Ensombl Advice Australia

Ensombl Advice Australia

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Ensombl Advice Australia episodes

  • #375 Chris Morcom

    Chris is a Partner and Wealth Adviser at Hewison Private Wealth. He and Ben chat about incorporating transferring wealth into client conversations, philanthropic funds, and how Chris built his own skill set, tools and strategies to add further value to clients.

    Chris Morcom LinkedIn: https://www.linkedin.com/in/chris-morcom-06b6b1/ Hewison Private Wealth Website: https://www.hewison.com.au/

    A world of opportunity awaits you at https://netwealth.com.au/woo

    Join the Ensombl platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://www.ensombl.com/

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

    36 min
  • 6 FEB 2023 - Monday Market Highlights

    This week we cover the US Federal Reserve, the Bank of England, the European Central Bank, US Non-Farm Payrolls, New Zealand employment, META, Apple, Amazon and Alphabet, IAG, Flight Centre, and Megaport.

    This market highlight is proudly brought to you by Milford https://milfordasset.com.au/

    Join the Ensombl platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://www.ensombl.com/

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

    7 min
  • AdviceTech Podcast #20 - Adviser Ratings

    In this episode, Peita talks to Angus Woods, Founder at Adviser Ratings. They explore Adviser Ratings as a free lead generation tool for financial advisers, and what advisers can do to boost their profile.

    Adviser Ratings Website: adviserratings.com.au Angus Woods LinkedIn: https://www.linkedin.com/in/angus-woods-a5a7025/ Curiosity Corner (Clifton Strengths) Website: https://www.gallup.com/cliftonstrengths/en/252137/home.aspx Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/

    A world of opportunity awaits you at https://netwealth.com.au/woo

    Join the Ensombl platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://ensombl.com/

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

    59 min
  • #374 Andrew Rocks

    Andrew is the Head of Partnership and Business Development at Virtual Business Partners, and Chairperson at Ensombl. He and Clayton talk about his upcoming Engine Room podcast, which will focus on the key decision makers inside successful advice practices.

    Andrew Rocks LinkedIn: https://www.linkedin.com/in/andrewrocks/ Virtual Business Partners Website: https://www.virtualbusinesspartners.com.au/

    A world of opportunity awaits you at https://netwealth.com.au/woo

    Join the Ensombl platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://www.ensombl.com/

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

    37 min
  • Strategies to Facilitate Intergenerational Wealth Transfers #1

    Ruth is a Lawyer and Director at MinterEllison, and Director at HUB24 Limited. She and Vince discuss the Retirement Income Covenant, what it is and why it matters to both consumers and their advisors.

    Ruth Stringer LinkedIn: https://www.linkedin.com/in/ruth-stringer-5544074/ MinterEllison Website: https://www.minterellison.com/

    To find out more about Generation Life's market leading innovations in tax effective investment and retirement solutions visit https://genlife.com.au/

    Join the Ensombl platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://www.ensombl.com/

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

    38 min
  • Strategies to Facilitate Intergenerational Wealth Transfers #2

    Emily is an author Specialising in Personal Finance and Retirement, and Eric is CEO and Advisor at BFG Financial Advisors. Vince talks all things retirement with Emily and Eric, including the right time to retire, flexibility in retirement, and dealing with longevity risk.

    Emily Guy Birken LinkedIn: https://www.linkedin.com/in/emily-guy-birken-845b0b18a/ Emily Guy Birken Website: https://www.emilyguybirken.com/

    Eric Brotman LinkedIn: https://www.linkedin.com/in/ebrotman/ BFG Financial Advisors Website: https://bfgfa.com/

    To find out more about Generation Life's market leading innovations in tax effective investment and retirement solutions visit https://genlife.com.au/

    Join the Ensombl platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://www.ensombl.com/

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

    48 min
  • Strategies to Facilitate Intergenerational Wealth Transfers #3

    Les is the Managing Director at Future Proof Wealth, and Michael is the Founder and Managing Director at Family Wealth Advisory. They join Vince to chat about how they're using investment bonds and annuities to improve the lives of their clients.

    Les McGuire LinkedIn: https://www.linkedin.com/in/les-mcguire-6b5b8517/ Future Proof Wealth Website: https://www.futureproof.com.au/

    Michael Bova LinkedIn: https://www.linkedin.com/in/michael-bova-1ba2724/ Family Wealth Advisory Website: https://www.familywealthadvisory.com.au/

    To find out more about Generation Life's market leading innovations in tax effective investment and retirement solutions visit https://genlife.com.au/

    Join the Ensombl platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://www.ensombl.com/

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

    54 min
  • Strategies to Facilitate Intergenerational Wealth Transfers #4

    Grant is the CEO and Managing Director at Generation Life, and Felipe is General Manager Sales, Marketing and Operations at Generation Life. Vince sits down with Grant and Felipe to discuss the tax arbitrage of investment bonds and estate planning, dealing with negative press around investments, as well as annuities.

    Grant Hackett LinkedIn: https://www.linkedin.com/in/grant-hackett-oam-30820225/ Felipe Araujo LinkedIn: https://www.linkedin.com/in/felipe-araujo-3952903a/ Generation Life Website: https://genlife.com.au/

    To find out more about Generation Life's market leading innovations in tax effective investment and retirement solutions visit https://genlife.com.au/

    Join the Ensombl platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://www.ensombl.com/

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

    51 min
  • Strategies to Facilitate Intergenerational Wealth Transfers #5

    Eric is an Author, Certified Professional Retirement Coach and Founder of Retire With Possibilities. He and Vince round out the series by talking about Professional Retirement Coaching and how it relates to financial advice.

    Eric J. Weigel LinkedIn: https://www.linkedin.com/in/ejweigel/ Retire With Possibilities Website: https://www.retirewithpossibilities.com/

    To find out more about Generation Life's market leading innovations in tax effective investment and retirement solutions visit https://genlife.com.au/

    Join the Ensombl platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://www.ensombl.com/

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

    55 min
  • #373 Phil Thompson

    Phil is the Financial Adviser and Founder at Skye Wealth. He joins Ben to discuss the challenges of rolling out an insurance-only solution, and the steps he's taken to build and strengthen his team.

    Phil Thompson Website: https://www.linkedin.com/in/philjthommo/ Skye Financial Website: https://www.skye.com.au/

    A world of opportunity awaits you at https://netwealth.com.au/woo

    Join the Ensombl platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://www.ensombl.com/

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

    36 min

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