Ensombl Advice Australia

John is the Founder and Strategic Wealth Adviser at AFA Group Wealth. He chats with Ben about starting his own practice at the age of twenty, and the journey of how the business has grown and evolved over the years.

John Cachia XY: https://www1.xyadviser.com/members/2400932 John Cachia LinkedIn: https://www.linkedin.com/in/johncachia-moneywealthadviser/ AFA Group Wealth Website: https://www.afagroupwealth.com.au/

Find out more about Challenger and our expanded product range http://www.challenger.com.au/adviser/income-for-life

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This week we cover the June Manufacturing PMI, US Services PMI, UK CPI, Qantas, and Cooper Energy.

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

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Adam is a Risk Strategy Specialist at Zurich. He and Jess discuss how advisers can help clients when unexpected incidents occur in their lives, and how training staff in handling conversations around these events can help even further.

Adam Crabbe LinkedIn: https://www.linkedin.com/in/adamcrabbe/ Zurich Website: https://www.zurich.com.au/

Find out more about Challenger and our expanded product range http://www.challenger.com.au/adviser/income-for-life

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Nathan is a Senior Adviser at Tribeca Financial, Director at Ethos Australia, and the Founder and Chair of the XY Adviser Ethics Committee. He talks about his recent merger with Tribeca Financial, and his work with developing the Ethos platform.

Nathan Fradley XY: https://www1.xyadviser.com/members/2345594 Nathan Fradley LinkedIn: https://www.linkedin.com/in/nathan-fradley-fchfp-88a8502a/ Tribeca Financial Website: https://www.tribecafinancial.com.au/ Ethos Australia Website: https://www.ethosesg.com/

Find out more about Challenger and our expanded product range http://www.challenger.com.au/adviser/income-for-life

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This week we cover the increasing impacts of inflation, the US Federal Reserve's interest rates raise, the European Central Bank's emergency meeting, and the Australian Fair Work Commission's annual minimum wage decision.

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

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Mitchell is the Group General Manager at Coastal Advice Group. He joins Jess to talk about creating a balanced "score card" for staff, and how advisers can attract the right clients through marketing.

Mitchell Ramsbotham LinkedIn: https://www.linkedin.com/in/mitchell-ramsbotham-04122812/ Central Coast Financial Planning Group Website: https://www.centralcoastfpg.com.au/

Find out more about Challenger and our expanded product range http://www.challenger.com.au/adviser/income-for-life

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Find out more about Challenger and our expanded product range http://www.challenger.com.au/adviser/income-for-life

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

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

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Captain FI is a Retired Aussie Pilot and the Host of CaptainFI Blog and the Financial Independence Podcast. He and Jess chat about the concept of FIRE (Financial Independence Retire Early), and what it takes to retire at a young age.

Captain FI Website: https://captainfi.com/

MetLife. Life, inspired by you. For more information, speak to your local BDM or visit https://www.metlife.com.au/

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In this second instalment, Fraser Jack sits down with Shan Chung, Client Development Manager from the Macquarie Virtual Adviser Network (VAN), and Tom Reddacliff, Executive Chairman and Director at Encore Advisory Group. They continue the conversation on the four success drivers of winning advice firms, and explore the next of those success drivers. This conversation explores the scalability of advice practices, measuring your success, productivity, outsourcing, technology and much more.

Macquarie VAN – Build for the Future program - https://www.macquarie.com.au/van

Shan Chung LinkedIn: https://www.linkedin.com/in/shan-chung-28102570/ Macquarie Website: https://www.macquarie.com.au/van

Tom Reddacliff LinkedIn: https://www.linkedin.com/in/tom-reddacliff-b2859812/ Encore Advisory Group: https://www.encoreadvisorygroup.com.au/

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