

Ensombl Advice Australia
Ensombl
Professional network for financial advisers https://ensombl.com/
DISCLAIMER: The Ensombl podcast and all content contained on Ensombl is limited to factual information and does not constitute legal, financial or other professional advice. Ensombl does not hold an AFS licence and does not provide any financial services. Nothing on this podcast should be interpreted as financial advice. Before making any investment decision, Ensombl recommends obtaining financial advice from a qualified financial adviser.
DISCLAIMER: The Ensombl podcast and all content contained on Ensombl is limited to factual information and does not constitute legal, financial or other professional advice. Ensombl does not hold an AFS licence and does not provide any financial services. Nothing on this podcast should be interpreted as financial advice. Before making any investment decision, Ensombl recommends obtaining financial advice from a qualified financial adviser.
Episodes
Mentioned books

Dec 7, 2021 • 38min
IDII Series #2
In this episode we're talking about sustainability, and whether or not income protection is currently in a stable position. 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/

Dec 7, 2021 • 49min
IDII Series #3
In this episode we talk about the mindset changes that advisors need to adopt moving forward. 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/

Dec 7, 2021 • 44min
IDII Series #4
In this episode we discuss insurance philosophies that advisers can implement in their practices. 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/

Dec 7, 2021 • 46min
IDII Series #5
In this final installment we talk about what the future might hold for income protection in Australia. 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/

Dec 6, 2021 • 52min
#274 Shane Light
Shane is a Partner at The Hopkins Group (Australia) and Beekeeper. He and Fraser talk about improving your mental and physical health during challenging times, and the mental health benefits of beekeeping. Shane Light LinkedIn: https://www.linkedin.com/in/lightshane/ The Hopkins Group Website: https://thehopkinsgroup.com.au/ 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/

Dec 5, 2021 • 5min
6 DEC 21 - Monday Market Highlights
This week we cover the continuing impacts of the Omicron variant, Australian GDP, KFC Europe and Woolworth's API bid. 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/

Dec 1, 2021 • 46min
#273 Siobhan McTiernan
Siobhan is the Relationship Manager at Pivot Wealth. She and Fraser chat about appreciating the non-financial benefits of client relationships, and how to maximise these relationships with a BDM-style approach. Siobhan McTiernan LinkedIn: https://www.linkedin.com/in/siobhanmctiernan/ Pivot Wealth Website: https://pivotwealth.com.au/ This episode is proudly sponsored by First Sentier Investors. https://www.firstsentierinvestors.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/

Nov 29, 2021 • 39min
#272 Christopher Athanassios
Christopher is a Principal at MillerPrince Lawyers. He joins Fraser to discuss buying and selling financial planning businesses. Christopher Athanassios LinkedIn: https://www.linkedin.com/in/christopher-athanassios-5023666a/ MillerPrince Website: https://millerprince.com.au/ This episode is proudly sponsored by First Sentier Investors. https://www.firstsentierinvestors.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/

Nov 28, 2021 • 4min
29 NOV 21 - Monday Market Highlights
Today we cover the COVID Omicron variant, Australian Retail Sales, Fisher and Paykel Healthcare and Crown Resorts. 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/

Nov 24, 2021 • 50min
#271 Lisa Greensill
Lisa is a Marketing Consultant who specialises in marketing message and website makeovers for financial advisers. She talks about how advisers can use their marketing to simplify the advice process in their client's mind, and how to avoid the "curse of knowledge". Lisa Greensill XY: https://www1.xyadviser.com/members/4200237 Lisa Greensill Website: https://www.lisagreensill.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/


