Ensombl Advice Australia

Conaill is the Founder of What If Advice, the Managing Director of Cobalt Advisers and Beryllium Advisers, and the Director and Shadow GM at The Adviser Games. He and James discuss his licensing business and financial advice business, and how he wanted to challenge the standard PD Day by creating The Adviser Games. Conaill Keniry LinkedIn: https://www.linkedin.com/in/conaill-keniry-b8022a14/ The Adviser Games Website: https://www.theadvisergames.com.au/ Discover how HOPE Housing is reshaping the property investment landscape and making a difference at https://ensombl.com/go/20231102 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/

Angie is the Director and General Manager at CBD Advisory. She and Andrew talk about how she got started in the financial planning world, how she's grown the business since starting out, along with leadership, empowerment, and collaboration to build a stronger team. Angie Menendez LinkedIn: https://www.linkedin.com/in/angie-menendez-12644427/ CBD Advisory Website: https://www.cbdadvisory.com.au/ ASVW Financial Services: https://asvwfs.com.au/ Real Business Matters: https://realbusinessmatters.com.au/ One Minute Manager: https://www.amazon.com.au/Minute-Manager-Kenneth-Blanchard-Ph-D/dp/074350917X Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/20231031 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, Peita is joined by Ray and Daniel Tubman from HeirWealth. They take a deep dive into the wealth management platform for families and how it can be used to simplify organising family assets and information. HeirWealth Website: https://www.heirwealth.com/ Ray Tubman LinkedIn: https://www.linkedin.com/in/ray-tubman-550aab6/ Daniel Tubman LinkedIn: https://www.linkedin.com/in/daniel-tubman-2a190a193 Curiosity Corner (Forgotify): https://forgotify.com/ Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/ A world of opportunity awaits you at Netwealth Investments Limited: https://ensombl.com/go/20231027 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/

Lionel is the Founder and Principal of Purpose Planning. He joins James to chat about how he went from football to financial advice, why he believes in-person conversations are more effective than virtual, and the strategies he uses to create greater efficiency in his practice. Lionel O'Mally LinkedIn: https://www.linkedin.com/in/lionelomally/ Purpose Planning Website: https://www.purposeplanning.com.au/ Discover how HOPE Housing is reshaping the property investment landscape and making a difference at https://ensombl.com/go/20231026 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 talks with David Haintz, Partner at Merchant Investment Management and Principal at Global Adviser Alpha. They discuss his career in financial planning, the Merchant Group's approach to partnering with advice practices, and his vision for continued growth in the Australian financial advice industry. David Haintz LinkedIn: https://www.linkedin.com/in/davidhaintz/ Merchant Website: https://www.merchantim.com/ Global Adviser Alpha Website: https://www.globaladviseralpha.com/ Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/20231024 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/

Host James Whelan talks all things infrastructure with Morningstar's Bianca Rose, and Charles Hamieh from ClearBridge Investments. In this lively and engaging conversation, our experts explore different types of infrastructure, its performance characteristics across different economic and political cycles, and the options for accessing investable infrastructure. Bianca Rose LinkedIn: https://www.linkedin.com/in/bianca-rose/ Charles Hamieh LinkedIn: https://www.linkedin.com/in/charles-hamieh-9b777619/ James Whelan LinkedIn: https://www.linkedin.com/in/james-whelan-68146036/ Morningstar: Empowering Investor Success. https://ensombl.com/go/1-20231023 For more information on ClearBridge Investments contact our team here https://ensombl.com/go/2-20231023 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, Peita talks with Vincent Holland, Head of Sales and Business Development of Plutosoft. He gives an update on how the Plutosoft tool has evolved over the previous year, including new features and what's planned for the near future. Plutosoft Website: https://www.plutosoft.com.au/ Vincent Holland LinkedIn: https://www.linkedin.com/in/vincent-holland-6b50ab62/ Original Plutosoft episode: https://ensombl.com/podcasts/advicetech2/ Curiosity Corner (Data GIF Maker) website: https://datagifmaker.withgoogle.com/ Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/ A world of opportunity awaits you at Netwealth Investments Limited: https://ensombl.com/go/20231020 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/

Chris is the Director, a Retirement Planner and Financial Advisor at CY Financial Advice. He and Clayton chat about the Certified Independent Financial Advisers Association (CIFAA), trends and the benefits of self-licensing and the growth of individually licensed advisor, and the common barriers that prevent advisors from becoming independent. Chris Young LinkedIn: https://www.linkedin.com/in/chrisyoungcyfa/ CY Financial Advice Website: https://cyfinancialadvice.com.au/ CIFAA Website: https://cifaa.asn.au/ Discover how HOPE Housing is reshaping the property investment landscape and making a difference at https://ensombl.com/go/20231019 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 installment, Ryan speaks to Amie Baker, Director, Financial Adviser and Certified Money Coach at Rekab Advice and Centsability. They discuss the importance of financial wellness and managing client expectations, and the role advisors have in facilitating this. Amie Baker LinkedIn: https://www.linkedin.com/in/amie-baker-10975828/ Rekab Advice Website: https://rekabadvice.com.au/ Centsability Website: https://centsability.net.au/ Ryan Watson LinkedIn: https://www.linkedin.com/in/r-watson/ Vivo by MLC Life Insurance - Supporting you and your clients through life's journey. Visit https://ensombl.com/go/20231018 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, Ryan is joined by Harry and Tristan from Purpose Advisory. They talk about how mental health interlinked with physical and financial health, and how advisors can identify when a client may be struggling. Harry Goldberg LinkedIn: https://www.linkedin.com/in/harry-goldberg/ Tristan Scifo LinkedIn: https://www.linkedin.com/in/tristanscifo/ Purpose Advisory Website: https://purposeadvisory.com.au/ Ryan Watson LinkedIn: https://www.linkedin.com/in/r-watson/ Vivo by MLC Life Insurance - Supporting you and your clients through life's journey. Visit https://ensombl.com/go/20231018 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/