Ensombl Advice Australia

Kylie Denton, Founder and Director at Performance Advisory Group, shares insights on intergenerational wealth transfer and the evolving communication strategies needed in financial advising. She discusses the $435 billion transition of wealth expected over the next decade and the importance of understanding the unique values of Baby Boomers to Gen Z. The conversation also highlights the need for mental health support and education for the emerging workforce, aiming to create a more inclusive and supportive financial planning environment.

Reuban is Senior Distribution Partner at Pallas Capital. He and Andrew discuss his transition to alternative investments and working with high net worth clients, and his insights on the importance of centers of influence, trust, and the potential role of AI in investment management. Reuban Sivarajasingam LinkedIn: https://www.linkedin.com/in/reuban-sivarajasingam-2172b036/ Pallas Capital Website: https://www.pallascapital.com.au/advisers/ Praemium - Australia's High Net Worth Report: https://www.praemium.com/high-net-worth-investors Nexgen STEM School Website: https://nexgenstemschool.com/ Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/20250304/ 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 Ensombl's own Clayton Daniel. They discuss how Ensombl's CPD platform aims to transform the inefficient and laborious CPD process by leveraging AI and automation to streamline content accreditation, compliance reporting, and professional development for advisers. Clayton Daniel LinkedIn: https://www.linkedin.com/in/claytondaniel1 Ensombl CPD: https://ensombl.com/cpd/ A world of opportunity awaits you at Netwealth: https://ensombl.com/go/20250228 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/

Lisa is a Financial Adviser at Roberts Financial Foundation. She and James discuss her efforts to establish an educational platform to serve the Indigenous community, and the challenges and opportunities she faces in building her business and making a difference. Lisa Voysey LinkedIn: https://www.linkedin.com/in/lisa-voysey-4b591b25/ Roberts Financial Foundation Website: https://www.robertsfinancialfoundation.com.au/ Visit Sharesight for more information on how they can support your practice: https://ensombl.com/go/20250227 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 Matt Heine, CEO and Managing Director at Netwealth. They discuss Netwealth's use of AI and technology, including efficiency gains from tools like Copilot, digital engagement platforms, managed accounts, and the acquisition of Flux to engage the next generation of investors. Matt Heine LinkedIn: https://www.linkedin.com/in/mattheine/ Patrick Gardner LinkedIn: https://www.linkedin.com/in/csba-patrick-gardner/ A world of opportunity awaits you at Netwealth: https://ensombl.com/go/20250221 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/

Steven is a Director and Recruitment Specialist at Advance Recruitment Partners. He and James discuss the challenges and strategies in recruiting and retaining talent in the advice industry, the impact of COVID-19 on work culture, the evolving job market and salary trends, and the importance of employee value proposition and career development opportunities. Steven Reed LinkedIn: https://www.linkedin.com/in/steven-reed-29212579/ Advance Recruitment Partners Website: https://advancerecruitmentpartners.com.au/ Visit Sharesight for more information on how they can support your practice.: https://ensombl.com/go/20250220 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, Pat talks with Dina Evans, Director at Filenote.ai. They discuss the key features and benefits of Filenote.ai, which uses AI to automatically generate file notes, client summary emails, letters of engagement, client mind maps, and notes for paraplanners, saving advisers significant time and improving client experiences. Filenote.ai Website: https://www.filenote.ai/ Patrick Gardner LinkedIn: https://www.linkedin.com/in/csba-patrick-gardner/ A world of opportunity awaits you at Netwealth: https://ensombl.com/go/20250214 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/

Philip is the Founder of Humans and Money. He and Clayton discuss the concept of quantifying the qualitative aspects of financial advice, such as client emotional states and motivations, in order to better demonstrate the value of financial planning and improve client outcomes. Philip Courtenay LinkedIn: https://www.linkedin.com/in/philipcourtenay Humans and Money Website: https://humansandmoney.com/ Visit Sharesight for more information on how they can support your practice.: https://ensombl.com/go/20250213 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, Pat is joined by Stefan D'Alessandro, Co-founder at Caelus Labs. They discuss the development of Stefan's AI-focused businesses, his approach to AI adoption and integration, and his insights on data security, governance, and the use of no-code/low-code tools. Stefan D'Alessandro LinkedIn: https://www.linkedin.com/company/caelus-labs/ Caelus Labs Website: https://caeluslabs.io/ Patrick Gardner LinkedIn: https://www.linkedin.com/in/csba-patrick-gardner/ A world of opportunity awaits you at Netwealth: https://ensombl.com/go/20250207 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 speaks with Lee Forde from Plan to Plan Financial Planning. Lee discusses his extensive experience in the financial planning industry, the challenges he has faced due to regulatory changes, his focus on providing personalised advice to middle Australia clients, and his views on the future of the industry and the need for greater collaboration and support among advisers. Lee Forde LinkedIn: https://www.linkedin.com/in/fordefinancialplanning/ Plan to Plan Website: https://plantoplan.com.au/ Visit Sharesight for more information on how they can support your practice.: https://ensombl.com/go/20250206 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/