Ensombl Advice Australia

In this final episode we wrap up the series by discussing supply and demand, and should we be worried about diversification across markets and sectors in this area, or is it too small?

Russell Investments aims to reflect what matters most to you and your investment goals. Whether you're driven by personal or stakeholder values, you aim to mitigate risk or simply need to comply with regulation, our approach to responsible investment integrates with what matters most. Visit www.russellinvestments.com.au

Philip Moffitt Co-Founder Beckon Capital, Director at Aware Super and Director at Green Road Consulting Philip Moffitt LinkedIn: https://www.linkedin.com/in/philip-moffitt-43112a71/ Beckon Capital Website: https://beckon.capital/ Aware Super Website: https://aware.com.au/

Elizabeth Hatton Director at Viva Finanical Planning Elizabeth Hatton LinkedIn: https://www.linkedin.com/in/elizabethhatton/ Viva Financial Planning Website: https://www.vivafp.com.au/

Paul Garner Senior Financial Adviser at Novo Wealth and Board Member of the Ethical Advisers Co-operative Paul Garner XY: https://www1.xyadviser.com/members/2987399 Novo Wealth Website: https://novowealth.com.au/ Ethical Advisers Co-operative Website: https://www.ethicaladviserscoop.org/

Alexandra Brown Founder of Invest with Ethics, Head of Research at Altiorem and Board Member of the Ethical Advisers Co-operative Alexandra Brown XY: https://www1.xyadviser.com/members/4925056 Invest with Ethics Website: https://www.investwithethics.com/ Altiorem Website: https://altiorem.org/

James Harwood Senior Portfolio Manager at Russell Investments James Harwood LinkedIn: https://www.linkedin.com/in/jamesharwood1/ Russell Investments Website: https://russellinvestments.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 dive deeper into what's underneath E, S and G and how clients can prioritise what's important to them.

Russell Investments aims to reflect what matters most to you and your investment goals. Whether you're driven by personal or stakeholder values, you aim to mitigate risk or simply need to comply with regulation, our approach to responsible investment integrates with what matters most. Visit www.russellinvestments.com.au

Philip Moffitt Co-Founder Beckon Capital, Director at Aware Super and Director at Green Road Consulting Philip Moffitt LinkedIn: https://www.linkedin.com/in/philip-moffitt-43112a71/ Beckon Capital Website: https://beckon.capital/ Aware Super Website: https://aware.com.au/

Elizabeth Hatton Director at Viva Finanical Planning Elizabeth Hatton LinkedIn: https://www.linkedin.com/in/elizabethhatton/ Viva Financial Planning Website: https://www.vivafp.com.au/

Paul Garner Senior Financial Adviser at Novo Wealth and Board Member of the Ethical Advisers Co-operative Paul Garner XY: https://www1.xyadviser.com/members/2987399 Novo Wealth Website: https://novowealth.com.au/ Ethical Advisers Co-operative Website: https://www.ethicaladviserscoop.org/

Alexandra Brown Founder of Invest with Ethics, Head of Research at Altiorem and Board Member of the Ethical Advisers Co-operative Alexandra Brown XY: https://www1.xyadviser.com/members/4925056 Invest with Ethics Website: https://www.investwithethics.com/ Altiorem Website: https://altiorem.org/

James Harwood Senior Portfolio Manager at Russell Investments James Harwood LinkedIn: https://www.linkedin.com/in/jamesharwood1/ Russell Investments Website: https://russellinvestments.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/

Today we cover the US PPI index, the Uranium spot price, the results of the RBA monthly meeting, PayPal's acquisition of Paidy, and the Santos and Oil Search Merger.

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/

In this episode we talk all about the "50 Shades of Green".

Russell Investments aims to reflect what matters most to you and your investment goals. Whether you're driven by personal or stakeholder values, you aim to mitigate risk or simply need to comply with regulation, our approach to responsible investment integrates with what matters most. Visit www.russellinvestments.com.au

Philip Moffitt Co-Founder Beckon Capital, Director at Aware Super and Director at Green Road Consulting Philip Moffitt LinkedIn: https://www.linkedin.com/in/philip-moffitt-43112a71/ Beckon Capital Website: https://beckon.capital/ Aware Super Website: https://aware.com.au/

Elizabeth Hatton Director at Viva Finanical Planning Elizabeth Hatton LinkedIn: https://www.linkedin.com/in/elizabethhatton/ Viva Financial Planning Website: https://www.vivafp.com.au/

Paul Garner Senior Financial Adviser at Novo Wealth and Board Member of the Ethical Advisers Co-operative Paul Garner XY: https://www1.xyadviser.com/members/2987399 Novo Wealth Website: https://novowealth.com.au/ Ethical Advisers Co-operative Website: https://www.ethicaladviserscoop.org/

Alexandra Brown Founder of Invest with Ethics, Head of Research at Altiorem and Board Member of the Ethical Advisers Co-operative Alexandra Brown XY: https://www1.xyadviser.com/members/4925056 Invest with Ethics Website: https://www.investwithethics.com/ Altiorem Website: https://altiorem.org/

James Harwood Senior Portfolio Manager at Russell Investments James Harwood LinkedIn: https://www.linkedin.com/in/jamesharwood1/ Russell Investments Website: https://russellinvestments.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 if there's "actually" a need for ESG investing, and why it's a thing in the first place.

Russell Investments aims to reflect what matters most to you and your investment goals. Whether you're driven by personal or stakeholder values, you aim to mitigate risk or simply need to comply with regulation, our approach to responsible investment integrates with what matters most. Visit www.russellinvestments.com.au

Philip Moffitt Co-Founder Beckon Capital, Director at Aware Super and Director at Green Road Consulting Philip Moffitt LinkedIn: https://www.linkedin.com/in/philip-moffitt-43112a71/ Beckon Capital Website: https://beckon.capital/ Aware Super Website: https://aware.com.au/

Elizabeth Hatton Director at Viva Finanical Planning Elizabeth Hatton LinkedIn: https://www.linkedin.com/in/elizabethhatton/ Viva Financial Planning Website: https://www.vivafp.com.au/

Paul Garner Senior Financial Adviser at Novo Wealth and Board Member of the Ethical Advisers Co-operative Paul Garner XY: https://www1.xyadviser.com/members/2987399 Novo Wealth Website: https://novowealth.com.au/ Ethical Advisers Co-operative Website: https://www.ethicaladviserscoop.org/

Alexandra Brown Founder of Invest with Ethics, Head of Research at Altiorem and Board Member of the Ethical Advisers Co-operative Alexandra Brown XY: https://www1.xyadviser.com/members/4925056 Invest with Ethics Website: https://www.investwithethics.com/ Altiorem Website: https://altiorem.org/

James Harwood Senior Portfolio Manager at Russell Investments James Harwood LinkedIn: https://www.linkedin.com/in/jamesharwood1/ Russell Investments Website: https://russellinvestments.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/

Today we cover the US Non farm payrolls data, Australian Housing Prices and GDP, the EPRA NAREIT index, US PPI data, the RBA monthly meeting and vaccine rates in Australia.

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/

In this episode we talk about the marketing messages around ethical investing, and why ESG investing is "so hot right now".

Russell Investments aims to reflect what matters most to you and your investment goals. Whether you're driven by personal or stakeholder values, you aim to mitigate risk or simply need to comply with regulation, our approach to responsible investment integrates with what matters most. Visit www.russellinvestments.com.au

Philip Moffitt Co-Founder Beckon Capital, Director at Aware Super and Director at Green Road Consulting Philip Moffitt LinkedIn: https://www.linkedin.com/in/philip-moffitt-43112a71/ Beckon Capital Website: https://beckon.capital/ Aware Super Website: https://aware.com.au/

Elizabeth Hatton Director at Viva Finanical Planning Elizabeth Hatton LinkedIn: https://www.linkedin.com/in/elizabethhatton/ Viva Financial Planning Website: https://www.vivafp.com.au/

Paul Garner Senior Financial Adviser at Novo Wealth and Board Member of the Ethical Advisers Co-operative Paul Garner XY: https://www1.xyadviser.com/members/2987399 Novo Wealth Website: https://novowealth.com.au/ Ethical Advisers Co-operative Website: https://www.ethicaladviserscoop.org/

Alexandra Brown Founder of Invest with Ethics, Head of Research at Altiorem and Board Member of the Ethical Advisers Co-operative Alexandra Brown XY: https://www1.xyadviser.com/members/4925056 Invest with Ethics Website: https://www.investwithethics.com/ Altiorem Website: https://altiorem.org/

James Harwood Senior Portfolio Manager at Russell Investments James Harwood LinkedIn: https://www.linkedin.com/in/jamesharwood1/ Russell Investments Website: https://russellinvestments.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 installment we talk about the review process and how to transition clients to a goals-based world.

To find out more about AstuteWheel or to register to attend a live demonstration webinar please go to the AstuteWheel website http://www.astutewheel.com.au/book-webinar

Naomi Rosenthal Director at Professional Wealth Services Naomi Rosenthal LinkedIn: https://www.linkedin.com/in/naomirosenthal/ Professional Wealth Services Website: https://www.pws.net.au/

Craig Buntain Owner and Senior Financial Planner at CFL Financial Planning Craig Buntain XY: https://www1.xyadviser.com/members/6511822 CFL Financial Planning Website: https://www.cflfinancial.com.au/

Cate Americano Founder, Director and CEO of Inspiration Cafe Cate Americano LinkedIn: https://www.linkedin.com/in/cate-americano-02429a52/ Inspiration Cafe Website: https://www.inspirationcafe.com.au/

Tim Henry Financial Advisor and Owner at Aspire Planning Tim Henry XY: https://www1.xyadviser.com/members/2400602 Aspire Planning Website: http://aspireplanning.com.au/

Michael Topper Co-Founder and Director at Astute Wheel Michael Topper LinkedIn: https://www.linkedin.com/in/michael-topper-33165a29/ Astute Wheel Website: https://www.astutewheel.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/

Today we cover the Jackson Hole Symposium, Biden's approval rating, Australian reporting season and the US Non farm payrolls 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/

In this episode we talk about how to modify and track progress to keep your clients motivated.

To find out more about AstuteWheel or to register to attend a live demonstration webinar please go to the AstuteWheel website http://www.astutewheel.com.au/book-webinar

Naomi Rosenthal Director at Professional Wealth Services Naomi Rosenthal LinkedIn: https://www.linkedin.com/in/naomirosenthal/ Professional Wealth Services Website: https://www.pws.net.au/

Craig Buntain Owner and Senior Financial Planner at CFL Financial Planning Craig Buntain XY: https://www1.xyadviser.com/members/6511822 CFL Financial Planning Website: https://www.cflfinancial.com.au/

Cate Americano Founder, Director and CEO of Inspiration Cafe Cate Americano LinkedIn: https://www.linkedin.com/in/cate-americano-02429a52/ Inspiration Cafe Website: https://www.inspirationcafe.com.au/

Tim Henry Financial Advisor and Owner at Aspire Planning Tim Henry XY: https://www1.xyadviser.com/members/2400602 Aspire Planning Website: http://aspireplanning.com.au/

Michael Topper Co-Founder and Director at Astute Wheel Michael Topper LinkedIn: https://www.linkedin.com/in/michael-topper-33165a29/ Astute Wheel Website: https://www.astutewheel.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/