Ensombl Advice Australia

Drew is a Partner and Co-CEO of MBS Insurance. He and Andrew cover the ins and outs of his practice operations, his workplace philosophy, and vision for the life insurance industry.

Drew Burden LinkedIn: https://www.linkedin.com/in/drew-burden-137b218/ MBS Insurance Website: https://mbsinsurance.com.au/

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This week, Peita talks with Tom Culver, Founder and CEO at Oko Adviser. They discuss the features of the Oko tool and how it helps financial advisors and their clients assess sustainability values and integrate them into the investment process.

Oko Adviser discount code: Ensombl10

Oko Adviser Website: https://www.okoadviser.com/ Tom Culver: https://www.linkedin.com/in/tomculver1 Curiosity Corner (McCrindle): https://mccrindle.com.au/ Peita Diamantidis Linkedin: https://www.linkedin.com/in/peitamd/

A world of opportunity awaits you at Netwealth Investments Limited: https://ensombl.com/go/20230929

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Jeff is Director and Personal Financial Adviser at Evalesco Financial Services. He and Clayton talk about where they think advice is headed, the impact it will have on advisors, and the place AI has in the future of advice.

Jeff Thurecht LinkedIn: https://www.linkedin.com/in/jeffthurecht/ Evalesco Website: https://evalesco.com.au/

To learn more about the MLC Life Insurance Adviser Portal, visit https://ensombl.com/go/20230928

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This week, Andrew is joined by Brett Wright, Founder at Lifebid. They take a look at how the business came together, life insurance industry challenges and potential solutions, and integrating life insurance advice with other financial services products and the technology required to do so.

Brett Wright LinkedIn: https://www.linkedin.com/in/brett-wright-a9461430/ Lifebid Website: https://lifebid.com.au/ Crowdfund Link: https://www.strideequity.com.au/offer/lifebid-holdings-pty-limited

Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/20230926

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James Maydew from Macquarie joins Morningstar's Jody Fitzgerald and host James Whelan to go under the hood for a detailed look at REITs. With flexible working and the digitalisation of business seeing a reshaping of commercial real estate, our experts explore the new strategies required to harness the undoubted income and growth potential of this sector.

Jody Fitzgerald LinkedIn: https://www.linkedin.com/in/jody-fitzgerald/ James Maydew LinkedIn: https://www.linkedin.com/in/james-maydew-438b1512/ James Whelan LinkedIn: https://www.linkedin.com/in/james-whelan-68146036/

Morningstar: Empowering Investor Success. https://ensombl.com/go/1-20230925

Learn more about Macquarie Asset Management. https://ensombl.com/go/2-20230925

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In this week's episode, Peita is joined by Thabojan Rasiah and Matt Boyd, Co-Founders of Finito. They discuss Finito as a virtual "marketplace", aiming to provide coaching and guidance to Australians by connecting consumers with trusted financial experts.

Finito Website: https://www.finito.com.au/ Thabojan Rasiah: https://www.linkedin.com/in/thabojanrasiah/ Matt Boyd: https://www.linkedin.com/in/matthew-boyd-vollie/ Curiosity Corner (Fathom): https://fathom.video/ Peita Diamantidis Linkedin: https://www.linkedin.com/in/peitamd/

A world of opportunity awaits you at Netwealth Investments Limited: https://ensombl.com/go/20230922

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Craig is the Chair at Ensombl. He and Clayton chat about the changing concept of retirement and reframing retirement as a lifestyle choice, attracting younger advisors into the industry, and the impact of culture on success.

Craig Keary LinkedIn: https://www.linkedin.com/in/craigkeary/

To learn more about the MLC Life Insurance Adviser Portal, visit https://ensombl.com/go/20230921

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In this episode, Andrew sits down with Glen Reilly, Director and Lead Adviser at Fitzpatricks Private Wealth. They discuss his approach to building a successful practice, the culture of the company, and how they attract and engage with clients.

Glen Reilly LinkedIn: https://www.linkedin.com/in/glenreilly/ Fitzpatricks Private Wealth Website: https://fitz.com.au/

Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/20230919

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This week, Peita talks with Nikhita Iyar, Head of Product Marketing and Growth at Moxo. They discuss Moxo's digital interaction workspaces, and how it can reduce churn and increase client retention by streamlining processes.

Moxo Website: https://www.moxo.com/ Moxo's Regional Director - Australia & New Zealand - Fedja Selimovic: https://www.linkedin.com/in/fedjaselimovic/ Curiosity Corner (Airpano): https://www.airpano.com/ Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/

A world of opportunity awaits you at Netwealth Investments Limited: https://ensombl.com/go/20230915

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Silvia is the Director at Mutual Plans. She and James discuss implementing paraplanning into your business, and the future of artificial intelligence within paraplanning practices.

Silvia Wade LinkedIn: https://www.linkedin.com/in/silviawade/ Mutual Plans Website: https://mutualplans.com.au/

To learn more about the MLC Life Insurance Adviser Portal, visit https://ensombl.com/go/20230914

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