Ensombl Advice Australia

Steven Kerbel is the Director And Financial Planner at South City Brokers. He talks about his spiritual goal of touching people in a meaningful way, and creating a life changing moment through advice for both clients and advisers. Steven Kerbel LinkedIn: https://www.linkedin.com/in/steven-kerbel-b163b57/ South City Brokers Website: https://www.southcitybrokers.com.au/ This episode is proudly sponsored by HUB24 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/

Alysia is the Principal Adviser at Zebra Tailored Wealth, and she talks us through her unique journey from becoming a financial adviser to starting her own business. Alysia Laird XY: https://www1.xyadviser.com/members/2445087 Zebra Tailored Wealth: https://www.zebratailoredwealth.com.au/ This episode is proudly sponsored by HUB24 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/

Julia Scott is the founder of Love Luck Wealth and an expert in Money Mindset. She discusses how changing your attitude and emotions towards money is important for creating wealth. Julia Scott LinkedIn: https://www.linkedin.com/in/julia-scott-b64596195/ Love Luck Wealth Website: https://www.loveluckwealth.com/ This episode is proudly sponsored by HUB24 General Disclaimer – https://www.xyadviser.com/disclaimer/

Nathan is the Principal Financial Planner and Director at Lime Financial Planning, and recently won the Affinia Financial Adviser of the Year Award. Nathan Fradley: https://www1.xyadviser.com/members/2345594 Lime Financial Website: https://www.limefinancialplanning.com.au/ This episode is proudly sponsored by HUB24 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/

Damien is the CEO of AIA Australia and New Zealand. He talks about leadership during COVID-19 and ensuring financial well-being. Damien Mu LinkedIn: https://www.linkedin.com/in/damien-mu-4a681424/ AIA Website: https://www.aia.com.au/ This episode is proudly sponsored by HUB24 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/

FIFO Money Coach Matt Hern talks about why cashflow is the foundation of financial advice. Matt Hern LinkedIn: https://au.linkedin.com/in/matthern Matt Hern Website: https://matthern.com.au/ This episode is proudly sponsored by HUB24 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/

Dawn is the Senior Financial Adviser at Wealthwise Financial Planning. With a background in media, Dawn explains that communication is key when it comes to financial advice. Dawn Thomas LinkedIn: https://www.linkedin.com/in/dawn-d-thomas/detail/contact-info/ Weathwise Website: https://www.wealthwise.com.au/ This episode is proudly sponsored by HUB24 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 returns to the XY Podcast for the fourth time to discuss how advisers are the personification of people's relationship with money, and the value of changing clients' attitude towards money. Paul Mann LinkedIn: https://www.linkedin.com/in/paul-mann/ True Direction Financial Website: https://truedirection.com.au/ This episode is proudly sponsored by HUB24 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/

Not only is Paul Benson a financial adviser, but he's also an author and the producer of the Financial Autonomy Podcast. He talks about the benefits starting business organically vs buying a pre-existing business, as well as how you can use a podcast to attract your ideal client. Paul Benson LinkedIn: https://www.linkedin.com/in/paulbensonaustralia/ Financial Autonomy Website: https://financialautonomy.com.au/ This episode is proudly sponsored by HUB24 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/

As advisers find themselves under constant change and pressure, Dr. Adam Fraser stops by to discuss the research he's conducting into Adviser Wellbeing and Mental Health. Dr. Adam Fraser XY: https://www1.xyadviser.com/members/2982981 Dr. Adam Fraser Website: https://www.dradamfraser.com/ Adviser Wellbeing and Mental Health Research: https://www.dradamfraser.com/aia-vip-list This episode is proudly sponsored by HUB24 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/