Ensombl Advice Australia

In this episode, host James Whelan is joined by Vanguard Investment Strategist Libby Newman and Morningstar Chief investment Officer Matt Wacher, to compare and contrast active and index investment styles. Looking beyond the typical one versus the other narrative, our trio explore the dynamics of each style, and the economic and market cycles in which each style can shine. Taking a trip through time and around the world, our experts demonstrate how the two styles can complement each other to deliver superior client portfolio outcomes. Matt Wacher LinkedIn: https://www.linkedin.com/in/mattwacher/ Libby Newman LinkedIn: https://www.linkedin.com/in/libbysnewman/ James Whelan LinkedIn: https://www.linkedin.com/in/james-whelan-68146036/ Morningstar: Empowering Investor Success. https://ensombl.com/go/1-20240909/ To learn more about combining the power of passive and the advantage of active, download Vanguard's guide to core-satellite portfolio construction here: https://ensombl.com/go/2-20240909/ 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 talks with Daniel Edridge, Head of Sales and Partnerships at Annature. They discuss how Annature works as an Australian eSigning and identity verification solution, as well as their customer-focused approach, transparent pricing model, seamless integrations, and commitment to cyber security. Daniel Edridge LinkedIn: https://www.linkedin.com/in/daniel-edridge/ Annature Website: https://www.annature.com.au/ MyBudget transition to Annature: https://finance.yahoo.com/news/mybudget-announces-transition-annature-more-000000383.html Patrick Gardner LinkedIn: https://www.linkedin.com/in/csba-patrick-gardner/ A world of community awaits you at Netwealth: https://ensombl.com/go/20240906 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/

Tim is a Partner at TownsendCobain Private Wealth Partners. They discuss how his practice has recently grown and evolved, their growth strategy, client service model, use of technology and AI, investment approach, and the lessons Tim's learned over 11 years of running the practice. Tim Townsend LinkedIn: https://www.linkedin.com/in/tim-townsend-3114103b/ TownsendCobain Website: https://www.townsendcobain.com.au/ moneyGPS. Discover the digital advice platform that will future proof your business: https://ensombl.com/go/20240905 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 Clint Nice, Senior Financial Planner at Profacc Public Accountants. They discuss how he developed a comprehensive investment philosophy using ChatGPT, the importance of having a well-defined philosophy for client communication and onboarding new advisors, and the value of leveraging AI tools to create educational materials and refine your investment approach. Clint Nice LinkedIn: https://www.linkedin.com/in/clint-nice-07828459/ Profacc Website: https://profacc.com.au/ Schroders Investment Education Space: https://app.ensombl.com/spaces/10186046/feed Discover what partnering with Schroders Australia, and being seriously invested, can do for you and your clients, visit https://ensombl.com/go/20240904 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 installment, Peita talks with Michael Bova, Founder and Managing Director at Family Wealth Advisory. They discuss how he implemented an investment philosophy and managed account solution for his wealth management practice over an 18-month period, involving his team, clients, and external investment professionals. Michael Bova LinkedIn: https://www.linkedin.com/in/michael-bova-1ba2724/ Family Wealth Advisory Website: https://www.familywealthadvisory.com.au/ Schroders Investment Education Space: https://app.ensombl.com/spaces/10186046/feed Discover what partnering with Schroders Australia, and being seriously invested, can do for you and your clients, visit https://ensombl.com/go/20240904 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 episode, Peita speaks with Leong Tang, Partner and Financial Adviser at Callaghans Accountants. They explore the practical benefits and challenges of developing and implementing a well-structured investment philosophy for your practice, including its impact on advisors, support staff, client relationships, and external stakeholders. Leong Tang LinkedIn: https://www.linkedin.com/in/chih-leong-tang-b393296a/ Callaghans Website: https://www.callaghans.com.au/ Schroders Investment Education Space: https://app.ensombl.com/spaces/10186046/feed Discover what partnering with Schroders Australia, and being seriously invested, can do for you and your clients, visit https://ensombl.com/go/20240904 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 of the Engine Room, Andrew is joined by Matt Brown and Neil Younger from Entireti. They revisit four recent episodes and discuss the key elements that impressed them the most. Matt Brown LinkedIn: https://au.linkedin.com/in/matt-brown-84177b63 Neil Younger LinkedIn: https://au.linkedin.com/in/neilyounger Entireti Website: https://entireti.com.au/ Austbrokers Life Website: https://www.austbrokerslife.com.au/ Nestworth Website: https://nestworth.com.au/ Avondale Wealth Website: https://www.avondalewealth.com.au/ Bob Reus & Co Website: https://reus.com.au/ Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/20240903 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 Vincent Holland, Co-Founder at Plutosoft. He gives an update on Plutosoft and how it's grown, their focus on onboarding and change management, robust cyber security measures, new functionality, and client success stories. Vincent Holland LinkedIn: https://www.linkedin.com/in/vincent-holland-6b50ab62/ Plutosoft Website: https://www.plutosoft.com.au/ Patrick Gardner LinkedIn: https://www.linkedin.com/in/csba-patrick-gardner/ A world of community awaits you at Netwealth: https://ensombl.com/go/20240830 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/

Andrew is the Founder at CoreData Group. He and James discuss CoreData's research on the advice industry, the challenges and opportunities for superannuation funds, international best practices, demographic shifts impacting retirement planning, consumer sentiment, and the future outlook for financial advice in Australia. Andrew Inwood LinkedIn: https://www.linkedin.com/in/andrew-inwood-0207178/ CoreData Website: https://www.coredata.com.au/ moneyGPS. Discover the digital advice platform that will future proof your business: https://ensombl.com/go/20240829 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 conversation with David Gibson, a seasoned Senior Financial Adviser at Priority Advisory Group, listeners gain insight into his transition from banking to financial planning. He discusses the evolution of business succession strategies, challenges in the industry, and the importance of specialization, particularly in aged care. David shares how personal anecdotes illuminate the dynamic nature of client relationships and operational efficiency in advisory firms. He also addresses the balance between profitability and community involvement, showcasing his firm's commitment to ESG initiatives.