Ensombl Advice Australia

Earn 0.75 CPD here: https://quiz.ensombl.com/ENSO-26020523-403900010.25 Client Care & Practice0.25 Technical Competence0.25 Regulatory Compliance and Consumer ProtectionIn this first episode, Ben Donald is joined by Adam Crabbe, Risk Strategy Specialist at Zurich and Katherine Hayes, Director and Financial Advisor at Hayes & Co Insurance Services. They explore how financial planners can more confidently and profitably re‑engage with life insurance - especially risk and claims work - by using pre‑assessment tools, streamlined health questionnaires, and collaboration with risk specialists and insurers to better serve clients amid industry change.Adam Crabbe LinkedIn: https://www.linkedin.com/in/adamcrabbe/Katherine Hayes LinkedIn: https://www.linkedin.com/in/katherine-hayes-44714830/Hayes & Co Insurance Services Website: https://hcis.com.au/Ben Donald LinkedIn: https://www.linkedin.com/in/ben-donald-a0363b78/Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/20260209General Disclaimer – https://www.ensombl.com/disclaimer/

Earn 0.75 CPD here: https://quiz.ensombl.com/ENSO-26020503-345900010.25 Technical Competence0.25 Regulatory Compliance and Consumer Protection0.25 Client Care and PracticeIn this episode, Pat speaks with Lachlan Brien, Consultant & Director at OnReport. They discuss how advice firms can turn fragmented data into actionable insights using Power BI, CRM as a source of truth, effective dashboard design, data quality and integrations, and the evolving role of AI in analytics.Lachlan Brien LinkedIn: https://www.linkedin.com/in/lachlan-brien-905b5a123/OnReport Website: https://onreport.com.au/Between Meetings with Matt Heine – Discover a podcast for wealth professionals: https://ensombl.com/go/20260206General Disclaimer – https://www.ensombl.com/disclaimer/

Earn 0.50 CPD here: https://quiz.ensombl.com/ENSO-26020323-220100010.25 Professionalism and Ethics0.25 Client Care and PracticeIn this solo podcast episode, James explains how he creates and distributes short-form social media videos, how those videos drive inquiries into his business via a structured Calendly workflow, and how his team manages new-client allocation and ongoing client handovers among advisers to scale sustainably.James Wrigley LinkedIn: https://www.linkedin.com/in/james-wrigley/TikTok: https://www.tiktok.com/@iamjameswrigleyInstagram: https://www.instagram.com/iamjameswrigley/First Financial Website: https://firstfinancial.com.au/For a simpler, faster way to write risk visit https://ensombl.com/go/20260205General Disclaimer – https://www.ensombl.com/disclaimer/

Earn 1.0 CPD here: https://quiz.ensombl.com/ENSO-26012923-384800010.75 Client Care & Practice0.25 Professionalism and EthicsAs markets test investor nerves and emotions drive decision-making, host Kieran Berry is joined by Jess Brizuela (Allied Wealth) and Dan Miles (Innova Asset Management) to unpack how behavioural biases shape investing - and how advisers can respond in practice. From loss aversion and fear of running out of money to overconfidence in bull markets, the conversation explores why biases can’t be eliminated, only managed. With real-world examples on risk framing, portfolio structure, mental accounting, and client communication, this episode offers advisers practical tools to reduce panic, set realistic expectations, and help clients stay the course when it matters most.Dan Miles LinkedIn: https://www.linkedin.com/in/dan-miles-b264358a/Jessica Brizuela LinkedIn: https://www.linkedin.com/in/jessica-brizuela-53aa751a1/Allied Wealth Website: https://www.alliedwealth.com.au/Kieran Berry LinkedIn: https://www.linkedin.com/in/kieranberry/Explore Innova's behavioural investing approach at https://ensombl.com/go/20260202General Disclaimer – https://www.ensombl.com/disclaimer/

Earn 0.75 CPD here: https://quiz.ensombl.com/ENSO-26012904-230100010.25 Technical Competence0.25 Professionalism and Ethics0.25 Client Care and PracticeThis week, Pat is joined by Rob Jones, Founder at Peloton Partners. They discuss how Peloton Partners evolved from spreadsheet-based consulting to the YourLeadOut technology platform to help advice firms price their services more fairly, consistently, and profitably by quantifying both tangible and intangible value, leveraging data, benchmarks, and emerging AI.Rob Jones LinkedIn: https://www.linkedin.com/in/rob-jones-b473994/Peloton Partners Website: https://www.pelotonpartners.com.au/A world of business efficiency awaits you at Netwealth: https://ensombl.com/go/20260130General Disclaimer – https://www.ensombl.com/disclaimer/

Earn 1.0 CPD here: https://quiz.ensombl.com/ENSO-26012622-265000010.25 Client Care & Practice0.75 Technical CompetenceAs 2025 defied many investor fears, host James Whelan is joined by Vern du Preez (Orbis Investments) and Daniel Kelly (Viola Private Wealth) to reflect on what shaped markets over the year and what to watch heading into 2026. They unpack market resilience, the reality of AI’s economic impact, and standout performances across equities, gold, and silver - while challenging assumptions around recession risks, interest rates, and US dominance. With opportunities emerging beyond mega-cap tech, they highlight the case for diversification across regions, sectors, and asset classes, offering advisers practical insights to reassess portfolios and guide clients with discipline and adaptability into the year ahead.Vern du Preez LinkedIn: https://www.linkedin.com/in/wernerdupreez/Daniel Kelly LinkedIn: https://www.linkedin.com/in/daniel-kelly-cfa-b699b962/Viola Private Wealth Website: https://www.violaprivatewealth.com.au/Orbis Investments Disclaimer: https://ensombl.com/orbisdisclaimer/James Whelan LinkedIn: https://www.linkedin.com/in/james-whelan-68146036/Prepare your clients for a new investing dawn. Discover more: https://ensombl.com/go/20260128General Disclaimer – https://www.ensombl.com/disclaimer/

Earn 0.75 CPD here: https://quiz.ensombl.com/ENSO-26012202-031300010.25 Regulatory Compliance and Consumer Protection0.50 Client Care and PracticeIn this episode, Patrick speaks with Martin Morris and Sandeep Rao from Engagement Hub. They discuss how Engagement Hub has transformed into a comprehensive, AI-enhanced platform for advisers and clients, with a focus on improved engagement, compliance, and future plans for broader adoption and dealer group integration.Martin Morris LinkedIn: https://www.linkedin.com/in/martin-morris-182a902/Sandeep Rao LinkedIn: https://www.linkedin.com/in/sandeep-rao-problemsolver/Engagement Hub Website: https://www.engagementhub.net/A world of business efficiency awaits you at Netwealth: https://ensombl.com/go/20260123General Disclaimer – https://www.ensombl.com/disclaimer/

In this episode, Neil Rogan is joined by Alex Cousley from Russell Investments. Alex gives his insights into the 2026 economic outlook - covering interest rates, global growth trends, and market prospects in Australia, the US, and China.Neil Rogan LinkedIn: https://www.linkedin.com/in/roganneil/Alexander Cousley LinkedIn: https://www.linkedin.com/in/alexander-cousley-cfa-a10b81109/Russell Investments Website: https://russellinvestments.com/General Disclaimer – https://www.ensombl.com/disclaimer/

Earn 0.75 CPD here: https://quiz.ensombl.com/ENSO-25121203-062900010.25 Client Care & Practice0.50 Technical CompetenceAs retirement needs become more dynamic, James Whelan is joined by Patrick Clarke (Generation Life) and James Kingston (BlackRock) to unpack the rise of investment-linked lifetime income products. They explore how advisers can balance growth and risk, manage longevity concerns, and help clients spend with confidence in retirement. With insights into tools like BlackRock’s Aladdin and Generation Life’s Retirement Income Optimiser, this episode shows how technology and modern product design are reshaping retirement strategies for better client outcomes.Patrick Clarke LinkedIn: https://www.linkedin.com/in/patrick-clarke-36796119/James Kingston LinkedIn: https://www.linkedin.com/in/jpk245/BlackRock Website: https://www.blackrock.com/auTo learn more visit https://ensombl.com/go/20251215General Disclaimer – https://www.ensombl.com/disclaimer/

Earn 0.75 CPD here: https://quiz.ensombl.com/ENSO-25121122-271800010.50 Professionalism and Ethics0.25 Technical CompetenceThis week, Pat is joined by Steven Goh, Co-Founder at FAYBL. They discuss his experience in fintech and how FAYBL's agentic AI aims to transform advice workflows, improve efficiency, and enhance adviser-client relationships while maintaining the importance of human oversight.Steven Goh LinkedIn: https://www.linkedin.com/in/stevengoh/FAYBL Website: https://www.faybl.com/A world of business efficiency awaits you at Netwealth: https://ensombl.com/go/20251212General Disclaimer – https://www.ensombl.com/disclaimer/