Ensombl Advice Australia

This week, Peita is joined by Will Burkitt, Leader and Partner at Mercer. They take a deep dive into the Care & Living with Mercer (CaLM) service, how the idea came about, and how it can be used to support further confidence in the key moments of the aging journey. Care & Living with Mercer Website: https://www.mercersuper.com.au/retirement/care-and-living-with-mercer William Burkitt LinkedIn: https://www.linkedin.com/in/williamburkitt/ Curiosity Corner (Streamyard): https://streamyard.com/ Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/ A world of opportunity awaits you at Netwealth Investments Limited: https://ensombl.com/go/20230623 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/

Trish is a Certified Financial Planner at Fox & Hare Financial Advice. She returns to the podcast to talk with James about the degree of unconscious bias in business, and making the financial advice world a better place for women. Trish Gregory LinkedIn: https://www.linkedin.com/in/trish-gregory-finance/ Fox & Hare Website: https://foxandharewealth.com/ Discover intelliflo for yourself by visiting https://ensombl.com/go/20230622 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 of the Engine Room Unpacked, Andrew and Dean take a look back at the first five installments of the Engine Room podcast. They discuss their key takeaways and the core values shared by each of these practices. Coastal Advice Group Website: https://coastaladvicegroup.com.au/ Boutique Advisers Website: https://boutiqueadvisers.com.au/ Sufficient Funds Website: https://sufficientfunds.com.au/ Peoplogica Wesbite: https://www.peoplogica.com/ Wealth Logic Website: https://www.wealthdynamics.com/ Verse Wealth Website: https://www.versewealth.com.au/ EJM Website: https://www.ejm.com.au/ Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/20230620 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 inflation data, US PPI data, Australian employment data, NZ GDP data, CSL, AGL, XERO, Dominos, and Macquarie Telecom. This podcast is moving to Milford's new podcast channel OnTrack with Milford. Head over to https://ensombl.com/go/20230619 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/

This week, Peita talks with Yul Hardick, COO at REVEX. They discuss where REVEX fits into the advice tech space, and how the revenue management software provides technology efficient solutions to advisors. REVEX Website: https://revex.net.au/ Yul Hardick LinkedIn: https://www.linkedin.com/in/yulhardick/ Curiosity Corner (1 Pixel Wealth): https://mkorostoff.github.io/1-pixel-wealth/ Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/ A world of opportunity awaits you at Netwealth Investments Limited: https://ensombl.com/go/20230616 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 sits down with Julian Manning and Joel Gleeson from First Financial. They discuss establishing careers in financial advice and the professional year. Julian Manning LinkedIn: https://www.linkedin.com/in/julian-manning-6360b71a0/ Joel Gleeson LinkedIn: https://www.linkedin.com/in/joel-gleeson-795436114/ First Financial Website: https://firstfinancial.com.au/ This episode is proudly sponsored by Capital Group. https://ensombl.com/go/20230615 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 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/