Earn 1.25 CPD here: https://quiz.ensombl.com/CPDC-26052600-21380001
0.50 Client Care & Practice
0.50 Technical Competence
0.25 Regulatory Compliance and Consumer Protection

In this episode, Peita Diamantidis is joined by Gavin Lamb, Director and Head of Financial Planning at Navigate Advisors. They unpack the realities of intergenerational advice - from family dynamics, estate planning and succession for businesses and farms, to pricing, processes, and practical frameworks firms can use to help families become long-term custodians of their wealth and values.

Gavin Lamb LinkedIn: https://www.linkedin.com/in/gavin-lamb-9a6bb38b/
Navigate Advisors Website: https://navigateadvisors.com.au/
Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/

To find out how Generation Life’s investment bonds can help you transfer your clients’ wealth with clarity, control and confidence please visit: https://ensombl.com/go/20260527-2/

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

Earn 1.0 CPD here: https://quiz.ensombl.com/CPDC-26052600-27350001
0.50 Client Care & Practice
0.25 Technical Competence
0.25 Regulatory Compliance and Consumer Protection

In episode two, Peita speaks with Inbam Devadason, Actuary, Founder and Director of Precision Financial. He shares practical strategies for building intergenerational wealth - covering family dynamics, home visits, free investment education for kids, aged care and estate planning support, and transitioning advice relationships across multiple generations within a family.

Inbam Devadason LinkedIn: https://www.linkedin.com/in/inbam-devadason-8825875/
Precision Financial Website: https://www.precisionfinancial.com.au/
Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/

To find out how Generation Life’s investment bonds can help you transfer your clients’ wealth with clarity, control and confidence please visit: https://ensombl.com/go/20260527-2/

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

Earn 1.25 CPD here: https://quiz.ensombl.com/CPDC-26052600-33590001
0.50 Client Care & Practice
0.50 Technical Competence
0.25 Professionalism and Ethics

In this final episode, Peita and Joe Stephan from Stephan Independent Advisory dive into how to design and deliver truly intergenerational advice - blending family dynamics, emotional coaching, and smart use of AI to better serve business-owning families across generations.

Joe Stephan LinkedIn: https://www.linkedin.com/in/josephstephancfp/
Stephan Independent Advisory Website: https://siadvisory.com.au/
Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/

To find out how Generation Life’s investment bonds can help you transfer your clients’ wealth with clarity, control and confidence please visit: https://ensombl.com/go/20260527-2/

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

Earn 0.75 CPD here: https://quiz.ensombl.com/CPDC-26052501-15330001
0.25 Client Care & Practice
0.25 Professionalism and Ethics
0.25 Regulatory Compliance and Consumer Protection

As investors face longer retirements and more complex market conditions, Ben Nash (Pivot Wealth) and Dan Miles (Innova Asset Management) join the conversation to explore compartmentalised investing and modern risk management. They discuss why portfolios should be aligned to client behaviour, lifestyle goals, and long-term objectives - not just static asset allocations. With a focus on managing to defined risk thresholds, balancing longevity concerns, and improving client understanding through clearer portfolio structure, this episode offers advisers practical insights into building more resilient, client-centric investment strategies.

Dan Miles LinkedIn: https://www.linkedin.com/in/dan-miles-b264358a/
Ben Nash LinkedIn:

Explore Innova's behavioural investing approach at https://ensombl.com/go/20260526-2/

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

Earn 1.25 CPD here: https://quiz.ensombl.com/CPDC-26052405-30060001
0.50 Client Care & Practice
0.50 Technical Competence
0.25 Professionalism and Ethics

This week, Rocksy speaks with Kane Leersen from Regional Prosperity. They explore his journey from shearer’s son to regional financial advice leader, unpacking how he builds a values‑driven, community‑focused firm that invests heavily in people, technology, and long‑term legacy.

Kane Leersen LinkedIn: https://www.linkedin.com/in/kane-leersen-7a9011b7/
Regional Prosperity Website: https://regionalprosperity.au/
Unreasonable Hospitality: https://www.unreasonablehospitality.com/books

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

Earn 1.0 CPD here: https://quiz.ensombl.com/CPDC-26052000-02030001
0.25 Professionalism and Ethics
0.25 Client Care & Practice
0.25 Technical Competence
0.25 Regulatory Compliance and Consumer Protection

In this episode, Ben is joined by Niall McConville, Managing Director at Bombora Advice. They unpack how regulation, product design, mental health claims, and pricing pressures are reshaping the Australian and New Zealand life insurance markets, and how advisers, licensees, group cover, and AI can work together to protect more clients sustainably.

Niall McConville LinkedIn: https://www.linkedin.com/in/niall-mcconville/
Bombora Website: https://bomboraadvice.com.au/
PFAN Website: https://www.probonoadvice.com.au/

Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/20260521-2/

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

Earn 1.0 CPD here: https://quiz.ensombl.com/CPDC-26051801-36300001
0.25 Technical Competence
0.25 Client Care and Practice
0.25 Regulatory Compliance & Consumer Protection
0.25 Professionalism and Ethics

In this episode, Rocksy speaks with Craig Kouimanis, Head of Paragem. They unpack how Count helps advice firms grow through licensing support, M&A and equity partnerships, technology and client engagement frameworks, succession planning, and practice management disciplines - all while balancing governance, profitability, and high‑quality client service.

Craig Kouimanis LinkedIn: https://www.linkedin.com/in/craig-kouimanis-a6815531/
Count Website: https://www.count.au/
Paragem Website: https://paragem.com.au/
UncommonCents Podcast: https://podcasts.apple.com/au/podcast/uncommoncents/id1823576529

Explore the road less travelled at https://ensombl.com/go/20260519-2/

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

Earn 0.25 CPD here: https://quiz.ensombl.com/CPDC-26051802-20490001
0.25 Technical Competence

In this episode, Neil Rogan speaks with Alex Cousley from Russell Investments. Alex explains resilient global growth and strong US earnings, rising Australian recession risks, tepid but stable China, and political and energy headwinds in the UK and Europe.

Neil Rogan LinkedIn: https://www.linkedin.com/in/roganneil/
Alexander Cousley LinkedIn: https://www.linkedin.com/in/alexander-cousley-cfa-a10b81109/
Russell Investments Website: https://russellinvestments.com/

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

Earn 1.0 CPD here: https://quiz.ensombl.com/CPDC-26051100-30200001
0.25 Client Care & Practice
0.25 Technical Competence
0.25 Regulatory Compliance and Consumer Protection
0.25 Professionalism and Ethics

In this episode, Rocksy is joined by Stuart Jones, Managing Director, Senior Financial Planner and Mortgage Broker at Michael Roach Financial Solutions. They discuss his journey from accounting to advice, how the firm evolved from low-cost super and insurance consolidation into a growing, tech-enabled financial planning and mortgage broking business, and the practical realities of pricing, team structure (including offshore support), client relationships, and preparing the practice for sustainable future growth.

Stuart Jones LinkedIn: https://www.linkedin.com/in/stuart-jones-872ba334/
Michael Roach Financial Solutions Website: https://michaelroach.com.au/

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

Earn 0.75 CPD here: https://quiz.ensombl.com/CPDC-26050503-19180001
0.25 Client Care & Practice
0.25 Technical Competence
0.25 Tax (Financial) Advice

In this episode, Vince Scully and Tony Kofkin (Kofkin Bond & Co) explore how advisers can earn deeper client trust by combining clear education, thoughtful structuring and genuinely human relationships across business, wealth and intergenerational planning.

Tony Kofkin LinkedIn: https://www.linkedin.com/in/anthony-kofkin/
Kofkin Bond & Co Website: https://kofkinbond.com.au/
Vince Scully LinkedIn: https://www.linkedin.com/in/vincescully/

To download your copy of Generation Life’s new research report discussed in this Podcast please visit: https://ensombl.com/go/20260506-2/

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