Ensombl Advice Australia

Ensombl Advice Australia

By EnsomblNewsEducationSelf-ImprovementBusiness News
Download on the App Store

Ensombl Advice Australia episodes

  • 20 DEC 2021 - Monday Market Highlights

    This week we cover the Federal Reserve committee meeting, UK inflation data, Australian employment data, IGO's acquisition of Western Areas, CSL's acquisition of Vifor Pharma, and the CFPB's inquiry into the "buy now, pay later" sector.

    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
  • #276 Rachel O'Connor

    When we last caught up with Rachel, she had just started her own advice business, Flourix Wealth. Today, she joins Fraser to chat about how much it's grown and evolved in the last two and a half years.

    Rachel O'Connor LinkedIn: https://www.linkedin.com/in/rachel-o-connor-65b6a595/ Flourix Wealth Website: https://flourix.com.au/

    This episode is proudly sponsored by First Sentier Investors. https://go.firstsentierinvestors.com/firstsentier

    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/

    43 min
  • 13 DEC 2021 - Monday Market Highlights

    This week we cover US inflation, the US labour market, Consortium's Sydney Airport bid, Iron Gate, Shopping Centres Australia, Westpac, and Australian employment data.

    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
  • #275 Kate Zerbst

    Kate is the Managing Director at FP Assistant, which offers back office support for Financial Planners. She joins Fraser to chat about FP Assistant's Professional Year Structured Training Program: "The Financial Planning Academy".

    Kate Zerbst LinkedIn: https://www.linkedin.com/in/kate-zerbst-54234230/ FP Assistant Website: https://fpassist.com.au/ The Financial Planning Professional Year Hub: https://www.linkedin.com/groups/14028547/

    This episode is proudly sponsored by First Sentier Investors. https://go.firstsentierinvestors.com/l/37502/2021-12-02/xc17s6

    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/

    44 min
  • IDII Series #1
    In this first episode in our Individual Disability Income Insurance series, we discuss how we go to October 2021, and the history of income protection.

    To read more about AIA Australia's new income protection product, click here: https://www.aia.com.au/en/adviser/business-growth-hub/adviser-news/new-priority-protection-release-nov-21.html

    Katherine Hayes Director and Financial Advisor at Hayes & Co Insurance Services and Co-Founder of Money Madams Katherine Hayes LinkedIn: https://www.linkedin.com/in/katherine-hayes-44714830/ Hayes & Co Website: http://hcis.com.au/

    Jeff Thurecht Director and Senior Financial Planner at Evalesco Financial Services Jeff Thurecht XY: https://www1.xyadviser.com/members/3556035 Evalesco Website: https://evalesco.com.au/

    Natalie Cameron Lead Ombudsman for Investments and Advice at the Australian Financial Complaints Authority Natalie Cameron LinkedIn: https://www.linkedin.com/in/natalie-cameron/ AFCA Website: https://www.afca.org.au/

    Benjamin Martin Senior Technical Manager at AIA Australia Benjamin Martin LinkedIn: https://www.linkedin.com/in/benjamin-martin-bb108729/ AIA Website: https://www.aia.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
  • IDII Series #2
    In this episode we're talking about sustainability, and whether or not income protection is currently in a stable position.

    To read more about AIA Australia's new income protection product, click here: https://www.aia.com.au/en/adviser/business-growth-hub/adviser-news/new-priority-protection-release-nov-21.html

    Katherine Hayes Director and Financial Advisor at Hayes & Co Insurance Services and Co-Founder of Money Madams Katherine Hayes LinkedIn: https://www.linkedin.com/in/katherine-hayes-44714830/ Hayes & Co Website: http://hcis.com.au/

    Jeff Thurecht Director and Senior Financial Planner at Evalesco Financial Services Jeff Thurecht XY: https://www1.xyadviser.com/members/3556035 Evalesco Website: https://evalesco.com.au/

    Natalie Cameron Lead Ombudsman for Investments and Advice at the Australian Financial Complaints Authority Natalie Cameron LinkedIn: https://www.linkedin.com/in/natalie-cameron/ AFCA Website: https://www.afca.org.au/

    Benjamin Martin Senior Technical Manager at AIA Australia Benjamin Martin LinkedIn: https://www.linkedin.com/in/benjamin-martin-bb108729/ AIA Website: https://www.aia.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/

    38 min
  • IDII Series #3
    In this episode we talk about the mindset changes that advisors need to adopt moving forward.

    To read more about AIA Australia's new income protection product, click here: https://www.aia.com.au/en/adviser/business-growth-hub/adviser-news/new-priority-protection-release-nov-21.html

    Katherine Hayes Director and Financial Advisor at Hayes & Co Insurance Services and Co-Founder of Money Madams Katherine Hayes LinkedIn: https://www.linkedin.com/in/katherine-hayes-44714830/ Hayes & Co Website: http://hcis.com.au/

    Jeff Thurecht Director and Senior Financial Planner at Evalesco Financial Services Jeff Thurecht XY: https://www1.xyadviser.com/members/3556035 Evalesco Website: https://evalesco.com.au/

    Natalie Cameron Lead Ombudsman for Investments and Advice at the Australian Financial Complaints Authority Natalie Cameron LinkedIn: https://www.linkedin.com/in/natalie-cameron/ AFCA Website: https://www.afca.org.au/

    Benjamin Martin Senior Technical Manager at AIA Australia Benjamin Martin LinkedIn: https://www.linkedin.com/in/benjamin-martin-bb108729/ AIA Website: https://www.aia.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
  • IDII Series #4
    In this episode we discuss insurance philosophies that advisers can implement in their practices.

    To read more about AIA Australia's new income protection product, click here: https://www.aia.com.au/en/adviser/business-growth-hub/adviser-news/new-priority-protection-release-nov-21.html

    Katherine Hayes Director and Financial Advisor at Hayes & Co Insurance Services and Co-Founder of Money Madams Katherine Hayes LinkedIn: https://www.linkedin.com/in/katherine-hayes-44714830/ Hayes & Co Website: http://hcis.com.au/

    Jeff Thurecht Director and Senior Financial Planner at Evalesco Financial Services Jeff Thurecht XY: https://www1.xyadviser.com/members/3556035 Evalesco Website: https://evalesco.com.au/

    Natalie Cameron Lead Ombudsman for Investments and Advice at the Australian Financial Complaints Authority Natalie Cameron LinkedIn: https://www.linkedin.com/in/natalie-cameron/ AFCA Website: https://www.afca.org.au/

    Benjamin Martin Senior Technical Manager at AIA Australia Benjamin Martin LinkedIn: https://www.linkedin.com/in/benjamin-martin-bb108729/ AIA Website: https://www.aia.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/

    45 min
  • IDII Series #5
    In this final installment we talk about what the future might hold for income protection in Australia.

    To read more about AIA Australia's new income protection product, click here: https://www.aia.com.au/en/adviser/business-growth-hub/adviser-news/new-priority-protection-release-nov-21.html

    Katherine Hayes Director and Financial Advisor at Hayes & Co Insurance Services and Co-Founder of Money Madams Katherine Hayes LinkedIn: https://www.linkedin.com/in/katherine-hayes-44714830/ Hayes & Co Website: http://hcis.com.au/

    Jeff Thurecht Director and Senior Financial Planner at Evalesco Financial Services Jeff Thurecht XY: https://www1.xyadviser.com/members/3556035 Evalesco Website: https://evalesco.com.au/

    Natalie Cameron Lead Ombudsman for Investments and Advice at the Australian Financial Complaints Authority Natalie Cameron LinkedIn: https://www.linkedin.com/in/natalie-cameron/ AFCA Website: https://www.afca.org.au/

    Benjamin Martin Senior Technical Manager at AIA Australia Benjamin Martin LinkedIn: https://www.linkedin.com/in/benjamin-martin-bb108729/ AIA Website: https://www.aia.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
  • #274 Shane Light

    Shane is a Partner at The Hopkins Group (Australia) and Beekeeper. He and Fraser talk about improving your mental and physical health during challenging times, and the mental health benefits of beekeeping.

    Shane Light LinkedIn: https://www.linkedin.com/in/lightshane/ The Hopkins Group Website: https://thehopkinsgroup.com.au/

    This episode is proudly sponsored by First Sentier Investors. https://go.firstsentierinvestors.com/l/37502/2021-12-02/xc17s6

    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/

    52 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