This week, Pat speaks with Daniel Donovan, Head of Operations at Verse Wealth. They discuss Verse Wealth’s rapid growth, operational improvements, tech stack choices, automation initiatives, and strategic lessons learned in building a scalable, client-focused financial services business.

Daniel Donovan LinkedIn: https://www.linkedin.com/in/danieldonovan09/ Verse Wealth Website: https://www.versewealth.com.au/

A world of business efficiency awaits you at Netwealth: https://ensombl.com/go/20250926

General Disclaimer – https://www.ensombl.com/disclaimer/

Michelle is the Principal Wealth Adviser of The Wealth Designers. She and James discuss The Wealth Designers' innovative use of AI and technology to streamline client engagement, documentation, and advisory processes for a diverse client base.

Michelle Flanagan LinkedIn: https://www.linkedin.com/in/michelle-flanagan-42b14413/ The Wealth Designers Website: https://twd.com.au/

To learn more about Fidelity, visit their website at https://ensombl.com/go/20250925

Consider the PDS and TMD available at Fidelity.com.au and whether Fidelity products are suitable for you. FIL Responsible Entity (Australia) Limited ABN 33 148 059 009 AFSL 409340.

General Disclaimer – https://www.ensombl.com/disclaimer/

This week, Rocksy is joined by Morgan Hayward, Director Of Financial Planning at LumeWealth. They discuss her journey in financial planning, her client-focused business approach, the challenges and rewards of advising business owners and vulnerable clients, and her vision for building a values-driven, boutique practice.

Morgan Hayward LinkedIn: https://www.linkedin.com/in/morganrhayward/ LumeWealth Website: https://lumewealth.au/

Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/20250923

General Disclaimer – https://www.ensombl.com/disclaimer/

U Ethical’s Jon Fernie joins host James Whelan to unpack the new age of ethical investing. As client demand for values-aligned portfolios grows, they emphasize the importance of transparency, authenticity, and independent verification to avoid greenwashing. They explore the role of negative screens, positive tilts, and stewardship in building credible strategies, as well as surprising sectors—like mining and data centers—that can support the energy transition. With biodiversity and community impact emerging as key themes, Fernie shows how ethical investing can deliver competitive returns while driving meaningful environmental and social outcomes.

Jon Fernie LinkedIn: https://www.linkedin.com/in/jon-fernie-12128118/ James Whelan LinkedIn: https://www.linkedin.com/in/james-whelan-68146036/

Discover U Ethical's adviser solutions at https://ensombl.com/go/20250922

General Disclaimer – https://www.ensombl.com/disclaimer/

This week, Pat is joined by Shak Lala and Hardy Michel from Marloo. They discuss how they built Marloo as an innovative, adviser-focused AI note-taking and document generation platform, their customer-centric approach, and their vision for transforming the advice tech industry.

Shak Lala LinkedIn: https://www.linkedin.com/in/shakeel-lala/ Hardy Michel LinkedIn: https://www.linkedin.com/in/hardymichel/ Marloo Website: https://www.gomarloo.com/

A world of business efficiency awaits you at Netwealth: https://ensombl.com/go/20250919

General Disclaimer – https://www.ensombl.com/disclaimer/

David is a Financial Adviser at First Financial, Melbourne. He and James discuss his career journey, international experiences, and current role as an adviser at First Financial, along with the variety of clients he now serves.

David Jackson Profile: https://www.linkedin.com/in/david-jackson-174b6643/ First Financial Website: https://firstfinancial.com.au/

To learn more about Fidelity, visit their website at https://ensombl.com/go/20250918

Consider the PDS and TMD available at Fidelity.com.au and whether Fidelity products are suitable for you. FIL Responsible Entity (Australia) Limited ABN 33 148 059 009 AFSL 409340.

General Disclaimer – https://www.ensombl.com/disclaimer/

In this episode, Peita talks with Ben Marshan and Naomi Holmes. They discuss how advisers can better support clients by shifting retirement planning beyond finances to address the emotional, identity, and lifestyle transitions that define a fulfilling retirement.

Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/ Caboodle Financial Services Website: https://www.caboodlefs.com.au/ Naomi Holmes LinkedIn: https://www.linkedin.com/in/naomiholmes/ Her Money Matters Website: https://www.hermoneymatters.com.au/ Ben Marshan LinkedIn: https://www.linkedin.com/in/benjaminmarshan/ Marshan Consulting Website: https://www.marshan.co/

To learn more about delivering retirement certainty for your clients, visit https://ensombl.com/go/20250917

General Disclaimer – https://www.ensombl.com/disclaimer/ 

In this installment, Peita is joined once again by Ben Marshan and Naomi Holmes. They discuss how advisers can move beyond technical compliance to deliver deeper value by focusing on emotional connection, client experience, and transformative retirement planning.

Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/ Caboodle Financial Services Website: https://www.caboodlefs.com.au/ Naomi Holmes LinkedIn: https://www.linkedin.com/in/naomiholmes/ Her Money Matters Website: https://www.hermoneymatters.com.au/ Ben Marshan LinkedIn: https://www.linkedin.com/in/benjaminmarshan/ Marshan Consulting Website: https://www.marshan.co/

To learn more about delivering retirement certainty for your clients, visit https://ensombl.com/go/20250917

General Disclaimer – https://www.ensombl.com/disclaimer/ 

This week, Rocksy speaks with someone who's no stranger to Ensombl, Ben Nash, Founder and Financial Adviser at Pivot Wealth. Ben discusses the growth, operational strategies, technology adoption, and team culture that have driven Pivot Wealth’s success in delivering high-value advice to clients.

Ben Nash LinkedIn: https://www.linkedin.com/in/benjaminjnash/ Pivot Wealth Website: https://pivotwealth.com.au/

Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/20250916

General Disclaimer – https://www.ensombl.com/disclaimer/

In this episode, Pat is joined by Joel McWilliam, Co-Founder at Atom Automation. They discuss how AI and automation are transforming advice practices, and the shift from basic adoption to integrated, custom workflow solutions that enhance efficiency without disrupting existing processes.

Joel McWilliam LinkedIn: https://www.linkedin.com/in/joel-mcwilliam-119a5231b/ Atom Automation Website: https://atomautomation.ai/

A world of business efficiency awaits you at Netwealth: https://ensombl.com/go/20250912

General Disclaimer – https://www.ensombl.com/disclaimer/