Ensombl Advice Australia

Jordan is an Independent Financial Adviser at PlanningSolo. He and Fraser talk about his journey to becoming an adviser, and what lessons he's learned from the issues he overcame along the way. Jordan Vaka XY: https://www1.xyadviser.com/members/2400594 PlanningSolo Website: https://www.planningsolo.com.au/ This episode is proudly sponsored by HUB24. https://www.hub24.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 RBA monthly meeting, US Non Farm Payrolls, the US Federal reserve, the Bank of England, Afterpay, Peloton, Tyro and Netwealth. 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/

Natallia is the Director and Principal Financial Adviser at TruWealth Advice. She talks about understanding who your niche client is in order to make relationships work for the long term. Natallia Smith XY: https://www1.xyadviser.com/members/2809565 TruWealth Website: https://www.truwealthadvice.com.au/ This episode is proudly sponsored by HUB24. https://www.hub24.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/

Andrew is the Managing Director at Webster's Wealth Partners, which he runs alongside his wife, Stephanie. They had a shakey start to beginning their advice practice, and Andrew joins Fraser to discuss the lessons he's learned from that experience. Andrew Ferguson LinkedIn: https://www.linkedin.com/in/andrew-ferguson-1a756946/ Webster's Wealth Partners Website: https://websterswealth.com/ This episode is proudly sponsored by HUB24. https://www.hub24.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/

Today we cover the higher than anticipated Quarter 3 inflation print, 3rd quarter US GDP data, Telstra's acquisition of Digicel and US earnings season. 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/

Anna and Michelle are both Senior Financial Planners and Directors at Women on Wealth, which is a full service, boutique financial planning practice for clients who are looking for clarity and guidance on their financial world. Anna Johnston LinkedIn: https://www.linkedin.com/in/anna-johnston-71634020/ Michelle McKindlay LinkedIn: https://www.linkedin.com/in/michelle-mckindlay-61838b60/ Women on Wealth Website: https://www.wowealth.com.au/ This episode is proudly sponsored by HUB24. https://www.hub24.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 talk about Tech Stacks - the before, during and after of the client experience, client portals and security. To learn more about how Netwealth can support your advice and wealth business visit www.netwealth.com.au/change Patrick Flynn Founder of Simply Advice Websites and Director of Simply Kaizen Patrick Flynn XY: https://www1.xyadviser.com/members/2760995 Patrick Flynn Website: https://patrickflynn.info/ Hayley Pearse Adviser and Operations Manager at Caboodle Financial Services Hayley Pearse XY: https://www1.xyadviser.com/members/2920308 Caboodle Financial Services Website: https://www.caboodlefs.com.au/ James Sutherland AFSL Manager at KDM Financial and Estate Planning James Sutherland XY: https://www1.xyadviser.com/members/2486387 KMD Financial Website: https://kdmfinancial.com.au/ Cara Graham Financial Adviser and Director at The Wealth Designers Cara Graham LinkedIn: https://www.linkedin.com/in/caragraham1/ Matt Heine Joint Managing Director at Netwealth Matt Heine Linkedin: https://www.linkedin.com/in/mattheine/ Netwealth Website: https://www.netwealth.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 Tech Trends, such as how Millennials have been brought up as digital natives, the use and structuring of data, and how the client experience sits at the centre of it all. To learn more about how Netwealth can support your advice and wealth business visit www.netwealth.com.au/change Patrick Flynn Founder of Simply Advice Websites and Director of Simply Kaizen Patrick Flynn XY: https://www1.xyadviser.com/members/2760995 Patrick Flynn Website: https://patrickflynn.info/ Hayley Pearse Adviser and Operations Manager at Caboodle Financial Services Hayley Pearse XY: https://www1.xyadviser.com/members/2920308 Caboodle Financial Services Website: https://www.caboodlefs.com.au/ James Sutherland AFSL Manager at KDM Financial and Estate Planning James Sutherland XY: https://www1.xyadviser.com/members/2486387 KMD Financial Website: https://kdmfinancial.com.au/ Cara Graham Financial Adviser and Director at The Wealth Designers Cara Graham LinkedIn: https://www.linkedin.com/in/caragraham1/ Matt Heine Joint Managing Director at Netwealth Matt Heine Linkedin: https://www.linkedin.com/in/mattheine/ Netwealth Website: https://www.netwealth.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 installment we focus in on content marketing, and how it's become a huge part of the advice tech stack. To learn more about how Netwealth can support your advice and wealth business visit www.netwealth.com.au/change Patrick Flynn Founder of Simply Advice Websites and Director of Simply Kaizen Patrick Flynn XY: https://www1.xyadviser.com/members/2760995 Patrick Flynn Website: https://patrickflynn.info/ Hayley Pearse Adviser and Operations Manager at Caboodle Financial Services Hayley Pearse XY: https://www1.xyadviser.com/members/2920308 Caboodle Financial Services Website: https://www.caboodlefs.com.au/ James Sutherland AFSL Manager at KDM Financial and Estate Planning James Sutherland XY: https://www1.xyadviser.com/members/2486387 KMD Financial Website: https://kdmfinancial.com.au/ Cara Graham Financial Adviser and Director at The Wealth Designers Cara Graham LinkedIn: https://www.linkedin.com/in/caragraham1/ Matt Heine Joint Managing Director at Netwealth Matt Heine Linkedin: https://www.linkedin.com/in/mattheine/ Netwealth Website: https://www.netwealth.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're talking about how advisers are using innovation and technology as a part of their business strategy, and how their strategy plays a part in the technology they choose. To learn more about how Netwealth can support your advice and wealth business visit www.netwealth.com.au/change Patrick Flynn Founder of Simply Advice Websites and Director of Simply Kaizen Patrick Flynn XY: https://www1.xyadviser.com/members/2760995 Patrick Flynn Website: https://patrickflynn.info/ Hayley Pearse Adviser and Operations Manager at Caboodle Financial Services Hayley Pearse XY: https://www1.xyadviser.com/members/2920308 Caboodle Financial Services Website: https://www.caboodlefs.com.au/ James Sutherland AFSL Manager at KDM Financial and Estate Planning James Sutherland XY: https://www1.xyadviser.com/members/2486387 KMD Financial Website: https://kdmfinancial.com.au/ Cara Graham Financial Adviser and Director at The Wealth Designers Cara Graham LinkedIn: https://www.linkedin.com/in/caragraham1/ Matt Heine Joint Managing Director at Netwealth Matt Heine Linkedin: https://www.linkedin.com/in/mattheine/ Netwealth Website: https://www.netwealth.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/