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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: April, 2024
Apr 30, 2024

In this first episode, Karen is joined by Hari Balkrishna, Global Equity Impact Portfolio Manager/Vice President, ESG & Impact Investor at T. Rowe Price. They discuss the nuances of impact investing, emphasising the importance of understanding the differences between ESG, ethical, responsible, and impact investing.

Hari Balkrishna LinkedIn: https://www.linkedin.com/in/hari-balkrishna-3770a57/
Karen McLeod LinkedIn: https://www.linkedin.com/in/karen-mcleod-04026312/

To learn more about Impact Investing, contact your T. Rowe Price Relationship Manager https://ensombl.com/go/20240501

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Apr 30, 2024

Karen sits down with Justin Medcalf, Financial Adviser at Ethinvest, and Tim Fitzpatrick, Financial Adviser at Ethical Investment Services. They talk about the benefits of involving clients in impact investing conversations, including deeper client engagement and aligned financial goals with social and environmental impact.

Justin Medcalf LinkedIn: https://www.linkedin.com/in/justinmedcalf/
Ethinvest Website: https://www.ethinvest.com.au/justinmedcalf
Tim Fitzpatrick LinkedIn: https://www.linkedin.com/in/tim-fitzpatrick-50ab6b25/
Ethical Investment Services Website: https://ethicalinvestments.com.au/
Karen McLeod LinkedIn: https://www.linkedin.com/in/karen-mcleod-04026312/

To learn more about Impact Investing, contact your T. Rowe Price Relationship Manager https://ensombl.com/go/20240501

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Apr 30, 2024

In this instalment, Karen is joined by James Baird, Director and Principal Advisor at JustInvest Financial Planning. They chat about the integration of impact investing into their investment philosophy and processes, and the need for a strict risk profiling and process-driven approach to ensure that investments align with clients' values while providing diversification, income generation, and growth drivers.

James Baird LinkedIn: https://www.linkedin.com/in/james-baird-1374a910/
JustInvest Financial Planning Website: https://www.justinvest.net.au/
Karen McLeod LinkedIn: https://www.linkedin.com/in/karen-mcleod-04026312/

To learn more about Impact Investing, contact your T. Rowe Price Relationship Manager https://ensombl.com/go/20240501

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Apr 30, 2024

In this final episode, Karen is joined once again by Hari Balkrishna from T. Rowe Price, and Chris Lang, Financial Adviser and Director of Ethical Choice Investments. They talk about how impact investing has evolved from a niche concept to a more mainstream approach, how impact investing and environment investing are not one and the same, and the different areas clients can have a positive impact on.

Hari Balkrishna LinkedIn: https://www.linkedin.com/in/hari-balkrishna-3770a57/
Chris Lang LinkedIn: https://www.linkedin.com/in/chrisblang/
Ethical Choice Investments Website: https://www.ethicalchoice.com.au/
Karen McLeod LinkedIn: https://www.linkedin.com/in/karen-mcleod-04026312/

To learn more about Impact Investing, contact your T. Rowe Price Relationship Manager https://ensombl.com/go/20240501

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Apr 25, 2024

In this episode, Patrick is joined by Emily Shurey, Global Head of Partner Marketing at Employment Hero. They chat about how Employment Hero provides an all-in-one platform for managing the entire employee lifecycle through integrated HR, payroll, and recruitment tools while empowering accountants and bookkeepers to offer more strategic advice through automation and partnerships.

Emily Shurey (M) LinkedIn: https://www.linkedin.com/in/playfulmarketing/
Employment Hero Website: https://employmenthero.com/
Patrick Gardiner LinkedIn: https://www.linkedin.com/in/csba-patrick-gardner/

A world of engagement awaits you at Netwealth Investments Limited: https://ensombl.com/go/20240426

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Apr 24, 2024

Josh is Chief Investment Officer at Alvia Asset Partners. He and James discuss his experience managing investments for family offices through his firm Alvia Asset Partners, emphasising an absolute return focus, multi-asset class portfolio construction, private market opportunities, and the importance of finding aligned clients who trust their investment philosophy and process.

Josh Derrington LinkedIn: https://www.linkedin.com/in/josh-derrington-43720158/
Alvia Partners Website: https://alviapartners.com.au/

This episode is proudly sponsored by Challenger https://ensombl.com/go/20240425

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Apr 22, 2024

In this episode of the Engine Room Unpacked, Andrew and Sue revisit three recent podcasts and discuss the standout elements that impressed them the most.

Elixir Consulting Website: https://elixirconsulting.com.au/
Family Wealth Advisory Website: https://www.familywealthadvisory.com.au/
Blueprint Wealth Website: https://www.bpwealth.com.au/
Sherlock Wealth Website: https://sherlockwealth.com/
Peloton Partners: https://www.pelotonpartners.com.au/

Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/20240423

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Apr 21, 2024

In this episode, host James Whelan is joined by Richard Rauch, Investment Director at Brandywine Global Investment Management, and Morningstar’s Matt Wacher, to deepdive into the inefficiencies in fixed income markets across the globe, and the investable opportunities created as a result. Our experts discuss which international markets present the best opportunities right now, while also examining the concept of duration, especially how it varies between markets, and how duration is used to manage risk. As always, the practical implications for advisors and their clients are discussed.

Matt Wacher LinkedIn: https://www.linkedin.com/in/mattwacher/
Richard Rauch LinkedIn: https://www.linkedin.com/in/richard-rauch-cfa-a8991020/
Brandywine Global Website: https://brandywineglobal.com/
James Whelan LinkedIn: https://www.linkedin.com/in/james-whelan-68146036/

Morningstar: Empowering Investor Success. https://ensombl.com/go/1-20240422

Learn more about Franklin Templeton by visiting our website or connecting with our team: https://ensombl.com/go/2-20240422

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Apr 18, 2024

This week, Patrick talks with Dr. Katherine Hunt, Head of Research and Co-Founder at MoneyMind. They chat about how the MoneyMind Profile tool helps advisors better understand their clients' personalities and behaviors to build trust and tailor their advice process on an individual basis.

Dr. Katherine Hunt LinkedIn: https://www.linkedin.com/in/drkatherinehunt/
MoneyMind Profile Website: https://www.moneymindprofile.com/
Patrick Gardiner LinkedIn: https://www.linkedin.com/in/csba-patrick-gardner/

A world of engagement awaits you at Netwealth Investments Limited: https://ensombl.com/go/20240419

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Apr 17, 2024

In this episode, James is joined by Joel Gleeson and Paul Cupic from First Financial. They discuss the professional year process and transitioning to becoming an independent advisor, including their strategies for providing feedback, building client bases, and continuing mentorship after completion of the professional year.

Joel Gleeson LinkedIn: https://www.linkedin.com/in/joel-gleeson-795436114/
Paul Cupic LinkedIn: https://www.linkedin.com/in/paul-cupic-a86054127/
First Financial Website: https://firstfinancial.com.au/

Join the North Retirement Space on Ensombl. https://ensombl.com/go/20240418

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Apr 15, 2024

Thabojan is the Founder and Principal Adviser at Rasiah Private Wealth Management, and the Co-Founder and CEO at Finito. He and Andrew talk through his journey in financial advice, and his values-based approach to client service, strategies for scaling an advisory business through effective team leadership and technology, and visions for the future of the industry.

Thabojan Rasiah LinkedIn: https://www.linkedin.com/in/thabojanrasiah/
Rasiah Private Wealth Management Website: https://www.rasiahprivate.com.au/
Finito Website: https://www.finito.com.au/
EOS Worldwide Website: https://www.eosworldwide.com/
Rocket Fuel by Gino Wickman and Mark C. Winters: https://rocketfueluniversity.com/rocket-fuel-book/
Infinite Game by Simon Sinek: https://simonsinek.com/books/the-infinite-game/

Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/20240416

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Apr 11, 2024

This week, Patrick talks with James Rose, Co-Founder of Content Snare. They discuss how Content Snare aims to simplify data collection and document management for advice practices by reducing email back-and-forth and enabling features like automated workflows, AI-powered requests, and integrations with common tools.

James Rose LinkedIn: https://www.linkedin.com/in/jamesrose0/
Content Snare Website: https://contentsnare.com/
Patrick Gardiner LinkedIn: https://www.linkedin.com/in/csba-patrick-gardner/

A world of engagement awaits you at Netwealth Investments Limited

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Apr 10, 2024

Tom is the Director at Cardena Private Wealth. He and Clayton originally shared an office together before going down seperate career paths. They discuss the evolution of financial planning practices, blockchain technology and its potential impact on the finance industry, and the current state of AI in business.

Tom McDonald LinkedIn: https://www.linkedin.com/in/tom-mcdonald-a818917a/
Cardena Website: https://www.cardena.com.au/

Join the North Retirement Space on Ensombl. https://ensombl.com/go/20240411

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Apr 8, 2024

Drew is a Founder and Advisor at Wattle Partners. He and Andrew discuss the growth of Wattle Partners, a financial advice firm focused on retirement planning, and how they utilise technology, team management, and their people-first culture to scale their operations.

Drew Meredith LinkedIn: https://www.linkedin.com/in/drew-meredith-88aba620/
Wattle Partners Website: https://www.wattlepartners.com.au/
Books by Austin Donnelly: https://www.goodreads.com/author/list/5196384.Austin_Donnelly
Australian Investors Podcast: https://podcasts.apple.com/us/podcast/australian-investors-podcast/id1414707038

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Apr 4, 2024

This week, Patrick is joined by Daniel Yoo, Founder at FinMate AI. They talk about the AI Notetaker for financial advisors, born from Daniel's own experience as an advisor and the challenges he faced in note-taking and documentation. They also cover the security of AI transcription products, the benefits of using a financial planning-specific tool, and the future of FinMate AI, including integrations and behavioral finance features.

Daniel Yoo LinkedIn: https://www.linkedin.com/in/smyoo/
FinMate AI Website: https://www.finmate.ai/
Patrick Gardiner LinkedIn: https://www.linkedin.com/in/csba-patrick-gardner/

A world of engagement awaits you at Netwealth Investments Limited

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Apr 3, 2024

Jackson, also known as The Wealth Mentor, is the Founder and CEO at Aureus Financial. He and James explore how he built a multi-disciplinary business focused on helping business owners optimise cash flow and create wealth through strategic business and financial planning advice.

Jackson Millan LinkedIn: https://www.linkedin.com/in/jackson-millan-the-wealth-mentor/
The Wealth Mentor Website: https://www.wealth-mentor.com.au/
Aureus Financial Website: https://www.aureusfinancial.com.au/

For more information on Franklin Templeton connect with our team at https://ensombl.com/go/20240404

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Apr 1, 2024

In this episode, Andrew is joined by Ben Calder and Ivana Sanzari from Calder Wealth Management. They chat about their growth journey over fifty years through family succession, evolving business structures, and scaling operations with a focus on people and community.

Calder Wealth Management Website: https://www.calderwm.com.au
Ben Calder LinkedIn: https://www.linkedin.com/in/benicalder/
Ivana Sanzari LinkedIn: https://www.linkedin.com/in/ivana-sanzari-abb03033/
Herbers Diamond Structure: https://www.herbersandcompany.com/diamond-teams

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