Ensombl Advice Australia

Lexi is the Founder at MoneyVine. Lexi helps mums become better with their finances by using cash flow critiques, such as looking at spending habits and becoming mindful and more intentional with money. Lexi Smith LinkedIn: https://www.linkedin.com/in/lexi-smith-cfp/ MoneyVine Website: https://moneyvine.com.au/ This podcast is brought to you by Integrity Life. Go to https://www.integritylife.com.au/xy to find out more. 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/

Founder of Wired Planning and Host of The Human Side of Money Podcast. He talks about specialising your advice, with a focus on clients' hopes, goals and dreams. He also covers what questions advisers should be asking, and how to get clients to actually follow the advice they've been given. Brendan Frazier LinkedIn: https://www.linkedin.com/in/brendanfrazier/ Wired Planning Website: https://www.wiredplanning.com/ This podcast is brought to you by Integrity Life. Go to https://www.integritylife.com.au/xy to find out more. 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/

Danni recently joined XY Adviser as the Head of Growth. She and Emily sit down with Fraser to chat about value, best practices, client experience and community. Danni Visser XY: https://www1.xyadviser.com/members/4086773 Danni Visser LinkedIn: https://www.linkedin.com/in/danni-visser-42674182/ Emily Blanch XY: https://www1.xyadviser.com/members/2191186 Emily Blanch LinkedIn: https://www.linkedin.com/in/emilyblanch/ This podcast is brought to you by Integrity Life. Go to https://www.integritylife.com.au/xy to find out more. 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/

Dean is the Founder of The Wealth Network and TWN Partners. He returns to the XY Adviser Podcast to talk about starting TWN Partners, which helps financial advisers start independent financial advice businesses. Dean Holmes XY: https://www1.xyadviser.com/members/2231807 TWN Partners Website: https://www.twn.partners/ The Wealth Network Website: https://www.wealthnetwork.net.au/ This podcast is brought to you by Integrity Life. Go to https://www.integritylife.com.au/xy to find out more. 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/

Nathan is the Principal Financial Planner and Director at Lime Financial Planning, and the Founder and Chair of the XY Adviser Ethics Committee. He discusses founding the XY Ethics Committee, and how they assist advisers with the ethical dilemmas they face. Nathan Fradley XY: https://www1.xyadviser.com/members/2345594 Lime Financial Website: https://www.limefinancialplanning.com.au/ This podcast is brought to you by Integrity Life. Go to https://www.integritylife.com.au/xy to find out more. 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/

Paul is the Founder of Adviser Accelerator. He and Fraser discuss Online Marketing for Advisers and how to build, launch and scale your business using LinkedIn. Paul Thompson LinkedIn: https://www.linkedin.com/in/paulthompson1/ Adivers Accelerator Website: https://adviseraccelerator.com/ This podcast is brought to you by Integrity Life. Go to https://www.integritylife.com.au/xy to find out more. 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 the Founder and CEO at My Longevity Pty Limited. He chats with Fraser about the importance of longevity to financial advice and explains the "SHAPE Analyser", which covers the key elements to shaping your successful ageing. David Williams LinkedIn: https://www.linkedin.com/in/david-williams-94b5084b/?originalSubdomain=au My Longevity Website: https://mylongevity.com.au/ This podcast is brought to you by Integrity Life. Go to https://www.integritylife.com.au/xy to find out more. 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/

Natalie is the Founder and CEO of Full Time Lives and Senior Consultant at Brainmates. She talks about helping retiree-age clients transition smoothly into retirement, and making meaningful changes to their retirement. Natalie Yan-Chatonsky LinkedIn: https://www.linkedin.com/in/nat-yc/?originalSubdomain=au Full Time Lives Website: https://fulltimelives.com/ Brainmates Website: https://brainmates.com.au/ Full Time Living Innovation Canvas: https://fulltimelives.com/innovation-canvas Whitepaper: 5 tips to igniting your retirement services: https://fulltimelives.com/whitepaper This podcast is brought to you by Integrity Life. Go to https://www.integritylife.com.au/xy to find out more. 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/

We wrap up the Changing Landscape of Retirment series by chatting with Jeremy Cooper from Challenger Limited, who weighs in on the issues discussed throughout the series. Jeremy Cooper LinkedIn: https://www.linkedin.com/in/jeremy-cooper-27b62216/ Challenger Website: https://www.challenger.com.au/ To access Challenger’s thought leadership, insights and tips on retirement planning, head to https://www.challenger.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/

Richard is the owner and operator of RTG Financial Services Pty Ltd. As Richard’s main clients are retirees, he explains what his experiences are with their ever-changing mindset toward retirement. Richard McErlean LinkedIn: https://www.linkedin.com/in/richard-mcerlean-01815217/ To access Challenger’s thought leadership, insights and tips on retirement planning, head to https://www.challenger.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/