608 episodes
Ensombl Advice Australia Ensombl
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4.6 • 61 Ratings
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Professional network for financial advisers https://ensombl.com/
DISCLAIMER: The Ensombl podcast and all content contained on Ensombl is limited to factual information and does not constitute legal, financial or other professional advice. Ensombl does not hold an AFS licence and does not provide any financial services. Nothing on this podcast should be interpreted as financial advice. Before making any investment decision, Ensombl recommends obtaining financial advice from a qualified financial adviser.
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Strategies to Facilitate Intergenerational Wealth Transfers #1
Ruth is a Lawyer and Director at MinterEllison, and Director at HUB24 Limited. She and Vince discuss the Retirement Income Covenant, what it is and why it matters to both consumers and their advisors.
Ruth Stringer LinkedIn: https://www.linkedin.com/in/ruth-stringer-5544074/
MinterEllison Website: https://www.minterellison.com/
To find out more about Generation Life’s market leading innovations in tax effective investment and retirement solutions visit https://genlife.com.au/
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General Disclaimer – https://www.xyadviser.com/disclaimer/ -
Strategies to Facilitate Intergenerational Wealth Transfers #2
Emily is an author Specialising in Personal Finance and Retirement, and Eric is CEO and Advisor at BFG Financial Advisors. Vince talks all things retirement with Emily and Eric, including the right time to retire, flexibility in retirement, and dealing with longevity risk.
Emily Guy Birken LinkedIn: https://www.linkedin.com/in/emily-guy-birken-845b0b18a/
Emily Guy Birken Website: https://www.emilyguybirken.com/
Eric Brotman LinkedIn: https://www.linkedin.com/in/ebrotman/
BFG Financial Advisors Website: https://bfgfa.com/
To find out more about Generation Life’s market leading innovations in tax effective investment and retirement solutions visit https://genlife.com.au/
Join the Ensombl platform:
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General Disclaimer – https://www.xyadviser.com/disclaimer/ -
Strategies to Facilitate Intergenerational Wealth Transfers #3
Les is the Managing Director at Future Proof Wealth, and Michael is the Founder and Managing Director at Family Wealth Advisory. They join Vince to chat about how they're using investment bonds and annuities to improve the lives of their clients.
Les McGuire LinkedIn: https://www.linkedin.com/in/les-mcguire-6b5b8517/
Future Proof Wealth Website: https://www.futureproof.com.au/
Michael Bova LinkedIn: https://www.linkedin.com/in/michael-bova-1ba2724/
Family Wealth Advisory Website: https://www.familywealthadvisory.com.au/
To find out more about Generation Life’s market leading innovations in tax effective investment and retirement solutions visit https://genlife.com.au/
Join the Ensombl platform:
App Store: http://co.xyadviser.com/xyistore
Google Play: http://co.xyadviser.com/xygplay
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General Disclaimer – https://www.xyadviser.com/disclaimer/ -
Strategies to Facilitate Intergenerational Wealth Transfers #4
Grant is the CEO and Managing Director at Generation Life, and Felipe is General Manager Sales, Marketing and Operations at Generation Life. Vince sits down with Grant and Felipe to discuss the tax arbitrage of investment bonds and estate planning, dealing with negative press around investments, as well as annuities.
Grant Hackett LinkedIn: https://www.linkedin.com/in/grant-hackett-oam-30820225/
Felipe Araujo LinkedIn: https://www.linkedin.com/in/felipe-araujo-3952903a/
Generation Life Website: https://genlife.com.au/
To find out more about Generation Life’s market leading innovations in tax effective investment and retirement solutions visit https://genlife.com.au/
Join the Ensombl platform:
App Store: http://co.xyadviser.com/xyistore
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General Disclaimer – https://www.xyadviser.com/disclaimer/ -
Strategies to Facilitate Intergenerational Wealth Transfers #5
Eric is an Author, Certified Professional Retirement Coach and Founder of Retire With Possibilities. He and Vince round out the series by talking about Professional Retirement Coaching and how it relates to financial advice.
Eric J. Weigel LinkedIn: https://www.linkedin.com/in/ejweigel/
Retire With Possibilities Website: https://www.retirewithpossibilities.com/
To find out more about Generation Life’s market leading innovations in tax effective investment and retirement solutions visit https://genlife.com.au/
Join the Ensombl platform:
App Store: http://co.xyadviser.com/xyistore
Google Play: http://co.xyadviser.com/xygplay
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General Disclaimer – https://www.xyadviser.com/disclaimer/ -
#373 Phil Thompson
Phil is the Financial Adviser and Founder at Skye Wealth. He joins Ben to discuss the challenges of rolling out an insurance-only solution, and the steps he's taken to build and strengthen his team.
Phil Thompson Website: https://www.linkedin.com/in/philjthommo/
Skye Financial Website: https://www.skye.com.au/
A world of opportunity awaits you at https://netwealth.com.au/woo
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Customer Reviews
Great podcast for financial services
A fabulous lineup for those in or interested in financial services. Thanks XY fir this one!!
Great line up of guests
The who’s who of the industry are on this podcast. Thanks team for putting such a great line up together 😁👌🏻
Great Aussie FP Podcast
Loved the Jim Stackpool interview. Prefer your interviews that are 1 on 1. Rather then two XY Adviser speakers and one guest. Product and Advice are two seperate areas so let’s keep driving the conversation to Aussie families and regulators and make FP a profession.