Ensombl Advice Australia Ensombl

Joe is the Director and CEO of Akambo Financial Group. He and James chat about how he grew his practice from a one-man-band to one with over a hundred and fifty staff offering end-to-end services through strategic partnerships and acquisitions. They also discuss the opportunities and challenges of operating at scale.
Joe Akiki LinkedIn: https://www.linkedin.com/in/joe-akiki-87169a117/
Akambo Financial Group Website: https://www.akambofg.com/
This episode is proudly sponsored by Challenger https://ensombl.com/go/20240606
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Amie is the Director, Financial Adviser, and Certified Money Coach at Rekab Advice and Centsability. She and Andrew explore her journey in building her advice business, her passion for helping clients and empowering women in financial services, and her goals for continuing to grow her practice while maintaining her values.
Amie Baker LinkedIn: https://www.linkedin.com/in/amie-baker-10975828/
Rekab Advice Website: https://rekabadvice.com.au/
Centsability Podcast: https://centsability.net.au/podcast/
FAAA Website: https://faaa.au/
The Equanimity Project: https://theequanimityproject.org/
Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/20240604
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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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