Ensombl Advice Australia

Dean is a Co-Founder at The Wealth Network and Absolute Wealth Advisers. He and James discuss strategies for improving the efficiency and profitability of advice practices, including increasing the n…

The last few years have seen Australian small caps underperform large caps at the index level, making them an anomaly compared to other regions.  But dig deeper and you will find plenty of local smal…

In this episode, Pat talks with Aaron Breed, Head of Advice at Infinity Financial Consultants. He discusses how Infinity incorporated AI and technology into the practice, including his strategic appr…

Matt is a Principal and Director at Twomeys. They discuss his entry into the financial planning industry, including his experience with a recent merger, process improvements, and plans for the future…

John is the Founder, Financial Adviser, and Visionary at Thriving Wealth. He and Rocksy discuss his journey from starting in the industry inspired by his cousin, to building a sustainable and impactf…

This week, Pat talks with Rob Dawson, Business Development Manager at Myrtec. They discuss the importance of the Essential Eight cybersecurity framework, the differences between malware and ransomwar…

Paul is the Director and Financial Planner at The UK Pension Experts, and is best known as "The UK Pensions Guy". He and James discuss the complexities of transferring UK pensions to Australia, inclu…

Charlie is the Executive Chair, Adviser, and Founding Partner at Viola Private Wealth. He and Rocksy discuss how he went from a bank teller to building his own successful private wealth management bu…

In this episode, Pat is joined by Jess Tassell, CMO at Qwilr. They take a look at Qwilr, a proposal and presentation software tool that offers a more visual, interactive, and data-driven approach com…

Adam is a Risk Strategy Specialist at Zurich. He and James discuss the development and key features of Zurich's "Cost of Care" report, which provides detailed information on the financial impact of v…

Angus is the Director at Terrabella Wealth. He and Andrew discuss his background in agriculture, his transition into financial advice, his unique approach to working with farming families, his emphas…

Host James Whelan welcomes two experts from Blackrock – Head of Investment Strategy for APAC, Thomas Taw, and Head of Intermediary Distribution, James Waterworth – to discuss what 2025 could have in …

This week, Pat speaks with Madeleine Debney, Co-Founder & CPO at Otto. They discuss the problems Otto aims to solve using AI-powered features like meeting assistants and report generation, and the po…

Fran is a Speaker, Wealth Advisor, and Financial Empowerment Advocate who is currently enjoying a mini-retirement. She and James discuss her experience building and selling financial planning busines…

In this episode, Andrew talks with Daniel Harris, Associate Director at Grimsey Wealth. They discuss his journey into financial advice, his experience at Grimsey Group, and their focus on serving the…

In this episode, Pat speaks with Cameron Drury, CEO & Co-Founder at Canwi. Canwi is a user-friendly financial planning tool that aims to make building and sticking to a financial plan easy and engagi…

In this episode, Clayton chats with Naz Pochynok and Julien Renard from ASO Wealth. They discuss their journey in founding ASO Wealth, their focus on client-centric advice, the evolution of the finan…

This week, Andrew is joined by Kris Tatt, Partner and GM of Investment Services and SMSF at Strategem. They discuss Strategem's community involvement, flexible work policies, employee development pro…

This week, Pat is joined by Kohl Gianoli, Director of Insource Automation and Founder of Scrybd. They discuss the origin and development of Scrybd, an AI powered document generation tool, as well as …

Karen is the CEO and Founder of Women Talking Finance and a Certified Money Coach. She and James discuss the benefits of money coaching, and how financial advisors can integrate it into their practic…