Ensombl Advice Australia

Alex is a Partner at Moran Partners Financial Planning. He joins Brendon to talk about how advisers can implement their newly formed investment committees into their practice and advice process. Alex Hont LinkedIn: https://www.linkedin.com/in/alex-hont/ Moran Partners Website: https://www.moranfp.com.au/ To learn more about Mason Stevens Outsourced CIO capabilities, contact us: https://masonstevens.com.au/get-in-touch/ 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/

Greg is a Director and Independent Adviser at Allied Wealth. He and Brendon chat about the benefits advisers have experienced from having an investment committee and outline some of the challenges they have faced throughout their journey. Greg Barter LinkedIn: https://www.linkedin.com/in/greg-barter-6b5b4645 Allied Wealth Website: https://www.alliedwealth.com.au/ To learn more about Mason Stevens Outsourced CIO capabilities, contact us: https://masonstevens.com.au/get-in-touch/ 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, Brendon is joined once again by Jacqueline Fernley from Mason Stevens, and Gareth de Maid, Investment Director at BlueRock. They talk over the benefits of utilising an outsourced CIO and how by bringing in external expertise, the committee is able to take advantage of different investment perspectives and give advisers in the business their time back. Jacqueline Fernley LinkedIn: https://www.linkedin.com/in/jacqueline-fernley-cfa-cew-member-gaicd-2a8845b/ Mason Stevens Website: https://masonstevens.com.au/ Gareth de Maid LinkedIn: https://www.linkedin.com/in/gareth-de-maid-834b93106/ BlueRock Website: https://www.bluerock.com.au/ To learn more about Mason Stevens Outsourced CIO capabilities, contact us: https://masonstevens.com.au/get-in-touch/ 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 we cover the RBA cash rate decision, Australian employment data, the RBNZ’s interest rate decision, US July FOMC minutes, Walmart, Carsales, Seek, and Contact Energy. This podcast is moving to Milford’s new podcast channel OnTrack with Milford. Head over to https://podcasts.apple.com/nz/podcast/ontrack-with-milford/id1682163597 and subscribe so you don’t miss any episodes. 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 Bianca Hartge-Hazelman, CEO at Financy. They discuss the Financy Impacter app, and how it can be used to increase business productivity, employee wellness and retention, and ensure diversity and inclusion. Impacter Website: https://financy.com.au/impacter/ Bianca Hartge-Hazelman LinkedIn: https://www.linkedin.com/in/biancahhfinancy         Curiosity Corner (Futurepedia): https://www.futurepedia.io/       Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/  A world of opportunity awaits you at Netwealth Investments Limited: https://ensombl.com/go/20230818 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/

Steve is the Managing Director at Link Wealth Group. He and James talk about how his business went from just himself to now a team of about fifty, the adviser training academy they have built, and their social media marketing activities. Steve Sloane LinkedIn: https://www.linkedin.com/in/stevesloanefinadviser/ Link Wealth Group Website: https://www.linkwealth.com.au/ Discover intelliflo for yourself by visiting https://ensombl.com/go/20230817 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/

Gil is the Managing Director at RI Newcastle & Lower Hunter and Estate Planning For Life. He and Andrew chat about the genesis of his business, where the advice industry is going in the future, and why he decided to write his book on estate planning. Gil Gordon LinkedIn: https://www.linkedin.com/in/gordongil/ RI Advice Website: https://rilowerhunter.com.au/ Estate Planning For Life Website: https://estateplanningforlife.com.au/ "The Bugger Went and Died on Me" Book: https://www.rilowerhunter.com.au/_medias/19e875e4-3842-425a-b718-8237e3f46080/the+bugger+went+and+died-eBook.pdf Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/20230815 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 we cover US CPI data, Australian Reporting Season, Estia Health and Bain Capital, Invocare and TPG Private Equity. This podcast is moving to Milford’s new podcast channel OnTrack with Milford. Head over to https://podcasts.apple.com/nz/podcast/ontrack-with-milford/id1682163597 and subscribe so you don’t miss any episodes. 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 reflects on the podcast journey so far and shares some of the biggest advicetech insights she's picked up along the way. You can send your AdviceTech questions and feedback to: https://www.speakpipe.com/PeitaD Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/ A world of opportunity awaits you at Netwealth Investments Limited: https://ensombl.com/go/20230811 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 chats with Jonathan Mannion, Senior Financial Adviser and Founder at Sandringham Wealth. They discuss his advice process and how he's managed to structure a sustainable one-advisor business. Jonathan Mannion LinkedIn: https://www.linkedin.com/in/jonathonmannion/ Sandringham Wealth Website: https://www.sandringhamwealth.com.au/ Discover intelliflo for yourself by visiting https://ensombl.com/go/20230810 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/