Ensombl Advice Australia

Siobhan is the Relationship Manager at Pivot Wealth. She and Fraser chat about appreciating the non-financial benefits of client relationships, and how to maximise these relationships with a BDM-style approach. Siobhan McTiernan LinkedIn: https://www.linkedin.com/in/siobhanmctiernan/ Pivot Wealth Website: https://pivotwealth.com.au/ This episode is proudly sponsored by First Sentier Investors. https://www.firstsentierinvestors.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/

Christopher is a Principal at MillerPrince Lawyers. He joins Fraser to discuss buying and selling financial planning businesses. Christopher Athanassios LinkedIn: https://www.linkedin.com/in/christopher-athanassios-5023666a/ MillerPrince Website: https://millerprince.com.au/ This episode is proudly sponsored by First Sentier Investors. https://www.firstsentierinvestors.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/

Today we cover the COVID Omicron variant, Australian Retail Sales, Fisher and Paykel Healthcare and Crown Resorts. 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/

Lisa is a Marketing Consultant who specialises in marketing message and website makeovers for financial advisers. She talks about how advisers can use their marketing to simplify the advice process in their client's mind, and how to avoid the "curse of knowledge". Lisa Greensill XY: https://www1.xyadviser.com/members/4200237 Lisa Greensill Website: https://www.lisagreensill.com/ This episode is proudly sponsored by HUB24. 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/

In this episode we discuss the market demand and dynamics of ESG Advice. To find out more about PIMCO's industry-leading approach to ESG, visit https://www.pimco.com.au/esg-investing Nathan Fradley Principal Financial Planner and Director at Lime Financial Planning Nathan Fradley XY: https://www1.xyadviser.com/members/2345594 Lime Financial Planning Website: https://www.limefinancialplanning.com.au/ Good for the Bee Podcast: https://www.goodforthebee.com/ Karen McLeod Principal Financial Adviser at Ethical Investment Advisers Karen McLeod LinkedIn: https://www.linkedin.com/in/karen-mcleod-04026312/ Ethical Investment Advisers Website: https://www.ethicalinvestment.com.au/ RIAA Website: https://responsibleinvestment.org/ Ethical Advisers' Co-op Website: https://www.ethicaladviserscoop.org/ David Graham Senior Financial Planner at Story Wealth Management David Graham LinkedIn: https://www.linkedin.com/in/davidgrahamcfpmelbourne/ Story Wealth Management Website: https://storywealth.com.au/ Michelle Brisbane Managing Director and Adviser at Ethical Investment Services Michelle Brisbane LinkedIn: https://www.linkedin.com/in/michelle-brisbane-5643842/ Ethical Investment Services Website: https://ethicalinvestments.com.au/ Claudia Mah Investment Research Analyst at Ethical Investment Services Claudia Mah LinkedIn: https://www.linkedin.com/in/claudia-mah-21142223/ Grover Burthey Executive Vice President and Head of Portfolio Management at PIMCO Grover Burthey LinkedIn: https://www.linkedin.com/in/grover-burthey-b2262112/ PIMCO Website: https://www.pimco.com.au/en-au/experts/grover-burthey 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 the adviser's approach to discussing ESG investing with their clients. To find out more about PIMCO's industry-leading approach to ESG, visit https://www.pimco.com.au/esg-investing Nathan Fradley Principal Financial Planner and Director at Lime Financial Planning Nathan Fradley XY: https://www1.xyadviser.com/members/2345594 Lime Financial Planning Website: https://www.limefinancialplanning.com.au/ Good for the Bee Podcast: https://www.goodforthebee.com/ Karen McLeod Principal Financial Adviser at Ethical Investment Advisers Karen McLeod LinkedIn: https://www.linkedin.com/in/karen-mcleod-04026312/ Ethical Investment Advisers Website: https://www.ethicalinvestment.com.au/ RIAA Website: https://responsibleinvestment.org/ Ethical Advisers' Co-op Website: https://www.ethicaladviserscoop.org/ David Graham Senior Financial Planner at Story Wealth Management David Graham LinkedIn: https://www.linkedin.com/in/davidgrahamcfpmelbourne/ Story Wealth Management Website: https://storywealth.com.au/ Michelle Brisbane Managing Director and Adviser at Ethical Investment Services Michelle Brisbane LinkedIn: https://www.linkedin.com/in/michelle-brisbane-5643842/ Ethical Investment Services Website: https://ethicalinvestments.com.au/ Claudia Mah Investment Research Analyst at Ethical Investment Services Claudia Mah LinkedIn: https://www.linkedin.com/in/claudia-mah-21142223/ Grover Burthey Executive Vice President and Head of Portfolio Management at PIMCO Grover Burthey LinkedIn: https://www.linkedin.com/in/grover-burthey-b2262112/ PIMCO Website: https://www.pimco.com.au/en-au/experts/grover-burthey 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 deep dive into the impact and social change of ESG investing, as well as exploring the concept of "greenwashing". To find out more about PIMCO's industry-leading approach to ESG, visit https://www.pimco.com.au/esg-investing Nathan Fradley Principal Financial Planner and Director at Lime Financial Planning Nathan Fradley XY: https://www1.xyadviser.com/members/2345594 Lime Financial Planning Website: https://www.limefinancialplanning.com.au/ Good for the Bee Podcast: https://www.goodforthebee.com/ Karen McLeod Principal Financial Adviser at Ethical Investment Advisers Karen McLeod LinkedIn: https://www.linkedin.com/in/karen-mcleod-04026312/ Ethical Investment Advisers Website: https://www.ethicalinvestment.com.au/ RIAA Website: https://responsibleinvestment.org/ Ethical Advisers' Co-op Website: https://www.ethicaladviserscoop.org/ David Graham Senior Financial Planner at Story Wealth Management David Graham LinkedIn: https://www.linkedin.com/in/davidgrahamcfpmelbourne/ Story Wealth Management Website: https://storywealth.com.au/ Michelle Brisbane Managing Director and Adviser at Ethical Investment Services Michelle Brisbane LinkedIn: https://www.linkedin.com/in/michelle-brisbane-5643842/ Ethical Investment Services Website: https://ethicalinvestments.com.au/ Claudia Mah Investment Research Analyst at Ethical Investment Services Claudia Mah LinkedIn: https://www.linkedin.com/in/claudia-mah-21142223/ Grover Burthey Executive Vice President and Head of Portfolio Management at PIMCO Grover Burthey LinkedIn: https://www.linkedin.com/in/grover-burthey-b2262112/ PIMCO Website: https://www.pimco.com.au/en-au/experts/grover-burthey 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 the changing climate of climate change, and how "impact investing" can affect your client's portfolio. To find out more about PIMCO's industry-leading approach to ESG, visit https://www.pimco.com.au/esg-investing Nathan Fradley Principal Financial Planner and Director at Lime Financial Planning Nathan Fradley XY: https://www1.xyadviser.com/members/2345594 Lime Financial Planning Website: https://www.limefinancialplanning.com.au/ Good for the Bee Podcast: https://www.goodforthebee.com/ Karen McLeod Principal Financial Adviser at Ethical Investment Advisers Karen McLeod LinkedIn: https://www.linkedin.com/in/karen-mcleod-04026312/ Ethical Investment Advisers Website: https://www.ethicalinvestment.com.au/ RIAA Website: https://responsibleinvestment.org/ Ethical Advisers' Co-op Website: https://www.ethicaladviserscoop.org/ David Graham Senior Financial Planner at Story Wealth Management David Graham LinkedIn: https://www.linkedin.com/in/davidgrahamcfpmelbourne/ Story Wealth Management Website: https://storywealth.com.au/ Michelle Brisbane Managing Director and Adviser at Ethical Investment Services Michelle Brisbane LinkedIn: https://www.linkedin.com/in/michelle-brisbane-5643842/ Ethical Investment Services Website: https://ethicalinvestments.com.au/ Claudia Mah Investment Research Analyst at Ethical Investment Services Claudia Mah LinkedIn: https://www.linkedin.com/in/claudia-mah-21142223/ Grover Burthey Executive Vice President and Head of Portfolio Management at PIMCO Grover Burthey LinkedIn: https://www.linkedin.com/in/grover-burthey-b2262112/ PIMCO Website: https://www.pimco.com.au/en-au/experts/grover-burthey 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 installment we focus in on bonds vs equities, and the different asset classes of ESG investing. To find out more about PIMCO's industry-leading approach to ESG, visit https://www.pimco.com.au/esg-investing Nathan Fradley Principal Financial Planner and Director at Lime Financial Planning Nathan Fradley XY: https://www1.xyadviser.com/members/2345594 Lime Financial Planning Website: https://www.limefinancialplanning.com.au/ Good for the Bee Podcast: https://www.goodforthebee.com/ Karen McLeod Principal Financial Adviser at Ethical Investment Advisers Karen McLeod LinkedIn: https://www.linkedin.com/in/karen-mcleod-04026312/ Ethical Investment Advisers Website: https://www.ethicalinvestment.com.au/ RIAA Website: https://responsibleinvestment.org/ Ethical Advisers' Co-op Website: https://www.ethicaladviserscoop.org/ David Graham Senior Financial Planner at Story Wealth Management David Graham LinkedIn: https://www.linkedin.com/in/davidgrahamcfpmelbourne/ Story Wealth Management Website: https://storywealth.com.au/ Michelle Brisbane Managing Director and Adviser at Ethical Investment Services Michelle Brisbane LinkedIn: https://www.linkedin.com/in/michelle-brisbane-5643842/ Ethical Investment Services Website: https://ethicalinvestments.com.au/ Claudia Mah Investment Research Analyst at Ethical Investment Services Claudia Mah LinkedIn: https://www.linkedin.com/in/claudia-mah-21142223/ Grover Burthey Executive Vice President and Head of Portfolio Management at PIMCO Grover Burthey LinkedIn: https://www.linkedin.com/in/grover-burthey-b2262112/ PIMCO Website: https://www.pimco.com.au/en-au/experts/grover-burthey 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/

Nellie is a Values Based Financial Adviser and Director at O'Brien Accountants & Advisors. She joins Fraser to talk about the importance of a consistent approach to advice. Nellie Fung LinkedIn: https://www.linkedin.com/in/nelliefungfinancialadvisor/ O'Brien Accountants & Advisors Website: https://obbc.com.au/ This episode is proudly sponsored by HUB24. 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/