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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: June, 2023
AdviceTech Podcast #41 - Aged Care Steps 0
Jun 29, 2023

In this episode, Peita is joined by Louise Biti, co-founder and Director of Aged Care Steps. They discuss the tools and resources that Aged Care Steps provides to advisors, and how they can be utilised to build stronger relationships with clients who are transistioning to the next stage of life.

Aged Care Steps Website: www.agedcaresteps.com.au
Louise Biti LinkedIn: https://www.linkedin.com/in/louise-biti-a662607/    
Curiosity Corner (Rows): https://rows.com/ai
Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/

A world of opportunity awaits you at Netwealth Investments Limited: https://ensombl.com/go/20230630

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#403 Bruce Madden 0
Jun 28, 2023

Bruce is the Executive Director and Founder at Madden & Assoc. He joins James to discuss how to communicate better with your audience, and the difference between advice reputation and advisor reputation.

Bruce Madden LinkedIn: https://www.linkedin.com/in/bruce-madden/
Madden & Assoc. Website: https://madden.com.au/

Discover intelliflo for yourself by visiting https://ensombl.com/go/20230629

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Engine Room Podcast #13 - Tim Benson 0
Jun 26, 2023

Tim is the Managing Director at Infinity Financial Consultants. He and Andrew chat about his journey from employee to boss, the tools he's currently using, and building a rewarding and flexible team environment.

Tim Benson LinkedIn: https://www.linkedin.com/in/tim-benson-25836042/
Infinity Financial Consultants Website: https://www.infinityfc.com.au/

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26 JUN 2023 - Monday Market Highlights 0
Jun 25, 2023

This week we cover the US stock market decline, the Bank of England interest rate hike, UK inflation, European flash PMI data, Flight Centre, Fletcher, and EROAD.

This podcast is moving to Milford’s new podcast channel OnTrack with Milford. Head over to https://ensombl.com/go/20230626 and subscribe so you don’t miss any episodes.

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AdviceTech Podcast #40 - Care & Living with Mercer 0
Jun 22, 2023

This week, Peita is joined by Will Burkitt, Leader and Partner at Mercer. They take a deep dive into the Care & Living with Mercer (CaLM) service, how the idea came about, and how it can be used to support further confidence in the key moments of the aging journey. 

Care & Living with Mercer Website: https://www.mercersuper.com.au/retirement/care-and-living-with-mercer      
William Burkitt LinkedIn: https://www.linkedin.com/in/williamburkitt/     
Curiosity Corner (Streamyard): https://streamyard.com/ 
Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/ 

A world of opportunity awaits you at Netwealth Investments Limited: https://ensombl.com/go/20230623

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#402 Trish Gregory 0
Jun 21, 2023

Trish is a Certified Financial Planner at Fox & Hare Financial Advice. She returns to the podcast to talk with James about the degree of unconscious bias in business, and making the financial advice world a better place for women.

Trish Gregory LinkedIn: https://www.linkedin.com/in/trish-gregory-finance/
Fox & Hare Website: https://foxandharewealth.com/

Discover intelliflo for yourself by visiting https://ensombl.com/go/20230622

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Engine Room Podcast #12 - Unpacked 0
Jun 19, 2023

In this first episode of the Engine Room Unpacked, Andrew and Dean take a look back at the first five installments of the Engine Room podcast. They discuss their key takeaways and the core values shared by each of these practices.

Coastal Advice Group Website: https://coastaladvicegroup.com.au/
Boutique Advisers Website: https://boutiqueadvisers.com.au/
Sufficient Funds Website: https://sufficientfunds.com.au/
Peoplogica Wesbite: https://www.peoplogica.com/
Wealth Logic Website: https://www.wealthdynamics.com/
Verse Wealth Website: https://www.versewealth.com.au/
EJM Website: https://www.ejm.com.au/

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19 JUN 2023 - Monday Market Highlights 0
Jun 18, 2023

This week we cover US inflation data, US PPI data, Australian employment data, NZ GDP data, CSL, AGL, XERO, Dominos, and Macquarie Telecom.

This podcast is moving to Milford’s new podcast channel OnTrack with Milford. Head over to https://ensombl.com/go/20230619 and subscribe so you don’t miss any episodes.

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AdviceTech Podcast #39 - REVEX 0
Jun 15, 2023

This week, Peita talks with Yul Hardick, COO at REVEX. They discuss where REVEX fits into the advice tech space, and how the revenue management software provides technology efficient solutions to advisors.

REVEX Website: https://revex.net.au/  
Yul Hardick LinkedIn: https://www.linkedin.com/in/yulhardick/    
Curiosity Corner (1 Pixel Wealth): https://mkorostoff.github.io/1-pixel-wealth/    
Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/

A world of opportunity awaits you at Netwealth Investments Limited: https://ensombl.com/go/20230616

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#401 Julian Manning and Joel Gleeson 0
Jun 14, 2023

In this episode, James sits down with Julian Manning and Joel Gleeson from First Financial. They discuss establishing careers in financial advice and the professional year.

Julian Manning LinkedIn: https://www.linkedin.com/in/julian-manning-6360b71a0/
Joel Gleeson LinkedIn: https://www.linkedin.com/in/joel-gleeson-795436114/
First Financial Website: https://firstfinancial.com.au/

This episode is proudly sponsored by Capital Group. https://ensombl.com/go/20230615

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Engine Room Podcast #11 - Dr. Paul Moran and Alex Hont 0
Jun 12, 2023

This week Andrew speaks with Dr. Paul Moran and Alex Hont from Moran Partners Financial Planning. They discuss the inner workings of their practice, including the treatment and expectations of the client, the autonomy of their team, and their mantra of "turning chaos into calm".

Dr. Paul Moran LinkedIn: https://www.linkedin.com/in/dr-paul-moran-cfp%C2%AE-ssa%E2%84%A2-9aa22117/
Alex Hont LinkedIn: https://www.linkedin.com/in/alex-hont/
Moran Partners Financial Planning Website: https://www.moranfp.com.au/
iFactFind Website: https://ifactfind.com.au/

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12 JUN 2023 - Monday Market Highlights 0
Jun 11, 2023

This week we cover the June RBA interest rate decision, Australian Q1 GDP growth, European Q1 GPD, the China inflation print, EBOS, Infratil, Auckland International Airport, and Baby Bunting.

This podcast is moving to Milford’s new podcast channel OnTrack with Milford. Head over to https://ensombl.com/go/20230612 and subscribe so you don’t miss any episodes.

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AdviceTech Podcast #38 - Feezily 0
Jun 8, 2023

In this episode, Peita is joined by Chris Colman, Chief Technology Officer at Feezily. They take a deep dive into the revenue management tool, how it can be folded into your advice practice, and where they're headed in the future.

Feezily Website: https://www.feezily.com/ 
Chris Colman LinkedIn: https://www.linkedin.com/in/chriscolman/  
Curiosity Corner (SankeyArt): https://www.sankeyart.com/ 
Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/ 

A world of opportunity awaits you at Netwealth Investments Limited: https://ensombl.com/go/20230609

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#400 David Harris 0
Jun 7, 2023

David is the CEO and Managing Director at Advice Evolution. He joins James to talk about the processes and challenges of changing licensees.

David Harris LinkedIn: https://www.linkedin.com/in/david-harris-83930b34/
Advice Evolution Website: https://www.adviceevolution.com.au/

This episode is proudly sponsored by Capital Group. https://ensombl.com/go/20230608

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Engine Room Podcast #10 - Brad Rogers 0
Jun 5, 2023

In this episode, Andrew is joined by Brad Rogers, Financial Planner and Business Owner at WealthShore. They chat about how he got started in financial advice, how he maintains a culture of togetherness in his practice, and the importance of having a support network.

Brad Rogers LinkedIn: https://www.linkedin.com/in/bradley-rogers-06808487/
WealthShore Website: https://www.wealthshore.com.au/

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5 JUN 2023 - Monday Market Highlights 0
Jun 4, 2023

This week we cover global share market gains driven by US tech stocks, record-low market breadth, Australian CPI data, the US debt ceiling resolution, IDP Education's stock decline, Contact Energy, the Bank of Queensland, and the anticipation of the RBA meeting outcome.

This podcast is moving to Milford’s new podcast channel OnTrack with Milford. Head over to https://ensombl.com/go/20230605 and subscribe so you don’t miss any episodes.

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AdviceTech Podcast #37 - Yodal 0
Jun 1, 2023

In this episode, Peita chats with Brandon Thompson, CEO at Yodal. They explore the tools and resources of the Estate Planning solution, and how they can be used to support your advice practice.

Yodal Website: https://yodal.com.au/ 
Brandon Thompson LinkedIn: https://www.linkedin.com/in/bthompsongpa/ 
Curiosity Corner (Drawify): https://drawify.com/home    
Peita Diamantidis Linkedin: https://www.linkedin.com/in/peitamd/ 

A world of opportunity awaits you at Netwealth Investments Limited: https://ensombl.com/go/20230602

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