Ensombl Advice Australia

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/

Darren is the Director and Financial Life Planner at Align Financial. In 2016, Darren won the AFA Adviser of the Year award, and he talks about what he was doing in his practice to achieve that, along with how he's improved the business since then. Darren Johns LinkedIn: https://www.linkedin.com/in/darrenjohns/ Align Financial Website: https://alignfinancial.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/

This week we cover Alphabet, Microsoft and Amazon corporate earnings, Coles third quarter results, EML, and the US Personal Spending report. 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/

Jenny is the Founder of Sprout Education Group. She and Jess discuss how to practically improve financial literacy in the next generation, along with the need to improve the level of diversity that exists. Jenny Rolfe-Wallace LinkedIn: https://www.linkedin.com/in/jenny-rolfe-wallace-948268107/ Sprout Education Website: https://sprouteducation.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/

David is a Business Coach and the Founder and Lead Mentor for Abundance Global. He joins Ben to talk about delegating decision making to your leadership team to maximise focus in your practice. David Dugan LinkedIn: https://www.linkedin.com/in/david-dugan-business-coach-mentor-brisbane/ Abundance Global Website: https://www.abundance.global/ 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/

This week we cover the Chinese economy expansion, the German Producer Price Index, the RBA minutes, NTD, Ramsay Health Care and Netflix. 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/

Joris, also known as "The Plateau Hacker", is a Speaker, Trainer and Mentor. He and Jess talk about how to improve our performance, our teams and ourselves, and why values and missions are not "nice-to-haves", but "must-haves". Joris Cuesta LinkedIn: https://www.linkedin.com/in/joriscuesta/ Joris Cuesta Website: https://www.joriscuesta.com/ 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/