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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: January, 2023
Strategies to Facilitate Intergenerational Wealth Transfers #1 0
Jan 31, 2023

Ruth is a Lawyer and Director at MinterEllison, and Director at HUB24 Limited. She and Vince discuss the Retirement Income Covenant, what it is and why it matters to both consumers and their advisors.

Ruth Stringer LinkedIn: https://www.linkedin.com/in/ruth-stringer-5544074/
MinterEllison Website: https://www.minterellison.com/

To find out more about Generation Life’s market leading innovations in tax effective investment and retirement solutions visit https://genlife.com.au/

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Strategies to Facilitate Intergenerational Wealth Transfers #2 0
Jan 31, 2023

Emily is an author Specialising in Personal Finance and Retirement, and Eric is CEO and Advisor at BFG Financial Advisors. Vince talks all things retirement with Emily and Eric, including the right time to retire, flexibility in retirement, and dealing with longevity risk. 

Emily Guy Birken LinkedIn: https://www.linkedin.com/in/emily-guy-birken-845b0b18a/
Emily Guy Birken Website: https://www.emilyguybirken.com/

Eric Brotman LinkedIn: https://www.linkedin.com/in/ebrotman/
BFG Financial Advisors Website: https://bfgfa.com/

To find out more about Generation Life’s market leading innovations in tax effective investment and retirement solutions visit https://genlife.com.au/

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Strategies to Facilitate Intergenerational Wealth Transfers #3 0
Jan 31, 2023

Les is the Managing Director at Future Proof Wealth, and Michael is the Founder and Managing Director at Family Wealth Advisory. They join Vince to chat about how they're using investment bonds and annuities to improve the lives of their clients.

Les McGuire LinkedIn: https://www.linkedin.com/in/les-mcguire-6b5b8517/
Future Proof Wealth Website: https://www.futureproof.com.au/

Michael Bova LinkedIn: https://www.linkedin.com/in/michael-bova-1ba2724/
Family Wealth Advisory Website: https://www.familywealthadvisory.com.au/

To find out more about Generation Life’s market leading innovations in tax effective investment and retirement solutions visit https://genlife.com.au/

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Strategies to Facilitate Intergenerational Wealth Transfers #4 0
Jan 31, 2023

Grant is the CEO and Managing Director at Generation Life, and Felipe is General Manager Sales, Marketing and Operations at Generation Life. Vince sits down with Grant and Felipe to discuss the tax arbitrage of investment bonds and estate planning, dealing with negative press around investments, as well as annuities.

Grant Hackett LinkedIn: https://www.linkedin.com/in/grant-hackett-oam-30820225/
Felipe Araujo LinkedIn: https://www.linkedin.com/in/felipe-araujo-3952903a/
Generation Life Website: https://genlife.com.au/

To find out more about Generation Life’s market leading innovations in tax effective investment and retirement solutions visit https://genlife.com.au/

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Strategies to Facilitate Intergenerational Wealth Transfers #5 0
Jan 31, 2023

Eric is an Author, Certified Professional Retirement Coach and Founder of Retire With Possibilities. He and Vince round out the series by talking about Professional Retirement Coaching and how it relates to financial advice.

Eric J. Weigel LinkedIn: https://www.linkedin.com/in/ejweigel/
Retire With Possibilities Website: https://www.retirewithpossibilities.com/

To find out more about Generation Life’s market leading innovations in tax effective investment and retirement solutions visit https://genlife.com.au/

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#373 Phil Thompson 0
Jan 30, 2023

Phil is the Financial Adviser and Founder at Skye Wealth. He joins Ben to discuss the challenges of rolling out an insurance-only solution, and the steps he's taken to build and strengthen his team.

Phil Thompson Website: https://www.linkedin.com/in/philjthommo/
Skye Financial Website: https://www.skye.com.au/

A world of opportunity awaits you at https://netwealth.com.au/woo

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30 JAN 2023 - Monday Market Highlights 0
Jan 29, 2023

This week we cover the Australian fourth quarter CPI data, US GDP data and the US core PCE index, ResMed, Origin Energy, and Tesla.

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

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AdviceTech Podcast #19 - iComply2 0
Jan 26, 2023

In this episode, Peita chats with Anthony Lyon, Founder at iComply2. They talk through the suite of integrated apps, and how they can be used to simplify the advice process and maintain compliance.

icomply2 Website: https://www.icomply2.com.au/     
Anthony Lyon LinkedIn: https://www.linkedin.com/in/anthony-lyon-2463446a   
Curiosity Corner (Motion) website: https://www.usemotion.com/    
Peita Diamantidis Linkedin: https://www.linkedin.com/in/peitamd/ 

A world of opportunity awaits you at https://netwealth.com.au/woo

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#372 Chris Booth 0
Jan 25, 2023

Chris is the CEO at Lydian Financial Services. He joins Clayton to chat about his journey into the advice industry, and how he became involved with home loans, property and mortgages.

Chris Booth LinkedIn: https://www.linkedin.com/in/boothchris/
Lydian Website: https://lydian.com.au

A world of opportunity awaits you at https://netwealth.com.au/woo

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#371 Cara Brett 0
Jan 23, 2023

Cara is the Director, Senior Financial Adviser and Wealth Coach at Bounce Financial. She and Ben talk about how her business has evolved over time, how she implemented cash flow management and strategy, and the importance of consistency in social media content.

Cara Brett LinkedIn: https://www.linkedin.com/in/carabrett/
Bounce Financial Website: https://www.bouncefinancial.com.au/

A world of opportunity awaits you at https://netwealth.com.au/woo

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23 JAN 2023 - Monday Market Highlights 0
Jan 22, 2023

This week we cover Australian employment data, the Westpac consumer confidence index, the Bank of Japan, US PPI data, JB Hi-Fi, Viva, Ampol, Fisher and Paykel Healthcare, and Netwealth, PPS and HUB 24's quarterly flow results.

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

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AdviceTech Podcast #18 - DASH 0
Jan 19, 2023

This week, Peita is joined by Andrew Whelan, Chief Executive Officer at Dash Technology Group. They take a deep dive into the DASH platform and how it can be utilised to solve the biggest problems in your advice process.

Dash Website: https://dash.com.au/    
Andrew Whelan LinkedIn: https://www.linkedin.com/in/andrew-whelan-72270a3/   
Curiosity Corner (Airgram) website: https://www.airgram.io/   
Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/ 

A world of opportunity awaits you at https://netwealth.com.au/woo

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#370 Cara Graham 0
Jan 16, 2023

Cara is a Principal Wealth Adviser at The Wealth Designers. She and Ben talk through her advice journey, the biggest challenges along the way, and how to get the most out of your support team. 

Cara Graham LinkedIn: https://www.linkedin.com/in/caragraham1/
The Wealth Designers Website: https://twd.com.au/

A world of opportunity awaits you at https://netwealth.com.au/woo

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16 JAN 2023 - Monday Market Highlights 0
Jan 15, 2023

This week we cover the US December CPI print, the Australian November CPI data, retail sales data, IAG, and Origin.

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

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