Ensombl Advice Australia

In this episode, Peita is joined by Charlie Westerman, Co-Founder & CEO of Personr. They talk about how Personr uses AI technology to simplify identity verification for businesses and individuals, while remaining secure and compliant. Personr Website: https://www.personr.co/ Charlie Westerman: https://www.linkedin.com/in/charlie-westerman/ Curiosity Corner (Wonderplan ): https://wonderplan.ai/ Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/ A world of opportunity awaits you at Netwealth Investments Limited: https://ensombl.com/go/20231208 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/

Aaron is a Financial Planner and Mortgage Broker at EK Financial Group. He and James talk about EK Financial Group's evolution to a fee-for-service model, emphasising the value of financial advice, holistic wealth management, and networking benefits, including the Top of the Table conference for top-performing advisors. Aaron Kane LinkedIn: https://www.linkedin.com/in/aaron-kane-58a94744/ EK Financial Group Website: https://ekfinancialgroup.com.au/ Join the North Retirement Space on Ensombl. https://ensombl.com/go/20231207 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/

Bree is the General Manager at Blueprint Wealth. She and Andrew discuss how she's grown her practice over twenty-two years through defining roles, nurturing staff, and focusing on how to best serve their clients. Bree Stevens LinkedIn: https://www.linkedin.com/in/bree-stevens-78969b34/ Blueprint Wealth Website: https://www.bpwealth.com.au/ Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/20231205 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/

Mason Stevens' CIO Jacqui Fernley joins Jody Fitzgerald from Morningstar and host James Whelan to take a practical look at investment committees. As the investing environment becomes more complex, and the demands on advisors increase, there is a growing appreciation of how investment committees can deliver stronger governance, access to broader investment expertise, and ultimately, better client outcomes. Jody Fitzgerald LinkedIn: https://www.linkedin.com/in/jody-fitzgerald/ Jacqueline Fernley LinkedIn: https://www.linkedin.com/in/jacqueline-fernley-cfa-cew-member-gaicd-2a8845b/ James Whelan LinkedIn: https://www.linkedin.com/in/james-whelan-68146036/ Morningstar: Empowering Investor Success. https://ensombl.com/go/1-20231204 To learn more about Mason Stevens Outsourced CIO services, contact us: https://ensombl.com/go/2-20231204 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 to Mickael Roger, Co-Founder and Co-CEO at PropHero. They explore the property investment platform and its features, and how PropHero uses data and AI to help clients invest in property, while also working with financial advisors to provide their clients with transparent property investment solutions. PropHero Website: https://prophero.com.au/ Mickael Roger LinkedIn: https://www.linkedin.com/in/mickaelyroger/ Curiosity Corner (Famewall): https://famewall.io/ Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/ A world of opportunity awaits you at Netwealth Investments Limited: https://ensombl.com/go/20231201 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/

Billy is a Financial Adviser at Link Wealth Group. They talk about social media marketing, and how he managed to spent three back-to-back ski season's overseas while contract paraplanning. Billy Norman LinkedIn: https://www.linkedin.com/in/billynormanfp/ Link Wealth Group Website: https://www.linkwealth.com.au/ Join the North Retirement Space on Ensombl. https://ensombl.com/go/20231130 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, Sacha is joined by Anita Muecke, Owner of AVA Insurance Consulting Group. They discuss setting up an insurance policy for success through getting comfortable with difficult medical conversations, managing client expectations throughout the process, and by finding the value in the insurance policy over its lifetime. Anita Muecke LinkedIn: https://www.linkedin.com/in/anitamuecke/ AVA Insurance Consulting Group Website: https://avaicg.com.au/ Sacha Loutkovsky LinkedIn: https://www.linkedin.com/in/sachaloutkovsky/ To learn more about how TAL can support your business, please visit https://ensombl.com/go/20231129 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/

Hayden is an Investment and Personal Insurance Adviser at Poole and Partners Investment Services. He and Sacha talk about how to ensure a client's insurance policy remains in force, given the cost of living pressures and increasing insurance premiums. Hayden White LinkedIn: https://www.linkedin.com/in/haydenwhite/ Poole and Partners Website: https://pooleandpartners.com.au/ Sacha Loutkovsky LinkedIn: https://www.linkedin.com/in/sachaloutkovsky/ To learn more about how TAL can support your business, please visit https://ensombl.com/go/20231129 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, Sacha is joined by Alex Braun, Principal and Owner of Halstead Financial Services, and Andrew Morrison, General Manager of Retail Sales at TAL Australia. They discuss using the claims experience to differentiate your client experience, including developing a clear claim process, and by maintaining positive communication with your clients. Alex Braun LinkedIn: https://www.linkedin.com/in/abraunlifeinsurancespecialist/ Halstead Financial Services Website: https://halsteadfs.com.au/ Andrew Morrison LinkedIn: https://www.linkedin.com/in/andrew-morrison-060482a/ Sacha Loutkovsky LinkedIn: https://www.linkedin.com/in/sachaloutkovsky/ To learn more about how TAL can support your business, please visit https://ensombl.com/go/20231129 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 installment, Sacha talks with Glenn Baird, Head of Mental Health at TAL Australia. They talk about mental health and well-being in the workplace, how advisors can manage their own mental health, and how they can help their clients in the event of a claim or stressful circumstance. Glenn Baird LinkedIn: https://www.linkedin.com/in/glenn-baird-1781a181/ TAL Australia Website: https://www.tal.com.au/ Sacha Loutkovsky LinkedIn: https://www.linkedin.com/in/sachaloutkovsky/ To learn more about how TAL can support your business, please visit https://ensombl.com/go/20231129 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/