Ensombl Advice Australia

In this episode we hear how Nicola Beswick is finding her way as an intrepreneur within an existing, traditional professional practice. She talks about how not everyone gets to start a business from scratch, but entering a more traditional pathway shouldn't suppress your entrepreneurial mindset. Find out how HUB24 is empowering advisers to deliver better financial futures https://www.hub24.com.au/ Nicola Beswick Senior Financial Adviser and Confidante at FMD Financial Nicola Beswick LinkedIn: https://www.linkedin.com/in/nicola-beswick-financialplanner/ Pro Bono Advice Network: https://www.afa.asn.au/membership/pro-bono-financial-advice-network Nicola Beswick Website: https://www.nicolabeswick.com/ 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 final episode we explore how Greg Newman is working with a number of business's principals to help them lean into their entrepreneurial mindset. Find out how HUB24 is empowering advisers to deliver better financial futures https://www.hub24.com.au/ Greg Newman Head of Retail Distribution at HUB24 Greg Newman LinkedIn: https://www.linkedin.com/in/gregory-newman-74213638/ HUB24 Website: https://www.hub24.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/

John is a Coach, Adviser and Executive Chairman at Fitzpatricks Private Wealth. He and Ben chat about building a client focused service solution, and how it's changed over time. John Woodley LinkedIn: https://www.linkedin.com/in/john-woodley1/ Fitzpatrick Private Wealth Website: https://fitz.com.au/ For more information on OpenInvest contact our team or follow us on LinkedIn. https://www.openinvest.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 the RBA Monthly Monetary Policy, The US Federal Reserve meeting minutes, US Government Bond yields, and the market impacts of the Shanghai lockdown. 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/

Catherine is an Adviser at Focused Wealth and a Certified Money Coach and Lifestyle Adviser at Joyful Money. She and Jess chat about money coaching and how it can be used to enrich your client relationships. Catherine Belford LinkedIn: https://www.linkedin.com/in/catherinebelford/ Focused Wealth Website: https://focusedwealth.com.au/ For more information on OpenInvest contact our team or follow us on LinkedIn. https://www.openinvest.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/

Matt is the Founder and Senior Financial Advisor at Futurevest. He and Ben chat about his service solution, the growth strategies he's used, and how to add value on an ongoing basis. Matt Bazzica LinkedIn: https://www.linkedin.com/in/matthewbazzica/ Futurevest Website: https://futurevest.com.au/ For more information on OpenInvest contact our team or follow us on LinkedIn. https://www.openinvest.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 Federal pre-election budget, the Strategic Petroleum Reserve and the European Central Bank. 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/

Emily is a General Practitioner, International Board Certified Lactation Consultant, 200hr Yoga Teacher, University Tutor and Registered Mindfulness Meditation Teacher. She joins Jess to talk about dealing with stress, and what advisers can do to avoid burnout. Dr. Emily Amos LinkedIn: https://www.linkedin.com/in/dremilyamos/ Dr. Emily Amos Website: https://www.dremilyamos.com/ Mindful Me Course: https://www.dremilyamos.com/mindful-me mind.life.me podcast: https://podcasts.apple.com/au/podcast/mind-life-me/id1604311628 Brought to you by Zurich – When you recommend Zurich, you can do so with confidence. Visit https://www.zurich.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 instalment, we start high-level and discuss The Evolution of Advice Delivery, covering where we have come from, and how that has shaped our mindsets and limitations of what advice could be in the future. To find out more about the next generation of financial modelling, visit https://www.optimofinancial.com.au/ Ben Marshan Head of Policy, Strategy and Innovation at the Financial Planning Association of Australia Ben Marshan LinkedIn: https://www.linkedin.com/in/benjaminmarshan/ FPA Website: https://fpa.com.au/ Prashant Nagarajan Co-founder, Financial Adviser and Mortgage Adviser at FINNACLE Prashant Nagarajan LinkedIn: https://www.linkedin.com/in/prashant-nagarajan/ FINNACLE Website: https://www.finnacle.com.au/ Michelle Bannister CEO at Optimo Financial Michelle Bannister LinkedIn: https://www.linkedin.com/in/michelle-bannister/ Optimo Financial Website: https://www.optimofinancial.com.au/ Geoff Ivanac Financial Planner at Real Life Financial Planning Geoff Ivanac LinkedIn: https://www.linkedin.com/in/ivanacgeoff/ Real Life Financial Planning Website: https://www.reallifefinancialplanning.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 episode we talk about Separating Strategy from Product. From sales-based industry to professional advice "as a product", and how all the stakeholders (from regulators to advisers and clients) are benefiting from this approach. To find out more about the next generation of financial modelling, visit https://www.optimofinancial.com.au/ Ben Marshan Head of Policy, Strategy and Innovation at the Financial Planning Association of Australia Ben Marshan LinkedIn: https://www.linkedin.com/in/benjaminmarshan/ FPA Website: https://fpa.com.au/ Prashant Nagarajan Co-founder, Financial Adviser and Mortgage Adviser at FINNACLE Prashant Nagarajan LinkedIn: https://www.linkedin.com/in/prashant-nagarajan/ FINNACLE Website: https://www.finnacle.com.au/ Michelle Bannister CEO at Optimo Financial Michelle Bannister LinkedIn: https://www.linkedin.com/in/michelle-bannister/ Optimo Financial Website: https://www.optimofinancial.com.au/ Geoff Ivanac Financial Planner at Real Life Financial Planning Geoff Ivanac LinkedIn: https://www.linkedin.com/in/ivanacgeoff/ Real Life Financial Planning Website: https://www.reallifefinancialplanning.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/