Ensombl Advice Australia

Lionel is the Founder and Principal of Purpose Planning. He joins James to chat about how he went from football to financial advice, why he believes in-person conversations are more effective than virtual, and the strategies he uses to create greater efficiency in his practice.

Lionel O'Mally LinkedIn: https://www.linkedin.com/in/lionelomally/ Purpose Planning Website: https://www.purposeplanning.com.au/

Discover how HOPE Housing is reshaping the property investment landscape and making a difference at https://ensombl.com/go/20231026

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In this episode, Andrew talks with David Haintz, Partner at Merchant Investment Management and Principal at Global Adviser Alpha. They discuss his career in financial planning, the Merchant Group's approach to partnering with advice practices, and his vision for continued growth in the Australian financial advice industry.

David Haintz LinkedIn: https://www.linkedin.com/in/davidhaintz/ Merchant Website: https://www.merchantim.com/ Global Adviser Alpha Website: https://www.globaladviseralpha.com/

Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/20231024

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Host James Whelan talks all things infrastructure with Morningstar's Bianca Rose, and Charles Hamieh from ClearBridge Investments. In this lively and engaging conversation, our experts explore different types of infrastructure, its performance characteristics across different economic and political cycles, and the options for accessing investable infrastructure.

Bianca Rose LinkedIn: https://www.linkedin.com/in/bianca-rose/ Charles Hamieh LinkedIn: https://www.linkedin.com/in/charles-hamieh-9b777619/ James Whelan LinkedIn: https://www.linkedin.com/in/james-whelan-68146036/

Morningstar: Empowering Investor Success. https://ensombl.com/go/1-20231023

For more information on ClearBridge Investments contact our team here https://ensombl.com/go/2-20231023

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This week, Peita talks with Vincent Holland, Head of Sales and Business Development of Plutosoft. He gives an update on how the Plutosoft tool has evolved over the previous year, including new features and what's planned for the near future.

Plutosoft Website: https://www.plutosoft.com.au/ Vincent Holland LinkedIn: https://www.linkedin.com/in/vincent-holland-6b50ab62/ Original Plutosoft episode: https://ensombl.com/podcasts/advicetech2/ Curiosity Corner (Data GIF Maker) website: https://datagifmaker.withgoogle.com/ Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/

A world of opportunity awaits you at Netwealth Investments Limited: https://ensombl.com/go/20231020

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Chris is the Director, a Retirement Planner and Financial Advisor at CY Financial Advice. He and Clayton chat about the Certified Independent Financial Advisers Association (CIFAA), trends and the benefits of self-licensing and the growth of individually licensed advisor, and the common barriers that prevent advisors from becoming independent.

Chris Young LinkedIn: https://www.linkedin.com/in/chrisyoungcyfa/ CY Financial Advice Website: https://cyfinancialadvice.com.au/ CIFAA Website: https://cifaa.asn.au/

Discover how HOPE Housing is reshaping the property investment landscape and making a difference at https://ensombl.com/go/20231019

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In this first installment, Ryan speaks to Amie Baker, Director, Financial Adviser and Certified Money Coach at Rekab Advice and Centsability. They discuss the importance of financial wellness and managing client expectations, and the role advisors have in facilitating this.

Amie Baker LinkedIn: https://www.linkedin.com/in/amie-baker-10975828/ Rekab Advice Website: https://rekabadvice.com.au/ Centsability Website: https://centsability.net.au/ Ryan Watson LinkedIn: https://www.linkedin.com/in/r-watson/

Vivo by MLC Life Insurance - Supporting you and your clients through life's journey. Visit https://ensombl.com/go/20231018

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In this episode, Ryan is joined by Harry and Tristan from Purpose Advisory. They talk about how mental health interlinked with physical and financial health, and how advisors can identify when a client may be struggling.

Harry Goldberg LinkedIn: https://www.linkedin.com/in/harry-goldberg/ Tristan Scifo LinkedIn: https://www.linkedin.com/in/tristanscifo/ Purpose Advisory Website: https://purposeadvisory.com.au/ Ryan Watson LinkedIn: https://www.linkedin.com/in/r-watson/

Vivo by MLC Life Insurance - Supporting you and your clients through life's journey. Visit https://ensombl.com/go/20231018

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In this installment, Ryan chats with Tim Henry, Financial Advisor and Owner at Aspire Its Your Life. They discuss incorporating well-being into your advice offering, and how it can build more meaningful relationships with clients and differentiate you in the market.

Tim Henry LinkedIn: https://www.linkedin.com/in/henrytim/ Aspire Planning Website: https://www.aspireplanning.com.au/ Ryan Watson LinkedIn: https://www.linkedin.com/in/r-watson/

Vivo by MLC Life Insurance - Supporting you and your clients through life's journey. Visit https://ensombl.com/go/20231018

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In the last episode in this series, Ryan talks to Marshall Ross, Risk and Strategy Advice Manager at MLC Life Insurance. They talk about "staying on top of your game" and looking after your own mental health when dealing with clients, and the impact an advisor can make to a client's world when they're performing optimally.

Marshall Ross LinkedIn: https://www.linkedin.com/in/marshall-ross/ MLC Insurance Website: https://www.mlcinsurance.com.au/ Ryan Watson LinkedIn: https://www.linkedin.com/in/r-watson/

Vivo by MLC Life Insurance - Supporting you and your clients through life's journey. Visit https://ensombl.com/go/20231018

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In this installment of the Engine Room Unpacked, Andrew and Sue revisit the next handful of episodes and discuss the key elements that impressed them the most.

Since we recorded this episode, Elixir have secured 5 scholarships for the Practice Managers course via the Women in Finance and Economics Scholarship Program. If you - or someone you know - would love to do the course to assist them to enter, re-enter and achieve leadership roles across financial services, but can't afford the $2,500 fee (able to demonstrate financial need), they can apply for one of the scholarships through the FAAA. Details are all on the website.

The Practice Managers Training Program: https://elixirconsulting.com.au/practice-manager-training-program/

Elixir Consulting Website: https://elixirconsulting.com.au/ Moran Partners Financial Planning Website: https://www.moranfp.com.au/ Infinity Financial Consultants Website: https://www.infinityfc.com.au/ Austbrokers Life Website: https://www.austbrokerslife.com.au/ Pivot Wealth Website: https://pivotwealth.com.au/ Evalesco Website: https://evalesco.com.au/

Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/20231017

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