Ensombl Advice Australia

This week, Andrew chats with David Moloney, Director of Wealth at Yarra Lane. They discuss the evolution of the practice, where they sit in the industry when it comes to advising pharmacists, and how they measure success in their business.

David Moloney LinkedIn: https://www.linkedin.com/in/david-moloney-cfp%C2%AE-1276b922/ Yarra Lane Website: https://www.yarralanegroup.com.au/

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This week we cover the Australian quarterly wage price index, Australian employment data, the US debt ceiling, US retail sales, Aristocrat, XERO, Life360, and James Hardie.

This podcast is moving to Milford's new podcast channel OnTrack with Milford. Head over to https://ensombl.com/go/20230522 and subscribe so you don't miss any episodes.

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In this episode, Peita speaks with Paul Campbell, Managing Director at Xeppo. They take a look at Xeppo, and discuss how having easy access to data and insights can drive greater client relationships and business growth.

Xeppo Website: https://xeppo.com.au/financial-planners/ Paul Campbell LinkedIn: https://www.linkedin.com/in/paul-campbell-2805022b/ Curiosity Corner (Opal): https://www.opal.so/ Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/

A world of opportunity awaits you at Netwealth Investments Limited: https://ensombl.com/go/20230519

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Chris is the Founder of Master Your Money Now. He joins James to answer a few community questions on why he recently sold his business and the process involved.

Chris Carlin LinkedIn: https://www.linkedin.com/in/chriscarlinfp/ Master Your Money Now Website: https://masteryourmoneynow.com.au/

This episode is proudly sponsored by Capital Group. https://ensombl.com/go/20230518

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This week, Andrew sits down with Aimee Lucas, Practice Manager at Burke Britton Financial Partners. They discuss her journey from receptionist to Practice Manager, how their practice overcame their biggest mistakes, and how good planners are only as good as their team.

Aimee Lucas LinkedIn: https://www.linkedin.com/in/aimee-lucas-baa457153/ BBFP Website: https://www.bbfp.com.au/ Landmark Forum: https://landmarkworldwidemelbourne.com/ Echelon Front: https://echelonfront.com/

Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/20230516

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This week we cover US Core CPI data, the Producer Price Index, the University of Michigan Consumer Sentiment survey, UK GDP numbers, the Chinese headline inflation print, and the Australian Federal Budget.

This market highlight is proudly brought to you by Milford: https://ensombl.com/go/20230515

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In this episode, Peita chats with Julius Geis, Founderand CEO at MUA (Me, Us, All). They dive into MUA's employee engagement software, and discuss how it can be used to create a business culture that nurtures innovation and improves employees' emotional intelligence.

MUA Website: https://www.wemua.com/ Julius Geis LinkedIn: https://www.linkedin.com/in/juliusgeis/ Curiosity Corner (Spoke): https://spoke.app/ Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/

A world of opportunity awaits you at Netwealth Investments Limited: https://ensombl.com/go/20230512

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Fraser is the Founder of The Cyber Collective. He returns to the podcast to chat with James about making advice more accessible through video.

Fraser Jack LinkedIn: https://www.linkedin.com/in/fraserjack123 The Cyber Collective Website: https://www.thecybercollective.com.au/

This episode is proudly sponsored by Capital Group. https://ensombl.com/go/20230511

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This week, Andrew is joined by Brett Schatto, CEO at Pride Advice. They lift the lid on his practice and talk about how he went from investigating financial services as a detective to actually being in financial services. Brett also talks about how he developed the culture of his business, and how they support their ideal client base.

Brett Schatto LinkedIn: https://www.linkedin.com/in/brettschatto/ Pride Advice Website: https://prideadvice.com.au/

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This week we cover the Reserve Bank of Australia, the Federal Reserve meeting, US Non-farm payrolls, the EBC meeting, the NZ Labour market, JB HI-FI, the National Australia Bank, and Silver Lake Resources.

This market highlight is proudly brought to you by Milford: https://ensombl.com/go/20230508

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