Ensombl Advice Australia

Anna and Michelle are both Senior Financial Planners and Directors at Women on Wealth, which is a full service, boutique financial planning practice for clients who are looking for clarity and guidance on their financial world. Anna Johnston LinkedIn: https://www.linkedin.com/in/anna-johnston-71634020/ Michelle McKindlay LinkedIn: https://www.linkedin.com/in/michelle-mckindlay-61838b60/ Women on Wealth Website: https://www.wowealth.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/

In this episode we talk about Tech Stacks - the before, during and after of the client experience, client portals and security. To learn more about how Netwealth can support your advice and wealth business visit www.netwealth.com.au/change Patrick Flynn Founder of Simply Advice Websites and Director of Simply Kaizen Patrick Flynn XY: https://www1.xyadviser.com/members/2760995 Patrick Flynn Website: https://patrickflynn.info/ Hayley Pearse Adviser and Operations Manager at Caboodle Financial Services Hayley Pearse XY: https://www1.xyadviser.com/members/2920308 Caboodle Financial Services Website: https://www.caboodlefs.com.au/ James Sutherland AFSL Manager at KDM Financial and Estate Planning James Sutherland XY: https://www1.xyadviser.com/members/2486387 KMD Financial Website: https://kdmfinancial.com.au/ Cara Graham Financial Adviser and Director at The Wealth Designers Cara Graham LinkedIn: https://www.linkedin.com/in/caragraham1/ Matt Heine Joint Managing Director at Netwealth Matt Heine Linkedin: https://www.linkedin.com/in/mattheine/ Netwealth Website: https://www.netwealth.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 Tech Trends, such as how Millennials have been brought up as digital natives, the use and structuring of data, and how the client experience sits at the centre of it all. To learn more about how Netwealth can support your advice and wealth business visit www.netwealth.com.au/change Patrick Flynn Founder of Simply Advice Websites and Director of Simply Kaizen Patrick Flynn XY: https://www1.xyadviser.com/members/2760995 Patrick Flynn Website: https://patrickflynn.info/ Hayley Pearse Adviser and Operations Manager at Caboodle Financial Services Hayley Pearse XY: https://www1.xyadviser.com/members/2920308 Caboodle Financial Services Website: https://www.caboodlefs.com.au/ James Sutherland AFSL Manager at KDM Financial and Estate Planning James Sutherland XY: https://www1.xyadviser.com/members/2486387 KMD Financial Website: https://kdmfinancial.com.au/ Cara Graham Financial Adviser and Director at The Wealth Designers Cara Graham LinkedIn: https://www.linkedin.com/in/caragraham1/ Matt Heine Joint Managing Director at Netwealth Matt Heine Linkedin: https://www.linkedin.com/in/mattheine/ Netwealth Website: https://www.netwealth.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 installment we focus in on content marketing, and how it's become a huge part of the advice tech stack. To learn more about how Netwealth can support your advice and wealth business visit www.netwealth.com.au/change Patrick Flynn Founder of Simply Advice Websites and Director of Simply Kaizen Patrick Flynn XY: https://www1.xyadviser.com/members/2760995 Patrick Flynn Website: https://patrickflynn.info/ Hayley Pearse Adviser and Operations Manager at Caboodle Financial Services Hayley Pearse XY: https://www1.xyadviser.com/members/2920308 Caboodle Financial Services Website: https://www.caboodlefs.com.au/ James Sutherland AFSL Manager at KDM Financial and Estate Planning James Sutherland XY: https://www1.xyadviser.com/members/2486387 KMD Financial Website: https://kdmfinancial.com.au/ Cara Graham Financial Adviser and Director at The Wealth Designers Cara Graham LinkedIn: https://www.linkedin.com/in/caragraham1/ Matt Heine Joint Managing Director at Netwealth Matt Heine Linkedin: https://www.linkedin.com/in/mattheine/ Netwealth Website: https://www.netwealth.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're talking about how advisers are using innovation and technology as a part of their business strategy, and how their strategy plays a part in the technology they choose. To learn more about how Netwealth can support your advice and wealth business visit www.netwealth.com.au/change Patrick Flynn Founder of Simply Advice Websites and Director of Simply Kaizen Patrick Flynn XY: https://www1.xyadviser.com/members/2760995 Patrick Flynn Website: https://patrickflynn.info/ Hayley Pearse Adviser and Operations Manager at Caboodle Financial Services Hayley Pearse XY: https://www1.xyadviser.com/members/2920308 Caboodle Financial Services Website: https://www.caboodlefs.com.au/ James Sutherland AFSL Manager at KDM Financial and Estate Planning James Sutherland XY: https://www1.xyadviser.com/members/2486387 KMD Financial Website: https://kdmfinancial.com.au/ Cara Graham Financial Adviser and Director at The Wealth Designers Cara Graham LinkedIn: https://www.linkedin.com/in/caragraham1/ Matt Heine Joint Managing Director at Netwealth Matt Heine Linkedin: https://www.linkedin.com/in/mattheine/ Netwealth Website: https://www.netwealth.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 final installment we talk about the evolution of technology and what the future may hold. To learn more about how Netwealth can support your advice and wealth business visit www.netwealth.com.au/change Patrick Flynn Founder of Simply Advice Websites and Director of Simply Kaizen Patrick Flynn XY: https://www1.xyadviser.com/members/2760995 Patrick Flynn Website: https://patrickflynn.info/ Hayley Pearse Adviser and Operations Manager at Caboodle Financial Services Hayley Pearse XY: https://www1.xyadviser.com/members/2920308 Caboodle Financial Services Website: https://www.caboodlefs.com.au/ James Sutherland AFSL Manager at KDM Financial and Estate Planning James Sutherland XY: https://www1.xyadviser.com/members/2486387 KMD Financial Website: https://kdmfinancial.com.au/ Cara Graham Financial Adviser and Director at The Wealth Designers Cara Graham LinkedIn: https://www.linkedin.com/in/caragraham1/ Matt Heine Joint Managing Director at Netwealth Matt Heine Linkedin: https://www.linkedin.com/in/mattheine/ Netwealth Website: https://www.netwealth.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/

Joey is the Head of Advice Sales at PADUA, and recently appeared on the 2021 Season of Australian Survivor. He talks about his journey from being a machine-fitter at the Royal Australian Mint to entering the advice industry, and how his continual drive for self-improvement got him there. Joey McCann XY: https://www1.xyadviser.com/members/2991264 PADUA Financial Group Website: https://www.paduafinancialgroup.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/

Today we cover the China GDP, New Zealand inflation data, Aristocrat's acquisition of Playtech, Qantas, Senex Energy, and Iron Gate Property. 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/

Neil is the Managing Director and Group CEO of Fortnum Financial Group. He talks about his journey into financial services, and the experience he brought into Fortnum which assisted in its growth. Neil Younger LinkedIn: https://www.linkedin.com/in/neilyounger/ Fortnum Private Wealth Website: https://fortnum.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/

Cara is an AFP Financial Adviser at Sufficient Funds. She and Fraser chat about using media channels to break down the barriers to advice and draw in your ideal clients. Cara Williams LinkedIn: https://www.linkedin.com/in/cara-williams-finanical-adviser/ Sufficient Funds Website: https://sufficientfunds.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/