Ensombl Advice Australia

Molly is the Founder of Ladies Finance Club. She and Jess talk about the community she's created, how we can work better together, and some of the learnings around how to engage women in the advice journey. Molly Benjamin LinkedIn: https://www.linkedin.com/in/mollybenjamin/ Ladies Finance Club Website: https://www.ladiesfinanceclub.com/ Starling Gender Representation Report: https://www.starlingbank.com/docs/reports-research/StarlingGenderRepresentationReport.pdf 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/

Liam is a Director, SMSF Specialist Adviser and Financial Planner at Verante Financial Planning. He and Ben talk about why he settled on the SMSF niche, and what the biggest shifts and growth drivers have been in his business. Liam Shorte XY: https://www1.xyadviser.com/members/2231871 Liam Short LinkedIn: https://www.linkedin.com/in/liamshorte/ Verante Website: https://www.verante.com.au/ SMSF Coach Website: https://smsfcoach.com.au/ To find out more about Plutosoft, book a demo on our website at https://www.plutosoft.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 US and China retail Sales data, the RBA minutes, Australian unemployment data, Ramsay Health Care and Aristocrat. 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/

Annie is an author, End of Life Educator and Funeral Celebrant at Annie Bolitho and Associates. She and Jess discuss end of life, and how to approach important conversations around death. Annie Bolitho LinkedIn: https://www.linkedin.com/in/anniebolitho/ Annie Bolitho Website: https://www.anniebolitho.com.au/ To find out more about Plutosoft, book a demo on our website at https://www.plutosoft.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/

Troy is Chief Executive of The Wealth Designers. He joins Ben to discuss the value-based business model and client engagement process he developed for The Wealth Designers, and how it's evolved into what it is today. Troy MacMillan LinkedIn: https://www.linkedin.com/in/troymacmillan/ The Wealth Designers Website: https://twd.com.au/ Troy MacMillan Website: https://troymacmillan.com/ To find out more about Plutosoft, book a demo on our website at https://www.plutosoft.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 Inflation print, US PPI Data, the Terra/Luna Collapse, Viva Energy and TPG Telecom.  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/

Lacey is an Author and a Founder and Director at Money School. She and Jess talk about how she became financially independent, how to enrich client conversations, and why the idea of traditional retirement is too narrow. Lacey Filipich LinkedIn: https://www.linkedin.com/in/laceyjfilipich/ Money School Website: https://www.moneyschool.org.au/ To find out more about Plutosoft, book a demo on our website at https://www.plutosoft.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/

Josh is a Director at Prosper Advisory. He and Ben talk about building a service solution and client engagement process, and how it's evolved over the years. Josh Pennell LinkedIn: https://www.linkedin.com/in/joshpennellfinancialadvice/ Prosper Advisory Website: https://www.prosperadvisory.com.au/ To find out more about Plutosoft, book a demo on our website at https://www.plutosoft.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 recent Central Bank meetings, the Macquarie Australian conference, Woolworths and Virgin Money.  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/

Jo is the Owner and Financial Adviser at Insurance Advisory Service and a Co-Founder at Coach4U. She and Jess chat about how she has managed to successfully balance her business and personal life. Jo Brassett LinkedIn: https://www.linkedin.com/in/jobrassettinsuranceadvice/ IAS Website: https://www.insuranceadvisoryservice.com.au/ Coach4U Website: https://www.coach4u.com.au/ For more information about Futurity visit http://www.futurityinvest.com.au/financial-adviser  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/