Ensombl Advice Australia

In this first episode we explore the different "Behavioural Bias" in investment decisions, from recognising them to discussing them with your clients.

To learn more about Innova and how we can support your business please visit http://www.innovaam.com.au/

Patricia Garcia Director and Financial Adviser at Your Vision Financial Solutions, Co-Founder of Integrate Finance. Patricia Garcia LinkedIn: https://www.linkedin.com/in/patriciagarciafinancialadviser/ Your Vision Financial Solutions Website: https://yourvisionfinancial.com.au/ Integrate Finance Website: https://integratefinance.com.au/

Dr. Katherine Hunt Lecturer in Financial PlanningLecturer in Financial Planning at Griffith University, Advisor at Little Phil. Dr. Katherine Hunt LinkedIn: https://www.linkedin.com/in/drkatherinehunt/ Griffith University Profile: https://experts.griffith.edu.au/8618-katherine-hunt Little Phil Website: https://www.littlephil.org/

David Bell Executive Director at The Conexus Institute David Bell LinkedIn: https://www.linkedin.com/in/david-bell-31406565/ The Conexus Institute Website: https://theconexusinstitute.org.au/

Dan Miles Managing Director & Co-Chief Investment Officer at Innova Asset Management Dan Miles LinkedIn: https://www.linkedin.com/in/dan-miles-b264358a/ Innova Asset Management Website: http://www.innovaam.com.au/

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In this episode we cover Goals-Based Investing, from the adviser's discussions with clients to how fund managers can take on a goals-based approach.

To learn more about Innova and how we can support your business please visit http://www.innovaam.com.au/

Patricia Garcia Director and Financial Adviser at Your Vision Financial Solutions, Co-Founder of Integrate Finance. Patricia Garcia LinkedIn: https://www.linkedin.com/in/patriciagarciafinancialadviser/ Your Vision Financial Solutions Website: https://yourvisionfinancial.com.au/ Integrate Finance Website: https://integratefinance.com.au/

Dr. Katherine Hunt Lecturer in Financial PlanningLecturer in Financial Planning at Griffith University, Advisor at Little Phil. Dr. Katherine Hunt LinkedIn: https://www.linkedin.com/in/drkatherinehunt/ Griffith University Profile: https://experts.griffith.edu.au/8618-katherine-hunt Little Phil Website: https://www.littlephil.org/

David Bell Executive Director at The Conexus Institute David Bell LinkedIn: https://www.linkedin.com/in/david-bell-31406565/ The Conexus Institute Website: https://theconexusinstitute.org.au/

Dan Miles Managing Director & Co-Chief Investment Officer at Innova Asset Management Dan Miles LinkedIn: https://www.linkedin.com/in/dan-miles-b264358a/ Innova Asset Management Website: http://www.innovaam.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/

In this third instalment we tackle values-based decision making, from understanding what motivates your client's actions and behaviours to finding investments that reflect your client's goals and values.

To learn more about Innova and how we can support your business please visit http://www.innovaam.com.au/

Patricia Garcia Director and Financial Adviser at Your Vision Financial Solutions, Co-Founder of Integrate Finance. Patricia Garcia LinkedIn: https://www.linkedin.com/in/patriciagarciafinancialadviser/ Your Vision Financial Solutions Website: https://yourvisionfinancial.com.au/ Integrate Finance Website: https://integratefinance.com.au/

Dr. Katherine Hunt Lecturer in Financial PlanningLecturer in Financial Planning at Griffith University, Advisor at Little Phil. Dr. Katherine Hunt LinkedIn: https://www.linkedin.com/in/drkatherinehunt/ Griffith University Profile: https://experts.griffith.edu.au/8618-katherine-hunt Little Phil Website: https://www.littlephil.org/

David Bell Executive Director at The Conexus Institute David Bell LinkedIn: https://www.linkedin.com/in/david-bell-31406565/ The Conexus Institute Website: https://theconexusinstitute.org.au/

Dan Miles Managing Director & Co-Chief Investment Officer at Innova Asset Management Dan Miles LinkedIn: https://www.linkedin.com/in/dan-miles-b264358a/ Innova Asset Management Website: http://www.innovaam.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/

In this episode we discuss Risk Profiling and Advisers Investment Philosophy, including where we can start, and where we should stop.

To learn more about Innova and how we can support your business please visit http://www.innovaam.com.au/

Patricia Garcia Director and Financial Adviser at Your Vision Financial Solutions, Co-Founder of Integrate Finance. Patricia Garcia LinkedIn: https://www.linkedin.com/in/patriciagarciafinancialadviser/ Your Vision Financial Solutions Website: https://yourvisionfinancial.com.au/ Integrate Finance Website: https://integratefinance.com.au/

Dr. Katherine Hunt Lecturer in Financial PlanningLecturer in Financial Planning at Griffith University, Advisor at Little Phil. Dr. Katherine Hunt LinkedIn: https://www.linkedin.com/in/drkatherinehunt/ Griffith University Profile: https://experts.griffith.edu.au/8618-katherine-hunt Little Phil Website: https://www.littlephil.org/

David Bell Executive Director at The Conexus Institute David Bell LinkedIn: https://www.linkedin.com/in/david-bell-31406565/ The Conexus Institute Website: https://theconexusinstitute.org.au/

Dan Miles Managing Director & Co-Chief Investment Officer at Innova Asset Management Dan Miles LinkedIn: https://www.linkedin.com/in/dan-miles-b264358a/ Innova Asset Management Website: http://www.innovaam.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/

In this final episode rounding out the series we take on "Not So Modern" Portfolio Theory, where we discuss the Traditional Strategic Asset Allocation (or SAA) and how it compares with Dynamic or Risk Defined Portfolios, and what that means to your clients.

To learn more about Innova and how we can support your business please visit http://www.innovaam.com.au/

Patricia Garcia Director and Financial Adviser at Your Vision Financial Solutions, Co-Founder of Integrate Finance. Patricia Garcia LinkedIn: https://www.linkedin.com/in/patriciagarciafinancialadviser/ Your Vision Financial Solutions Website: https://yourvisionfinancial.com.au/ Integrate Finance Website: https://integratefinance.com.au/

Dr. Katherine Hunt Lecturer in Financial PlanningLecturer in Financial Planning at Griffith University, Advisor at Little Phil. Dr. Katherine Hunt LinkedIn: https://www.linkedin.com/in/drkatherinehunt/ Griffith University Profile: https://experts.griffith.edu.au/8618-katherine-hunt Little Phil Website: https://www.littlephil.org/

David Bell Executive Director at The Conexus Institute David Bell LinkedIn: https://www.linkedin.com/in/david-bell-31406565/ The Conexus Institute Website: https://theconexusinstitute.org.au/

Dan Miles Managing Director & Co-Chief Investment Officer at Innova Asset Management Dan Miles LinkedIn: https://www.linkedin.com/in/dan-miles-b264358a/ Innova Asset Management Website: http://www.innovaam.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/

Andrew is a Financial Adviser, Founder and Director at Peak Wealth Management. He returns to the XY Podcast after three years to discuss how his service solution has evolved since starting his business, and the lessons he's learned along the way.

Andrew Debono LinkedIn: https://www.linkedin.com/in/andrewdebono/ Peak Wealth Management Website: https://peakwm.com.au/

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/

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/

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LinkedIn: https://www.linkedin.com/in/moobaulch/ WAGEC Website: https://www.wagec.org.au/ Commbank Next Chapter: https://www.commbank.com.au/support/next-chapter.html FW Podcast: https://futurewomen.com/theresnoplacelikehome/ Deloitte Report: https://www.commbank.com.au/articles/newsroom/2022/02/next-chapter-commitment.html 1800 RESPECT: https://www.1800respect.org.au/

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/

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Shaun is the Director and Principal Adviser at Hunt Wealth. He and Ben chat about the evolution of his business and client service solution, and what he's doing to further drive efficiency.

Shaun Hunt LinkedIn: https://www.linkedin.com/in/shaunhunt1/ Hunt Wealth Website: https://huntwealth.com.au/

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/

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This week we cover the continuing impact of the Russian invasion of Ukraine, US non-farm payrolls, US ISM services data, and RBA's monthly monetary policy decision. 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/