Ensombl Advice Australia

In the last installment of this series, Fraser talks to Karolina Kuszyk, the National Business Development Manager at myprosperity. Karolina belives that there's a lot of room to make advice more affordable for the average Australian, and she and Fraser reflect on the key issues discussed throughout the series. Karolina Kuszyk LinkedIn: https://www.linkedin.com/in/karolina-kuszyk-b613a06/?originalSubdomain=au myprosperity Website: https://www.myprosperity.com.au/ Join the #1 client portal for advisers. Find out more at https://www.myprosperity.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/ General Disclaimer – https://www.xyadviser.com/disclaimer/

Caren is the Owner and Business Adviser at The Hendrie Group and The Business Growth Group, where she advises other accounting, financial planning and bookkeeping practices on how to grow and scale their business. She highlights the three most important factors in scale: systems, communication and technology. Caren Hendrie LinkedIn: https://www.linkedin.com/in/caren-hendrie-business/?originalSubdomain=au The Hendrie Group Website: https://www.hendrie.com.au/ The Business Growth Group: https://www.facebook.com/businessgrowthgroup Join the #1 client portal for advisers. Find out more at In the last installment of this series, Fraser talks to Karolina Kuszyk, the National Business Development Manager at myprosperity. Karolina belives that there's a lot of room to make advice more affordable for the average Australian, and she and Fraser reflect on the key issues discussed throughout the series. Karolina Kuszyk LinkedIn: https://www.linkedin.com/in/karolina-kuszyk-b613a06/?originalSubdomain=au myprosperity Website: https://www.myprosperity.com.au/ Join the #1 client portal for advisers. Find out more at https://www.myprosperity.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/ 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/

Andy is the Managing Director at Fenton Financial, who specialise in financial services for business owners and professionals. Andy fundamentally believes that "if you really want to make your wealth work for you, then you have to take some level of responsibility for the journey", and that you can't manage what you can't measure. Andy Fenton LinkedIn: https://www.linkedin.com/in/mrandrewfenton/?originalSubdomain=au Fenton Financial Website: https://fentonfinancial.com.au/ Join the #1 client portal for advisers. Find out more at https://www.myprosperity.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/

Nicole is the National Client and Compliance Manager at King Financial Group, where her role is to balance client experience, compliance and efficiencies. Nicole talks about compliance, the steps you need to take to remain compliant, and how technology can be used to ease the burden. Nicole Stuart LinkedIn: https://www.linkedin.com/in/nicole-stuart-05a5b117/ King Financial Group Website: https://www.kfgroup.com.au/ Join the #1 client portal for advisers. Find out more at https://www.myprosperity.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/

Conrad is the Director and an Authorised Representative at Inspired Money. As a basketball coach, Conrad sees a lot of similarities between coaching a sports team and being a money coach. He explains that accountability plus empowerment equals high performance, an attitude that he applies to both his basketball team and his financial clients. Conrad Francis LinkedIn: https://www.linkedin.com/in/conradfrancis/?originalSubdomain=au Inspired Money Website: https://inspiredmoney.com.au/ Join the #1 client portal for advisers. Find out more at https://www.myprosperity.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/

Dr. Adam Fraser returns to the XY Adviser Podcast to explore the confronting findings of the 2021 Australian Financial Advisers Wellbeing Report. Australian Financial Advisers Wellbeing Report 2021: https://dradamfraser.com/e-lab/financial-advisers-report Dr. Adam Fraser XY: https://www1.xyadviser.com/members/2982981 Dr. Adam Fraser Website: https://www.dradamfraser.com/ 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/

Glen returns to the XY Adviser Podcast to talk about how Fox and Hare Financial Advice has evolved, and how they're using these changes to deliver better value to their members. Glen Hare LinkedIn: https://www.linkedin.com/in/glen-hareadviser/?originalSubdomain=au Fox and Hare Website: http://www.foxandharewealth.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/

Graham is the Managing Partner and Dean of Portfolio Construction Forum. He chats with Fraser about investor psychology and behavioural finance, as well as the big five bias types that affect our personality and beliefs. Graham Rich LinkedIn: https://www.linkedin.com/in/grahamrich/?originalSubdomain=au Porftfolio Construction Forum Website: https://portfolioconstructionforum.edu.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/

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/