Ensombl Advice Australia

By EnsomblNews Education Self-Improvement Business News

Ensombl Advice Australia episodes

May 23, 2022 #311 Liam Shorte
Liam is a Director, SMSF Specialist Adviser and Financial Planner at Verante Financial Planning. He and Ben talk about why he settled on the SMSF niche, and what the biggest shifts and growth drivers have been in his business.

Liam Shorte XY: https://www1.xyadviser.com/members/2231871 Liam Short LinkedIn: https://www.linkedin.com/in/liamshorte/ Verante Website: https://www.verante.com.au/ SMSF Coach Website: https://smsfcoach.com.au/

To find out more about Plutosoft, book a demo on our website at https://www.plutosoft.com.au/

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

General Disclaimer – https://www.xyadviser.com/disclaimer/
36 min
May 22, 2022 23 MAY 2022 - Monday Market Highlights
This week we cover US and China retail Sales data, the RBA minutes, Australian unemployment data, Ramsay Health Care and Aristocrat.
This market highlight is proudly brought to by Milford https://milfordasset.com.au/

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

General Disclaimer – https://www.xyadviser.com/disclaimer/
5 min
May 18, 2022 #310 Annie Bolitho
Annie is an author, End of Life Educator and Funeral Celebrant at Annie Bolitho and Associates. She and Jess discuss end of life, and how to approach important conversations around death.

Annie Bolitho LinkedIn: https://www.linkedin.com/in/anniebolitho/ Annie Bolitho Website: https://www.anniebolitho.com.au/

To find out more about Plutosoft, book a demo on our website at https://www.plutosoft.com.au/

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

General Disclaimer – https://www.xyadviser.com/disclaimer/
49 min
May 16, 2022 #309 Troy MacMillan
Troy is Chief Executive of The Wealth Designers. He joins Ben to discuss the value-based business model and client engagement process he developed for The Wealth Designers, and how it's evolved into what it is today.

Troy MacMillan LinkedIn: https://www.linkedin.com/in/troymacmillan/ The Wealth Designers Website: https://twd.com.au/ Troy MacMillan Website: https://troymacmillan.com/

To find out more about Plutosoft, book a demo on our website at https://www.plutosoft.com.au/

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

General Disclaimer – https://www.xyadviser.com/disclaimer/
34 min
May 16, 2022 16 MAY 2022 - Monday Market Highlights
This week we cover the US Inflation print, US PPI Data, the Terra/Luna Collapse, Viva Energy and TPG Telecom.

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

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

General Disclaimer – https://www.xyadviser.com/disclaimer/
6 min
May 11, 2022 #308 Lacey Filipich
Lacey is an Author and a Founder and Director at Money School. She and Jess talk about how she became financially independent, how to enrich client conversations, and why the idea of traditional retirement is too narrow.
Lacey Filipich LinkedIn: https://www.linkedin.com/in/laceyjfilipich/ Money School Website: https://www.moneyschool.org.au/

To find out more about Plutosoft, book a demo on our website at https://www.plutosoft.com.au/

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

General Disclaimer – https://www.xyadviser.com/disclaimer/
54 min
May 09, 2022 #307 Josh Pennell
Josh is a Director at Prosper Advisory. He and Ben talk about building a service solution and client engagement process, and how it's evolved over the years.
Josh Pennell LinkedIn: https://www.linkedin.com/in/joshpennellfinancialadvice/ Prosper Advisory Website: https://www.prosperadvisory.com.au/

To find out more about Plutosoft, book a demo on our website at https://www.plutosoft.com.au/

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

General Disclaimer – https://www.xyadviser.com/disclaimer/
31 min
May 08, 2022 9 MAY 2022 - Monday Market Highlights
This week we cover the recent Central Bank meetings, the Macquarie Australian conference, Woolworths and Virgin Money.

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

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

General Disclaimer – https://www.xyadviser.com/disclaimer/
7 min
May 04, 2022 #306 Jo Brassett
Jo is the Owner and Financial Adviser at Insurance Advisory Service and a Co-Founder at Coach4U. She and Jess chat about how she has managed to successfully balance her business and personal life. Jo Brassett LinkedIn: https://www.linkedin.com/in/jobrassettinsuranceadvice/ IAS Website: https://www.insuranceadvisoryservice.com.au/ Coach4U Website: https://www.coach4u.com.au/

For more information about Futurity visit http://www.futurityinvest.com.au/financial-adviser

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

General Disclaimer – https://www.xyadviser.com/disclaimer/
49 min
May 02, 2022 #305 Darren Johns
Darren is the Director and Financial Life Planner at Align Financial. In 2016, Darren won the AFA Adviser of the Year award, and he talks about what he was doing in his practice to achieve that, along with how he's improved the business since then. Darren Johns LinkedIn: https://www.linkedin.com/in/darrenjohns/ Align Financial Website: https://alignfinancial.com.au/

For more information about Futurity visit http://www.futurityinvest.com.au/financial-adviser

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

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