Ensombl Advice Australia

This week we cover the Australian fourth quarter CPI data, US GDP data and the US core PCE index, ResMed, Origin Energy, and Tesla.

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

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In this episode, Peita chats with Anthony Lyon, Founder at iComply2. They talk through the suite of integrated apps, and how they can be used to simplify the advice process and maintain compliance.

icomply2 Website: https://www.icomply2.com.au/ Anthony Lyon LinkedIn: https://www.linkedin.com/in/anthony-lyon-2463446a Curiosity Corner (Motion) website: https://www.usemotion.com/ Peita Diamantidis Linkedin: https://www.linkedin.com/in/peitamd/

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

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Chris is the CEO at Lydian Financial Services. He joins Clayton to chat about his journey into the advice industry, and how he became involved with home loans, property and mortgages.

Chris Booth LinkedIn: https://www.linkedin.com/in/boothchris/ Lydian Website: https://lydian.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/

Cara is the Director, Senior Financial Adviser and Wealth Coach at Bounce Financial. She and Ben talk about how her business has evolved over time, how she implemented cash flow management and strategy, and the importance of consistency in social media content.

Cara Brett LinkedIn: https://www.linkedin.com/in/carabrett/ Bounce Financial Website: https://www.bouncefinancial.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/

This week we cover Australian employment data, the Westpac consumer confidence index, the Bank of Japan, US PPI data, JB Hi-Fi, Viva, Ampol, Fisher and Paykel Healthcare, and Netwealth, PPS and HUB 24's quarterly flow results.

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/

This week, Peita is joined by Andrew Whelan, Chief Executive Officer at Dash Technology Group. They take a deep dive into the DASH platform and how it can be utilised to solve the biggest problems in your advice process.

Dash Website: https://dash.com.au/ Andrew Whelan LinkedIn: https://www.linkedin.com/in/andrew-whelan-72270a3/ Curiosity Corner (Airgram) website: https://www.airgram.io/ 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/

Cara is a Principal Wealth Adviser at The Wealth Designers. She and Ben talk through her advice journey, the biggest challenges along the way, and how to get the most out of your support team.

Cara Graham LinkedIn: https://www.linkedin.com/in/caragraham1/ The Wealth Designers Website: https://twd.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/

This week we cover the US December CPI print, the Australian November CPI data, retail sales data, IAG, and Origin.

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/

This week, Peita chats with Nathan Fradley, Director at Ethos Australia. They deep dive into the Ethos ESG tool and discuss how it can be integrated into your advice business to assist with ethical investing for clients and reflect your philosophy and values as a practice.

Ethos ESG Website: https://www.ethosesg.com/ Nathan Fradley LinkedIn: https://www.linkedin.com/in/nathan-fradley-fchfp-88a8502a Curiosity Corner (Forest) website: https://www.forestapp.cc/ Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/

Unlock the potential of your wealth business with Netwealth, visit http://www.netwealth.com.au/change

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

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Justin is the Managing Director at Sentinel Wealth. He and Jess talk about his approach to getting to know his clients, what questions to ask, and how this information can be leveraged in the advice process.

Justin Hooper LinkedIn: https://www.linkedin.com/in/justinhooper1/ Sentinel Wealth Website: https://sentinelwealth.com.au/

For more information on DASH, reach out to our team or follow us on LinkedIn. https://dash.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/