Ensombl Advice Australia Ensombl

In this episode, host James Whelan is joined by Lukasz de Pourbaix from Fidelity, and Morningstar’s Matt Wacher, to discuss all things Longevity Risk. As life expectancies continue to climb, retirees must contemplate funding a retirement into their 90s and beyond. Fear of Running Out is real. Our experts discuss the portfolio construction implications for retirees, both in the current ‘higher for longer’ environment, and over the longer term. Strategies such as bucketing and rebalancing are explored, as are wealth transfer considerations.
Matt Wacher LinkedIn: https://www.linkedin.com/in/mattwacher/
Lukasz de Pourbaix LinkedIn: https://www.linkedin.com/in/lukasz-de-pourbaix-gaicd-12711416/
James Whelan LinkedIn: https://www.linkedin.com/in/james-whelan-68146036/
Morningstar: Empowering Investor Success. https://ensombl.com/go/1-20240603
Our research highlights strategies you can implement now into your practice to combat longevity risk: https://ensombl.com/go/2-20240603
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In this episode, Pat is joined by Ben Neilson from Complete Wealth. They discuss Ben's research into how the use of tech, in particular Platformplus, can be used to streamline data collection in the financial planning process, saving time but also improving data accuracy.
Ben Neilson LinkedIn: https://www.linkedin.com/in/ben-neilson-54883055/
Complete Wealth Website: https://completewealth.com.au/
Platformplus Website: https://platformplusams.com.au/
Revising Data Collection Methodology - Evidence from the Australian Financial Sector: https://www.sciencedirect.com/science/article/pii/S2405918824000163
Artificial Intelligence Authoring Financial Recommendations - Comparative Australian Evidence: https://academic.oup.com/jfr/article/9/2/249/7163206
Patrick Gardner LinkedIn: https://www.linkedin.com/in/csba-patrick-gardner/
A world of engagement awaits you at Netwealth: https://ensombl.com/go/20240531
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Jordan is an Independent Financial Advisor at PlanningSolo. He and James chat about the challenges of launching a solo planning practice, the role of financial planners in divorce and estate planning, and various marketing strategies for reaching and engaging with their target audience.
Jordan Vaka LinkedIn: https://www.linkedin.com/in/jordan-vaka/
PlanningSolo Website: https://www.planningsolo.com.au/
This episode is proudly sponsored by Challenger https://ensombl.com/go/20240530
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In this episode, Pat speaks with James Wartho, CEO at Fifth Logic and FinTalkr. James discusses why he created FinTalkr, and the key ways it can help improve advisor productivity and compliance by automating the analysis and organisation of voice data from client meetings in real-time.
James Wartho LinkedIn: https://www.linkedin.com/in/james-wartho-2b2a54/
FinTalkr Website: https://fintalkr.com/
German military discussions tapped: https://www.ft.com/content/6effcf4d-c93e-42f4-96ae-20a0fd9e0c44
Patrick Gardner LinkedIn: https://www.linkedin.com/in/csba-patrick-gardner/
A world of engagement awaits you at Netwealth.
Join the Ensombl platform:
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Stephen is the Owner and Director at Integer Financial Group and Founder of LeveragedMD. He and James discuss his experience growing his advice business focused on medical professionals through conference marketing, building client relationships, providing risk management advice, and his plans to expand operations and events.
Stephen Price LinkedIn: https://www.linkedin.com/in/stephenkprice/
Integer Financial Group Website: https://www.integerfg.com.au/
Leveraged MD Website: https://www.leveragedmd.com.au/
This episode is proudly sponsored by Challenger https://ensombl.com/go/20240523
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This episode sees host James Whelan joined by Morningstar’s Matt Wacher and Macquarie ETF Investment Strategist Blair Hannon, to discuss the new but rapidly growing active ETF sector. Pigeonholed by many as simply the low-cost, passively managed building blocks of portfolios, the ETF sector is now a hotbed of innovation, with a rapidly growing range of solutions coming to market offering investors the return smoothing benefits of active management while opening access to highly investable thematics. This episode will give listeners a comprehensive overview of the sector, including options available, and sector dynamics.

Matt Wacher LinkedIn: https://www.linkedin.com/in/mattwacher/
Blair Hannon LinkedIn: https://www.linkedin.com/in/blairhannon/
James Whelan LinkedIn: https://www.linkedin.com/in/james-whelan-68146036/
Morningstar: Empowering Investor Success. https://ensombl.com/go/1-20240520
Learn more about Macquarie ETFs and explore educational materials at https://ensombl.com/go/2-20240520
Join the Ensombl platform:
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General Disclaimer – https://www.ensombl.com/disclaimer/