.com.au/

This podcast is brought to you by Integrity Life. Go to https://www.integritylife.com.au/xy to find out more.

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May 31, 2021

Founder of Wired Planning and Host of The Human Side of Money Podcast. He talks about specialising your advice, with a focus on clients' hopes, goals and dreams. He also covers what questions advisers should be asking, and how to get clients to actually follow the advice they've been given.

Brendan Frazier LinkedIn: https://www.linkedin.com/in/brendanfrazier/
Wired Planning Website: https://www.wiredplanning.com/

This podcast is brought to you by Integrity Life. Go to https://www.integritylife.com.au/xy to find out more.

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May 26, 2021

Danni recently joined XY Adviser as the Head of Growth. She and Emily sit down with Fraser to chat about value, best practices, client experience and community.

Danni Visser XY: https://www1.xyadviser.com/members/4086773
Danni Visser LinkedIn: https://www.linkedin.com/in/danni-visser-42674182/

Emily Blanch XY: https://www1.xyadviser.com/members/2191186
Emily Blanch LinkedIn: https://www.linkedin.com/in/emilyblanch/

This podcast is brought to you by Integrity Life. Go to https://www.integritylife.com.au/xy to find out more.

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May 24, 2021

Dean is the Founder of The Wealth Network and TWN Partners. He returns to the XY Adviser Podcast to talk about starting TWN Partners, which helps financial advisers start independent financial advice businesses.

Dean Holmes XY: https://www1.xyadviser.com/members/2231807
TWN Partners Website: https://www.twn.partners/
The Wealth Network Website: https://www.wealthnetwork.net.au/

This podcast is brought to you by Integrity Life. Go to https://www.integritylife.com.au/xy to find out more.

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May 19, 2021

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 is brought to you by Integrity Life. Go to https://www.integritylife.com.au/xy to find out more.

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May 17, 2021

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.

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May 12, 2021

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 brought to you by Integrity Life. Go to https://www.integritylife.com.au/xy to find out more.

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May 10, 2021

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.com.au/

Full Time Living Innovation Canvas:
https://fulltimelives.com/innovation-canvas

Whitepaper: 5 tips to igniting your retirement services:
https://fulltimelives.com/whitepaper

This podcast is brought to you by Integrity Life. Go to https://www.integritylife.com.au/xy to find out more.

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May 5, 2021

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://www.challenger.com.au

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May 3, 2021

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.au

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Apr 29, 2021

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.au/

To access Challenger’s thought leadership, insights and tips on retirement planning, head to https://www.challenger.com.au

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Apr 26, 2021

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 retirement planning, head to https://www.challenger.com.au

Join the XY platform:
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Apr 21, 2021

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: https://www1.xyadviser.com/members/4266566
AdviceLink Website: https://www.advicelinkservices.com/

To access Challenger’s thought leadership, insights and tips on retirement planning, head to https://www.challenger.com.au

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Apr 19, 2021

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/about-noel/

To access Challenger’s thought leadership, insights and tips on retirement planning, head to https://www.challenger.com.au

Join the XY platform:
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Apr 14, 2021

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 retirement planning, head to https://www.challenger.com.au

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Apr 12, 2021

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 https://www.challenger.com.au/.com.au

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Apr 7, 2021

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 access Challenger’s thought leadership, insights and tips on retirement planning, head to https://www.challenger.com.au

Join the XY platform:
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Apr 5, 2021

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, head to https://www.challenger.com.au

Join the XY platform:
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Mar 31, 2021

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-4b3228a
Aberdeen Standard Investments Website: https://www.aberdeenstandard.com/

To connect with your local Aberdeen Standard BDM visit https://www.aberdeenstandard.com/en/australia/adviser/contact-us?country=Australia

Join the XY platform:
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Desktop: https://www.xyadviser.com/

General Disclaimer – https://www.xyadviser.com/disclaimer/

This podcast has been prepared with care, is based on sources believed to be reliable and all opinions expressed are honestly held as at the applicable date. However, it is of general information only and we accept no liability for any errors or omissions. It has been prepared without taking into account the particular objectives, financial situation or needs of any investor. Investing involves risks including the risk of losing capital. It is important that before acting investors should consider their own circumstances, objectives and financial situation, the information’s appropriateness to them and consult financial and tax advisers. Investors should consider the PDS available at aberdeenstandard.com before making an investment decision. Products issued by Aberdeen Standard Investments Australia Limited ABN 59 002 123 364. AFSL number 240263.

Mar 29, 2021

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 BDM visit https://www.aberdeenstandard.com/en/australia/adviser/contact-us?country=Australia

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/disclaimer/

This podcast has been prepared with care, is based on sources believed to be reliable and all opinions expressed are honestly held as at the applicable date. However, it is of general information only and we accept no liability for any errors or omissions. It has been prepared without taking into account the particular objectives, financial situation or needs of any investor. Investing involves risks including the risk of losing capital. It is important that before acting investors should consider their own circumstances, objectives and financial situation, the information’s appropriateness to them and consult financial and tax advisers. Investors should consider the PDS available at aberdeenstandard.com before making an investment decision. Products issued by Aberdeen Standard Investments Australia Limited ABN 59 002 123 364. AFSL number 240263.

Mar 24, 2021

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

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/disclaimer/

This podcast has been prepared with care, is based on sources believed to be reliable and all opinions expressed are honestly held as at the applicable date. However, it is of general information only and we accept no liability for any errors or omissions. It has been prepared without taking into account the particular objectives, financial situation or needs of any investor. Investing involves risks including the risk of losing capital. It is important that before acting investors should consider their own circumstances, objectives and financial situation, the information’s appropriateness to them and consult financial and tax advisers. Investors should consider the PDS available at aberdeenstandard.com before making an investment decision. Products issued by Aberdeen Standard Investments Australia Limited ABN 59 002 123 364. AFSL number 240263.

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