Ensombl Advice Australia

Ensombl Advice Australia

Download on the App Store

Ensombl Advice Australia episodes

  • Delivering Cost-Effective Advice with an Entrepreneurial Mindset #3

    Over the past few years Vince Scully has built an incredible business delivering cost-effective advice, and is continuing on that journey. In this episode we discuss if it's still possible to deliver cost-effective advice in the current environment, and how that's achievable.

    Find out how HUB24 is empowering advisers to deliver better financial futures https://www.hub24.com.au/

    Vince Scully Financial Adviser, Author, Founder and Chief Sherpa at LifeSherpa Vince Scully LinkedIn: https://www.linkedin.com/in/vincescully/ LifeSherpa Website: https://lifesherpa.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/

    37 min
  • Delivering Cost-Effective Advice with an Entrepreneurial Mindset #4

    In this episode we hear how Nicola Beswick is finding her way as an intrepreneur within an existing, traditional professional practice. She talks about how not everyone gets to start a business from scratch, but entering a more traditional pathway shouldn't suppress your entrepreneurial mindset.

    Find out how HUB24 is empowering advisers to deliver better financial futures https://www.hub24.com.au/

    Nicola Beswick Senior Financial Adviser and Confidante at FMD Financial Nicola Beswick LinkedIn: https://www.linkedin.com/in/nicola-beswick-financialplanner/ Pro Bono Advice Network: https://www.afa.asn.au/membership/pro-bono-financial-advice-network Nicola Beswick Website: https://www.nicolabeswick.com/

    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/

    39 min
  • Delivering Cost-Effective Advice with an Entrepreneurial Mindset #5

    In this final episode we explore how Greg Newman is working with a number of business's principals to help them lean into their entrepreneurial mindset.

    Find out how HUB24 is empowering advisers to deliver better financial futures https://www.hub24.com.au/

    Greg Newman Head of Retail Distribution at HUB24 Greg Newman LinkedIn: https://www.linkedin.com/in/gregory-newman-74213638/ HUB24 Website: https://www.hub24.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/

    41 min
  • #299 John Woodley

    John is a Coach, Adviser and Executive Chairman at Fitzpatricks Private Wealth. He and Ben chat about building a client focused service solution, and how it's changed over time.

    John Woodley LinkedIn: https://www.linkedin.com/in/john-woodley1/ Fitzpatrick Private Wealth Website: https://fitz.com.au/

    For more information on OpenInvest contact our team or follow us on LinkedIn. https://www.openinvest.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/

    40 min
  • 11 APR 2022 - Monday Market Highlights

    This week we cover the RBA Monthly Monetary Policy, The US Federal Reserve meeting minutes, US Government Bond yields, and the market impacts of the Shanghai lockdown.

    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
  • #298 Catherine Belford
    Catherine is an Adviser at Focused Wealth and a Certified Money Coach and Lifestyle Adviser at Joyful Money. She and Jess chat about money coaching and how it can be used to enrich your client relationships.

    Catherine Belford LinkedIn: https://www.linkedin.com/in/catherinebelford/ Focused Wealth Website: https://focusedwealth.com.au/

    For more information on OpenInvest contact our team or follow us on LinkedIn. https://www.openinvest.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/

    47 min
  • #297 Matt Bazzica
    Matt is the Founder and Senior Financial Advisor at Futurevest. He and Ben chat about his service solution, the growth strategies he's used, and how to add value on an ongoing basis.

    Matt Bazzica LinkedIn: https://www.linkedin.com/in/matthewbazzica/ Futurevest Website: https://futurevest.com.au/

    For more information on OpenInvest contact our team or follow us on LinkedIn. https://www.openinvest.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/

    40 min
  • 4 APR 2022 - Monday Market Highlights

    This week we cover Australian Federal pre-election budget, the Strategic Petroleum Reserve and the European Central Bank.

    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
  • #296 Dr. Emily Amos

    Emily is a General Practitioner, International Board Certified Lactation Consultant, 200hr Yoga Teacher, University Tutor and Registered Mindfulness Meditation Teacher. She joins Jess to talk about dealing with stress, and what advisers can do to avoid burnout.

    Dr. Emily Amos LinkedIn: https://www.linkedin.com/in/dremilyamos/ Dr. Emily Amos Website: https://www.dremilyamos.com/ Mindful Me Course: https://www.dremilyamos.com/mindful-me mind.life.me podcast: https://podcasts.apple.com/au/podcast/mind-life-me/id1604311628

    Brought to you by Zurich – When you recommend Zurich, you can do so with confidence. Visit https://www.zurich.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/

    48 min
  • Delivering Advice Differently #1
    In this first instalment, we start high-level and discuss The Evolution of Advice Delivery, covering where we have come from, and how that has shaped our mindsets and limitations of what advice could be in the future.

    To find out more about the next generation of financial modelling, visit https://www.optimofinancial.com.au/

    Ben Marshan Head of Policy, Strategy and Innovation at the Financial Planning Association of Australia Ben Marshan LinkedIn: https://www.linkedin.com/in/benjaminmarshan/ FPA Website: https://fpa.com.au/

    Prashant Nagarajan Co-founder, Financial Adviser and Mortgage Adviser at FINNACLE Prashant Nagarajan LinkedIn: https://www.linkedin.com/in/prashant-nagarajan/ FINNACLE Website: https://www.finnacle.com.au/

    Michelle Bannister CEO at Optimo Financial Michelle Bannister LinkedIn: https://www.linkedin.com/in/michelle-bannister/ Optimo Financial Website: https://www.optimofinancial.com.au/

    Geoff Ivanac Financial Planner at Real Life Financial Planning Geoff Ivanac LinkedIn: https://www.linkedin.com/in/ivanacgeoff/ Real Life Financial Planning Website: https://www.reallifefinancialplanning.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/

    51 min

About Ensombl Advice Australia

From the publisher's feed

Professional network for financial advisers https://ensombl.com/

More shows like Ensombl Advice Australia

CommSec Market Update by CommSec

CommSec Market Update

12 Listeners

Motley Fool Money by LiSTNR

Motley Fool Money

89 Listeners

The Money Puzzle by The Australian

The Money Puzzle

42 Listeners

The Diary Of A CEO with Steven Bartlett by DOAC

The Diary Of A CEO with Steven Bartlett

8,303 Listeners

money money money by Glen James

money money money

43 Listeners

The Rules of Investing by Livewire Markets

The Rules of Investing

16 Listeners

Equity Mates Investing Podcast by Equity Mates Media

Equity Mates Investing Podcast

69 Listeners

The ifa Show by Prime Creative Media

The ifa Show

1 Listeners

Australian Investors Podcast by Rask

Australian Investors Podcast

12 Listeners

FEAR & GREED | Business News by Fear and Greed

FEAR & GREED | Business News

8 Listeners

Retire Right by Glen James

Retire Right

26 Listeners

Chanticleer by Australian Financial Review

Chanticleer

20 Listeners

Challenge the Standard in Financial Advice by Nathan Fradley and Jordan Vaka

Challenge the Standard in Financial Advice

0 Listeners

Australian Retirement Podcast by Rask

Australian Retirement Podcast

10 Listeners

The Trusted Adviser by Rob Pyne

The Trusted Adviser

0 Listeners