Ensombl Advice Australia

In this episode, James speaks with Lee Forde from Plan to Plan Financial Planning. Lee discusses his extensive experience in the financial planning industry, the challenges he has faced due to regulatory changes, his focus on providing personalised advice to middle Australia clients, and his views on the future of the industry and the need for greater collaboration and support among advisers.

Lee Forde LinkedIn: https://www.linkedin.com/in/fordefinancialplanning/ Plan to Plan Website: https://plantoplan.com.au/

Visit Sharesight for more information on how they can support your practice.: https://ensombl.com/go/20250206

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This week, Pat speaks with Rohan Berry, Head of Xeppo. They discuss Xeppo's core capabilities in aggregating and harmonising data from various systems, enabling better reporting and client insights.

Rohan Berry LinkedIn: https://www.linkedin.com/in/rohan-berry-a4098225/ Xeppo Website: https://xeppo.com.au/ Patrick Gardner LinkedIn: https://www.linkedin.com/in/csba-patrick-gardner/

A world of efficiency awaits you at Netwealth: https://ensombl.com/go/20250131

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Jane is a Partner and Principal Adviser at Minchin Moore Private Wealth Advisers. She and Clayton discuss her diverse career journey in financial planning, the challenges and lessons she has learned, her advice for aspiring advisers, the importance of professional development and education, and the future of the financial planning industry, particularly in regards to attracting and retaining female talent.

Jane Hopkins LinkedIn: https://www.linkedin.com/in/jane-hopkins-a9106349/ Minchin Moore Website: https://minchinmoore.com.au/

Visit Sharesight for more information on how they can support your practice.: https://ensombl.com/go/20250130

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In this episode, Patrick is joined by Jessica Goodall and Doug Morris from Sharesight. They cover Sharesight's origins, features, use cases for investors and advisers, data capabilities, and future roadmap, with a focus on its comprehensive investment reporting and analytics platform.

Jessica Goodall LinkedIn: https://www.linkedin.com/in/jessica-goodall-04055060/ Doug Morris LinkedIn: https://www.linkedin.com/in/morrisdouglas/ Sharesight Website: https://www.sharesight.com/au/ Patrick Gardner LinkedIn: https://www.linkedin.com/in/csba-patrick-gardner/

A world of efficiency awaits you at Netwealth: https://ensombl.com/go/20250124

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Manisha is a Financial Adviser at Ultimum Financial. She and James discuss her journey from Kenya to Australia, her commitment to continuous learning and personal growth, and her holistic approach to client engagement that goes beyond just technical advice.

Manisha Bhudia LinkedIn: https://www.linkedin.com/in/manishabhudia/ Ultimum Financial Website: https://ultimumfinancial.com/

moneyGPS. Discover the digital advice platform that will future proof your business: https://ensombl.com/go/20250123

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To kick off 2025, Rocksy is joined by Mike Way. Mike recently joined AMP's North business, where he is focused on strategy, transformation, and supporting financial advice practices through initiatives like the Growth Collective. He and Andrew discuss the value of personality profiling and the need for advisors to differentiate themselves, and the importance of transparency and collaboration between platforms and advisors for effective business growth.

Mike Way LinkedIn: https://www.linkedin.com/in/mikeway/ AMP Website: https://www.amp.com.au/ Roger Martin "Playing to Win": https://www.youtube.com/watch?v=3vAIur-N8gM Lippitt-Knoster Model: https://www.walkme.com/blog/managing-complex-change/ CliftonStrengths personality profiling tool: https://www.gallup.com/cliftonstrengths/en/252137/home.aspx

Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/1-20250121/

Partner with Pallas for investment solutions tailored to your clients' portfolio needs: https://ensombl.com/go/2-20250121/

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In this episode, host James Whelan discusses the outlook for Australian equities with Christian Guerra of First Sentier Investors and Morningstar's Lachlan Holloway. With uncertainty over the domestic interest rate trajectory, and conflicting signals on the strength of the Australian economy, our experts look forward and share their insights on navigating a local market which is overpriced, but in which pockets of value can still be found. From tech to tariffs, from mining to healthcare, everything goes under the spotlight.

Lochlan Holloway LinkedIn: https://www.linkedin.com/in/lochlan-halloway/ Chrisitan Guerra LinkedIn: https://www.linkedin.com/in/christian-guerra-9361872/ James Whelan LinkedIn: https://www.linkedin.com/in/james-whelan-68146036/

Morningstar: Empowering Investor Success. https://ensombl.com/go/1-20241216

First Sentier Investors. Learn more about Australia's high-quality growing companies at https://ensombl.com/go/2-20241216

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In this episode, Pat speaks with Dylan O'Brien, Founder at BePrepared, a digital safe custody solution for managing clients' digital assets and estate planning. They discuss the platform's features, security, business opportunities, and the role of AI in enhancing client engagement and business efficiency.

Dylan O'Brien LinkedIn: https://www.linkedin.com/in/dylannobrien/ BePrepared Website: https://www.bepreparedapp.com/ Patrick Gardner LinkedIn: https://www.linkedin.com/in/csba-patrick-gardner/

A world of efficiency awaits you at Netwealth: https://ensombl.com/go/20241213

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In this week's episode, Clayton is joined by Chief Opposition Whip Bert van Manen. They discuss his bill aimed at simplifying the financial advice process, addressing the inefficiencies and high costs caused by excessive regulation, and what advisors can do to show support.

Bert van Manen LinkedIn: https://www.linkedin.com/in/bert-van-manen-mp-a2a07115/ Bert van Manen Website: https://www.bertvanmanen.com.au/ LNP Profile: https://www.liberal.org.au/team/bert-van-manen

moneyGPS. Discover the digital advice platform that will future proof your business: https://ensombl.com/go/20241212

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Matt is the Managing Director at Rising Tide Financial Services. He and Rocksy discuss how he built his practice, the impact of the GFC, the evolution of the business, the importance of team culture and governance, and his views on the future of financial advice.

Matt Hale LinkedIn: https://www.linkedin.com/in/matthalert/ Rising Tide Website: https://risingtidefinancial.com.au/ Tribal Habits Website: https://tribalhabits.com/

Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/1-20241210/

Partner with Pallas for investment solutions tailored to your clients' portfolio needs: https://ensombl.com/go/2-20241210/

Join the Ensombl platform: App Store: http://www.ensombl.com/apple Google Play: http://www.ensombl.com/google Desktop: https://www.ensombl.com/

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