Ensombl Advice Australia

John is the Founder and CEO of AFA Group Wealth. He and James discuss how he transformed his financial planning business into a coaching-focused model that aims to provide highly engaged client exper…

This week, Andrew is joined by Alysia Laird, Principal Adviser at Zebra Tailored Wealth. They take a peek under the hood of her practice, and talk about how she expanded her solo practice, the techno…

In this episode, host James Whelan is joined by Jody Fitzgerald of Morningstar and Liam Donohue from Lennox Capital Partners to discuss Small Caps. Our experts go under the hood, exploring the charac…

This week, Peita is joined by Fraser Jack, Founder of The Cyber Collective. They chat about how The Cyber Collective provides ongoing cybersecurity education and training to help financial advisors a…

Conaill is the Founder of What If Advice, the Managing Director of Cobalt Advisers and Beryllium Advisers, and the Director and Shadow GM at The Adviser Games. He and James discuss his licensing busi…

Angie is the Director and General Manager at CBD Advisory. She and Andrew talk about how she got started in the financial planning world, how she's grown the business since starting out, along with l…

This week, Peita is joined by Ray and Daniel Tubman from HeirWealth. They take a deep dive into the wealth management platform for families and how it can be used to simplify organising family assets…

Lionel is the Founder and Principal of Purpose Planning. He joins James to chat about how he went from football to financial advice, why he believes in-person conversations are more effective than vi…

In this episode, Andrew talks with David Haintz, Partner at Merchant Investment Management and Principal at Global Adviser Alpha. They discuss his career in financial planning, the Merchant Group's a…

Host James Whelan talks all things infrastructure with Morningstar’s Bianca Rose, and Charles Hamieh from ClearBridge Investments. In this lively and engaging conversation, our experts explore differ…

This week, Peita talks with Vincent Holland, Head of Sales and Business Development of Plutosoft. He gives an update on how the Plutosoft tool has evolved over the previous year, including new featur…

Chris is the Director, a Retirement Planner and Financial Advisor at CY Financial Advice. He and Clayton chat about the Certified Independent Financial Advisers Association (CIFAA), trends and the be…

In this first installment, Ryan speaks to Amie Baker, Director, Financial Adviser and Certified Money Coach at Rekab Advice and Centsability. They discuss the importance of financial wellness and man…

In this episode, Ryan is joined by Harry and Tristan from Purpose Advisory. They talk about how mental health interlinked with physical and financial health, and how advisors can identify when a clie…

In this installment, Ryan chats with Tim Henry, Financial Advisor and Owner at Aspire Its Your Life. They discuss incorporating well-being into your advice offering, and how it can build more meaning…

In the last episode in this series, Ryan talks to Marshall Ross, Risk and Strategy Advice Manager at MLC Life Insurance. They talk about "staying on top of your game" and looking after your own menta…

In this installment of the Engine Room Unpacked, Andrew and Sue revisit the next handful of episodes and discuss the key elements that impressed them the most.

Since we recorded this episode, Elixir …

In this episode, Peita is joined again by Nick Topham, Founder of ProductRex. They explore the new features and enhancements that ProductRex has had over the last year, and where it's headed in the f…

Rob is the Head of Private Wealth at Akambo Financial Group. He and James discuss managing a team of financial advisors, and growing a business through client relationships and team expansion.

Rob Pe…

Hugh is the Managing Director and Senior Financial Adviser at Centaur Financial Services. He joins Andrew to discuss building Centaur Financial Services into the practice that it is today, with a foc…