Ensombl Advice Australia

Lucy Winship, Head of Strategic Ventures at Wealth Maximiser, discusses how their digital platform merges technology with personalized wealth coaching. She highlights the challenges traditional financial advice poses for consumers and presents innovative methods to simplify financial planning. The conversation dives into the role of AI in enhancing client interactions and the necessity of emotional support for younger generations. Lucy also addresses the importance of collaboration between tech and financial advisors, focusing on future developments like robust cybersecurity measures.

Shannon is a Financial Adviser at Fox & Hare Financial Advice. He and James discuss his recent move to Fox and Hare, which focuses on younger, high-earning clients, and his previous experience in delivering digitised advice at scale. Shannon Freney LinkedIn: https://www.linkedin.com/in/shannon-freney/ Fox & Hare Website: https://foxandhare.com.au/ Learn more about Australia’s high-quality growing companies at https://ensombl.com/go/20241010 Join the Ensombl platform: App Store: http://www.ensombl.com/apple Google Play: http://www.ensombl.com/google Desktop: https://www.ensombl.com/ General Disclaimer – https://www.ensombl.com/disclaimer/

In this first episode, James is joined by Sam Ruiz, Portfolio Specialist at T. Rowe Price. They discuss the significant influence of artificial intelligence on the stock market, including the concentration and valuation of AI-focused companies, the role of tech giants in AI adoption, and the potential for broader market participation as other sectors and smaller firms leverage AI to drive growth and efficiency. Sam Ruiz LinkedIn: https://www.linkedin.com/in/sam-ruiz-1810bb34/ To learn more about Global Equity investing, contact your T. Rowe Price Relationship Manager or visit https://ensombl.com/go/20241009 Join the Ensombl platform: App Store: http://www.ensombl.com/apple Google Play: http://www.ensombl.com/google Desktop: https://www.ensombl.com/ General Disclaimer – https://www.ensombl.com/disclaimer/

In this episode, James talks with Iona Dent, Associate Portfolio Manager at T. Rowe Price. They discuss the impact of AI on the stock market, including the concentration and valuation of AI-focused companies, the role of hyperscalers in AI adoption, and the potential for the market to broaden beyond the "MAG 7" as other sectors and smaller companies leverage AI to drive growth and efficiency. Iona Dent LinkedIn: https://www.linkedin.com/in/iona-dent-8b596514/ To learn more about Global Equity investing, contact your T. Rowe Price Relationship Manager or visit https://ensombl.com/go/20241009 Join the Ensombl platform: App Store: http://www.ensombl.com/apple Google Play: http://www.ensombl.com/google Desktop: https://www.ensombl.com/ General Disclaimer – https://www.ensombl.com/disclaimer/

Angus is the Managing Director at ACru Wealth Financial Advisory. He and Andrew discuss his transition from accounting to financial planning, the founding and growth of ACru Wealth, his approach to client engagement and team management, and his vision for the future of the business. Angus Cooper LinkedIn: https://www.linkedin.com/in/angus-cooper-0958571a/ ACru Wealth Website: https://www.acruwealth.com.au/ Gordon Cooper - "Capital Gains Tax": https://resources.taxinstitute.com.au/go/convention-papers/capital-gains-tax Your Next Five Moves: https://www.yournextfivemoves.com/ Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/20241008 Join the Ensombl platform: App Store: http://www.ensombl.com/apple Google Play: http://www.ensombl.com/google Desktop: https://www.ensombl.com/ General Disclaimer – https://www.ensombl.com/disclaimer/

This week, Pat is joined by Clare Murphy, Director at Advant Group. They discuss how Advant, a marketing services firm, can help advisors, accountants, and mortgage brokers with content marketing, leveraging technology and AI to improve client engagement and communication. Clare Murphy LinkedIn: https://www.linkedin.com/in/clareemurphy/ Advant Group Website: https://advant.com.au/ Wealth Investors: https://wealthinvestors.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/20241004 Join the Ensombl platform: App Store: http://www.ensombl.com/apple Google Play: http://www.ensombl.com/google Desktop: https://www.ensombl.com/ General Disclaimer – https://www.ensombl.com/disclaimer/

Paul is an Adviser and Practice Manager at Wealth 21. They discuss his 25-year journey in running his advice business, the evolution of the profession, staffing and growth challenges, use of technology, client relationships, and his plans for a gradual transition and legacy. Paul Brown LinkedIn: https://www.linkedin.com/in/paulbrowncfp/ Wealth 21 Website: https://wealth21.com.au/ Learn more about Australia’s high-quality growing companies at https://ensombl.com/go/20241003 Join the Ensombl platform: App Store: http://www.ensombl.com/apple Google Play: http://www.ensombl.com/google Desktop: https://www.ensombl.com/ General Disclaimer – https://www.ensombl.com/disclaimer/

In this episode, Andrew is joined by Brenton Miegel, Director and Financial Planner at Goldsborough Financial Services. They cover his journey through the financial planning industry, the evolution of Goldsborough's culture and client-centric approach, and their plans for future growth through potential mergers and acquisitions. Brenton Miegel LinkedIn: https://www.linkedin.com/in/brentonmiegelcfp/ Goldsborough Financial Services Website: https://goldsborough.com.au/advisers/brenton-miegel/ Peleton Partners: https://www.pelotonpartners.com.au/ IOOF Alliances: https://www.ioof.com.au/en/ioof-alliances Mitcham City Brass: https://mitchamcitybrass.org/ Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/20241001 Join the Ensombl platform: App Store: http://www.ensombl.com/apple Google Play: http://www.ensombl.com/google Desktop: https://www.ensombl.com/ General Disclaimer – https://www.ensombl.com/disclaimer/

Alternative investments are set to take off, as overpriced and over-concentrated equity markets force investors to seek new avenues to de-risk and seek value. In this episode, host James Whelan is joined by Sinead Rafferty from Fidante and Morningstar’s Vesna Peroska to look under the hood of a sector including Private markets, hedge funds, infrastructure, and property. Alternatives can play a range of important roles in a portfolio, including return diversifiers, uncorrelated assets, and tail hedges, and the panel explores how a wave of product development is making alternatives available to a broader range of investors than ever before. Vesna Peroska LinkedIn: https://www.linkedin.com/in/vesnaperoska/ Sinead Rafferty LinkedIn: https://www.linkedin.com/in/sinead-rafferty-cfa-366ba961/ James Whelan LinkedIn: https://www.linkedin.com/in/james-whelan-68146036/ Morningstar: Empowering Investor Success. https://ensombl.com/go/1-20240930/ This market highlight is proudly brought to by Fidante: https://ensombl.com/go/2-20240930/ Join the Ensombl platform: App Store: http://www.ensombl.com/apple Google Play: http://www.ensombl.com/google Desktop: https://www.ensombl.com/ General Disclaimer – https://www.ensombl.com/disclaimer/

Eloise Somerford and Julia Vojkovic, co-founders of 3Lines, share their insights on AI-enhanced compliance solutions that revolutionize how financial services manage compliance. They delve into the impressive features of 3Lines 2.0, designed to alleviate common pain points for firms of all sizes. The duo discusses the delicate balance between compliance and commercial needs, the importance of client feedback, and the role of regulatory technology in streamlining processes. Plus, they highlight how these innovations empower firms to better serve their clients.