Ensombl Advice Australia

Jason is the Head of APAC at CoreData Group. He joins Fraser to share insights from "The Best Possible Retirement" Research, exploring the satisfaction people feel in retirement and what's driving it.

Jason Andriessen LinkedIn: linkedin.com/in/jasonandriessen CoreData Website: https://www.coredata.com.au/

To access Challenger's thought leadership, insights and tips on retirement planning, head to https://www.challenger.com.au/.com.au

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Gayle is a Strategic Financial Advisor and Accredited Aged Care Specialist at Prosperity Planning Partners. She and Fraser discuss helping long term employees' transition into retirement through changing their mindset.

Gayle McKew LinkedIn: https://www.linkedin.com/in/strategic-financial-advice-age-care-specialist-gaylemckew/ Prosperity Planning Website: https://prosperityplanning.com.au/

To access Challenger's thought leadership, insights and tips on retirement planning, head to https://www.challenger.com.au

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Martin is the CEO and a Financial Advice Specialist at Financial Edge Group. He kicks off the series by discussing his tips for helping clients transistion smoothly into retirement.

Martin McGrath XY: https://www1.xyadviser.com/members/2533593 Financial Edge Group Website: https://www.financialedgegroup.com.au/

To access Challenger's thought leadership, insights and tips on retirement planning, head to https://www.challenger.com.au

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To wrap up the series, Fraser talks to Jason Nyilas and Con Koromilas from Aberdeen Standard Investments. They reflect on the series as a whole and discuss their goal to provide sustainable bionic advice - which successfully merges both digital and face-to-face advice.

Jason Nyilas LinkedIn: https://www.linkedin.com/in/jasonnyilas/ Con Koromilas LinkedIn: https://www.linkedin.com/in/con-koromilas-4b3228a Aberdeen Standard Investments Website: https://www.aberdeenstandard.com/

To connect with your local Aberdeen Standard BDM visit https://www.aberdeenstandard.com/en/australia/adviser/contact-us?country=Australia

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 podcast has been prepared with care, is based on sources believed to be reliable and all opinions expressed are honestly held as at the applicable date. However, it is of general information only and we accept no liability for any errors or omissions. It has been prepared without taking into account the particular objectives, financial situation or needs of any investor. Investing involves risks including the risk of losing capital. It is important that before acting investors should consider their own circumstances, objectives and financial situation, the information's appropriateness to them and consult financial and tax advisers. Investors should consider the PDS available at aberdeenstandard.com before making an investment decision. Products issued by Aberdeen Standard Investments Australia Limited ABN 59 002 123 364. AFSL number 240263.

Hayley is the Director at Contract Paraplanning Services and the AFA Paraplanner Pulse National Chair. She and Fraser discuss scaling up through outsourcing, remote working and finding the right staff for your practice.

Hayley Knight XY: https://www1.xyadviser.com/members/2845489 Contract Paraplanning Services Website: https://www.contractpps.com.au/

To connect with your local Aberdeen Standard BDM visit https://www.aberdeenstandard.com/en/australia/adviser/contact-us?country=Australia

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 podcast has been prepared with care, is based on sources believed to be reliable and all opinions expressed are honestly held as at the applicable date. However, it is of general information only and we accept no liability for any errors or omissions. It has been prepared without taking into account the particular objectives, financial situation or needs of any investor. Investing involves risks including the risk of losing capital. It is important that before acting investors should consider their own circumstances, objectives and financial situation, the information's appropriateness to them and consult financial and tax advisers. Investors should consider the PDS available at aberdeenstandard.com before making an investment decision. Products issued by Aberdeen Standard Investments Australia Limited ABN 59 002 123 364. AFSL number 240263.

James is the Founder and CEO of Enlightened Financial Solutions. He chats with Fraser about using technology to make advice easily digestible for clients.

James Wortley XY: https://www1.xyadviser.com/members/2809319 EFS Mackay Website: http://efsmackay.com.au/

To connect with your local Aberdeen Standard BDM visit https://www.aberdeenstandard.com/en/australia/adviser/contact-us?country=Australia

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 podcast has been prepared with care, is based on sources believed to be reliable and all opinions expressed are honestly held as at the applicable date. However, it is of general information only and we accept no liability for any errors or omissions. It has been prepared without taking into account the particular objectives, financial situation or needs of any investor. Investing involves risks including the risk of losing capital. It is important that before acting investors should consider their own circumstances, objectives and financial situation, the information's appropriateness to them and consult financial and tax advisers. Investors should consider the PDS available at aberdeenstandard.com before making an investment decision. Products issued by Aberdeen Standard Investments Australia Limited ABN 59 002 123 364. AFSL number 240263.

Michael is the Founder of Human to Human. Fed up with the "shiny object syndrome" that comes with most business seminars, Michael talks about his methods for helping businesses successfully implement effective strategies.

Michael Back XY: https://www1.xyadviser.com/members/2243422 Human to Human Website: https://humantohuman.com.au/

To connect with your local Aberdeen Standard BDM visit https://www.aberdeenstandard.com/en/australia/adviser/contact-us?country=Australia

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 podcast has been prepared with care, is based on sources believed to be reliable and all opinions expressed are honestly held as at the applicable date. However, it is of general information only and we accept no liability for any errors or omissions. It has been prepared without taking into account the particular objectives, financial situation or needs of any investor. Investing involves risks including the risk of losing capital. It is important that before acting investors should consider their own circumstances, objectives and financial situation, the information's appropriateness to them and consult financial and tax advisers. Investors should consider the PDS available at aberdeenstandard.com before making an investment decision. Products issued by Aberdeen Standard Investments Australia Limited ABN 59 002 123 364. AFSL number 240263.

Michael is the National Manager of Business Coaching at Affinia Financial Advisers Limited. He talks about the client user experience, and explains the Buyer's Journey Framework.

Michael Lawes XY: https://www1.xyadviser.com/members/2858774 Affinia Website: https://www.affinia.com.au/

To connect with your local Aberdeen Standard BDM visit https://www.aberdeenstandard.com/en/australia/adviser/contact-us?country=Australia

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 podcast has been prepared with care, is based on sources believed to be reliable and all opinions expressed are honestly held as at the applicable date. However, it is of general information only and we accept no liability for any errors or omissions. It has been prepared without taking into account the particular objectives, financial situation or needs of any investor. Investing involves risks including the risk of losing capital. It is important that before acting investors should consider their own circumstances, objectives and financial situation, the information's appropriateness to them and consult financial and tax advisers. Investors should consider the PDS available at aberdeenstandard.com before making an investment decision. Products issued by Aberdeen Standard Investments Australia Limited ABN 59 002 123 364. AFSL number 240263.

Paul is the Founder and Chief Mapper at Map My Plan. He chats with Fraser about scaling up through technology, and how he developed Map My Plan to help clients to make a well informed financial decisions.

Paul Feeney XY: https://www1.xyadviser.com/members/3990927 Map My Plan Website: https://www.mapmyplan.com.au/

To connect with your local Aberdeen Standard BDM visit https://www.aberdeenstandard.com/en/australia/adviser/contact-us?country=Australia

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 podcast has been prepared with care, is based on sources believed to be reliable and all opinions expressed are honestly held as at the applicable date. However, it is of general information only and we accept no liability for any errors or omissions. It has been prepared without taking into account the particular objectives, financial situation or needs of any investor. Investing involves risks including the risk of losing capital. It is important that before acting investors should consider their own circumstances, objectives and financial situation, the information's appropriateness to them and consult financial and tax advisers. Investors should consider the PDS available at aberdeenstandard.com before making an investment decision. Products issued by Aberdeen Standard Investments Australia Limited ABN 59 002 123 364. AFSL number 240263.

Judith is the Keynote Speaker at Judith Beck Consulting and author of "No Sex at Work". She and Fraser discuss scaling up through staff, and how to behave like the top 10%.

Judith Beck LinkedIn: https://www.linkedin.com/in/judith-beck-6097234/ Judith Beck Website: https://www.judithbeck.com.au/

To connect with your local Aberdeen Standard BDM visit https://www.aberdeenstandard.com/en/australia/adviser/contact-us?country=Australia

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 podcast has been prepared with care, is based on sources believed to be reliable and all opinions expressed are honestly held as at the applicable date. However, it is of general information only and we accept no liability for any errors or omissions. It has been prepared without taking into account the particular objectives, financial situation or needs of any investor. Investing involves risks including the risk of losing capital. It is important that before acting investors should consider their own circumstances, objectives and financial situation, the information's appropriateness to them and consult financial and tax advisers. Investors should consider the PDS available at aberdeenstandard.com before making an investment decision. Products issued by Aberdeen Standard Investments Australia Limited ABN 59 002 123 364. AFSL number 240263.