Ensombl Advice Australia

In this episode Peita chats with Vincent Holland, Co-Founder of Plutosoft. They explore the creation and capabilities of the Plutosoft software, and how it can be used as an end-to-end solution for advice practices and licensees. Plutosoft Website: https://www.plutosoft.com.au/ Vincent Holland LinkedIn: https://www.linkedin.com/in/vincent-holland-6b50ab62/ Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/ Unlock the potential of your wealth business with Netwealth, visit http://www.netwealth.com.au/change Join the XY platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://www.xyadviser.com/ General Disclaimer – https://www.xyadviser.com/disclaimer/

Deepa is the Principal Consultant and Founder at RecruiTalent, and has been involved in the recruiting world for almost thirty years. In this first episode of two, Deepa and Jess tackle the hiring process and discuss how to find the perfect candidate, and what to avoid. Deepa Surti LinkedIn: https://www.linkedin.com/in/deepasurti/ RecruiTalent Website: https://recruitalent.com.au/ Australian Retirement Trust. It's more super for you and your clients. Visit https://www.australianretirementtrust.com.au/adviser Join the XY platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://www.xyadviser.com/ General Disclaimer – https://www.xyadviser.com/disclaimer/

Steve is a Financial Planner and Business Growth Coach. He and Ben discuss the trends in growing financial planning businesses, and the biggest roadblocks they need to overcome. Steve Salvia XY: https://www1.xyadviser.com/members/2401306 Steve Salvia LinkedIn: https://www.linkedin.com/in/stevesalvia/ Blackwing Website: https://blackwing.com.au/ Australian Retirement Trust. It's more super for you and your clients. Visit https://www.australianretirementtrust.com.au/adviser Join the XY platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://www.xyadviser.com/ General Disclaimer – https://www.xyadviser.com/disclaimer/

This week we cover the US Core PCE Price Index print, US durable goods data and home sales, the European Central Bank's policy meeting, Woolworths, Qantas, and KKR's Ramsey Health bid. This market highlight is proudly brought to you by Milford https://milfordasset.com.au/ Join the XY platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://www.xyadviser.com/ General Disclaimer – https://www.xyadviser.com/disclaimer/

In this first installment Peita is joined by Hans Egger, Managing Director and Co-Founder of AstuteWheel. They deep dive into the functions of the AstuteWheel software, and discuss how advisers can utilise its tools to add value to client engagement and presentation. AstuteWheel Website: https://www.astutewheel.com.au/ Hans Egger LinkedIn: https://www.linkedin.com/in/hans-egger-884a264/ Curiosity Corner (Glide) website: https://www.glideapps.com/ Peita Diamantidis Linkedin: https://www.linkedin.com/in/peitamd/ Unlock the potential of your wealth business with Netwealth, visit http://www.netwealth.com.au/change Join the XY platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://www.xyadviser.com/ General Disclaimer – https://www.xyadviser.com/disclaimer/

Lara is a Board Director and Co-President of Wear It Purple. She joins Jess to talk about who are Wear It Purple, why they exist, and how we can get involved to support youth mental health. Lara Husselbee LinkedIn: https://www.linkedin.com/in/larahusselbee/ Wear It Purple Website: https://www.wearitpurple.org/ WIP Day Resources: https://www.wearitpurple.org/wip-day-resources MetLife. Life, inspired by you. For more information, speak to your local BDM or visit https://www.metlife.com.au/ Join the XY platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://www.xyadviser.com/ General Disclaimer – https://www.xyadviser.com/disclaimer/

Daniel is the Director and a Financial Planner at Modern You Financial Planners. He joins Ben to talk about the challenges he faced when starting his own practice, overcoming adjustment disorder and building confidence. Daniel Jackson LinkedIn: https://www.linkedin.com/in/daniel-t-jackson-jp-a021a396/ Modern You Financial Planners Website: https://www.modernyoufp.com/ MetLife. Life, inspired by you. For more information, speak to your local BDM or visit https://www.metlife.com.au/ Join the XY platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://www.xyadviser.com/ General Disclaimer – https://www.xyadviser.com/disclaimer/

This week we cover Australian Wage inflation and Employment data, the Reserve Bank of New Zealand interest rates rise, Carsales, BHP, SEEK, Temple and Webster, and Cleanaway. This market highlight is proudly brought to you by Milford https://milfordasset.com.au/ Join the XY platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://www.xyadviser.com/ General Disclaimer – https://www.xyadviser.com/disclaimer/

Daniel is a Financial Adviser and Head of Operations at Verse Wealth. He joins Fraser to chat about his Financial Advice journey and the benefits and importance of client focused service. Daniel Donovan LinkedIn: https://www.linkedin.com/in/danieldonovan09/ Verse Wealth Website: https://www.versewealth.com.au/ MetLife. Life, inspired by you. For more information, speak to your local BDM or visit https://www.metlife.com.au/ Join the XY platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://www.xyadviser.com/ General Disclaimer – https://www.xyadviser.com/disclaimer/

Gianna is a Financial Planner and Business Owner under Fitzpatricks Private Wealth. She and Ben chat about how she created the ideal work-life balance in her business, and the benefits that Life Goals and Money Coaching can offer clients. Gianna Thomson LinkedIn: https://www.linkedin.com/in/giannathomson/ Gianna Thomson Website: https://www.giannathomson.com.au/ Fitzpatricks Private Wealth: https://fitz.com.au/adviser/gianna-thomson-salvestro/ MetLife. Life, inspired by you. For more information, speak to your local BDM or visit https://www.metlife.com.au/ Join the XY platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://www.xyadviser.com/ General Disclaimer – https://www.xyadviser.com/disclaimer/