Ensombl Advice Australia

Aaron is a Financial Planner and Mortgage Broker at EK Financial Group. He and James talk about EK Financial Group's evolution to a fee-for-service model, emphasising the value of financial advice, h…

Bree is the General Manager at Blueprint Wealth. She and Andrew discuss how she's grown her practice over twenty-two years through defining roles, nurturing staff, and focusing on how to best serve t…

Mason Stevens’ CIO Jacqui Fernley joins Jody Fitzgerald from Morningstar and host James Whelan to take a practical look at investment committees. As the investing environment becomes more complex, an…

In this episode, Peita talks to Mickael Roger, Co-Founder and Co-CEO at PropHero. They explore the property investment platform and its features, and how PropHero uses data and AI to help clients inv…

Billy is a Financial Adviser at Link Wealth Group. They talk about social media marketing, and how he managed to spent three back-to-back ski season's overseas while contract paraplanning.

Billy Norm…

In this episode, Sacha is joined by Anita Muecke, Owner of AVA Insurance Consulting Group. They discuss setting up an insurance policy for success through getting comfortable with difficult medical c…

Hayden is an Investment and Personal Insurance Adviser at Poole and Partners Investment Services. He and Sacha talk about how to ensure a client's insurance policy remains in force, given the cost of…

In this episode, Sacha is joined by Alex Braun, Principal and Owner of Halstead Financial Services, and Andrew Morrison, General Manager of Retail Sales at TAL Australia. They discuss using the claim…

In this final installment, Sacha talks with Glenn Baird, Head of Mental Health at TAL Australia. They talk about mental health and well-being in the workplace, how advisors can manage their own menta…

In this episode, Andrew is joined by Michael Bova and Belinda Dalton from Family Wealth Advisory. They discuss the evolution and future vision of Family Wealth Advisory, from its culture and team to …

In this episode, Peita is joined by Alexandra Brown, Co-Founder and Head of Research at Altiorem. They chat about how the Altiorem sustainable finance library and advocacy platform helps financial ad…

Leanne is a Financial Adviser and Director at 2020 Wealth. She and James chat about how she started her practice during the COVID-19 lockdowns in Melbourne, and how she has grown the business through…

This week, Peita is joined by Denis Konoplev and Alex Gassner from Paraplanner.ai. They discuss how the Paraplanner.ai tool aims to automate tasks for financial advisors in order to free up their tim…

Nicola is a Senior Financial Adviser at FMD Financial. She and James talk about her journey through the planning world, from her initial career change inspired by her father's health issues to her cu…

In this first episode, Dean is joined by Simon Cammiss, Founder and Wealth Adviser at Wealthyer, and Shachar Kariv, Co-Founder and Chief Scientist at Capital Preferences. They discuss how revealed pr…

In this episode, Dean talks with Mark Pearson, Senior Financial Advisor at Innovative Wealth Solutions, and Pat Spenner, Head of Marketing and Strategy at Capital Preferences. They discuss managing r…

In this installment, Dean sits down with Adam Drinkwater, Senior Adviser and Partner at Treysta Wealth, and Bernard Del Rey, CEO and Founder at Capital Preferences. They discuss sustainable investing…

In this final episode, Dean talks with Louise Parker, Principal at Financial Lifestyle Managers. The talk about how a client's risk preference can change over time, the challenges of self-reporting a…

In this episode of the Engine Room Unpacked, Andrew and Sue revisit the next handful of episodes and highlight the standout elements that impressed them the most.

Elixir Consulting Website: https://e…

In this episode, Peita is joined by Dean Holmes, Co-Founder of the Wealth Network. They talk about how Microsoft 365 offers several security, productivity and collaboration tools that businesses are …