Ensombl Advice Australia

Ensombl Advice Australia

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Ensombl Advice Australia episodes

  • 11 OCT 21 - Monday Market Highlights

    Today we cover the US Nonfarm Payrolls, the worsening Global Energy Crisis, Collins Food, EML, and changes to NSW COVID restrictions.

    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
  • #257 Tom Haigh

    Tom is the General Manager of MBS and Managing Director at My Money Sorted. He joins Fraser to talk about using digital marketing to help overcome the barriers to advice, as well as the process of launching the "My Money Sorted" platform.

    Tom Haigh LinkedIn: https://www.linkedin.com/in/tomjhaigh/ MBS Website: https://marketingbrandingsales.com/ My Money Sorted Website: https://mymoneysorted.com.au/

    This episode is proudly sponsored by HUB24. 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/

    44 min
  • #256 Richard Dunkerley

    Richard is the Brand Amplification Strategist at The Limelight Department. He and Fraser chat about the concept of "Digital Spring Cleaning", and how that can enhance your online presence and grow your client base.

    Richard Dunkerley LinkedIn: https://www.linkedin.com/in/dunkerleycommunications/ The Limelight Department: https://www.linkedin.com/company/the-limelight-department/

    This episode is proudly sponsored by HUB24. 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/

    56 min
  • 4 OCT 21 - Monday Market Highlights

    Today we cover the shock resignation of NSW's Premier, Global energy shortages, Optus, and the US debt ceiling.

    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/

    4 min
  • #255 Rob Skinner

    Rob is the Head of Practice Engagement at Fortnum Private Wealth. He talks about the creation and evolution of Innergi, and what he's doing to engage practices today.

    Rob Skinner XY: https://www1.xyadviser.com/members/8366992 Fortum Private Wealth Website: https://fortnum.com.au/

    This episode is proudly sponsored by HUB24. 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/

    56 min
  • #254 Michael Miller

    Michael is a Certified Financial Planner at Wealth Market and an AFCA Panel member. Michael returns to the XY Podcast to talk about his reports on the AFCA (Australian Financial Complaints Authority) determinations, the Zoe Miller Award, and his upcoming book "Ethics in Professional Practice".

    Michael Miller XY: https://www1.xyadviser.com/members/2456122 Wealth Market Website: www.wealthmarket.com Michael Miller Website: https://www.michaelmiller.help/ Zoe Miller Award: https://zoemiller.info/

    This episode is proudly sponsored by HUB24. 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/

    53 min
  • 27 SEP 21 - Monday Market Highlights

    Today we cover the RBA minutes, US bond yields, the Bank of England commentary, Sandfire, and the continuing Evergrande saga.

    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
  • #253 Amanda Cassar

    Amanda is a Director at Wealth Planning Partners. She joins Fraser to talk about how to spot the red flags of financial abuse, what inspired her to pen her book "Financial Secrets Revealed" and why she's turning it into a podcast.

    Amanda Cassar LinkedIn: https://www.linkedin.com/in/amandacassar/ Wealth Planning Partners Website: https://www.wealthplanningpartners.com.au/ Financial Secrets Revealed Book: https://amandacassar.com.au/my-book/

    This episode is proudly sponsored by HUB24. 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/

    38 min
  • #252 Neil Rogan

    Neil is the Head of Wholesale Partnerships at Russell Investments. He returns to the XY Podcast to discuss the "2021 Value of an Advisor Study", and break down the elements of "The Value of an Advisor formula".

    Neil Rogan LinkedIn: https://www.linkedin.com/in/roganneil/ Russell Investments Website: https://russellinvestments.com/au Value of an Advisor Study: https://russellinvestments.com/us/resources/financial-professionals/value-of-advisor

    This episode is proudly sponsored by HUB24. 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/

    42 min
  • 20 SEP 21 - Monday Market Highlights

    Today we cover Australian Employment Data, US Inflation data, Evergrande's impact on iron, and the Telstra Strategy Day.

    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

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