Ensombl Advice Australia

In this final episode our panel discusses the future opportunities and threats during the final wave of changes. MetLife. Life, inspired by you. For more information, speak to your local BDM or visit https://www.metlife.com.au/ Cathy Kayess Financial Planner & Business Development at Affinitas Accounting Cathy Kayess XY: https://www1.xyadviser.com/members/2786338 Affinitas Accounting Website: https://affinitasaccounting.com.au/ John Cachia Founder and Strategic Wealth Adviser at AFA Group Wealth John Cachia XY: https://www1.xyadviser.com/members/2400932 AFA Group Wealth Website: https://www.afagroupwealth.com.au/ Serena West Partner and Senior Adviser at MBS Insurance WA Serena West LinkedIn: https://www.linkedin.com/in/serena-west-a2802152/ MBS Insurance Website: https://mbsinsurance.com.au/ Dr. Jeff Scott Head of Advice Strategy at MetLife Dr. Jeff Scott LinkedIn: https://www.linkedin.com/in/dr-jeffrey-scott-165762/ Metlife Website: 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/

James is Head Coach at Sufficient Funds and "Australia's Most Relatable Money Guy". He talks with Ben about the decisions he made that have driven his business growth, and how to build a rock-solid team. James Millard XY: https://www1.xyadviser.com/members/2838349 Sufficient Funds Website: https://sufficientfunds.com.au/ This episode is proudly sponsored by First Sentier Investors. https://go.firstsentierinvestors.com/firstsentier 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/

Dan is a Director and Life Risk Specialist at IMFG, the founder of Blatchy's Blues, and the winner of the 2021 ifa Risk Adviser of the Year Award. He chats about his business journey, from wanting to be a physio-therapist to ultimately landing in financial advice. Dan Blatch LinkedIn: https://www.linkedin.com/in/dan-blatch-604070a/ IMFG Website: https://www.imfg.com.au/ This episode is proudly sponsored by First Sentier Investors. https://go.firstsentierinvestors.com/firstsentier 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/

Thabojan is the Founder and Principal Adviser at Rasiah Private Wealth Management and Host of the Rich with Purpose Podcast. He joins Ben to talk about the "people side" of his business, and why building the right team is critical for delivery. Thabojan Rasiah XY: https://www1.xyadviser.com/members/2401892 Rasiah Private Wealth Management Website: https://www.rasiahprivate.com.au/ This episode is proudly sponsored by First Sentier Investors. https://go.firstsentierinvestors.com/firstsentier 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/

Adele is an award-winning Certified Financial Planner and the founder of The Savings Squad podcast and My Money Buddy. She returns to the XY Podcast to chat with Ben about her hacks for growing your business and team. Adele Martin XY: https://www1.xyadviser.com/members/2403682 Adele Martin Website: https://www.adelemartin.com/ This episode is proudly sponsored by First Sentier Investors. https://go.firstsentierinvestors.com/firstsentier 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 Federal Reserve committee meeting, UK inflation data, Australian employment data, IGO's acquisition of Western Areas, CSL's acquisition of Vifor Pharma, and the CFPB's inquiry into the "buy now, pay later" sector. 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/

When we last caught up with Rachel, she had just started her own advice business, Flourix Wealth. Today, she joins Fraser to chat about how much it's grown and evolved in the last two and a half years. Rachel O'Connor LinkedIn: https://www.linkedin.com/in/rachel-o-connor-65b6a595/ Flourix Wealth Website: https://flourix.com.au/ This episode is proudly sponsored by First Sentier Investors. https://go.firstsentierinvestors.com/firstsentier 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 inflation, the US labour market, Consortium's Sydney Airport bid, Iron Gate, Shopping Centres Australia, Westpac, 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/

Kate is the Managing Director at FP Assistant, which offers back office support for Financial Planners. She joins Fraser to chat about FP Assistant's Professional Year Structured Training Program: "The Financial Planning Academy". Kate Zerbst LinkedIn: https://www.linkedin.com/in/kate-zerbst-54234230/ FP Assistant Website: https://fpassist.com.au/ The Financial Planning Professional Year Hub: https://www.linkedin.com/groups/14028547/ This episode is proudly sponsored by First Sentier Investors. https://go.firstsentierinvestors.com/l/37502/2021-12-02/xc17s6 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 in our Individual Disability Income Insurance series, we discuss how we go to October 2021, and the history of income protection. To read more about AIA Australia's new income protection product, click here: https://www.aia.com.au/en/adviser/business-growth-hub/adviser-news/new-priority-protection-release-nov-21.html Katherine Hayes Director and Financial Advisor at Hayes & Co Insurance Services and Co-Founder of Money Madams Katherine Hayes LinkedIn: https://www.linkedin.com/in/katherine-hayes-44714830/ Hayes & Co Website: http://hcis.com.au/ Jeff Thurecht Director and Senior Financial Planner at Evalesco Financial Services Jeff Thurecht XY: https://www1.xyadviser.com/members/3556035 Evalesco Website: https://evalesco.com.au/ Natalie Cameron Lead Ombudsman for Investments and Advice at the Australian Financial Complaints Authority Natalie Cameron LinkedIn: https://www.linkedin.com/in/natalie-cameron/ AFCA Website: https://www.afca.org.au/ Benjamin Martin Senior Technical Manager at AIA Australia Benjamin Martin LinkedIn: https://www.linkedin.com/in/benjamin-martin-bb108729/ AIA Website: https://www.aia.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/