

Ensombl Advice Australia
Ensombl
Professional network for financial advisers https://ensombl.com/
DISCLAIMER: The Ensombl podcast and all content contained on Ensombl is limited to factual information and does not constitute legal, financial or other professional advice. Ensombl does not hold an AFS licence and does not provide any financial services. Nothing on this podcast should be interpreted as financial advice. Before making any investment decision, Ensombl recommends obtaining financial advice from a qualified financial adviser.
DISCLAIMER: The Ensombl podcast and all content contained on Ensombl is limited to factual information and does not constitute legal, financial or other professional advice. Ensombl does not hold an AFS licence and does not provide any financial services. Nothing on this podcast should be interpreted as financial advice. Before making any investment decision, Ensombl recommends obtaining financial advice from a qualified financial adviser.
Episodes
Mentioned books

May 22, 2022 • 4min
23 MAY 2022 - Monday Market Highlights
This week we cover US and China retail Sales data, the RBA minutes, Australian unemployment data, Ramsay Health Care and Aristocrat. This market highlight is proudly brought to 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/

May 18, 2022 • 49min
#310 Annie Bolitho
Annie is an author, End of Life Educator and Funeral Celebrant at Annie Bolitho and Associates. She and Jess discuss end of life, and how to approach important conversations around death. Annie Bolitho LinkedIn: https://www.linkedin.com/in/anniebolitho/ Annie Bolitho Website: https://www.anniebolitho.com.au/ To find out more about Plutosoft, book a demo on our website at https://www.plutosoft.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/

May 16, 2022 • 33min
#309 Troy MacMillan
Troy is Chief Executive of The Wealth Designers. He joins Ben to discuss the value-based business model and client engagement process he developed for The Wealth Designers, and how it's evolved into what it is today. Troy MacMillan LinkedIn: https://www.linkedin.com/in/troymacmillan/ The Wealth Designers Website: https://twd.com.au/ Troy MacMillan Website: https://troymacmillan.com/ To find out more about Plutosoft, book a demo on our website at https://www.plutosoft.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/

May 16, 2022 • 6min
16 MAY 2022 - Monday Market Highlights
This week we cover the US Inflation print, US PPI Data, the Terra/Luna Collapse, Viva Energy and TPG Telecom. This market highlight is proudly brought to 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/

May 11, 2022 • 54min
#308 Lacey Filipich
Lacey is an Author and a Founder and Director at Money School. She and Jess talk about how she became financially independent, how to enrich client conversations, and why the idea of traditional retirement is too narrow. Lacey Filipich LinkedIn: https://www.linkedin.com/in/laceyjfilipich/ Money School Website: https://www.moneyschool.org.au/ To find out more about Plutosoft, book a demo on our website at https://www.plutosoft.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/

May 9, 2022 • 31min
#307 Josh Pennell
Josh is a Director at Prosper Advisory. He and Ben talk about building a service solution and client engagement process, and how it's evolved over the years. Josh Pennell LinkedIn: https://www.linkedin.com/in/joshpennellfinancialadvice/ Prosper Advisory Website: https://www.prosperadvisory.com.au/ To find out more about Plutosoft, book a demo on our website at https://www.plutosoft.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/

May 8, 2022 • 6min
9 MAY 2022 - Monday Market Highlights
This week we cover the recent Central Bank meetings, the Macquarie Australian conference, Woolworths and Virgin Money. This market highlight is proudly brought to 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/

May 4, 2022 • 48min
#306 Jo Brassett
Jo is the Owner and Financial Adviser at Insurance Advisory Service and a Co-Founder at Coach4U. She and Jess chat about how she has managed to successfully balance her business and personal life. Jo Brassett LinkedIn: https://www.linkedin.com/in/jobrassettinsuranceadvice/ IAS Website: https://www.insuranceadvisoryservice.com.au/ Coach4U Website: https://www.coach4u.com.au/ For more information about Futurity visit http://www.futurityinvest.com.au/financial-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/

May 2, 2022 • 28min
#305 Darren Johns
Darren is the Director and Financial Life Planner at Align Financial. In 2016, Darren won the AFA Adviser of the Year award, and he talks about what he was doing in his practice to achieve that, along with how he's improved the business since then. Darren Johns LinkedIn: https://www.linkedin.com/in/darrenjohns/ Align Financial Website: https://alignfinancial.com.au/ For more information about Futurity visit http://www.futurityinvest.com.au/financial-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/

May 1, 2022 • 5min
2 MAY 2022 - Monday Market Highlights
This week we cover Alphabet, Microsoft and Amazon corporate earnings, Coles third quarter results, EML, and the US Personal Spending report. This market highlight is proudly brought to 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/


