Ensombl Advice Australia

Daniel is a Financial Adviser and Head of Operations at Verse Wealth. He joins Fraser to chat about his Financial Advice journey and the benefits and importance of client focused service. Daniel Donovan LinkedIn: https://www.linkedin.com/in/danieldonovan09/ Verse Wealth Website: https://www.versewealth.com.au/ MetLife. Life, inspired by you. For more information, speak to your local BDM or visit https://www.metlife.com.au/ Join the XY platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://www.xyadviser.com/ General Disclaimer – https://www.xyadviser.com/disclaimer/

Gianna is a Financial Planner and Business Owner under Fitzpatricks Private Wealth. She and Ben chat about how she created the ideal work-life balance in her business, and the benefits that Life Goals and Money Coaching can offer clients. Gianna Thomson LinkedIn: https://www.linkedin.com/in/giannathomson/ Gianna Thomson Website: https://www.giannathomson.com.au/ Fitzpatricks Private Wealth: https://fitz.com.au/adviser/gianna-thomson-salvestro/ MetLife. Life, inspired by you. For more information, speak to your local BDM or visit https://www.metlife.com.au/ Join the XY platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://www.xyadviser.com/ General Disclaimer – https://www.xyadviser.com/disclaimer/

This week we cover the US July CPI print, the US Producer Price index, Australian reporting season, CBA, Telstra, and BHP. This market highlight is proudly brought to you by Milford https://milfordasset.com.au/ Join the XY platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://www.xyadviser.com/ General Disclaimer – https://www.xyadviser.com/disclaimer/

Outside of hosting the XY Adviser Post, Jess is a Co-Founder and Financial Adviser at Fox & Hare Financial Advice. After five years of running her own business, she reflects on the elements that worked along with the mistakes she's learned from. Jess Brady XY: https://www1.xyadviser.com/members/2416358 Jess Brady LinkedIn: https://www.linkedin.com/in/jessica-brady-21165812/ Fox & Hare Website: https://foxandharewealth.com/ MetLife. Life, inspired by you. For more information, speak to your local BDM or visit https://www.metlife.com.au/ Join the XY platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://www.xyadviser.com/ General Disclaimer – https://www.xyadviser.com/disclaimer/

Steve is the Principal and Owner at Ascent Wealth Management and an AFA Board Chair. He chats with Ben about what's changed and developed in his practice over the last fourteen years, and the steps he's taken to future-proof the business. Steve Nielsen LinkedIn: https://www.linkedin.com/in/stevenielsenascentwm/ Ascent Wealth Management Website: https://www.ascentwm.com.au/ For more information on Perpetual, reach out to our team or follow us on LinkedIn https://www.perpetual.com.au/ Join the XY platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://www.xyadviser.com/ General Disclaimer – https://www.xyadviser.com/disclaimer/

This week we cover the RBA's cash rate target rise, US Non-Farm Payroll data, IFM, Orica, and rising inflation. This market highlight is proudly brought to you by Milford https://milfordasset.com.au/ Join the XY platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://www.xyadviser.com/ General Disclaimer – https://www.xyadviser.com/disclaimer/

Kevin is the Executive Director of Product at DASH Technology Group. He sits down with Clayton to talk all things Advice Tech, including what advisers are looking for in the Advice Tech they use, and where it might be headed in the future. Kevin Liao LinkedIn: https://www.linkedin.com/in/liaokevin/ DASH Website: https://dash.com.au/ For more information on Perpetual, reach out to our team or follow us on LinkedIn https://www.perpetual.com.au/ Join the XY platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://www.xyadviser.com/ General Disclaimer – https://www.xyadviser.com/disclaimer/

Michael is the Senior Financial Advisor at Better Financial Planning Australia, and host of "Sharing More than the Sheets". He and Ben chat about how he settled into his niche of working with couples and families, and how he build the right team to suit this niche. Michael Khouri XY: https://www1.xyadviser.com/members/2492418 Michael Khouri LinkedIn: https://www.linkedin.com/in/khourimichael/ Better Financial Planning Website: https://www.betterfinancialplanning.com.au/ Sharing More Than The Sheets Podcast: https://www.sharingmorethanthesheets.com.au/ For more information on Perpetual, reach out to our team or follow us on LinkedIn https://www.perpetual.com.au/ Join the XY platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://www.xyadviser.com/ General Disclaimer – https://www.xyadviser.com/disclaimer/

This week we cover Amazon, Walmart and Alphabet's reported second quarter earnings, Australian second quarter CPI, Fortescue, and Flight Centre. This market highlight is proudly brought to you by Milford https://milfordasset.com.au/ Join the XY platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://www.xyadviser.com/ General Disclaimer – https://www.xyadviser.com/disclaimer/

Dylan is the Director, Principal and Financial Adviser at Feel So Good Wealth Management. He catches up with Clayton to discuss running a "lifestyle" financial planning business, including the impact that COVID has had on the advice world.  Dylan Martin XY: https://www1.xyadviser.com/members/2210468 Dylan Martin LinkedIn: https://www.linkedin.com/in/dylanmartinfsgwm/ Feel So Good Wealth Management Website: https://www.fsgwm.com.au/ For more information on Perpetual, reach out to our team or follow us on LinkedIn https://www.perpetual.com.au/ Join the XY platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://www.xyadviser.com/ General Disclaimer – https://www.xyadviser.com/disclaimer/