Ensombl Advice Australia

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Aug 8, 2021 • 4min

9 AUG 21 - Monday Market Highlights

Today we cover the Non Farm Payrolls release in the US, the RBA monthly meeting, the weekly ABS payroll and wage indice, the Afterpay takeover, the PBH raise and Australian reporting 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/
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Aug 4, 2021 • 1h 6min

#250 Peita Diamantidis

Peita is a Co-Founder at Caboodle Financial Services and Host of the "In Search of Adventure Show" Podcast. She joins Fraser to discuss how to enhance your messaging through presentations, and how to transform your audience and inspire them to take action. Peita Diamantidis XY: https://www1.xyadviser.com/members/3570536 Caboodle Financial Services Website: https://www.caboodlefs.com.au/ Make confident investment decisions backed by deep research https://www.capitalgroup.com/adviser/au/en/about/our-beliefs/fundamental-research.html 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/
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Aug 2, 2021 • 42min

#249 Morgan Hayward

Morgan is the Director of Financial Planning at yield advisory and an XY Adviser Ethics Committee member. Morgan recently founded a Financial Planning business with yield advisory, and she joins Fraser to discuss the experience. Morgan Hayward XY: https://www1.xyadviser.com/members/2853291 yield advisory Website: https://yieldadvisory.com.au/ Make confident investment decisions backed by deep research https://www.capitalgroup.com/adviser/au/en/about/our-beliefs/fundamental-research.html 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/
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Aug 1, 2021 • 4min

2 AUG 21 - Monday Market Highlights

Today we cover the extended Sydney lockdown and additional stimulus, the US reporting season, Temple and Webster, Spark infrastructure, the Chinese stock market and the upcoming Australian reporting 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/
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Jul 28, 2021 • 59min

#248 Russell Collins

Russell is the Author of "Risk Insurance Communications Skills" and a former risk insurance specialist. He and Fraser discuss the importance of a Financial Adviser's communication skills (their "soft skills") when talking to clients who know nothing about insurance. Russell Collins LinkedIn: https://www.linkedin.com/in/russell-collins-oam/ RICS Website: https://rics.com.au/ Make confident investment decisions backed by deep research https://www.capitalgroup.com/adviser/au/en/about/our-beliefs/fundamental-research.html 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/
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Jul 26, 2021 • 43min

#247 Amanda Thompson

Amanda is the Founder and Managing Director at Endurance Financial and three time Ironman World Championship qualifier. She talks us through her journey as an adviser, and how advising clients is like being a therapist - and even more. Amanda Thompson LinkedIn: https://www.linkedin.com/in/amandathompsonfp/ Amanda Thompson Website: https://www.amandathompson.com.au/ Make confident investment decisions backed by deep research https://www.capitalgroup.com/adviser/au/en/about/our-beliefs/fundamental-research.html 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/
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Jul 25, 2021 • 5min

26 JUL 21 - Monday Market Highlights

Today we cover the tightening Australian labour market, US quarterly reporting season, Oil Search, Altium, Crown Casino, the push for additional COVID relief stimulus and COVID vaccination acceleration in NSW. 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/
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Jul 21, 2021 • 1h 5min

#246 John Kennedy

John is the Co-Founder and a Certified Financial Planner at CandorPath Financial. He discusses how his key to success is his business partnership with Matthew Marcoux, and how they've taken an ensemble approach to their advice practice. John Kennedy LinkedIn: https://www.linkedin.com/in/johnkennedycfp%C2%AE/ CandorPath Website: https://www.candorpath.com/ Make confident investment decisions backed by deep research https://www.capitalgroup.com/adviser/au/en/about/our-beliefs/fundamental-research.html 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/
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Jul 19, 2021 • 46min

#245 Adam Crabbe

Adam is the Risk Strategy Specialist at Zurich. He joins Fraser to discuss the findings of his "Client Connection" research, which explores how adviser's relationships with their clients are bettering the world of financial advice. Adam Crabbe XY: https://www1.xyadviser.com/members/6396099 Zurich Website: https://www.zurich.com.au/ The Client Connection: https://www.zurich.com.au/theclientconnection Make confident investment decisions backed by deep research https://www.capitalgroup.com/adviser/au/en/about/our-beliefs/fundamental-research.html 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/
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Jul 18, 2021 • 4min

19 JUL 21 - Monday Market Highlights

Today we cover the US CPI release, Australian employment data, the Sydney Airport bid, the infrastructure M&A boom, Paypal's entry into Australia, the progressing OPEC discussions and the COVID Delta variant. This market highlight is proudly brought to you 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/

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