Ensombl Advice Australia

Ensombl
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Jun 29, 2022 • 47min

#322 Craig Boss

Craig is a Risk Adviser at Steadfast Life. He shares his personal mental health journey, and discusses destigmatising mental health. Craig Boss LinkedIn: https://www.linkedin.com/in/craig-boss-%E2%9C%94-85817b16/ Steadfast Life Website: https://www.steadfastlife.com.au/ Find out more about Challenger and our expanded product range http://www.challenger.com.au/adviser/income-for-life 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/
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Jun 27, 2022 • 34min

#321 John Cachia

John is the Founder and Strategic Wealth Adviser at AFA Group Wealth. He chats with Ben about starting his own practice at the age of twenty, and the journey of how the business has grown and evolved over the years. John Cachia XY: https://www1.xyadviser.com/members/2400932 John Cachia LinkedIn: https://www.linkedin.com/in/johncachia-moneywealthadviser/ AFA Group Wealth Website: https://www.afagroupwealth.com.au/ Find out more about Challenger and our expanded product range http://www.challenger.com.au/adviser/income-for-life 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/
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Jun 26, 2022 • 4min

27 JUN 2022 - Monday Market Highlights

This week we cover the June Manufacturing PMI, US Services PMI, UK CPI, Qantas, and Cooper Energy. This market highlight is proudly brought to 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/
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Jun 22, 2022 • 47min

#320 Adam Crabbe

Adam is a Risk Strategy Specialist at Zurich. He and Jess discuss how advisers can help clients when unexpected incidents occur in their lives, and how training staff in handling conversations around these events can help even further.  Adam Crabbe LinkedIn: https://www.linkedin.com/in/adamcrabbe/ Zurich Website: https://www.zurich.com.au/ Find out more about Challenger and our expanded product range http://www.challenger.com.au/adviser/income-for-life 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/
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Jun 20, 2022 • 27min

#319 Nathan Fradley

Nathan is a Senior Adviser at Tribeca Financial, Director at Ethos Australia, and the Founder and Chair of the XY Adviser Ethics Committee. He talks about his recent merger with Tribeca Financial, and his work with developing the Ethos platform. Nathan Fradley XY: https://www1.xyadviser.com/members/2345594 Nathan Fradley LinkedIn: https://www.linkedin.com/in/nathan-fradley-fchfp-88a8502a/ Tribeca Financial Website: https://www.tribecafinancial.com.au/ Ethos Australia Website: https://www.ethosesg.com/ Find out more about Challenger and our expanded product range http://www.challenger.com.au/adviser/income-for-life 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/
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Jun 19, 2022 • 5min

20 JUN 2022 - Monday Market Highlights

This week we cover the increasing impacts of inflation, the US Federal Reserve's interest rates raise, the European Central Bank's emergency meeting, and the Australian Fair Work Commission's annual minimum wage decision. This market highlight is proudly brought to 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/
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Jun 15, 2022 • 59min

#318 Mitchell Ramsbotham

Mitchell is the Group General Manager at Coastal Advice Group. He joins Jess to talk about creating a balanced "score card" for staff, and how advisers can attract the right clients through marketing. Mitchell Ramsbotham LinkedIn: https://www.linkedin.com/in/mitchell-ramsbotham-04122812/ Central Coast Financial Planning Group Website: https://www.centralcoastfpg.com.au/ Find out more about Challenger and our expanded product range http://www.challenger.com.au/adviser/income-for-life 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/
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Jun 13, 2022 • 36min

#317 Deline Jacovides

Deline is the Founder and Financial Planner at Mazi Wealth. She talks to Ben about starting Mazi Wealth, and they discuss the processes that make you more efficient. Deline Jacovides XY: https://www1.xyadviser.com/members/3269093 Deline Jacovides LinkedIn: https://www.linkedin.com/in/delinejacovides/ Mazi Wealth Website: https://maziwealth.com.au/ AFA XY Group: https://www1.xyadviser.com/courses/7027498/about Find out more about Challenger and our expanded product range http://www.challenger.com.au/adviser/income-for-life 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/
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Jun 12, 2022 • 4min

13 JUN 2022 - Monday Market Highlights

This week we cover the RBA, The European Central Bank, US Inflation, AGL, and Atlas Arteria. This market highlight is proudly brought to 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/
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Jun 8, 2022 • 57min

#316 Captain FI

Captain FI is a Retired Aussie Pilot and the Host of CaptainFI Blog and the Financial Independence Podcast. He and Jess chat about the concept of FIRE (Financial Independence Retire Early), and what it takes to retire at a young age. Captain FI Website: https://captainfi.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/

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