In this episode, host James Whelan discusses the outlook for Australian equities with Christian Guerra of First Sentier Investors and Morningstar’s Lachlan Holloway. With uncertainty over the domestic interest rate trajectory, and conflicting signals on the strength of the Australian economy, our experts look forward and share their insights on navigating a local market which is overpriced, but in which pockets of value can still be found. From tech to tariffs, from mining to healthcare, everything goes under the spotlight.
Lochlan Holloway LinkedIn: https://www.linkedin.com/in/lochlan-halloway/
Chrisitan Guerra LinkedIn: https://www.linkedin.com/in/christian-guerra-9361872/
James Whelan LinkedIn: https://www.linkedin.com/in/james-whelan-68146036/
Morningstar: Empowering Investor Success. https://ensombl.com/go/1-20241216
First Sentier Investors. Learn more about Australia’s high-quality growing companies at https://ensombl.com/go/2-20241216
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In this episode, Pat speaks with Dylan O'Brien, Founder at BePrepared, a digital safe custody solution for managing clients' digital assets and estate planning. They discuss the platform's features, security, business opportunities, and the role of AI in enhancing client engagement and business efficiency.
Dylan O'Brien LinkedIn: https://www.linkedin.com/in/dylannobrien/
BePrepared Website: https://www.bepreparedapp.com/
Patrick Gardner LinkedIn: https://www.linkedin.com/in/csba-patrick-gardner/
A world of efficiency awaits you at Netwealth: https://ensombl.com/go/20241213
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In this week's episode, Clayton is joined by Chief Opposition Whip Bert van Manen. They discuss his bill aimed at simplifying the financial advice process, addressing the inefficiencies and high costs caused by excessive regulation, and what advisors can do to show support.
Bert van Manen LinkedIn: https://www.linkedin.com/in/bert-van-manen-mp-a2a07115/
Bert van Manen Website: https://www.bertvanmanen.com.au/
LNP Profile: https://www.liberal.org.au/team/bert-van-manen
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Matt is the Managing Director at Rising Tide Financial Services. He and Rocksy discuss how he built his practice, the impact of the GFC, the evolution of the business, the importance of team culture and governance, and his views on the future of financial advice.
Matt Hale LinkedIn: https://www.linkedin.com/in/matthalert/
Rising Tide Website: https://risingtidefinancial.com.au/
Tribal Habits Website: https://tribalhabits.com/
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In this episode, Pat is joined by Dipal Khatri and Aron Satchell from Advice Designer. They take a look at the all-in-one cloud platform, their approach to incorporating AI and ensuring cyber security and compliance, as well as the future roadmap and development plans for Advice Designer.
Dipal Khatri LinkedIn: https://www.linkedin.com/in/dipalkhatri/
Aron Satchell LinkedIn: https://www.linkedin.com/in/aronsatchell/
Advice Designer Website: https://www.advicedesigner.com/
Patrick Gardner LinkedIn: https://www.linkedin.com/in/csba-patrick-gardner/
A world of efficiency awaits you at Netwealth: https://ensombl.com/go/20241206
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Rob is a Senior Financial Advisor at Consortium Private Wealth. He and James discuss his approach to direct investment management, the challenges and benefits of this model, Consortium's marketing efforts, and Rob's insights on building a successful practice.
Rob Goudie LinkedIn: https://www.linkedin.com/in/robert-goudie-16356430/
Consortium Private Wealth Website: https://www.consortiumpw.com.au/
For more information on how Sharesight can support your practice, visit https://ensombl.com/go/20241205
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Adam is the Founder and Managing Director at QuarterFive Family Wealth. He and Rocksy explore his journey into financial planning, the importance of trust and relationships, holistic wealth management, leadership, and the evolving role of technology and community in enhancing client experiences and advice.
Adam Morse LinkedIn: https://www.linkedin.com/in/amorse/
QuarterFive Website: https://www.quarterfive.com.au/
Bill Bachrach Website: https://billbachrach.com/
Dan Sutherland LinkedIn: https://www.linkedin.com/in/dan-sutherland-407284162/
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This week, Pat is joined by Clinton Cunningham, CEO at AdviseWell. They take a look at AdviseWell, the AI-powered platform that aims to revolutionise financial advice practices by providing virtual back office staff to streamline the advice production process and unlock new capacity for wealth managers to better serve their clients.
Clinton Cunningham LinkedIn: https://www.linkedin.com/in/clintoncunningham/
AdviseWell Website: https://www.advisewell.co/
Patrick Gardner LinkedIn: https://www.linkedin.com/in/csba-patrick-gardner/
A world of efficiency awaits you at Netwealth: https://ensombl.com/go/20241129
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Dean is a Co-Founder at The Wealth Network and Absolute Wealth Advisers. He and James discuss strategies for improving the efficiency and profitability of advice practices, including increasing the number of client meetings per advisor, leveraging technology for meeting recordings and transcripts, and strategically delegating administrative tasks to support staff rather than adding more advisors.
Dean Holmes LinkedIn: https://www.linkedin.com/in/dean-holmes-financial-adviser-coach-the-wealth-network/
The Wealth Network Website: https://www.wealthnetwork.net.au/
Absolute Wealth Advisers Website: https://www.absolute.sydney/
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The last few years have seen Australian small caps underperform large caps at the index level, making them an anomaly compared to other regions. But dig deeper and you will find plenty of local small cap active managers who continually outperform benchmarks. In this episode, host James Whelan is joined by Maple Brown Abbott Co-Portfolio Manager, Phillip Hudak, and Morningstar’s Noah Kaplan, to put Australian small caps under the microscope. Our experts discuss the structural drivers supporting Small Caps, the risks of small cap investing and strategies to mitigate these risks, the political and economic context, and tailwinds that could power the sector forward.
Noah Kaplan LinkedIn: https://www.linkedin.com/in/noah-kaplan-10/
Phillip Hudak LinkedIn: https://www.linkedin.com/in/phillip-hudak-cfa-84ab2011b/
James Whelan LinkedIn: https://www.linkedin.com/in/james-whelan-68146036/
Morningstar: Empowering Investor Success. https://ensombl.com/go/1-20241125
Maple-Brown Abbott. Visit our website or follow us on LinkedIn to stay up to date with our investment insights. https://ensombl.com/go/2-20241125
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In this episode, Pat talks with Aaron Breed, Head of Advice at Infinity Financial Consultants. He discusses how Infinity incorporated AI and technology into the practice, including his strategic approach, specific use cases, and insights on change management and team collaboration.
Aaron Breed LinkedIn: https://www.linkedin.com/in/aaron-breed/
Infinity Financial Consultants Website: https://www.infinityfc.com.au/
Patrick Gardner LinkedIn: https://www.linkedin.com/in/csba-patrick-gardner/
A world of efficiency awaits you at Netwealth: https://ensombl.com/go/20241122
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Matt is a Principal and Director at Twomeys. They discuss his entry into the financial planning industry, including his experience with a recent merger, process improvements, and plans for the future growth and development of his team at the firm.
Matt Coman LinkedIn: https://www.linkedin.com/in/matthew-coman-cfp%C2%AE-977bba41/
Twomeys Website: https://www.twomeys.com.au/
Growth Masterclass: https://www.advisely.com.au/category/top/blog/advisely-growth-masterclass
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John is the Founder, Financial Adviser, and Visionary at Thriving Wealth. He and Rocksy discuss his journey from starting in the industry inspired by his cousin, to building a sustainable and impactful financial planning business focused on behavioral coaching and client-centric service.
Thriving Wealth Website: https://www.thrivingwealth.com.au/
John Cachia LinkedIn: https://www.linkedin.com/in/johncachia-moneywealthadviser/
Cash Talk Podcast: https://podcasts.apple.com/au/podcast/cash-talk/id1588800107
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This week, Pat talks with Rob Dawson, Business Development Manager at Myrtec. They discuss the importance of the Essential Eight cybersecurity framework, the differences between malware and ransomware, the significance of comprehensive backups, and the need to foster a positive cybersecurity culture within an organisation.
Rob Dawson LinkedIn: https://www.linkedin.com/in/rkdits/
Myrtec Website: https://www.myrtec.com.au/
Patrick Gardner LinkedIn: https://www.linkedin.com/in/csba-patrick-gardner/
A world of efficiency awaits you at Netwealth: https://ensombl.com/go/20241115
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Paul is the Director and Financial Planner at The UK Pension Experts, and is best known as "The UK Pensions Guy". He and James discuss the complexities of transferring UK pensions to Australia, including the regulatory requirements, advice process, timelines, tax implications, and the launch of a new product to help manage UK pension funds for Australians.
Paul Nevin LinkedIn: https://www.linkedin.com/in/paulcnevin/
The UK Pension Experts Website: https://theukpensionexperts.com.au/
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Charlie is the Executive Chair, Adviser, and Founding Partner at Viola Private Wealth. He and Rocksy discuss how he went from a bank teller to building his own successful private wealth management business, the importance of client selection, valuing advice, and maintaining a strong infrastructure for client continuity.
Charlie Viola LinkedIn: https://www.linkedin.com/in/charlieviola/
Viola Private Wealth Website: https://www.violaprivatewealth.com.au/
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In this episode, Pat is joined by Jess Tassell, CMO at Qwilr. They take a look at Qwilr, a proposal and presentation software tool that offers a more visual, interactive, and data-driven approach compared to traditional PDF and PowerPoint-based solutions, with a focus on enhancing the client experience and improving the efficiency of the sales and advisory process.
Jess Tassell LinkedIn: https://www.linkedin.com/in/jesstassell/
Qwilr Website: https://qwilr.com/
Speed Dating Campaign: https://youtu.be/rGE6VLqiY3E?si=JxMoJYKFwhvAs5yH
Qwilr Reimagined SOA Template: https://qwilr.com/advicetech
Patrick Gardner LinkedIn: https://www.linkedin.com/in/csba-patrick-gardner/
A world of efficiency awaits you at Netwealth: https://ensombl.com/go/20241108
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Adam is a Risk Strategy Specialist at Zurich. He and James discuss the development and key features of Zurich's "Cost of Care" report, which provides detailed information on the financial impact of various health events to help insurance advisors better understand and communicate the importance of insurance coverage to their clients.
Adam Crabbe LinkedIn: https://www.linkedin.com/in/adamcrabbe/
Zurich Website: https://www.zurich.com.au/
"Cost of Care" Report: https://advisers.zurich.com.au/resources/thought-leadership/cost-of-care.html
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Angus is the Director at Terrabella Wealth. He and Andrew discuss his background in agriculture, his transition into financial advice, his unique approach to working with farming families, his emphasis on ethics and collaboration, and the challenges of scaling his business while maintaining his client-centric philosophy.
Angus Stevenson LinkedIn: https://www.linkedin.com/in/angus-stevenson/
Terrabella Wealth Website: https://terrabellawealth.com.au/
Mating in Captivity: https://www.amazon.com.au/Mating-Captivity-Esther-Perel/dp/0060753641
Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/20241105
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Host James Whelan welcomes two experts from Blackrock – Head of Investment Strategy for APAC, Thomas Taw, and Head of Intermediary Distribution, James Waterworth – to discuss what 2025 could have in store for investment markets around the world. Our experts navigate their way through all the external trends and events driving global markets, including the US Election outcome, Middle East conflict, Chinese policy stimulus and global interest rate cuts, to make sense of conflicting signals and set the scene for the year ahead. With no end to market volatility in sight, our experts offer insights to help advisors position client portfolios for what could lie ahead.
James Waterworth LinkedIn: https://www.linkedin.com/in/jameswaterworth/
Thomas Taw LinkedIn: https://www.linkedin.com/in/thomas-taw-15955a45/
James Whelan LinkedIn: https://www.linkedin.com/in/james-whelan-68146036/
Morningstar: Empowering Investor Success. https://ensombl.com/go/1-20241104
For more information about BlackRock and our products, head to https://ensombl.com/go/2-20241104
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Important Information: This material has been created with the co-operation of BlackRock Investment Management (Australia) Limited (BIMAL) ABN 13 006 165 975, AFSL 230 523 on 21 October 2024. Comments made by BIMAL employees here represent BIMAL’s views only. This material provides general advice only and does not take into account your individual objectives, financial situation, needs or circumstances. Before making any investment decision, you should obtain financial advice tailored to you having regard to your individual objectives, financial situation, needs and circumstances. Refer to the product’s latest product disclosure statement (PDS), target market determination (TMD) and BIMAL’s Financial Services Guide on its website for more information. This material is not a financial product recommendation or an offer or solicitation with respect to the purchase or sale of any financial product in any jurisdiction.
This week, Pat speaks with Madeleine Debney, Co-Founder & CPO at Otto. They discuss the problems Otto aims to solve using AI-powered features like meeting assistants and report generation, and the potential of AI to streamline advisor workflows and improve the client experience.
Madeleine Debney LinkedIn: https://www.linkedin.com/in/madeleinedebney/
Otto Finance Website: https://ottofinance.io/
Patrick Gardner LinkedIn: https://www.linkedin.com/in/csba-patrick-gardner/
A world of efficiency awaits you at Netwealth: https://ensombl.com/go/20241101
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Fran is a Speaker, Wealth Advisor, and Financial Empowerment Advocate who is currently enjoying a mini-retirement. She and James discuss her experience building and selling financial planning businesses, the concept of mini-retirements, and her vision for the future of advice, and the importance of helping clients live fulfilling lives.
Fran Hughes LinkedIn: https://www.linkedin.com/in/franhughesfinancialadvisor/
Fran Hughes Website: https://franhughesfp.com/
Learn more about Australia’s high-quality growing companies at https://ensombl.com/go/20241031
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In this episode, Andrew talks with Daniel Harris, Associate Director at Grimsey Wealth. They discuss his journey into financial advice, his experience at Grimsey Group, and their focus on serving the medical professional market through a collaborative, family-oriented culture and a commitment to innovation and growth.
Daniel Harris LinkedIn: https://www.linkedin.com/in/daniel-harris-05a018aa/
Grimsey Wealth Website: https://grimsey.com.au/
Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/20241029
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In this episode, Pat speaks with Cameron Drury, CEO & Co-Founder at Canwi. Canwi is a user-friendly financial planning tool that aims to make building and sticking to a financial plan easy and engaging through an interactive drag-and-drop interface, real-time projections, and personalised guidance.
Cameron Drury LinkedIn: https://www.linkedin.com/in/camerondrury/
Canwi Website: https://www.canwi.com.au/
Patrick Gardner LinkedIn: https://www.linkedin.com/in/csba-patrick-gardner/
A world of efficiency awaits you at Netwealth: https://ensombl.com/go/20241025
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In this episode, Clayton chats with Naz Pochynok and Julien Renard from ASO Wealth. They discuss their journey in founding ASO Wealth, their focus on client-centric advice, the evolution of the financial planning profession, and their vision for the future.
Naz Pochynok LinkedIn: https://www.linkedin.com/in/nazar-pochynok-45739536/
Julien Renard LinkedIn: https://www.linkedin.com/in/julien-renard-604a65114/
ASO Wealth Website: https://asowealth.au/
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