Ensombl Advice Australia

Trish is a Certified Financial Planner at Fox & Hare Financial Advice. She returns to the podcast to talk with James about the degree of unconscious bias in business, and making the financial advice …

In this first episode of the Engine Room Unpacked, Andrew and Dean take a look back at the first five installments of the Engine Room podcast. They discuss their key takeaways and the core values sha…

This week we cover US inflation data, US PPI data, Australian employment data, NZ GDP data, CSL, AGL, XERO, Dominos, and Macquarie Telecom.

This podcast is moving to Milford’s new podcast channel OnT…

This week, Peita talks with Yul Hardick, COO at REVEX. They discuss where REVEX fits into the advice tech space, and how the revenue management software provides technology efficient solutions to adv…

In this episode, James sits down with Julian Manning and Joel Gleeson from First Financial. They discuss establishing careers in financial advice and the professional year.

Julian Manning LinkedIn: h…

This week Andrew speaks with Dr. Paul Moran and Alex Hont from Moran Partners Financial Planning. They discuss the inner workings of their practice, including the treatment and expectations of the cl…

This week we cover the June RBA interest rate decision, Australian Q1 GDP growth, European Q1 GPD, the China inflation print, EBOS, Infratil, Auckland International Airport, and Baby Bunting.

This po…

In this episode, Peita is joined by Chris Colman, Chief Technology Officer at Feezily. They take a deep dive into the revenue management tool, how it can be folded into your advice practice, and wher…

David is the CEO and Managing Director at Advice Evolution. He joins James to talk about the processes and challenges of changing licensees.

David Harris LinkedIn: https://www.linkedin.com/in/david-h…

In this episode, Andrew is joined by Brad Rogers, Financial Planner and Business Owner at WealthShore. They chat about how he got started in financial advice, how he maintains a culture of togetherne…

This week we cover global share market gains driven by US tech stocks, record-low market breadth, Australian CPI data, the US debt ceiling resolution, IDP Education's stock decline, Contact Energy, t…

In this episode, Peita chats with Brandon Thompson, CEO at Yodal. They explore the tools and resources of the Estate Planning solution, and how they can be used to support your advice practice.

Yodal…

Paul is the Co-Founder and a Financial Adviser at True Direction Financial. He and Clayton discuss their view on the current state of financial planning as it becomes more complex, and where the indu…

This week, Andrew is joined by Paul Barrett, Co-Founder and Private Wealth Adviser at Absolute Wealth Advisors. They take a look at how his practice has evolved over the years, where they're headed i…

This week we cover the US debt ceiling raise, the RBNZ interest rates rise, UK inflation, Australian retail sales data, US core PCE data, Nvidia, Universal, Webjet, and Fisher and Paykel Healthcare.

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In this episode, Peita is joined by James Wrigley, Principal at First Financial and Host of the Ensombl Podcast. They discuss using TikTok to reach a new audience, and how to attract the right audien…

Justin is an Adviser and Partner at Koda Capital. He sits down with James to chat about his journey into financial planning, and how AI can be integrated in a practice to enhance an advisor's abiliti…

This week, Andrew chats with David Moloney, Director of Wealth at Yarra Lane. They discuss the evolution of the practice, where they sit in the industry when it comes to advising pharmacists, and how…

This week we cover the Australian quarterly wage price index, Australian employment data, the US debt ceiling, US retail sales, Aristocrat, XERO, Life360, and James Hardie.

This podcast is moving to …

In this episode, Peita speaks with Paul Campbell, Managing Director at Xeppo. They take a look at Xeppo, and discuss how having easy access to data and insights can drive greater client relationships…