Ensombl Advice Australia

Ange is the Founder of My Goal Squad. She joins Jess to talk about how to set achievable goals for your clients, your staff and yourself. Ange Ritchie LinkedIn: https://www.linkedin.com/in/angeritchie/ My Goal Squad Website: https://www.mygoalsquad.com/ 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/

Ash is the Head of Financial Advice at CareSuper. He and Ben chat about leveraging technology to enhance the client experience, balancing scalability with affordability, and the best approach to transition new advisers into the industry. Ash McAuliffe LinkedIn: https://www.linkedin.com/in/ashmcauliffe/ CareSuper Website: https://www.caresuper.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 potential 2023 recession, the July RBA meeting, the US Federal Reserve minutes, BWX Group, and TPG. 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/

Nikki is the Director and Financial Advisor at My Wealth Solutions 2. She talks about starting her advice career as a self-confessed introvert, and her journey to becoming a partner. Nikki Booth LinkedIn: https://www.linkedin.com/in/nikki-booth-6b3220b3/ My Wealth Solutions Website: https://mywealthsolutions.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/

Scott is the Director and Principal Financial Adviser at Griffin Financial Services. He and Ben chat about the growth and evolution of his business, and the lessons learned during that process. Scott Dawkins LinkedIn: https://www.linkedin.com/in/scott-dawkins-3a903932/ Griffin Financial Services Website: https://griffinfinancialservices.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 reflect on the year so far, and cover US personal income, The ISM manufacturing index, CAR, and Collins Foods FY22 results. 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/

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/

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/

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/

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/