Ensombl Advice Australia

This week Andrew speaks with Dr. Paul Moran and Alex Hont from Moran Partners Financial Planning. They discuss the inner workings of their practice, including the treatment and expectations of the client, the autonomy of their team, and their mantra of "turning chaos into calm". Dr. Paul Moran LinkedIn: https://www.linkedin.com/in/dr-paul-moran-cfp%C2%AE-ssa%E2%84%A2-9aa22117/ Alex Hont LinkedIn: https://www.linkedin.com/in/alex-hont/ Moran Partners Financial Planning Website: https://www.moranfp.com.au/ iFactFind Website: https://ifactfind.com.au/ Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/20230613 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 June RBA interest rate decision, Australian Q1 GDP growth, European Q1 GPD, the China inflation print, EBOS, Infratil, Auckland International Airport, and Baby Bunting. This podcast is moving to Milford’s new podcast channel OnTrack with Milford. Head over to https://ensombl.com/go/20230612 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 Chris Colman, Chief Technology Officer at Feezily. They take a deep dive into the revenue management tool, how it can be folded into your advice practice, and where they're headed in the future. Feezily Website: https://www.feezily.com/  Chris Colman LinkedIn: https://www.linkedin.com/in/chriscolman/   Curiosity Corner (SankeyArt): https://www.sankeyart.com/  Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/  A world of opportunity awaits you at Netwealth Investments Limited: https://ensombl.com/go/20230609 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/

David is the CEO and Managing Director at Advice Evolution. He joins James to talk about the processes and challenges of changing licensees. David Harris LinkedIn: https://www.linkedin.com/in/david-harris-83930b34/ Advice Evolution Website: https://www.adviceevolution.com.au/ This episode is proudly sponsored by Capital Group. https://ensombl.com/go/20230608 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 is joined by Brad Rogers, Financial Planner and Business Owner at WealthShore. They chat about how he got started in financial advice, how he maintains a culture of togetherness in his practice, and the importance of having a support network. Brad Rogers LinkedIn: https://www.linkedin.com/in/bradley-rogers-06808487/ WealthShore Website: https://www.wealthshore.com.au/ Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/20230606 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 global share market gains driven by US tech stocks, record-low market breadth, Australian CPI data, the US debt ceiling resolution, IDP Education's stock decline, Contact Energy, the Bank of Queensland, and the anticipation of the RBA meeting outcome. This podcast is moving to Milford’s new podcast channel OnTrack with Milford. Head over to https://ensombl.com/go/20230605 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 chats with Brandon Thompson, CEO at Yodal. They explore the tools and resources of the Estate Planning solution, and how they can be used to support your advice practice. Yodal Website: https://yodal.com.au/  Brandon Thompson LinkedIn: https://www.linkedin.com/in/bthompsongpa/  Curiosity Corner (Drawify): https://drawify.com/home     Peita Diamantidis Linkedin: https://www.linkedin.com/in/peitamd/  A world of opportunity awaits you at Netwealth Investments Limited: https://ensombl.com/go/20230602 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/

Paul is the Co-Founder and a Financial Adviser at True Direction Financial. He and Clayton discuss their view on the current state of financial planning as it becomes more complex, and where the industry is headed in the future. Paul Mann LinkedIn: https://www.linkedin.com/in/paul-mann/ True Direction Financial Website: https://www.truedirection.com.au/about-us This episode is proudly sponsored by Capital Group. https://ensombl.com/go/20230601 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, Andrew is joined by Paul Barrett, Co-Founder and Private Wealth Adviser at Absolute Wealth Advisors. They take a look at how his practice has evolved over the years, where they're headed in the future, and the people, values and culture aspects of the business. Paul Barrett Linkedin: https://www.linkedin.com/in/mrpaulbarrett/ Absolute Wealth Advisers Website: https://www.absolute.sydney/ Anganwadi Project Website: https://www.anganwadiproject.com/ B1G1 Website: https://b1g1.com/ AACP Website: https://www.collaborativeaustralia.com.au/ Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/20230530 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 US debt ceiling raise, the RBNZ interest rates rise, UK inflation, Australian retail sales data, US core PCE data, Nvidia, Universal, Webjet, and Fisher and Paykel Healthcare. This podcast is moving to Milford’s new podcast channel OnTrack with Milford. Head over to https://ensombl.com/go/20230529 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/