Ensombl Advice Australia

Eric is an Author, Certified Professional Retirement Coach and Founder of Retire With Possibilities. He and Vince round out the series by talking about Professional Retirement Coaching and how it relates to financial advice. Eric J. Weigel LinkedIn: https://www.linkedin.com/in/ejweigel/ Retire With Possibilities Website: https://www.retirewithpossibilities.com/ To find out more about Generation Life’s market leading innovations in tax effective investment and retirement solutions visit https://genlife.com.au/ Join the Ensombl platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://www.ensombl.com/ General Disclaimer – https://www.xyadviser.com/disclaimer/

Phil is the Financial Adviser and Founder at Skye Wealth. He joins Ben to discuss the challenges of rolling out an insurance-only solution, and the steps he's taken to build and strengthen his team. Phil Thompson Website: https://www.linkedin.com/in/philjthommo/ Skye Financial Website: https://www.skye.com.au/ A world of opportunity awaits you at https://netwealth.com.au/woo Join the Ensombl platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://www.ensombl.com/ General Disclaimer – https://www.xyadviser.com/disclaimer/

This week we cover the Australian fourth quarter CPI data, US GDP data and the US core PCE index, ResMed, Origin Energy, and Tesla. This market highlight is proudly brought to you by Milford https://milfordasset.com.au/ Join the Ensombl platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://www.ensombl.com/ General Disclaimer – https://www.xyadviser.com/disclaimer/

In this episode, Peita chats with Anthony Lyon, Founder at iComply2. They talk through the suite of integrated apps, and how they can be used to simplify the advice process and maintain compliance. icomply2 Website: https://www.icomply2.com.au/      Anthony Lyon LinkedIn: https://www.linkedin.com/in/anthony-lyon-2463446a    Curiosity Corner (Motion) website: https://www.usemotion.com/     Peita Diamantidis Linkedin: https://www.linkedin.com/in/peitamd/  A world of opportunity awaits you at https://netwealth.com.au/woo Join the Ensombl platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://ensombl.com/ General Disclaimer – https://www.xyadviser.com/disclaimer/

Chris is the CEO at Lydian Financial Services. He joins Clayton to chat about his journey into the advice industry, and how he became involved with home loans, property and mortgages. Chris Booth LinkedIn: https://www.linkedin.com/in/boothchris/ Lydian Website: https://lydian.com.au A world of opportunity awaits you at https://netwealth.com.au/woo Join the Ensombl platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://www.ensombl.com/ General Disclaimer – https://www.xyadviser.com/disclaimer/

Cara is the Director, Senior Financial Adviser and Wealth Coach at Bounce Financial. She and Ben talk about how her business has evolved over time, how she implemented cash flow management and strategy, and the importance of consistency in social media content. Cara Brett LinkedIn: https://www.linkedin.com/in/carabrett/ Bounce Financial Website: https://www.bouncefinancial.com.au/ A world of opportunity awaits you at https://netwealth.com.au/woo Join the Ensombl platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://www.ensombl.com/ General Disclaimer – https://www.xyadviser.com/disclaimer/

This week we cover Australian employment data, the Westpac consumer confidence index, the Bank of Japan, US PPI data, JB Hi-Fi, Viva, Ampol, Fisher and Paykel Healthcare, and Netwealth, PPS and HUB 24's quarterly flow results. This market highlight is proudly brought to you by Milford https://milfordasset.com.au/ Join the Ensombl platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://www.ensombl.com/ General Disclaimer – https://www.xyadviser.com/disclaimer/

This week, Peita is joined by Andrew Whelan, Chief Executive Officer at Dash Technology Group. They take a deep dive into the DASH platform and how it can be utilised to solve the biggest problems in your advice process. Dash Website: https://dash.com.au/     Andrew Whelan LinkedIn: https://www.linkedin.com/in/andrew-whelan-72270a3/    Curiosity Corner (Airgram) website: https://www.airgram.io/    Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/  A world of opportunity awaits you at https://netwealth.com.au/woo Join the Ensombl platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://ensombl.com/ General Disclaimer – https://www.xyadviser.com/disclaimer/

Cara is a Principal Wealth Adviser at The Wealth Designers. She and Ben talk through her advice journey, the biggest challenges along the way, and how to get the most out of your support team.  Cara Graham LinkedIn: https://www.linkedin.com/in/caragraham1/ The Wealth Designers Website: https://twd.com.au/ A world of opportunity awaits you at https://netwealth.com.au/woo Join the Ensombl platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://www.ensombl.com/ General Disclaimer – https://www.xyadviser.com/disclaimer/

This week we cover the US December CPI print, the Australian November CPI data, retail sales data, IAG, and Origin. This market highlight is proudly brought to you by Milford https://milfordasset.com.au/ Join the Ensombl platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://www.ensombl.com/ General Disclaimer – https://www.xyadviser.com/disclaimer/