Ensombl Advice Australia

Natalie is the Founder and CEO of Full Time Lives and Senior Consultant at Brainmates. She talks about helping retiree-age clients transition smoothly into retirement, and making meaningful changes to their retirement. Natalie Yan-Chatonsky LinkedIn: https://www.linkedin.com/in/nat-yc/?originalSubdomain=au Full Time Lives Website: https://fulltimelives.com/ Brainmates Website: https://brainmates.com.au/ Full Time Living Innovation Canvas: https://fulltimelives.com/innovation-canvas Whitepaper: 5 tips to igniting your retirement services: https://fulltimelives.com/whitepaper This podcast is brought to you by Integrity Life. Go to https://www.integritylife.com.au/xy to find out more. 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/

We wrap up the Changing Landscape of Retirment series by chatting with Jeremy Cooper from Challenger Limited, who weighs in on the issues discussed throughout the series. Jeremy Cooper LinkedIn: https://www.linkedin.com/in/jeremy-cooper-27b62216/ Challenger Website: https://www.challenger.com.au/ To access Challenger's thought leadership, insights and tips on retirement planning, head to https://www.challenger.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/

Richard is the owner and operator of RTG Financial Services Pty Ltd. As Richard's main clients are retirees, he explains what his experiences are with their ever-changing mindset toward retirement. Richard McErlean LinkedIn: https://www.linkedin.com/in/richard-mcerlean-01815217/ To access Challenger's thought leadership, insights and tips on retirement planning, head to https://www.challenger.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/

Rachel is the Principal at Aged Care Gurus and Co Author of "Aged Care, Who Cares?" She chats with Fraser about the present state of the Aged Care industry, how it's not sustainable in its current iteration, and the results and developments of the Aged Care Royal Commission. Rachel Lane LinkedIn: https://www.linkedin.com/in/rachel-lane-2b58b331/ Aged Care Gurus Website: https://agedcaregurus.com.au/ To access Challenger's thought leadership, insights and tips on retirement planning, head to https://www.challenger.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/

Philip is a Managing Director and Financial Adviser at Hunter Financial. He talks about the Baby Boomer generation entering retirement, and the potential for a "Baby Bust". Philip Smith LinkedIn: https://www.linkedin.com/in/psmithhunterfinancial/?originalSubdomain=au Hunter Financial Website: https://www.hunterfinancial.com.au/ To access Challenger's thought leadership, insights and tips on retirement planning, head to https://www.challenger.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/

Sheena is the Managing Director at AdviceLink – a service which communicates with Centrelink on behalf of advisers and their clients. Sheena talks about the services AdviceLink provides, the main being to navigate Centrelink's complex systems and processes, finding out what payments clients are entitled to, as well as avoiding overpayment and the potential for "Robodebt". Sheena Stow-Smith XY: https://www1.xyadviser.com/members/4266566 AdviceLink Website: https://www.advicelinkservices.com/ To access Challenger's thought leadership, insights and tips on retirement planning, head to https://www.challenger.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/

Noel is one of Australia's most successful authors and one of the world's foremost authorities on personal finance. He and Fraser initially discuss the changing retirement system as a result of the retirement income review and the Aged Care Royal Commission. Noel Whittaker LinkedIn: https://www.linkedin.com/in/noel-whittaker-a572221/ Noel Whittaker Website: https://www.noelwhittaker.com.au/about/about-noel/ To access Challenger's thought leadership, insights and tips on retirement planning, head to https://www.challenger.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/

Nicola is a CFP and a Senior Financial Adviser and Confidante at FMD Financial. She talks with Fraser about clients entering the pre-retirement space for the first time, and the trigger events that can lead them there. Nicola Beswick XY: https://www1.xyadviser.com/members/4491332 Nicola Beswick Website: https://www.nicolabeswick.com/ To access Challenger's thought leadership, insights and tips on retirement planning, head to https://www.challenger.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/

Jason is the Head of APAC at CoreData Group. He joins Fraser to share insights from "The Best Possible Retirement" Research, exploring the satisfaction people feel in retirement and what's driving it. Jason Andriessen LinkedIn: linkedin.com/in/jasonandriessen CoreData Website: https://www.coredata.com.au/ To access Challenger's thought leadership, insights and tips on retirement planning, head to https://www.challenger.com.au/.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/

Gayle is a Strategic Financial Advisor and Accredited Aged Care Specialist at Prosperity Planning Partners. She and Fraser discuss helping long term employees' transition into retirement through changing their mindset. Gayle McKew LinkedIn: https://www.linkedin.com/in/strategic-financial-advice-age-care-specialist-gaylemckew/ Prosperity Planning Website: https://prosperityplanning.com.au/ To access Challenger's thought leadership, insights and tips on retirement planning, head to https://www.challenger.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/