Ensombl Advice Australia

Hugh is the Managing Director and Senior Financial Adviser at Centaur Financial Services. He joins Andrew to discuss building Centaur Financial Services into the practice that it is today, with a focus on client experience through developing a strong culture and team. Hugh Robertson LinkedIn: https://www.linkedin.com/in/hughrobertsoncfp/ Centaur Financial Services Website: https://centaurfinancial.com.au/ "The Flywheel Effect": https://www.jimcollins.com/concepts/the-flywheel.html "Mastering the Rockefeller Habits": https://scalingup.com/book-mrh/ "The 7 Habits of Highly Effective People": https://www.franklincovey.com/the-7-habits/ Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/20231010 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 Siniakov from Franklin Templeton joins Matt Wacher from Morningstar and host James Whelan to explore the renaissance of Fixed Income. After a horror year in the face of successive interest rises, Fixed Income is primed to bounce back as the bedrock of many portfolios and strategies, but an expert hand is still needed to sort the heroes from the villains. Matt Wacher LinkedIn: https://www.linkedin.com/in/mattwacher/ Chris Siniakov LinkedIn: https://www.linkedin.com/in/chris-siniakov-8a371823/ James Whelan LinkedIn: https://www.linkedin.com/in/james-whelan-68146036/ Morningstar: Empowering Investor Success. https://ensombl.com/go/1-20231009 Learn more about Franklin Templeton by visiting our website or connecting with our team: https://ensombl.com/go/2-20231009 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 Katie Cirjak, Head of Client Engagement and Back-Office Solutions at Scale Up Paraplanning. They discuss utilising Word and Excel as a powerful tool to automate workflows and streamline work processes. Scale Up Paraplanning Website: https://scaleupparaplanning.com.au/ Katie Cirjak: https://www.linkedin.com/in/katie-cirjak/ Curiosity Corner (Pi): https://pi.ai/talk Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/ A world of opportunity awaits you at Netwealth Investments Limited: https://ensombl.com/go/20231006 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/

Rich is a Principal at Peloton Partners. He and James discuss pricing models for financial advice, including ongoing solutions and structured approaches. Rich Abbey LinkedIn: https://www.linkedin.com/in/abbeyrichard/ Peloton Partners Website: https://www.pelotonpartners.com.au/ Pricing Advice Document: https://app.ensombl.com/posts/resources-pricing-advice Discover how HOPE Housing is reshaping the property investment landscape and making a difference at https://ensombl.com/go/20231005 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, Jamie McIntyre speaks with Jenny Brown, CEO and Founder of JBS Financial Strategists. They discuss the major causes of stress leading into and during retirement: loss of income certainty, loss of purpose, client emotions and how advisors can help during this transition. Jenny Brown LinkedIn: https://www.linkedin.com/in/jennybrownjbs/ JBS Financial Website: https://jbsfinancial.com.au/ Jamie McIntyre LinkedIn: https://www.linkedin.com/in/jamiemcintyre1/ With Allianz Retire+, it all adds up to certainty. Visit https://ensombl.com/go/20231004 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, Jamie talks with James Wortley, Founder of Enlightened Financial Solutions & Video Advice in Australia, and Founding Shareholder of Lumiant. They chat about behavioural biases and how they can impact retirement, the role of the advisor in identifying biases and overcoming them, and tailoring advice to clients with these biases. James Wortley LinkedIn: https://www.linkedin.com/in/james-wortley73/ Enlightened Financial Solutions Website: https://www.efsmackay.com.au/ Jamie McIntyre LinkedIn: https://www.linkedin.com/in/jamiemcintyre1/ With Allianz Retire+, it all adds up to certainty. Visit https://ensombl.com/go/20231004 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, Jamie is joined by Liam Shorte, Managing Director, SMSF Specialist Advisor and Financial Planner at Sonas Wealth. They discuss their experiences when helping clients transition into retirement, figuring out what's most important to them, and ways they've helped them find a new purpose in retirement. Liam Shorte LinkedIn: https://www.linkedin.com/in/liamshorte/ Sonas Wealth Website: https://www.sonaswealth.com.au/ The SMSF Coach Website: https://smsfcoach.com.au/ Jamie McIntyre LinkedIn: https://www.linkedin.com/in/jamiemcintyre1/ With Allianz Retire+, it all adds up to certainty. Visit https://ensombl.com/go/20231004 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, Jamie talks to Natalie Philips, NSW State Manager at Allianz Retire+. They talk about the impact that advisors can have by providing certainty in retirement, helping to shape their future outlook and mental wellbeing. Natalie Philips LinkedIn: https://www.linkedin.com/in/natalie-philips-782aa177/ Allianz Retire+ Website: https://www.allianzretireplus.com.au/ Jamie McIntyre LinkedIn: https://www.linkedin.com/in/jamiemcintyre1/ With Allianz Retire+, it all adds up to certainty. Visit https://ensombl.com/go/20231004 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/

Drew is a Partner and Co-CEO of MBS Insurance. He and Andrew cover the ins and outs of his practice operations, his workplace philosophy, and vision for the life insurance industry. Drew Burden LinkedIn: https://www.linkedin.com/in/drew-burden-137b218/ MBS Insurance Website: https://mbsinsurance.com.au/ Visit The Adviser Portal and partner with Zurich and OnePath today: https://www2.xyadviser.com/fshcwt 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 Tom Culver, Founder and CEO at Oko Adviser. They discuss the features of the Oko tool and how it helps financial advisors and their clients assess sustainability values and integrate them into the investment process. Oko Adviser discount code: Ensombl10 Oko Adviser Website: https://www.okoadviser.com/ Tom Culver: https://www.linkedin.com/in/tomculver1 Curiosity Corner (McCrindle): https://mccrindle.com.au/ Peita Diamantidis Linkedin: https://www.linkedin.com/in/peitamd/ A world of opportunity awaits you at Netwealth Investments Limited: https://ensombl.com/go/20230929 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/