Ensombl Advice Australia Ensombl

In this episode, Patrick is joined by Emily Shurey, Global Head of Partner Marketing at Employment Hero. They chat about how Employment Hero provides an all-in-one platform for managing the entire employee lifecycle through integrated HR, payroll, and recruitment tools while empowering accountants and bookkeepers to offer more strategic advice through automation and partnerships.
Emily Shurey (M) LinkedIn: https://www.linkedin.com/in/playfulmarketing/
Employment Hero Website: https://employmenthero.com/
Patrick Gardiner LinkedIn: https://www.linkedin.com/in/csba-patrick-gardner/
A world of engagement awaits you at Netwealth Investments Limited: https://ensombl.com/go/20240426
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Josh is Chief Investment Officer at Alvia Asset Partners. He and James discuss his experience managing investments for family offices through his firm Alvia Asset Partners, emphasising an absolute return focus, multi-asset class portfolio construction, private market opportunities, and the importance of finding aligned clients who trust their investment philosophy and process.
Josh Derrington LinkedIn: https://www.linkedin.com/in/josh-derrington-43720158/
Alvia Partners Website: https://alviapartners.com.au/
This episode is proudly sponsored by Challenger https://ensombl.com/go/20240425
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In this episode of the Engine Room Unpacked, Andrew and Sue revisit three recent podcasts and discuss the standout elements that impressed them the most.
Elixir Consulting Website: https://elixirconsulting.com.au/
Family Wealth Advisory Website: https://www.familywealthadvisory.com.au/
Blueprint Wealth Website: https://www.bpwealth.com.au/
Sherlock Wealth Website: https://sherlockwealth.com/
Peloton Partners: https://www.pelotonpartners.com.au/
Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/20240423
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In this episode, host James Whelan is joined by Richard Rauch, Investment Director at Brandywine Global Investment Management, and Morningstar’s Matt Wacher, to deepdive into the inefficiencies in fixed income markets across the globe, and the investable opportunities created as a result. Our experts discuss which international markets present the best opportunities right now, while also examining the concept of duration, especially how it varies between markets, and how duration is used to manage risk. As always, the practical implications for advisors and their clients are discussed.
Matt Wacher LinkedIn: https://www.linkedin.com/in/mattwacher/
Richard Rauch LinkedIn: https://www.linkedin.com/in/richard-rauch-cfa-a8991020/
Brandywine Global Website: https://brandywineglobal.com/
James Whelan LinkedIn: https://www.linkedin.com/in/james-whelan-68146036/
Morningstar: Empowering Investor Success. https://ensombl.com/go/1-20240422
Learn more about Franklin Templeton by visiting our website or connecting with our team: https://ensombl.com/go/2-20240422
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This week, Patrick talks with Dr. Katherine Hunt, Head of Research and Co-Founder at MoneyMind. They chat about how the MoneyMind Profile tool helps advisors better understand their clients' personalities and behaviors to build trust and tailor their advice process on an individual basis.
Dr. Katherine Hunt LinkedIn: https://www.linkedin.com/in/drkatherinehunt/
MoneyMind Profile Website: https://www.moneymindprofile.com/
Patrick Gardiner LinkedIn: https://www.linkedin.com/in/csba-patrick-gardner/
A world of engagement awaits you at Netwealth Investments Limited: https://ensombl.com/go/20240419
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In this episode, James is joined by Joel Gleeson and Paul Cupic from First Financial. They discuss the professional year process and transitioning to becoming an independent advisor, including their strategies for providing feedback, building client bases, and continuing mentorship after completion of the professional year.
Joel Gleeson LinkedIn: https://www.linkedin.com/in/joel-gleeson-795436114/
Paul Cupic LinkedIn: https://www.linkedin.com/in/paul-cupic-a86054127/
First Financial Website: https://firstfinancial.com.au/
Join the North Retirement Space on Ensombl. https://ensombl.com/go/20240418
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