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Ensombl Advice Australia - Podcast

Ensombl Advice Australia

Professional network for financial advisers https://ensombl.com/

DISCLAIMER: The Ensombl podcast and all content contained on Ensombl is limited to factual information and does not constitute legal, financial or other professional advice. Ensombl does not hold an AFS licence and does not provide any financial services. Nothing on this podcast should be interpreted as financial advice. Before making any investment decision, Ensombl recommends obtaining financial advice from a qualified financial adviser.

Education Money Investing News Business News Self-Improvement
Update frequency
every 2 days
Average duration
42 minutes
Episodes
1089
Years Active
2017 - 2025
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#392 Celia Polkinghorne

#392 Celia Polkinghorne

Celia is the Founder and Director at Bonsai Digital Marketing. She joins James to talk about personal branding and building organic marketing foundations, the importance of storytelling, and how to g…

00:34:25  |   Wed 12 Apr 2023
Engine Room Podcast #2 - Belinda Good

Engine Room Podcast #2 - Belinda Good

Belinda is the General Manager at Boutique Advisers Private Wealth. She joins Rocksy to talk about the "business of the business", how they've shaped their workplace culture, and how they've maintain…

00:51:51  |   Mon 10 Apr 2023
10 APR 2023 - Monday Market Highlights

10 APR 2023 - Monday Market Highlights

This week we cover the RBA and RBNZ monetary policy committees meeting, the US labour market, ADP employment data, the ISM report, Viva energy, SEEK, and Meridian Energy.

This market highlight is pro…

00:05:27  |   Sun 09 Apr 2023
AdviceTech Podcast #29 - MyProsperity

AdviceTech Podcast #29 - MyProsperity

In this episode, Peita is joined by Karolina Kuszyk, Head of Wealth Channel at MyProsperity. They talk through the digital tools included in the MyProsperity client portal, and how it can best be imp…

00:50:22  |   Thu 06 Apr 2023
#391 Renae Vercoe

#391 Renae Vercoe

Renae is the Founder and Adviser at Money Mode. She and James chat about how her practice has developed over the past couple of years, why she's introduced the Money Mode School, work-life balance an…

00:33:49  |   Wed 05 Apr 2023
Engine Room Podcast #1 - Mitchell Ramsbotham

Engine Room Podcast #1 - Mitchell Ramsbotham

Mitchell is the Group General Manager at Coastal Advice Group. He sits down with Andrew to lift the lid on the structure and culture of the business, how they've built their team, and how they attrac…

01:03:26  |   Mon 03 Apr 2023
3 APR 2023 - Monday Market Highlights

3 APR 2023 - Monday Market Highlights

This week we cover the US Core PCE index, the University of Michigan consumer sentiment survey, Eurozone CPI data, the ANZ consumer confidence index, Australian preliminary retail sales data, First C…

00:04:13  |   Sun 02 Apr 2023
AdviceTech Podcast #28 - Financial Writers Australia

AdviceTech Podcast #28 - Financial Writers Australia

In this episode, Peita chats with Kelly Mackay, Business Manager at Financial Writers Australia. They take a deep dive into how to create unique content that speaks directly to your ideal clients.

Fi…

00:41:11  |   Thu 30 Mar 2023
#390 Christine Bau

#390 Christine Bau

Christine is an HR Consultant and Coach at People Focused. She and James discuss creating stronger business cultures and what the good practices doing around culture and reputation in the advice land…

00:35:33  |   Wed 29 Mar 2023
#389 Paul Dunn

#389 Paul Dunn

Paul is the Co-Founder of B1G1 and a TEDx Speaker. He sits down with Ben to talk about creating a business and team with a true sense of belonging, living your legacy, and how to build an attraction …

00:31:57  |   Mon 27 Mar 2023
27 MAR 2023 - Monday Market Highlights

27 MAR 2023 - Monday Market Highlights

This week we cover the Federal Reserve cash rate increase, the UK CPI print, Credit Suisse, Block and REIT.

This market highlight is proudly brought to you by Milford https://milfordasset.com.au/

Joi…

00:05:08  |   Sun 26 Mar 2023
AdviceTech Podcast #27 - intelliflo

AdviceTech Podcast #27 - intelliflo

This week, Peita talks to Nick Eatock, CEO at intelliflo. They take a deep dive into the cloud-based intelliflo platform and its various tools, and how they can be used to increase the value of advic…

01:13:26  |   Thu 23 Mar 2023
#388 Chris Bates and Craig Bigelow

#388 Chris Bates and Craig Bigelow

In this week's episode, James sits down with Chris and Craig, who are both Mortgage Brokers at Wealthful. They discuss the transition from financial planning to mortgage broking, the biggest property…

00:41:45  |   Wed 22 Mar 2023
#387 James Whelan

#387 James Whelan

James is an Investment Manager at VFS Group. He and Ben talk about the Silicon Valley bank collapse, the impacts it will have on the market and the opportunities that arise from these circumstances.

00:39:13  |   Mon 20 Mar 2023
20 MAR 2023 - Monday Market Highlights

20 MAR 2023 - Monday Market Highlights

The week we cover the US MOVE index and 2-Year Bond Yield, Credit Swisse, US February CPI data, Neuren Pharmaceuticals, and Kelsian.

This market highlight is proudly brought to you by Milford https:/…

00:05:51  |   Sun 19 Mar 2023
AdviceTech Podcast #26 - Oxford Risk

AdviceTech Podcast #26 - Oxford Risk

This week, Peita is joined by Dr. Greg Davies and Bianca Kent from Oxford Risk. They take a look at Oxford Risk's behavioural finance software and how it can be utilised to thoroughly assess your cli…

01:09:18  |   Thu 16 Mar 2023
#386 Lucian Russ

#386 Lucian Russ

Lucian is a Financial Planner and sole Director of Emu Wealth. He and James talk about his journey into advice, how he set up a business from scratch, and how he settled on his ideal client base.

Luc…

00:33:12  |   Wed 15 Mar 2023
#385 Rachel O'Connor

#385 Rachel O'Connor

Rachel is the Founder and Principal Advisor at Flourix Wealth. She returns to the Ensombl Podcast to chat with Ben about where she's at now with her business, and how she balances a growing practice …

00:32:48  |   Mon 13 Mar 2023
13 MAR 2023 - Monday Market Highlights

13 MAR 2023 - Monday Market Highlights

This week we cover US Non-Farm payrolls, the RBA's rate increase, the collapse of Silicon Valley bank and potential contagion, Carsales and XRO.

This market highlight is proudly brought to you by Mil…

00:07:20  |   Sun 12 Mar 2023
AdviceTech Podcast #25 - OpenInvest

AdviceTech Podcast #25 - OpenInvest

In this episode, Peita sits down with Ravi Verma, Head of Distribution at OpenInvest. They discuss where OpenInvest fits in the advice tech space, and how the platform creates investment advice solut…

00:58:23  |   Thu 09 Mar 2023
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