Ensombl Advice Australia

Ensombl
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Dec 2, 2020 • 45min

#216 Julia Scott

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/
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Nov 25, 2020 • 56min

#215 Nathan Fradley

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/
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Nov 23, 2020 • 40min

#214 Damien Mu

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/
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Nov 18, 2020 • 45min

#213 Matt Hern

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/
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Nov 16, 2020 • 36min

#212 Dawn Thomas

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/
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Nov 11, 2020 • 46min

#211 Paul Mann

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/
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Nov 9, 2020 • 39min

#210 Paul Benson

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/
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Nov 4, 2020 • 37min

#209 Dr. Adam Fraser

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/
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Nov 2, 2020 • 33min

#208 Andrew Alcock

Andrew is the Chief Executive Officer at HUB24, and explores how advisers can create more value for their clients. Andrew Alcock LinkedIn: https://www.linkedin.com/in/andrew-alcock-a4904117/ HUB24 Website: 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/
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Oct 28, 2020 • 51min

Ethical Investment Series #10 - Brie Williams

Brie is the Head of Practice Management at State Street Global Advisors for the Global SPDR Business. She visits the XY Podcast to talk about why ESG investing is rising to the top, and if it will stay there. Brie Williams LinkedIn: https://www.linkedin.com/in/briepwilliams/ SSGA Website: https://www.ssga.com/us/en/institutional This ethical podcast series is sponsored by SPDR ETFs. To find out more about their latest ESG ETF, the SPDR S&P/ASX 200 ESG Fund, visit https://www.ssga.com/e200 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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