Ensombl Advice Australia

This week we cover US Federal Chair Jerome Powell, US Manufacturing PMIs, Telix pharmaceutical and Uniti Group. 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/

Trish is a Financial Planner at Fox & Hare Wealth and host of the MilSpouse Money podcast. She and Jess discuss parental leave policy, and how the advice industry could change to better support expecting advisers. Trish Gregory LinkedIn: https://www.linkedin.com/in/trish-gregory-finance/ Fox & Hare Wealth Website: https://foxandharewealth.com/ MilSpouse Money Podcast: https://podcasts.apple.com/au/podcast/milspouse-money/id1542016079 Brought to you by Zurich – When you recommend Zurich, you can do so with confidence. Visit https://www.zurich.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 Founder of Human to Human. He returns to the XY Podcast to talk about building a motivated, success-driven team for your practice. Michael Back XY: https://www1.xyadviser.com/members/2243422 Michael Back LinkedIn: https://www.linkedin.com/in/michaeljback/ Human to Human Website: https://humantohuman.com.au/ Brought to you by Zurich – When you recommend Zurich, you can do so with confidence. Visit https://www.zurich.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 FOMC, the continuing impacts of the Russian invasion of Ukraine, Chinese equity markets and Australian Employment Data. 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/

Lucinda is the Head Copywriter and Founder at Starr Studio. She and Jess chat all things copywriting, and how to use great copy to help create better businesses and better lives. Lucinda Starr LinkedIn: https://www.linkedin.com/in/lucindastarr/ Starr Studio Website: https://www.starrstudio.com.au/ Brought to you by Zurich – When you recommend Zurich, you can do so with confidence. Visit https://www.zurich.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/

In this first episode we explore the different "Behavioural Bias" in investment decisions, from recognising them to discussing them with your clients. To learn more about Innova and how we can support your business please visit http://www.innovaam.com.au/ Patricia Garcia Director and Financial Adviser at Your Vision Financial Solutions, Co-Founder of Integrate Finance. Patricia Garcia LinkedIn: https://www.linkedin.com/in/patriciagarciafinancialadviser/ Your Vision Financial Solutions Website: https://yourvisionfinancial.com.au/ Integrate Finance Website: https://integratefinance.com.au/ Dr. Katherine Hunt Lecturer in Financial PlanningLecturer in Financial Planning at Griffith University, Advisor at Little Phil. Dr. Katherine Hunt LinkedIn: https://www.linkedin.com/in/drkatherinehunt/ Griffith University Profile: https://experts.griffith.edu.au/8618-katherine-hunt Little Phil Website: https://www.littlephil.org/ David Bell Executive Director at The Conexus Institute David Bell LinkedIn: https://www.linkedin.com/in/david-bell-31406565/ The Conexus Institute Website: https://theconexusinstitute.org.au/ Dan Miles Managing Director & Co-Chief Investment Officer at Innova Asset Management Dan Miles LinkedIn: https://www.linkedin.com/in/dan-miles-b264358a/ Innova Asset Management Website: http://www.innovaam.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/

In this episode we cover Goals-Based Investing, from the adviser's discussions with clients to how fund managers can take on a goals-based approach. To learn more about Innova and how we can support your business please visit http://www.innovaam.com.au/ Patricia Garcia Director and Financial Adviser at Your Vision Financial Solutions, Co-Founder of Integrate Finance. Patricia Garcia LinkedIn: https://www.linkedin.com/in/patriciagarciafinancialadviser/ Your Vision Financial Solutions Website: https://yourvisionfinancial.com.au/ Integrate Finance Website: https://integratefinance.com.au/ Dr. Katherine Hunt Lecturer in Financial PlanningLecturer in Financial Planning at Griffith University, Advisor at Little Phil. Dr. Katherine Hunt LinkedIn: https://www.linkedin.com/in/drkatherinehunt/ Griffith University Profile: https://experts.griffith.edu.au/8618-katherine-hunt Little Phil Website: https://www.littlephil.org/ David Bell Executive Director at The Conexus Institute David Bell LinkedIn: https://www.linkedin.com/in/david-bell-31406565/ The Conexus Institute Website: https://theconexusinstitute.org.au/ Dan Miles Managing Director & Co-Chief Investment Officer at Innova Asset Management Dan Miles LinkedIn: https://www.linkedin.com/in/dan-miles-b264358a/ Innova Asset Management Website: http://www.innovaam.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/

In this third instalment we tackle values-based decision making, from understanding what motivates your client's actions and behaviours to finding investments that reflect your client's goals and values. To learn more about Innova and how we can support your business please visit http://www.innovaam.com.au/ Patricia Garcia Director and Financial Adviser at Your Vision Financial Solutions, Co-Founder of Integrate Finance. Patricia Garcia LinkedIn: https://www.linkedin.com/in/patriciagarciafinancialadviser/ Your Vision Financial Solutions Website: https://yourvisionfinancial.com.au/ Integrate Finance Website: https://integratefinance.com.au/ Dr. Katherine Hunt Lecturer in Financial PlanningLecturer in Financial Planning at Griffith University, Advisor at Little Phil. Dr. Katherine Hunt LinkedIn: https://www.linkedin.com/in/drkatherinehunt/ Griffith University Profile: https://experts.griffith.edu.au/8618-katherine-hunt Little Phil Website: https://www.littlephil.org/ David Bell Executive Director at The Conexus Institute David Bell LinkedIn: https://www.linkedin.com/in/david-bell-31406565/ The Conexus Institute Website: https://theconexusinstitute.org.au/ Dan Miles Managing Director & Co-Chief Investment Officer at Innova Asset Management Dan Miles LinkedIn: https://www.linkedin.com/in/dan-miles-b264358a/ Innova Asset Management Website: http://www.innovaam.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/

In this episode we discuss Risk Profiling and Advisers Investment Philosophy, including where we can start, and where we should stop. To learn more about Innova and how we can support your business please visit http://www.innovaam.com.au/ Patricia Garcia Director and Financial Adviser at Your Vision Financial Solutions, Co-Founder of Integrate Finance. Patricia Garcia LinkedIn: https://www.linkedin.com/in/patriciagarciafinancialadviser/ Your Vision Financial Solutions Website: https://yourvisionfinancial.com.au/ Integrate Finance Website: https://integratefinance.com.au/ Dr. Katherine Hunt Lecturer in Financial PlanningLecturer in Financial Planning at Griffith University, Advisor at Little Phil. Dr. Katherine Hunt LinkedIn: https://www.linkedin.com/in/drkatherinehunt/ Griffith University Profile: https://experts.griffith.edu.au/8618-katherine-hunt Little Phil Website: https://www.littlephil.org/ David Bell Executive Director at The Conexus Institute David Bell LinkedIn: https://www.linkedin.com/in/david-bell-31406565/ The Conexus Institute Website: https://theconexusinstitute.org.au/ Dan Miles Managing Director & Co-Chief Investment Officer at Innova Asset Management Dan Miles LinkedIn: https://www.linkedin.com/in/dan-miles-b264358a/ Innova Asset Management Website: http://www.innovaam.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/

In this final episode rounding out the series we take on "Not So Modern" Portfolio Theory, where we discuss the Traditional Strategic Asset Allocation (or SAA) and how it compares with Dynamic or Risk Defined Portfolios, and what that means to your clients. To learn more about Innova and how we can support your business please visit http://www.innovaam.com.au/ Patricia Garcia Director and Financial Adviser at Your Vision Financial Solutions, Co-Founder of Integrate Finance. Patricia Garcia LinkedIn: https://www.linkedin.com/in/patriciagarciafinancialadviser/ Your Vision Financial Solutions Website: https://yourvisionfinancial.com.au/ Integrate Finance Website: https://integratefinance.com.au/ Dr. Katherine Hunt Lecturer in Financial PlanningLecturer in Financial Planning at Griffith University, Advisor at Little Phil. Dr. Katherine Hunt LinkedIn: https://www.linkedin.com/in/drkatherinehunt/ Griffith University Profile: https://experts.griffith.edu.au/8618-katherine-hunt Little Phil Website: https://www.littlephil.org/ David Bell Executive Director at The Conexus Institute David Bell LinkedIn: https://www.linkedin.com/in/david-bell-31406565/ The Conexus Institute Website: https://theconexusinstitute.org.au/ Dan Miles Managing Director & Co-Chief Investment Officer at Innova Asset Management Dan Miles LinkedIn: https://www.linkedin.com/in/dan-miles-b264358a/ Innova Asset Management Website: http://www.innovaam.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/