Ensombl Advice Australia

In this episode, Peita is joined again by Nick Topham, Founder of ProductRex. They explore the new features and enhancements that ProductRex has had over the last year, and where it's headed in the future.

ProductRex Website: https://www.productrex.com.au/ Nick Topham LinkedIn: https://www.linkedin.com/in/nicktopham/ Original ProductRex episode: https://ensombl.com/podcasts/advicetech7/ Curiosity Corner (Gametize) website: https://gametize.com/ Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/

A world of opportunity awaits you at Netwealth Investments Limited: https://ensombl.com/go/20231013

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Rob is the Head of Private Wealth at Akambo Financial Group. He and James discuss managing a team of financial advisors, and growing a business through client relationships and team expansion.

Rob Petrie LinkedIn: https://www.linkedin.com/in/robspetrie/ Akambo Financial Group Website: https://www.akambofg.com/

Discover how HOPE Housing is reshaping the property investment landscape and making a difference at https://ensombl.com/go/20231012

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Hugh is the Managing Director and Senior Financial Adviser at Centaur Financial Services. He joins Andrew to discuss building Centaur Financial Services into the practice that it is today, with a focus on client experience through developing a strong culture and team.

Hugh Robertson LinkedIn: https://www.linkedin.com/in/hughrobertsoncfp/ Centaur Financial Services Website: https://centaurfinancial.com.au/ "The Flywheel Effect": https://www.jimcollins.com/concepts/the-flywheel.html "Mastering the Rockefeller Habits": https://scalingup.com/book-mrh/ "The 7 Habits of Highly Effective People": https://www.franklincovey.com/the-7-habits/

Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/20231010

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Chris Siniakov from Franklin Templeton joins Matt Wacher from Morningstar and host James Whelan to explore the renaissance of Fixed Income. After a horror year in the face of successive interest rises, Fixed Income is primed to bounce back as the bedrock of many portfolios and strategies, but an expert hand is still needed to sort the heroes from the villains.

Matt Wacher LinkedIn: https://www.linkedin.com/in/mattwacher/ Chris Siniakov LinkedIn: https://www.linkedin.com/in/chris-siniakov-8a371823/ James Whelan LinkedIn: https://www.linkedin.com/in/james-whelan-68146036/

Morningstar: Empowering Investor Success. https://ensombl.com/go/1-20231009

Learn more about Franklin Templeton by visiting our website or connecting with our team: https://ensombl.com/go/2-20231009

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This week, Peita talks with Katie Cirjak, Head of Client Engagement and Back-Office Solutions at Scale Up Paraplanning. They discuss utilising Word and Excel as a powerful tool to automate workflows and streamline work processes.

Scale Up Paraplanning Website: https://scaleupparaplanning.com.au/ Katie Cirjak: https://www.linkedin.com/in/katie-cirjak/ Curiosity Corner (Pi): https://pi.ai/talk Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/

A world of opportunity awaits you at Netwealth Investments Limited: https://ensombl.com/go/20231006

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Rich is a Principal at Peloton Partners. He and James discuss pricing models for financial advice, including ongoing solutions and structured approaches.

Rich Abbey LinkedIn: https://www.linkedin.com/in/abbeyrichard/ Peloton Partners Website: https://www.pelotonpartners.com.au/ Pricing Advice Document: https://app.ensombl.com/posts/resources-pricing-advice

Discover how HOPE Housing is reshaping the property investment landscape and making a difference at https://ensombl.com/go/20231005

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In this first episode, Jamie McIntyre speaks with Jenny Brown, CEO and Founder of JBS Financial Strategists. They discuss the major causes of stress leading into and during retirement: loss of income certainty, loss of purpose, client emotions and how advisors can help during this transition.

Jenny Brown LinkedIn: https://www.linkedin.com/in/jennybrownjbs/ JBS Financial Website: https://jbsfinancial.com.au/ Jamie McIntyre LinkedIn: https://www.linkedin.com/in/jamiemcintyre1/

With Allianz Retire+, it all adds up to certainty. Visit https://ensombl.com/go/20231004

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In this installment, Jamie talks with James Wortley, Founder of Enlightened Financial Solutions & Video Advice in Australia, and Founding Shareholder of Lumiant. They chat about behavioural biases and how they can impact retirement, the role of the advisor in identifying biases and overcoming them, and tailoring advice to clients with these biases.

James Wortley LinkedIn: https://www.linkedin.com/in/james-wortley73/ Enlightened Financial Solutions Website: https://www.efsmackay.com.au/ Jamie McIntyre LinkedIn: https://www.linkedin.com/in/jamiemcintyre1/

With Allianz Retire+, it all adds up to certainty. Visit https://ensombl.com/go/20231004

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In this episode, Jamie is joined by Liam Shorte, Managing Director, SMSF Specialist Advisor and Financial Planner at Sonas Wealth. They discuss their experiences when helping clients transition into retirement, figuring out what's most important to them, and ways they've helped them find a new purpose in retirement.

Liam Shorte LinkedIn: https://www.linkedin.com/in/liamshorte/ Sonas Wealth Website: https://www.sonaswealth.com.au/ The SMSF Coach Website: https://smsfcoach.com.au/ Jamie McIntyre LinkedIn: https://www.linkedin.com/in/jamiemcintyre1/

With Allianz Retire+, it all adds up to certainty. Visit https://ensombl.com/go/20231004

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In this final installment, Jamie talks to Natalie Philips, NSW State Manager at Allianz Retire+. They talk about the impact that advisors can have by providing certainty in retirement, helping to shape their future outlook and mental wellbeing.

Natalie Philips LinkedIn: https://www.linkedin.com/in/natalie-philips-782aa177/ Allianz Retire+ Website: https://www.allianzretireplus.com.au/ Jamie McIntyre LinkedIn: https://www.linkedin.com/in/jamiemcintyre1/

With Allianz Retire+, it all adds up to certainty. Visit https://ensombl.com/go/20231004

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