This week, Pat is joined by Shak Lala and Hardy Michel from Marloo. They discuss how they built Marloo as an innovative, adviser-focused AI note-taking and document generation platform, their customer-centric approach, and their vision for transforming the advice tech industry.

Shak Lala LinkedIn: https://www.linkedin.com/in/shakeel-lala/ Hardy Michel LinkedIn: https://www.linkedin.com/in/hardymichel/ Marloo Website: https://www.gomarloo.com/

A world of business efficiency awaits you at Netwealth: https://ensombl.com/go/20250919

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

David is a Financial Adviser at First Financial, Melbourne. He and James discuss his career journey, international experiences, and current role as an adviser at First Financial, along with the variety of clients he now serves.

David Jackson Profile: https://www.linkedin.com/in/david-jackson-174b6643/ First Financial Website: https://firstfinancial.com.au/

To learn more about Fidelity, visit their website at https://ensombl.com/go/20250918

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/

In this episode, Peita talks with Ben Marshan and Naomi Holmes. They discuss how advisers can better support clients by shifting retirement planning beyond finances to address the emotional, identity, and lifestyle transitions that define a fulfilling retirement.

Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/ Caboodle Financial Services Website: https://www.caboodlefs.com.au/ Naomi Holmes LinkedIn: https://www.linkedin.com/in/naomiholmes/ Her Money Matters Website: https://www.hermoneymatters.com.au/ Ben Marshan LinkedIn: https://www.linkedin.com/in/benjaminmarshan/ Marshan Consulting Website: https://www.marshan.co/

To learn more about delivering retirement certainty for your clients, visit https://ensombl.com/go/20250917

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

In this installment, Peita is joined once again by Ben Marshan and Naomi Holmes. They discuss how advisers can move beyond technical compliance to deliver deeper value by focusing on emotional connection, client experience, and transformative retirement planning.

Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/ Caboodle Financial Services Website: https://www.caboodlefs.com.au/ Naomi Holmes LinkedIn: https://www.linkedin.com/in/naomiholmes/ Her Money Matters Website: https://www.hermoneymatters.com.au/ Ben Marshan LinkedIn: https://www.linkedin.com/in/benjaminmarshan/ Marshan Consulting Website: https://www.marshan.co/

To learn more about delivering retirement certainty for your clients, visit https://ensombl.com/go/20250917

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

This week, Rocksy speaks with someone who's no stranger to Ensombl, Ben Nash, Founder and Financial Adviser at Pivot Wealth. Ben discusses the growth, operational strategies, technology adoption, and team culture that have driven Pivot Wealth's success in delivering high-value advice to clients.

Ben Nash LinkedIn: https://www.linkedin.com/in/benjaminjnash/ Pivot Wealth Website: https://pivotwealth.com.au/

Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/20250916

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

In this episode, Pat is joined by Joel McWilliam, Co-Founder at Atom Automation. They discuss how AI and automation are transforming advice practices, and the shift from basic adoption to integrated, custom workflow solutions that enhance efficiency without disrupting existing processes.

Joel McWilliam LinkedIn: https://www.linkedin.com/in/joel-mcwilliam-119a5231b/ Atom Automation Website: https://atomautomation.ai/

A world of business efficiency awaits you at Netwealth: https://ensombl.com/go/20250912

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

Simon is a Financial Planner and Adviser at Providence Advisory Group. He and James discuss his career journey, the family-run Providence Advisory Group, and Simon's "TING" investment newsletter project, which tracks and ranks investment newsletters to help investors make informed choices.

Simon Shepherd LinkedIn: https://www.linkedin.com/in/simon-shepherd-618b793b/ Providence Advisory Group Website: https://www.providencegroup.com.au/ The Investment Newsletter Group Website: https://www.tinglive.com.au/

To learn more about Fidelity, visit their website at https://ensombl.com/go/20250911

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/

In this episode, Rocksy is joined by Richard Burton and Steven Roberts from Oakmont Financial Group and BFD Financial Planning. They discuss the growth and structure of their practices, while sharing insights on planning, insurance specialisation, and industry challenges.

Richard Burton LinkedIn: https://www.linkedin.com/in/richard-burton-aa87a416/ Steven Roberts LinkedIn: https://www.linkedin.com/in/stevenandrewroberts/ Oakmont Financial Group Website: https://www.oakmontfinancial.com.au/ BDF Financial Planning Website: https://www.bfdfinancialplanning.com/

Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/20250909

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

This week, Pat speaks with Jordan Vickery, Co-Founder at Vinyl. They discuss the development, features, integrations, and future roadmap of Vinyl, an AI meeting assistant designed for accountants and bookkeepers, and its impact on workflow automation, client engagement, and data security.

Jordan Vickery LinkedIn: https://www.linkedin.com/in/jordanvickery28/ Vinyl Website: https://www.usevinyl.com/

A world of business efficiency awaits you at Netwealth: https://ensombl.com/go/20250905

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

Aayush is a Financial Adviser at Frost Financial Planning. He and James discuss his journey from international student to adviser in Darwin, his experiences as a migrant, his professional growth, community engagement, and innovative financial literacy initiatives.

Aayush Sharma LinkedIn: https://www.linkedin.com/in/aayush-sharma-fp/ Frost Financial Planning Website: https://www.frostfp.com.au/

To learn more about Fidelity, visit their website at https://ensombl.com/go/20250904

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/