Ensombl Advice Australia

In this episode, James talks with Josh Pennell. He and James discuss his work at Prosper Advisory, including the firm's accounting and financial planning services, his approach to networking and client acquisition, his expertise in providing financial advice during divorce and separation, and his experience of writing and publishing a book. Josh Pennell LinkedIn: https://www.linkedin.com/in/thefamilyfinanceguy/ Prosper Advisory Website: https://www.prosperadvisory.com.au/ What Parents Want Book: https://www.amazon.com/What-Parents-Want-financial-happiness/dp/1781337012 moneyGPS. Discover the digital advice platform that will future proof your business: https://ensombl.com/go/20240919 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, Peita talks with John O'Mahony and Deen Sanders from Deloitte Access Economics. They discuss the key findings and implications of the "Advice 2023: The Big Shift" report, which identifies seven mega trends that will significantly impact the financial advice industry and presents choices for advisors to embrace these changes and capitalise on the $2.1 billion advice opportunity. John O'Mahony LinkedIn: https://www.linkedin.com/in/john-o-mahony-860a2632/ Deen Sanders LinkedIn: https://www.linkedin.com/in/prof-deen-sanders-oam-21b61220/ Advice 2030: The Big Shift: https://www.deloitte.com/au/en/Industries/investment-management/perspectives/advice-2030-the-big-shift.html Deloitte Website: https://www.deloitte.com/ Ensombl Iress Space: https://app.ensombl.com/spaces/12522488/feed Discover how to boost efficiency and create capacity in your business at https://ensombl.com/go/20240918/ 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, Peita is joined by Tim Lea, Head of Operations at Pivot Wealth. They explore how Pivot Wealth has leveraged technology, particularly Xplan, to streamline their operations and deliver efficient advice, and the importance of focusing on client and team journeys first before selecting technology solutions. Tim Lea LinkedIn: https://www.linkedin.com/in/timothyblea/ Pivot Wealth Website: https://pivotwealth.com.au/ Ensombl Iress Space: https://app.ensombl.com/spaces/12522488/feed Discover how to boost efficiency and create capacity in your business at https://ensombl.com/go/20240918/ 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, Peita talks with Kerry Ong, General Manager - Customer at Iress. They discuss the importance of listening to advisor feedback, improving data management and integration, and leveraging technology to drive efficiency and scalability. Kerry Ong LinkedIn: https://www.linkedin.com/in/kerryong/ Ensombl Iress Space: https://app.ensombl.com/spaces/12522488/feed Discover how to boost efficiency and create capacity in your business at https://ensombl.com/go/20240918/ 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 final instalment, Peita is joined by Kelli Willmer, Executive General Manager - Wealth at Iress. They discuss how Iress is collaborating with the industry to navigate significant shifts and disruptors, leveraging data and AI to enhance advisor efficiency and client experiences, while encouraging advisors to engage in strategic planning and provide feedback to shape the future of advice. Kelli Willmer LinkedIn: https://www.linkedin.com/in/kelli-willmer/ Ensombl Iress Space: https://app.ensombl.com/spaces/12522488/feed Discover how to boost efficiency and create capacity in your business at https://ensombl.com/go/20240918/ 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 speaks with George Haramis, Co-Founder and CEO of moneyGPS. They discuss the digital advice platform, its origins, features, benefits for financial advisors and clients, future development plans and expanding its reach both domestically and internationally. George Haramis LinkedIn: https://www.linkedin.com/in/georgeharamis/ moneyGPS Website: https://moneygps.com.au/ For more information on moneyGPS, call 1300 24 24 42 Patrick Gardner LinkedIn: https://www.linkedin.com/in/csba-patrick-gardner/ A world of community awaits you at Netwealth: https://ensombl.com/go/20240913 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/

Carlie is a Financial Adviser at MBS Insurance. She and James discuss her experience in the insurance industry, her role at MBS Insurance, the company's processes for engaging with clients and managing renewals, as well as the challenges and strategies involved in providing insurance-only advice. Carlie Thatcher LinkedIn: https://www.linkedin.com/in/carlie-thatcher-4b5515115/ MBS Insurance Website: https://mbsinsurance.com.au/ moneyGPS. Discover the digital advice platform that will future proof your business: https://ensombl.com/go/20240912 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, Tanya is joined by Libby Newman, Senior Investment Specialist - Strategy and Research at Vanguard Australia. They explore the key insights from Vanguard's research on how Australians are preparing for and experiencing retirement, including the importance of home ownership, and the role of advisors in addressing concerns around longevity, health, and intergenerational wealth transfer. Libby Newman LinkedIn: https://www.linkedin.com/in/libbysnewman/ Tanya Carlson LinkedIn: https://www.linkedin.com/in/tanya-carlson-5b42631a/ Download our 2024 How Australia Retires report here: https://ensombl.com/go/20240911 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, Tanya speaks with Suzanne Haddan, Managing Director and Representative at BFG Financial Services. They continue the conversation on retirement planning in Australia, including the impact of the cost of living crisis, home ownership trends, balancing family support with personal financial needs, the importance of early engagement with clients, and the barriers to seeking financial advice. BFG Financial Services Website: https://www.bfg.au/ Tanya Carlson LinkedIn: https://www.linkedin.com/in/tanya-carlson-5b42631a/ Download our 2024 How Australia Retires report here: https://ensombl.com/go/20240911 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/

Brett is the Managing Director at Bell Partners Wealth Creation and Financial Advisory. He and Andrew discuss his journey in building the Bell Partners financial services group, including its expansion into regional areas, innovative use of technology, focus on culture and team development, and commitment to giving back to the community. Brett Taggart LinkedIn: https://www.linkedin.com/in/brett-taggart-41882211/ Bell Partners Website: https://www.bellpartners.com/ Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/20240910 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/