Ensombl Advice Australia

Chris Siniakov from Franklin Templeton joins Matt Wacher from Morningstar and host James Whelan to explore the renaissance of Fixed Income. After a horror year in the face of successive interest rise…

This week, Peita talks with Katie Cirjak, Head of Client Engagement and Back-Office Solutions at Scale Up Paraplanning. They discuss utilising Word and Excel as a powerful tool to automate workflows …

Rich is a Principal at Peloton Partners. He and James discuss pricing models for financial advice, including ongoing solutions and structured approaches.

Rich Abbey LinkedIn: https://www.linkedin.com…

In this first episode, Jamie McIntyre speaks with Jenny Brown, CEO and Founder of JBS Financial Strategists. They discuss the major causes of stress leading into and during retirement: loss of income…

In this installment, Jamie talks with James Wortley, Founder of Enlightened Financial Solutions & Video Advice in Australia, and Founding Shareholder of Lumiant. They chat about behavioural biases an…

In this episode, Jamie is joined by Liam Shorte, Managing Director, SMSF Specialist Advisor and Financial Planner at Sonas Wealth. They discuss their experiences when helping clients transition into …

In this final installment, Jamie talks to Natalie Philips, NSW State Manager at Allianz Retire+. They talk about the impact that advisors can have by providing certainty in retirement, helping to sha…

Drew is a Partner and Co-CEO of MBS Insurance. He and Andrew cover the ins and outs of his practice operations, his workplace philosophy, and vision for the life insurance industry.

Drew Burden Linke…

This week, Peita talks with Tom Culver, Founder and CEO at Oko Adviser. They discuss the features of the Oko tool and how it helps financial advisors and their clients assess sustainability values an…

Jeff is Director and Personal Financial Adviser at Evalesco Financial Services. He and Clayton talk about where they think advice is headed, the impact it will have on advisors, and the place AI has …

This week, Andrew is joined by Brett Wright, Founder at Lifebid. They take a look at how the business came together, life insurance industry challenges and potential solutions, and integrating life i…

James Maydew from Macquarie joins Morningstar’s Jody Fitzgerald and host James Whelan to go under the hood for a detailed look at REITs. With flexible working and the digitalisation of business seein…

In this week's episode, Peita is joined by Thabojan Rasiah and Matt Boyd, Co-Founders of Finito. They discuss Finito as a virtual "marketplace", aiming to provide coaching and guidance to Australians…

Craig is the Chair at Ensombl. He and Clayton chat about the changing concept of retirement and reframing retirement as a lifestyle choice, attracting younger advisors into the industry, and the impa…

In this episode, Andrew sits down with Glen Reilly, Director and Lead Adviser at Fitzpatricks Private Wealth. They discuss his approach to building a successful practice, the culture of the company, …

This week, Peita talks with Nikhita Iyar, Head of Product Marketing and Growth at Moxo. They discuss Moxo's digital interaction workspaces, and how it can reduce churn and increase client retention b…

Silvia is the Director at Mutual Plans. She and James discuss implementing paraplanning into your business, and the future of artificial intelligence within paraplanning practices.

Silvia Wade Linked…

In this episode, Peita is joined by Donna Moritz, Canva Verified Expert. They talk about using Canva's design tools and templates to empower your business.

Canva Website: https://www.canva.com/     D…

Maks is a Financial Advisor at CBD Advisory. He and James chat about transitioning into advice, bridging the gap between finance and accounting, and becoming a better financial advisor. 

Maks Mashkiv…

In this episode, Peita is joined by Patrick Flynn, Founder of Simply Advice Websites and Director of Simply Kaizen. They discuss the tension between automation and client experience, the pros and con…