Ensombl Advice Australia

In this episode, Andrew is joined by Ben Calder and Ivana Sanzari from Calder Wealth Management. They chat about their growth journey over fifty years through family succession, evolving business structures, and scaling operations with a focus on people and community.

Calder Wealth Management Website: https://www.calderwm.com.au Ben Calder LinkedIn: https://www.linkedin.com/in/benicalder/ Ivana Sanzari LinkedIn: https://www.linkedin.com/in/ivana-sanzari-abb03033/ Herbers Diamond Structure: https://www.herbersandcompany.com/diamond-teams

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In this episode, Patrick talks with Michael Newman, Director at Tele-Sense. They discuss modernising business communication systems through consolidating platforms, leveraging AI for customer service, and evaluating providers that offer flexibility and open integrations.

Michael Newman LinkedIn: https://www.linkedin.com/in/michael-newman-telecom/ Tele-Sense Website: https://www.tele-sense.com.au/

Between Meetings with Matt Heine - Discover a podcast for wealth professionals

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This week, James chats to regular Ensombl Podcast guest Nathan Fradley. Nathan has recently transition from traditional financial advice to a specialized barrister-style model focused on episodic work while growing his company, Ethos, and collaborating with other advisors.

Nathan Fradley LinkedIn: https://www.linkedin.com/in/nathan-fradley-fchfp-88a8502a/ Nathan Fradley Website: https://www.nathanfradley.com.au

For more information on Franklin Templeton connect with our team at https://ensombl.com/go/20240328

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In this episode, Jamie is joined by Simon Glazier, Head of Wholesale Sales at Fidelity International, and Harry Mantzouratos, Chairman and Director at Much More Than Money. The discuss how cultural and generational differences impact the mindset of clients, nest egg mentality, inheritance approaches for high net worth families, and preferences among younger generations.

Simon Glazier LinkedIn: https://www.linkedin.com/in/simon-glazier-cima%C2%AE-a6729230/ Harry Mantzouratos LinkedIn: https://www.linkedin.com/in/harry-mantzouratos-8670781/ Much More Than Money Website: https://muchmorethanmoney.com.au/ Jamie McIntyre LinkedIn: https://www.linkedin.com/in/jamiemcintyre1/

Our research highlights strategies you can implement now into your practice in the 'Great Wealth Transfer': https://ensombl.com/go/20240327

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Jamie talks with Lukasz de Pourbaix, Global Cross Asset Specialist at Fidelity International, and Robert Daniele, Financial Planner and Paraplanner. They explore why living legacies are becoming more popular, the main reasons behind these being used, and the ways advisors are working with clients to achieve this.

Lukasz de Pourbaix LinkedIn: https://www.linkedin.com/in/lukasz-de-pourbaix-gaicd-12711416/ Robert Daniele LinkedIn: https://www.linkedin.com/in/robert-daniele/ Jamie McIntyre LinkedIn: https://www.linkedin.com/in/jamiemcintyre1/

Our research highlights strategies you can implement now into your practice in the 'Great Wealth Transfer': https://ensombl.com/go/20240327

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In this installment, Jamie is joined once again by Simon Glazier, Head of Wholesale Sales at Fidelity International, and Tanya Carlson, Financial Adviser at Amplify Wealth Management. They talk about the opportunities for financial planners to play a key role in generational wealth transfer and estate planning by collaborating with clients and lawyers to effectively educate families and mediate complex issues throughout the process.

Simon Glazier LinkedIn: https://www.linkedin.com/in/simon-glazier-cima%C2%AE-a6729230/ Tanya Carlson LinkedIn: https://www.linkedin.com/in/tanya-carlson-5b42631a/ Amplify Wealth Website: https://www.amplifywealth.com.au/ Jamie McIntyre LinkedIn: https://www.linkedin.com/in/jamiemcintyre1/

Our research highlights strategies you can implement now into your practice in the 'Great Wealth Transfer': https://ensombl.com/go/20240327

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In this final episode, Jamie talks to Simon Glazier, Head of Wholesale Sales at Fidelity International, and Inbam Devadason, Actuary, Founder and Director of Precision Financial. They look at the role of wealth transference in preserving family values, how family units have evolved over the years, and how advisors can engage all members to ensure a smooth transition of wealth from one generation to the next.

Simon Glazier LinkedIn: https://www.linkedin.com/in/simon-glazier-cima%C2%AE-a6729230/ Inbam Devadason LinkedIn: https://www.linkedin.com/in/inbam-devadason-8825875/ Precision Financial Website: https://www.precisionfinancial.com.au/ Jamie McIntyre LinkedIn: https://www.linkedin.com/in/jamiemcintyre1/

Our research highlights strategies you can implement now into your practice in the 'Great Wealth Transfer': https://ensombl.com/go/20240327

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In this episode of the Engine Room Podcast, Andrew is joined by Andrew and Jacqui Sherlock from Sherlock Wealth. They talk about the fifty-year evolution of their family-run financial planning business into a holistic advisory firm focused on delivering personalised service through strategic partnerships and technology while giving back to their community.

Andrew Sherlock LinkedIn: https://www.linkedin.com/in/andrew-sherlock-adviser/ Jacqui Sherlock LinkedIn: https://www.linkedin.com/in/jacqui-sherlock/ Sherlock Wealth Website: https://sherlockwealth.com/ Slipstream Group: https://slipstreamgroup.com.au/ Jenny Pearse: https://www.linkedin.com/in/jennypearse/ Peloton Partners: https://www.pelotonpartners.com.au/ Lavista: https://www.lavista.com.au/ Vivere Group: https://viveregroup.com.au/ Mastering the Rockerfeller Habits: https://scalingup.com/book-mrh/

Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/20240326

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This week, Patrick is joined by Alex Chavotier, CEO and Co-Founder at Upworth. They discuss the current features of the user-focused, AI-driven personal finance management platform, its consumer-centric approach, personalized insights, emphasis on data security, and what features are planned in the future.

Alex Chavotier LinkedIn: https://www.linkedin.com/in/alexandre-chavotier-ba6a3ab8/ Upworth Website: https://upworth.com.au/

Between Meetings with Matt Heine - Discover a podcast for wealth professionals: https://ensombl.com/go/20240322

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Kiera is the Director of FS Recruitment Solutions. She and James talk about the current state of recruitment in the financial planning industry, along with the challenges in hiring different roles and retaining employees.

Kiera Brown LinkedIn: https://www.linkedin.com/in/kiera-brown/ FS Recruitment Solutions Website: https://fsrecruitmentsolutions.com.au/

Learn more about Macquarie ETFs and explore educational materials at https://ensombl.com/go/20240321

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