Earn 0.75 CPD here: https://quiz.ensombl.com/CPDC-26041923-49580001
0.25 Client Care & Practice
0.25 Technical Competence
0.25 Professionalism and Ethics

In this episode, Rocksy sits down with Mathew Cassidy, Managing Director at Partners Wealth Group. They discuss Mathew’s journey from chartered accounting to building a $6B accountant‑aligned wealth management firm, the evolution of their joint venture model and multi-service offering, how they’ve used acquisitions, AI, and offshore support to scale, their innovative staff equity program, and what the future holds for sophisticated financial advice in an AI-enabled world.

Mathew Cassidy LinkedIn: https://www.linkedin.com/in/mathewcassidy/
Partners Wealth Group Website: https://www.pwg.com.au/

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

Earn 0.75 CPD here: https://quiz.ensombl.com/CPDC-26041623-54090001
0.25 Regulatory Compliance and Consumer Protection
0.25 Client Care & Practice
0.25 Technical Competence

As longevity increases and retirement decisions grow more complex, host Amie Baker is joined by Ben Hillier (AMP North) and Liz Haile (Haile Financial) to explore new approaches to structuring income in retirement. They unpack the IRIS framework as a flexible alternative to traditional pensions and annuities - designed to improve spending confidence, optimise Centrelink outcomes, and support lifetime income without sacrificing investment flexibility. With practical strategies spanning accumulation through to retirement, this episode highlights how advisers can better balance adequacy, longevity, and client outcomes in a changing retirement landscape.

Liz Haile LinkedIn: https://www.linkedin.com/in/liz-haile-490a6941/
Haile Financial Website: https://www.hailefinancial.com.au/
Ben Hillier LinkedIn: https://www.linkedin.com/in/ben-hillier-au/
Amie Baker LinkedIn: https://www.linkedin.com/in/amie-baker-10975828/

Grow with North. https://ensombl.com/go/20260420-2/

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

Earn 0.75 CPD here: https://quiz.ensombl.com/CPDC-26041601-47180001
0.25 Technical Competence
0.25 Regulatory Compliance and Consumer Protection
0.25 Client Care and Practice

This week, Pat speaks with Colin Jowell, Founder at BillWill. They discuss how BillWill, founded from Colin’s personal experience with his father’s estate, helps advisers bridge the gap between wills and clients’ real lives by providing a white‑label, tech-enabled estate planning and legacy service that leverages open banking, strong security, and emerging AI tools to better support families before and after death.

Colin Jowell LinkedIn: https://www.linkedin.com/in/colinjowell/
BillWill Website: https://billwill.com.au/

Discover a world of client engagement: https://ensombl.com/go/20260417-2/

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

Earn 0.25 CPD here: https://quiz.ensombl.com/CPDC-26041506-25190001
0.25 Technical Competence

Neil is joined by Alex Zaika, Chief Executive Officer at Global X Australia, as they discuss how Australian ETF investors responded to recent Middle East–driven volatility, highlighting strong net inflows, sector and regional rotations (including oil, defense, Australian and ex‑US equities), muted gold demand despite turmoil, growing interest in crypto, and the emerging “halo” trade focused on AI-related, low‑obsolescence infrastructure assets.

Neil Rogan LinkedIn: https://www.linkedin.com/in/roganneil/
Russell Investments Website: https://russellinvestments.com/
Alex Zaika LinkedIn: https://www.linkedin.com/in/alex-zaika-caia-a1a85612/
Global X Australia Website: https://www.globalxetfs.com.au/

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

Earn 0.75 CPD here: https://quiz.ensombl.com/CPDC-26041001-14430001
0.25 Client Care & Practice
0.25 Technical Competence
0.25 Regulatory Compliance and Consumer Protection

In this episode, Sacha is joined by Sacha Burchgart, Founder and Managing Director at Burcheart, and Vincent Holland, Co-Founder at Plutosoft. They discuss how advice firms should move beyond the “all-in-one vs tech stack” debate by using a single core advice/CRM platform as the engine of the business, supported by targeted integrations, strong data integrity, and thoughtful change management driven by the team.

Sacha Burchgart LinkedIn: https://www.linkedin.com/in/sacha-burchgart-42587939/
Burcheart Website: https://www.burcheart.com.au/
Vincent Holland LinkedIn: https://www.linkedin.com/in/vincent-holland-6b50ab62/

To see how Plutosoft can transform your practice, book a demo: https://ensombl.com/go/20260415-2/

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

Earn 0.50 CPD here: https://quiz.ensombl.com/CPDC-26041001-15270001
0.25 Client Care & Practice
0.25 Technical Competence

In this second instalment, Sacha speaks with Chloe Leow, Practice Manager at Byfields Wealth Management, and Leanne Bogoev, Head of Customer Success at Plutosoft. They share practical, psychologically-aware lessons and tips on deciding to switch, migrating to, and successfully embedding a new financial advice CRM system in an advice practice.

Leanne Bogoev LinkedIn: https://www.linkedin.com/in/leanne-bogoev-129780291/
Byfields Wealth Management Website: https://byfieldswealth.com.au/

To see how Plutosoft can transform your practice, book a demo: https://ensombl.com/go/20260415-2/

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

Earn 0.75 CPD here: https://quiz.ensombl.com/CPDC-26040923-30460001
0.25 Regulatory Compliance and Consumer Protection
0.25 Client Care & Practice
0.25 Technical Competence

As portfolios become increasingly concentrated beneath the surface, host James Whelan is joined by Eric Marais (Orbis Investments) to challenge what genuine diversification really means. They unpack how passive indices and many active funds are heavily exposed to US mega-cap, tech-driven growth themes, creating hidden risks if leadership shifts. Drawing on history and current valuation extremes, the discussion highlights opportunities beyond the obvious—including mid-caps, healthcare, and international markets—while stressing diversification across style, geography, and currency. With a focus on preparation over prediction, this episode helps advisers build portfolios resilient to a wider range of outcomes.

Eric Marais LinkedIn: https://www.linkedin.com/in/eric-marais/
Rethinking Genuine Diversification Whitepaper: https://lnkd.in/emQtYVhe
Orbis Investments Disclaimer: https://ensombl.com/orbisdisclaimer/
James Whelan LinkedIn: https://www.linkedin.com/in/james-whelan-68146036/

Prepare your clients for a new investing dawn. Discover more: https://ensombl.com/go/20260413-2/

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

Earn 0.75 CPD here: https://quiz.ensombl.com/CPDC-26040901-32320001
0.25 Technical Competence
0.25 Regulatory Compliance and Consumer Protection
0.25 Client Care and Practice

In this episode, Patrick speaks with Daniel Donovan, Founder at Alpine Advisory. They discuss how practices can more effectively scale and improve client experience by first fixing and mapping their processes, then applying automation and emerging AI tools (like Claude, Copilot, and Cowork) in targeted, deterministic ways rather than simply hiring more staff or chasing new software.

Daniel Donovan LinkedIn: https://www.linkedin.com/in/danieldonovan09/
Alpine Advisory Website: https://www.alpineadvisory.ai/

Discover a world of client engagement: https://ensombl.com/go/20260410-2/

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

Earn 0.75 CPD here: https://quiz.ensombl.com/ENSO-26032704-24130001
0.25 Client Care & Practice
0.25 Technical Competence
0.25 Regulatory Compliance and Consumer Protection

In this first episode, Tanya is joined by Terry Dillon, Chief Executive Officer for Shadforth, and Ashton Jones, Director of Customer Innovation at MLC. They discuss how Innovative Retirement Income Solutions (IRIS) and related strategies - such as income layering, managing longevity and sequencing risk, and leveraging age pension concessions - can help advisers design more confident, sustainable retirement income plans for Australian clients.

Terry Dillon LinkedIn: https://www.linkedin.com/in/terry-dillon-697116165/
Shadforth Website: https://www.sfg.com.au/
Ashton Jones LinkedIn: https://www.linkedin.com/in/ashjones/

MLC Expand. For more information visit https://ensombl.com/go/20260401-2/

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

Earn 0.75 CPD here: https://quiz.ensombl.com/ENSO-26032704-32100001
0.25 Client Care & Practice
0.25 Technical Competence
0.25 Professionalism and Ethics

Tanya speaks with Renee Diver and Amber McGhie from Firefly Financial, and Erica Malliotis, Retirement Specialist at MLC Expand. They discuss how advisers can better explain and use IRIS lifetime income products - alongside account-based pensions and other strategies - to manage longevity, risk, Centrelink benefits, and estate-planning concerns so clients can feel more confident about their retirement income.

Renee Diver LinkedIn: https://www.linkedin.com/in/renee-diver-4085456b/
Amber McGhie LinkedIn: https://www.linkedin.com/in/amber-mcghie-37553a1b2/
Firefly Financial Website: https://www.fireflyfinancial.com.au/
Erica Malliotis LinkedIn: https://www.linkedin.com/in/erica-malliotis-11324077/

MLC Expand. For more information visit https://ensombl.com/go/20260401-2/

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