Ensombl Advice Australia

In this episode, Naomi is joined by Sue Morris, Head of Strategic Advice at Hyland Financial Planning, and Ben Hillier, Director Retirement at AMP. They discuss the benefits, strategies, and client outcomes of innovative retirement income streams (IRIS) in providing greater certainty and flexibility for retirees.

Sue Morris LinkedIn: https://www.linkedin.com/in/sue-morris-29411546/ Hyland Financial Planning Website: https://www.hylandfp.com.au/ Ben Hillier LinkedIn: https://www.linkedin.com/in/ben-hillier-au/

Find out more about North, the leaders in retirement innovation. https://ensombl.com/go/20251008

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

In episode two of the Lifetime Income Series, Naomi speaks with Marcus Larcombe, Financial Adviser at Apex Advice, and Kiru Anantharaj, Retirement Specialist at AMP. They discuss how innovative retirement income streams (IRIS products) can be layered and modeled to maximise retirement confidence, age pension benefits, estate outcomes for clients, and how advisers can put these into practice today.

Marcus Larcombe LinkedIn: https://www.linkedin.com/in/marcus-larcombe-09838975/ Apex Advice Website: https://apexadvice.com.au/ Kiru Anantharaj LinkedIn: https://www.linkedin.com/in/kiru-anantharaj-20ba513a/

Find out more about North, the leaders in retirement innovation. https://ensombl.com/go/20251008

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

In this final installment, Naomi is joined by Alex Berlee, Director at AGS Financial Group, and Ben Hillier, Director Retirement at AMP. They explore how innovative retirement income streams (IRIS) can help retirees manage financial and emotional risks, maximise income, and confidently transition into a fulfilling retirement.

Alex Berlee LinkedIn: https://www.linkedin.com/in/alexberlee/ AGS Financial Group Website: https://agsfinancialgroup.com.au/ Ben Hillier LinkedIn: https://www.linkedin.com/in/ben-hillier-au/

Find out more about North, the leaders in retirement innovation. https://ensombl.com/go/20251008

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

This week, Rocksy is joined by Kris Chapman, Senior Financial Adviser at McQueen Group. They discuss his career path, the growth and structure of the McQueen Group, their approach to client service, technology adoption, team culture, and the evolving landscape of advice in Australia.

Kris Chapman LinkedIn: https://www.linkedin.com/in/kris-chapman-12382a43/ McQueen Group Website: https://www.mcqueengroup.com.au/

Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/20251007

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

In this episode, Pat is joined by George Haramis, Co-Founder and CEO at moneyGPS. They discuss moneyGPS's advancements in digital advice, including AI integration, new product offerings, platform scalability, and the transformative impact of tech on the advice and accounting industries.

George Haramis LinkedIn: https://www.linkedin.com/in/georgeharamis/ moneyGPS Website: https://moneygps.com.au/

A world of business efficiency awaits you at Netwealth: https://ensombl.com/go/20251003

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

Recorded live at the Ensombl Retirement Exchange, James speaks with a number of attendees on their "aha moments" from the event, and their take on innovative retirement planning strategies, evolving client needs, and practical approaches to engaging different generations.

James Wrigley LinkedIn: https://www.linkedin.com/in/james-wrigley/

Discover U Ethical's adviser solutions at https://ensombl.com/go/20251002

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

In this first episode, Rocksy is joined by Brooke Hooton, Group Executive for AFSL's and Equity Holder at Advice Evolution. They explore Advice Evolution's adviser-focused, flexible licensee model, its growth, support systems, and Brooke's personal journey and leadership philosophy.

Brooke Hooton LinkedIn: https://www.linkedin.com/in/brooke-hooton-280ab91a1/ Advice Evolution Website: https://www.adviceevolution.com.au/

Explore the road less travelled at https://ensombl.com/go/20251001

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

This week, Rocksy speaks with Sebastian Mazza, Director at Wealth Depot. He shares his journey from family business roots to building Wealth Depot, discussing his approach to planning, team development, client relationships, and the evolving landscape of the advice industry.

Sebastian Mazza LinkedIn: https://www.linkedin.com/in/sebastianmazzaca/ Wealth Depot Website: https://wealthdepot.com.au/ Hunter Green Website: https://www.huntergreen.com.au/ Character Builders: https://www.characterbuilders.com.au/

Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/20250930

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

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/