Ensombl Advice Australia

Leanne is a Financial Adviser and Director at 2020 Wealth. She and James chat about how she started her practice during the COVID-19 lockdowns in Melbourne, and how she has grown the business through community involvement and social media marketing. Leanne Bielik LinkedIn: https://www.linkedin.com/in/leanne-bielik/ 2020 Wealth: https://2020-wealth-pty-ltd.business.site/ Join the North Retirement Space on Ensombl. https://ensombl.com/go/20231123 Join the Ensombl platform: App Store: http://www.ensombl.com/apple Google Play: http://www.ensombl.com/google Desktop: https://www.ensombl.com/ General Disclaimer – https://www.ensombl.com/disclaimer/

This week, Peita is joined by Denis Konoplev and Alex Gassner from Paraplanner.ai. They discuss how the Paraplanner.ai tool aims to automate tasks for financial advisors in order to free up their time to focus on clients, as well as the potential opportunities of adopting such a tool. Paraplanner.ai Website: https://www.paraplanner.ai/ Denis Konoplev LinkedIn: https://www.linkedin.com/in/onedenisk/ Alex Gassner LinkedIn: https://www.linkedin.com/in/alex-775gj6h/ Curiosity Corner (Sleeptown): https://sleeptown.seekrtech.com/ Peita Diamantidis Linkedin: https://www.linkedin.com/in/peitamd/ A world of opportunity awaits you at Netwealth Investments Limited: https://ensombl.com/go/20231117 Join the Ensombl platform: App Store: http://www.ensombl.com/apple Google Play: http://www.ensombl.com/google Desktop: https://www.ensombl.com/ General Disclaimer – https://www.ensombl.com/disclaimer/

Nicola is a Senior Financial Adviser at FMD Financial. She and James talk about her journey through the planning world, from her initial career change inspired by her father's health issues to her current role as a Senior Advisor and involvement in providing pro bono advice to those in need through her role as Chair of the Pro Bono Financial Advice Network. Nicola Beswick LinkedIn: https://www.linkedin.com/in/nicola-beswick-financialplanner/ Nicola Beswick Website: https://www.nicolabeswick.com/ FMD Financial Website: https://www.fmd.com.au/ Pro Bono Financial Advice Network Website: https://www.probonoadvice.com.au/ Join the North Retirement Space on Ensombl. https://ensombl.com/go/20231116 Join the Ensombl platform: App Store: http://www.ensombl.com/apple Google Play: http://www.ensombl.com/google Desktop: https://www.ensombl.com/ General Disclaimer – https://www.ensombl.com/disclaimer/

In this first episode, Dean is joined by Simon Cammiss, Founder and Wealth Adviser at Wealthyer, and Shachar Kariv, Co-Founder and Chief Scientist at Capital Preferences. They discuss how revealed preference methods can help financial advisors better understand their clients' risk profiles and preferences over time to provide tailored advice that meets their goals. Simon Cammiss LinkedIn: https://www.linkedin.com/in/simoncammiss/ Wealthyer Website: https://wealthyer.com.au/ Shachar Kariv Profile: https://www.econ.berkeley.edu/faculty/825 Capital Preferences Website: https://www.capitalpreferences.com/ Dean Holmes LinkedIn: https://www.linkedin.com/in/dean-holmes-financial-adviser-coach-the-wealth-network To start boosting your business with revealed preference methods, visit Capital Preferences. https://ensombl.com/go/20231115 Join the Ensombl platform: App Store: http://www.ensombl.com/apple Google Play: http://www.ensombl.com/google Desktop: https://www.ensombl.com/ General Disclaimer – https://www.ensombl.com/disclaimer/

In this episode, Dean talks with Mark Pearson, Senior Financial Advisor at Innovative Wealth Solutions, and Pat Spenner, Head of Marketing and Strategy at Capital Preferences. They discuss managing risk preferences in couples, and the importance of facilitating open communication and making systematic changes in the advice process to ensure both partners feel understood and included. Mark Pearson LinkedIn: https://www.linkedin.com/in/mark-pearson-a4ba0a117/ Innovative Wealth Solutions Website: https://www.iwsonline.com.au/ Pat Spenner LinkedIn: https://www.linkedin.com/in/patrickspenner/ Capital Preferences Website: https://www.capitalpreferences.com/ Dean Holmes LinkedIn: https://www.linkedin.com/in/dean-holmes-financial-adviser-coach-the-wealth-network To start boosting your business with revealed preference methods, visit Capital Preferences. https://ensombl.com/go/20231115 Join the Ensombl platform: App Store: http://www.ensombl.com/apple Google Play: http://www.ensombl.com/google Desktop: https://www.ensombl.com/ General Disclaimer – https://www.ensombl.com/disclaimer/

In this installment, Dean sits down with Adam Drinkwater, Senior Adviser and Partner at Treysta Wealth, and Bernard Del Rey, CEO and Founder at Capital Preferences. They discuss sustainable investing preferences, including key conversations with clients, research and education for both advisors and their clients, and some of the biggest industry challenges in delivering this advice. Adam Drinkwater LinkedIn: https://www.linkedin.com/in/adam-drinkwater-a8944b70/ Treysta Wealth Website: https://www.treystawealth.com.au/ Bernard Del Rey LinkedIn: https://www.linkedin.com/in/bernard-del-rey-36b40212/ Capital Preferences Website: https://www.capitalpreferences.com/ Dean Holmes LinkedIn: https://www.linkedin.com/in/dean-holmes-financial-adviser-coach-the-wealth-network To start boosting your business with revealed preference methods, visit Capital Preferences. https://ensombl.com/go/20231115 Join the Ensombl platform: App Store: http://www.ensombl.com/apple Google Play: http://www.ensombl.com/google Desktop: https://www.ensombl.com/ General Disclaimer – https://www.ensombl.com/disclaimer/

In this final episode, Dean talks with Louise Parker, Principal at Financial Lifestyle Managers. The talk about how a client's risk preference can change over time, the challenges of self-reporting and detecting changing risk preferences, and how to engage clients in a more continuous and light-touch manner, rather than relying solely on annual reviews. Louise Parker LinkedIn: https://www.linkedin.com/in/louise-p-54716b43/ Financial Lifestyle Managers Website: https://flm.com.au/ Dean Holmes LinkedIn: https://www.linkedin.com/in/dean-holmes-financial-adviser-coach-the-wealth-network To start boosting your business with revealed preference methods, visit Capital Preferences. https://ensombl.com/go/20231115 Join the Ensombl platform: App Store: http://www.ensombl.com/apple Google Play: http://www.ensombl.com/google Desktop: https://www.ensombl.com/ General Disclaimer – https://www.ensombl.com/disclaimer/

In this episode of the Engine Room Unpacked, Andrew and Sue revisit the next handful of episodes and highlight the standout elements that impressed them the most. Elixir Consulting Website: https://elixirconsulting.com.au/ RI Advice Website: https://rilowerhunter.com.au/ Fitzpatricks Private Wealth Website: https://fitz.com.au/ Lifebid Website: https://lifebid.com.au/ MBS Insurance Website: https://mbsinsurance.com.au/ Centaur Financial Services Website: https://centaurfinancial.com.au/ The Great Game of Business: https://www.greatgame.com/ Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/20231114 Join the Ensombl platform: App Store: http://www.ensombl.com/apple Google Play: http://www.ensombl.com/google Desktop: https://www.ensombl.com/ General Disclaimer – https://www.ensombl.com/disclaimer/

In this episode, Peita is joined by Dean Holmes, Co-Founder of the Wealth Network. They talk about how Microsoft 365 offers several security, productivity and collaboration tools that businesses are already paying for but often underutilise, such as security scores, attack simulations, file tagging in SharePoint, remote device management, and the upcoming AI assistant Copilot. Microsoft 365: https://www.microsoft.com/en-au/microsoft-365 The Wealth Network Website: https://www.wealthnetwork.net.au/ Dean Holmes LinkedIn: https://www.linkedin.com/in/dean-holmes-financial-adviser-coach-the-wealth-network/ Curiosity Corner (TripIt): https://www.tripit.com/web Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/ Zoom Terms and Conditions Post: https://www.linkedin.com/posts/dean-holmes-financial-adviser-coach-the-wealth-network_i-must-confess-i-have-never-been-a-fan-of-activity-7100031983203880960-noGt/ Edge Copilot Post: https://www.linkedin.com/posts/dean-holmes-financial-adviser-coach-the-wealth-network_edge-copilot-gamechanger-activity-7122025825792638976-uBTn/ A world of opportunity awaits you at Netwealth Investments Limited: https://ensombl.com/go/20231110 Join the Ensombl platform: App Store: http://www.ensombl.com/apple Google Play: http://www.ensombl.com/google Desktop: https://www.ensombl.com/ General Disclaimer – https://www.ensombl.com/disclaimer/

John is the Founder and CEO of AFA Group Wealth. He and James discuss how he transformed his financial planning business into a coaching-focused model that aims to provide highly engaged client experiences through a combination of in-person and online interactions. John Cachia LinkedIn: https://www.linkedin.com/in/johncachia-moneywealthadviser/ AFA Group Wealth Website: https://www.afagroupwealth.com.au/ Discover how HOPE Housing is reshaping the property investment landscape and making a difference at https://ensombl.com/go/20231109 Join the Ensombl platform: App Store: http://www.ensombl.com/apple Google Play: http://www.ensombl.com/google Desktop: https://www.ensombl.com/ General Disclaimer – https://www.ensombl.com/disclaimer/