Ensombl Advice Australia

Felipe is the Chief Executive Officer at Generation Life. He and James discuss the tax advantages, flexibility, and strategic uses of investment bonds across different client demographics, and how th…

This week, Pat is joined by Greta Menzies, Founder and CEO at My Databoss. They discuss how My Databoss is helping businesses of all sizes, from large enterprises to SMEs, automate compliance, stream…

This week, Clayton is joined by Naz Pochynok and Julien Renard from ASO Wealth. They discuss their journey as self-licensed advisers, focusing on their evolving approach to client advice, property in…

In this episode, Pat is joined by Ray Tubman, CEO of HeirWealth. He describes how he created HeirWealth as a comprehensive digital platform to help families manage, track, and share their wealth acro…

Nicola is the Managing Principal and Founder at White Rabbit Advisory. She and James discuss her first two months launching White Rabbit Advisory, focusing on her strategic approach to advice for cli…

In this first episode, Tanya is joined by Ryan Watson, Founder and CEO at Tribeca Financial. They discuss the importance of creating generational wealth through client-centric, emotionally intelligen…

In this episode, Tanya speaks with Gianna Thomson, Principal Adviser at Thomson Wealth. They discuss the critical importance of comprehensive estate planning, and how advisers can help clients create…

In this final episode, Tanya is joined by Felipe Araujo, Chief Executive Officer at Generation Life. They explore the complexities of generational wealth transfer in Australia, and the critical role …

In this episode, Pat is joined once again by Luke Modlmayr, Account Executive at Workato. They discuss the transformative potential of AI and automation across various business processes, highlightin…

Daniel is a Business Development Manager at HeirWealth. He and James discuss how HeirWealth helps families centralise their financial assets, documents, and sentimental stories across generations, ai…

This week, Pat speaks with Nick Downey, Technology Manager at Direct Wealth. Nick discusses Direct Wealth's strategic approach to technology and AI, focusing on building a custom file noting solution…

Trish is a Financial Adviser - Insurance Specialist at Hayes & Co Insurance Services. She shares her journey from holistic advice to becoming an insurance-only adviser, her career transition, passion…

In this first episode, James is joined by Tyson Jonas, Managing Director at Jonas Wealth Management. They explore infrastructure investing, covering its definition, types, performance across market c…

In this episode, James speaks with Simon Warner, Head of Portfolio Management at Aware Super. They discuss how infrastructure investing has evolved from traditional utilities to a diverse asset class…

In this final episode, Tyson Jonas talks to Leong Tang, Partner and Financial Adviser at Callaghans Accountants. They talk about how infrastructure investments offer stable, inflation-linked returns …

In this episode, Rocksy is joined by Andrew Debono, Principal Adviser and Director at Peak Wealth Management. He shares his journey from a young financial planner in 2014 to building a successful pra…

In this episode, Pat speaks with Amy Hatch, Technology Delivery Manager at Oreana Partnerships. They discuss the evolution of advicetech stacks, and the shift from monolithic systems to modular, flex…

This week, James is joined by Marlon Disanayake, a former financial adviser turned consultant at Capgemini. They discuss the evolution of advice, the challenges of digital transformation, and the imp…

In this episode, Rocksy speaks with Warrick Hanley, Principal Adviser at Fitzpatricks Advice Partners. Warrick shares his journey of building a successful multi-state financial planning practice focu…

This week, Pat is joined by Cody Harmon and Nat Daley from Cruz Technology. They discuss how Cruz aims to revolutionise financial advice through innovative technologies like AI, open banking, and ID …