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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: 2022
16 MAY 2022 - Monday Market Highlights 0
May 16, 2022

This week we cover the US Inflation print, US PPI Data, the Terra/Luna Collapse, Viva Energy and TPG Telecom. 

This market highlight is proudly brought to by Milford https://milfordasset.com.au/

Join the XY platform:
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#308 Lacey Filipich 0
May 11, 2022
Lacey is an Author and a Founder and Director at Money School. She and Jess talk about how she became financially independent, how to enrich client conversations, and why the idea of traditional retirement is too narrow.

Lacey Filipich LinkedIn: https://www.linkedin.com/in/laceyjfilipich/
Money School Website: https://www.moneyschool.org.au/

To find out more about Plutosoft, book a demo on our website at https://www.plutosoft.com.au/

Join the XY platform:
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#307 Josh Pennell 0
May 9, 2022
Josh is a Director at Prosper Advisory. He and Ben talk about building a service solution and client engagement process, and how it's evolved over the years.

Josh Pennell LinkedIn: https://www.linkedin.com/in/joshpennellfinancialadvice/
Prosper Advisory Website: https://www.prosperadvisory.com.au/

To find out more about Plutosoft, book a demo on our website at https://www.plutosoft.com.au/

Join the XY platform:
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9 MAY 2022 - Monday Market Highlights 0
May 8, 2022

This week we cover the recent Central Bank meetings, the Macquarie Australian conference, Woolworths and Virgin Money. 

This market highlight is proudly brought to by Milford https://milfordasset.com.au/

Join the XY platform:
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#306 Jo Brassett 0
May 4, 2022

Jo is the Owner and Financial Adviser at Insurance Advisory Service and a Co-Founder at Coach4U. She and Jess chat about how she has managed to successfully balance her business and personal life. Jo Brassett LinkedIn: https://www.linkedin.com/in/jobrassettinsuranceadvice/
IAS Website: https://www.insuranceadvisoryservice.com.au/
Coach4U Website: https://www.coach4u.com.au/

For more information about Futurity visit http://www.futurityinvest.com.au/financial-adviser 

Join the XY platform:
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#305 Darren Johns 0
May 2, 2022

Darren is the Director and Financial Life Planner at Align Financial. In 2016, Darren won the AFA Adviser of the Year award, and he talks about what he was doing in his practice to achieve that, along with how he's improved the business since then. Darren Johns LinkedIn: https://www.linkedin.com/in/darrenjohns/
Align Financial Website: https://alignfinancial.com.au/

For more information about Futurity visit http://www.futurityinvest.com.au/financial-adviser 

Join the XY platform:
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2 MAY 2022 - Monday Market Highlights 0
May 1, 2022

This week we cover Alphabet, Microsoft and Amazon corporate earnings, Coles third quarter results, EML, and the US Personal Spending report.

This market highlight is proudly brought to by Milford https://milfordasset.com.au/

Join the XY platform:
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#304 Jenny Rolfe-Wallace 0
Apr 27, 2022

Jenny is the Founder of Sprout Education Group. She and Jess discuss how to practically improve financial literacy in the next generation, along with the need to improve the level of diversity that exists.

Jenny Rolfe-Wallace LinkedIn: https://www.linkedin.com/in/jenny-rolfe-wallace-948268107/
Sprout Education Website: https://sprouteducation.com.au/

For more information about Futurity visit http://www.futurityinvest.com.au/financial-adviser 

Join the XY platform:
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#303 David Dugan 0
Apr 25, 2022
David is a Business Coach and the Founder and Lead Mentor for Abundance Global. He joins Ben to talk about delegating decision making to your leadership team to maximise focus in your practice.

David Dugan LinkedIn: https://www.linkedin.com/in/david-dugan-business-coach-mentor-brisbane/
Abundance Global Website: https://www.abundance.global/

For more information about Futurity visit http://www.futurityinvest.com.au/financial-adviser 

Join the XY platform:
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25 APR 2022 - Monday Market Highlights 0
Apr 24, 2022
This week we cover the Chinese economy expansion, the German Producer Price Index, the RBA minutes, NTD, Ramsay Health Care and Netflix.

This market highlight is proudly brought to by Milford https://milfordasset.com.au/

Join the XY platform:
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#302 Joris Cuesta 0
Apr 20, 2022

Joris, also known as "The Plateau Hacker", is a Speaker, Trainer and Mentor. He and Jess talk about how to improve our performance, our teams and ourselves, and why values and missions are not "nice-to-haves", but "must-haves".

Joris Cuesta LinkedIn: https://www.linkedin.com/in/joriscuesta/
Joris Cuesta Website: https://www.joriscuesta.com/

For more information about Futurity visit http://www.futurityinvest.com.au/financial-adviser 

Join the XY platform:
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#301 Matt Leech 0
Apr 18, 2022
Matt is the Principal Planner at Kofkin Bond & Co. He and Ben discuss his journey through the advice industry, how his service solution has evolved over time, and how asking better questions of your clients leads to better outcomes.

Matt Leech LinkedIn: https://www.linkedin.com/in/mattleech1/
Kofkin Bond & Co Website: http://www.kofkinbond.com.au/

For more information on OpenInvest contact our team or follow us on LinkedIn. https://www.openinvest.com.au/

Join the XY platform:
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18 APR 2022 - Monday Market Highlights 0
Apr 17, 2022

This week we cover US and UK Core Inflation Data, Australian Employment Data, IGO's bid for Western Areas, and The Morrison Consortium.

This market highlight is proudly brought to by Milford https://milfordasset.com.au/

Join the XY platform:
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#300 Sam Perera 0
Apr 13, 2022

Sam is the Managing Director at Perera Crowther Financial Services and National President at the Association of Financial Advisers (AFA). He and Jess chat about his current roles and how he manages to successfully juggle his time between them.

Sam Perera LinkedIn: https://www.linkedin.com/in/sam-perera-34a338b/
Perera Crowther Website: https://www.pereracrowther.com.au/
AFA Website: https://www.afa.asn.au/

For more information on OpenInvest contact our team or follow us on LinkedIn. https://www.openinvest.com.au/

Join the XY platform:
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Delivering Cost-Effective Advice with an Entrepreneurial Mindset #1 0
Apr 12, 2022

In this episode we start high-level as we discuss the evolving advice landscape, and how the difference between “thriving” or “surviving” is in the mental flexibility to see things with an entrepreneurial mindset.

Find out how HUB24 is empowering advisers to deliver better financial futures https://www.hub24.com.au/

Adele Martin
Certified Financial Planner, Managing Director of Firefly Wealth and Founder of My Money Buddy
Adele Martin XY: https://www1.xyadviser.com/members/2403682
Adele Martin Website: https://www.adelemartin.com/

Vince Scully
Financial Adviser, Author, Founder and Chief Sherpa at LifeSherpa
Vince Scully LinkedIn: https://www.linkedin.com/in/vincescully/
LifeSherpa Website: https://lifesherpa.com.au/

Nicola Beswick
Senior Financial Adviser and Confidante at FMD Financial
Nicola Beswick LinkedIn: https://www.linkedin.com/in/nicola-beswick-financialplanner/
Pro Bono Advice Network: https://www.afa.asn.au/membership/pro-bono-financial-advice-network
Nicola Beswick Website: https://www.nicolabeswick.com/

Greg Newman
Head of Retail Distribution at HUB24
Greg Newman LinkedIn: https://www.linkedin.com/in/gregory-newman-74213638/
HUB24 Website: https://www.hub24.com.au/

Join the XY platform:
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General Disclaimer – https://www.xyadviser.com/disclaimer/

Delivering Cost-Effective Advice with an Entrepreneurial Mindset #2 0
Apr 12, 2022

In this second instalment we take a deep dive into mindset with Adele Martin. Adele created "The Money Mentor”, which helps prospective clients prepare themselves for an ongoing advice relationship with a financial adviser.

Find out how HUB24 is empowering advisers to deliver better financial futures https://www.hub24.com.au/

Adele Martin
Certified Financial Planner, Managing Director of Firefly Wealth and Founder of My Money Buddy
Adele Martin XY: https://www1.xyadviser.com/members/2403682
Adele Martin Website: https://www.adelemartin.com/

Join the XY platform:
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General Disclaimer – https://www.xyadviser.com/disclaimer/

Delivering Cost-Effective Advice with an Entrepreneurial Mindset #3 0
Apr 12, 2022

Over the past few years Vince Scully has built an incredible business delivering cost-effective advice, and is continuing on that journey. In this episode we discuss if it's still possible to deliver cost-effective advice in the current environment, and how that's achievable.

Find out how HUB24 is empowering advisers to deliver better financial futures https://www.hub24.com.au/

Vince Scully
Financial Adviser, Author, Founder and Chief Sherpa at LifeSherpa
Vince Scully LinkedIn: https://www.linkedin.com/in/vincescully/
LifeSherpa Website: https://lifesherpa.com.au/

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

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

Delivering Cost-Effective Advice with an Entrepreneurial Mindset #4 0
Apr 12, 2022

In this episode we hear how Nicola Beswick is finding her way as an intrepreneur within an existing, traditional professional practice. She talks about how not everyone gets to start a business from scratch, but entering a more traditional pathway shouldn't suppress your entrepreneurial mindset. 

Find out how HUB24 is empowering advisers to deliver better financial futures https://www.hub24.com.au/

Nicola Beswick
Senior Financial Adviser and Confidante at FMD Financial
Nicola Beswick LinkedIn: https://www.linkedin.com/in/nicola-beswick-financialplanner/
Pro Bono Advice Network: https://www.afa.asn.au/membership/pro-bono-financial-advice-network
Nicola Beswick Website: https://www.nicolabeswick.com/

Join the XY platform:
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General Disclaimer – https://www.xyadviser.com/disclaimer/

Delivering Cost-Effective Advice with an Entrepreneurial Mindset #5 0
Apr 12, 2022

In this final episode we explore how Greg Newman is working with a number of business's principals to help them lean into their entrepreneurial mindset.

Find out how HUB24 is empowering advisers to deliver better financial futures https://www.hub24.com.au/

Greg Newman
Head of Retail Distribution at HUB24
Greg Newman LinkedIn: https://www.linkedin.com/in/gregory-newman-74213638/
HUB24 Website: https://www.hub24.com.au/

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

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

#299 John Woodley 0
Apr 11, 2022

John is a Coach, Adviser and Executive Chairman at Fitzpatricks Private Wealth. He and Ben chat about building a client focused service solution, and how it's changed over time.

John Woodley LinkedIn: https://www.linkedin.com/in/john-woodley1/
Fitzpatrick Private Wealth Website: https://fitz.com.au/

For more information on OpenInvest contact our team or follow us on LinkedIn. https://www.openinvest.com.au/

Join the XY platform:
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Google Play: http://co.xyadviser.com/xygplay
Desktop: https://www.xyadviser.com/

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

11 APR 2022 - Monday Market Highlights 0
Apr 10, 2022

This week we cover the RBA Monthly Monetary Policy, The US Federal Reserve meeting minutes, US Government Bond yields, and the market impacts of the Shanghai lockdown.

This market highlight is proudly brought to by Milford https://milfordasset.com.au/

Join the XY platform:
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General Disclaimer – https://www.xyadviser.com/disclaimer/

#298 Catherine Belford 0
Apr 6, 2022
Catherine is an Adviser at Focused Wealth and a Certified Money Coach and Lifestyle Adviser at Joyful Money. She and Jess chat about money coaching and how it can be used to enrich your client relationships.

Catherine Belford LinkedIn: https://www.linkedin.com/in/catherinebelford/
Focused Wealth Website: https://focusedwealth.com.au/

For more information on OpenInvest contact our team or follow us on LinkedIn. https://www.openinvest.com.au/

Join the XY platform:
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Google Play: http://co.xyadviser.com/xygplay
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General Disclaimer – https://www.xyadviser.com/disclaimer/

#297 Matt Bazzica 0
Apr 4, 2022
Matt is the Founder and Senior Financial Advisor at Futurevest. He and Ben chat about his service solution, the growth strategies he's used, and how to add value on an ongoing basis.

Matt Bazzica LinkedIn: https://www.linkedin.com/in/matthewbazzica/
Futurevest Website: https://futurevest.com.au/

For more information on OpenInvest contact our team or follow us on LinkedIn. https://www.openinvest.com.au/

Join the XY platform:
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Google Play: http://co.xyadviser.com/xygplay
Desktop: https://www.xyadviser.com/

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

4 APR 2022 - Monday Market Highlights 0
Apr 3, 2022

This week we cover Australian Federal pre-election budget, the Strategic Petroleum Reserve and the European Central Bank.

This market highlight is proudly brought to by Milford https://milfordasset.com.au/

Join the XY platform:
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#296 Dr. Emily Amos 0
Mar 30, 2022

Emily is a General Practitioner, International Board Certified Lactation Consultant, 200hr Yoga Teacher, University Tutor and Registered Mindfulness Meditation Teacher. She joins Jess to talk about dealing with stress, and what advisers can do to avoid burnout.

Dr. Emily Amos LinkedIn: https://www.linkedin.com/in/dremilyamos/
Dr. Emily Amos Website: https://www.dremilyamos.com/
Mindful Me Course: https://www.dremilyamos.com/mindful-me
mind.life.me podcast: https://podcasts.apple.com/au/podcast/mind-life-me/id1604311628

Brought to you by Zurich – When you recommend Zurich, you can do so with confidence. Visit https://www.zurich.com.au/

Join the XY platform:
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