Best Ensombl Podcasts (2025)

1
Engine Room Podcast #68 - Mitch Ramsbotham 1:04:10

1d ago1:04:10

1:04:10

In this episode, Rocksy speaks with Mitch Ramsbotham, Head of Growth and Strategy at Coastal Advice Group. Mitch discusses the rapid growth, strategic evolution, and operational transformation of Coastal Advice Group, and their approach to mergers and acquisitions, technology integration, and the development of a scalable, client-focused advice bus…

1
AdviceTech Podcast #143 - LifeBid 46:21

5d ago46:21

46:21

This week, Pat is joined by Brett Wright, Founder at LifeBid. They discuss the development and impact of LifeBid, a next-generation digital platform designed to streamline and modernise life insurance advice by leveraging technology, AI, and industry collaboration to improve efficiency, compliance, and client experience. Brett Wright LinkedIn: http…

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#503 Ben Marshan and Maddie Catlin 35:31

6d ago35:31

35:31

This week, James is joined by Ben Marshan and Maddie Catlin from the Future2 Foundation. They discuss the Foundation's mission, grant programs, fundraising efforts, and the impact of their work in supporting financially vulnerable Australians through community-driven initiatives. Ben Marshan LinkedIn: https://www.linkedin.com/in/benjaminmarshan/ Ma…

1
Unlock Growth, AI & M&A with Quality Data #1 42:54

7d ago42:54

42:54

In this first instalment, Paul talks with Nigel Baker, Managing Director at Arch Capital and Founder of Scientiam and Stu Alsop, Director of Sales at Intelliflo Australia. They explore the critical role of data quality in advice practices, and the challenges, solutions, and benefits for client experience, business growth, and security. Nigel Baker …

1
Unlock Growth, AI & M&A with Quality Data #2 35:52

7d ago35:52

35:52

Paul speaks with Adele Martin, Certified Financial Planner, founder of My Money Buddy and The Savings Squad podcast. They discuss how leveraging high-quality data and modern technology — such as AI, client portals, and workflow automation — can transform advice businesses by improving efficiency, client experience, and business outcomes. Adele Mart…

1
Unlock Growth, AI & M&A with Quality Data #3 40:46

7d ago40:46

40:46

In this episode, Paul is joined by Mitch Ramsbotham, Head of Growth and Strategy at Coastal Advice Group and Stu Alsop, Director of Sales at Intelliflo Australia. They discuss how data quality, readiness, and effective dashboard tools are critical for maximising valuation and ensuring successful mergers and acquisitions in advice practices. Mitch R…

1
Unlock Growth, AI & M&A with Quality Data #4 42:38

7d ago42:38

42:38

In this final episode, Paul is joined by Andrew Rocks, Co-Founder at Lydian Financial and Host of Ensombl's Engine Room Podcast. Rocksy discusses his experience selling a financial planning practice, and the importance of data readiness, operational efficiency, and strategic planning for maximizing business value and successful exits. Andrew Rocks …

1
Investment Podcast #27 - Managed Accounts 40:04

9d ago40:04

40:04

Mason Stevens’ CIO Jacqui Fernley joins host James Whelan to explore the evolution of managed accounts and managed discretionary accounts for advisers. As market volatility rises and efficiency becomes paramount, managed accounts are increasingly valued for their ability to deliver scalable, tailored investment strategies—particularly for high-net-…

1
AdviceTech Podcast #142 - Lean, Smart & Integrated Tech Stacks 39:08

12d ago39:08

39:08

In this episode, Pat speaks with Jane Ridder, Financial Adviser and Mortgage Broker at Infocus. They discuss how her advice business leverages AI, automation, and an integrated tech stack to deliver highly personalised and efficient client experiences. Jane Ridder LinkedIn: https://www.linkedin.com/in/janeridder/ Infocus Website: https://www.infocu…

1
#502 Mark and Emma O'Flynn 35:40

13d ago35:40

35:40

This week, James is joined by Mark and Emma O'Flynn from Oxlade Financial. They discuss the rapid growth, team structure, and boutique culture of their independent advisory firm, and their strategies for recruitment, marketing, and maintaining consistent client experience. Mark O'Flynn LinkedIn: https://www.linkedin.com/in/mark-o-flynn-cfa-cfp-9713…

1
AdviceTech Podcast #141 - Client-Driven Tech Stacks 45:20

19d ago45:20

45:20

In this episode, Pat is joined by Joe Stephan, Financial Adviser and Director at Stephan Independent Advisory, and Host of the "It's Never About Money" podcast. They discuss Joe's client-focused approach, and his evolving tech stack — including AI, CRM migrations, and client engagement tools — shaping the future of his practice. Joe Stephan LinkedI…

1
#501 Joel Ronchi 40:17

20d ago40:17

40:17

Joel is CEO and Head of Enterprise Sales at Fourth Line. He and James discuss his work with Fourth Line, a compliance monitoring platform, his exam preparation program for advisers, and the evolving landscape of advice, including trends in technology, regulation, and professional development. Joel Ronchi LinkedIn: https://www.linkedin.com/in/joel-r…

1
Investment Feed Insights #2 10:30

21d ago10:30

10:30

In this episode, Neil Rogan is joined by Alex Cousley, Strategist and Portfolio Manager at Russell Investments, to unpack the drivers of recent market movements, what Australia’s US beef import announcement signals about tariff diplomacy, and why the recent NVIDIA-China development could reshape strategic investment narratives. Alex also shares his…

1
Investment Podcast #26 - Investing Experience During Volatility 48:47

23d ago48:47

48:47

When the market noise is deafening, how do you help clients stay calm and focused? In this episode, host James Whelan speaks with Bhanu Singh (DFA Australia) and David Andrew (Capital Partners) about equipping clients to ride out volatility. From using 'fire-drill conversations' to build resilience, to rebalancing discipline, anchoring back to plan…

1
AdviceTech Podcast #140 - Process Driven Tech Stacks 1:00:49

26d ago1:00:49

1:00:49

This week, Pat is joined by Leong Tang, Partner, Financial Adviser (CFP®) at Callaghans. They discuss the importance of process-driven technology adoption, leveraging tools like ClickUp and AI to enhance client service and operational efficiency. Leong Tang LinkedIn: https://www.linkedin.com/in/chih-leong-tang-b393296a/ Callaghans Website: https://…

1
#500 Marcus Boadle 32:50

27d ago32:50

32:50

Marcus is an Associate Financial Adviser at Rising Tide Financial. He and James discuss his career transition from a family office investment professional to an adviser at Rising Tide, driven by a desire for personal fulfillment and helping clients align their financial strategies with their life goals. Marcus Boadle LinkedIn: https://www.linkedin.…

1
AdviceTech Podcast #139 - Fin365 Update 56:41

1M ago56:41

56:41

In this episode, Pat speaks with Stephen Handley, Founder and CEO at Fin365. They discuss the platform's evolution, focusing on Microsoft-powered technology solutions for advice firms, data-driven automation, AI integration, and the recent Qwrk acquisition to provide scalable tech consulting services. Stephen Handley LinkedIn: https://www.linkedin.…

1
#499 Natasha Warnakula 20:57

1M ago20:57

20:57

Natasha is a Financial Planning Assistant at Vista Financial Group. She shares her journey from working in Sri Lanka to pursuing her professional year at Vista Financial Group, driven by her passion for helping clients achieve their financial goals. Natasha Warnakula LinkedIn: https://www.linkedin.com/in/natasha-warnakula-a24454268/ Vista Financial…

1
AdviceTech Podcast #138 - Adviceflo 40:48

1M ago40:48

40:48

This week, Pat is joined by Shehan Alwis and Tim Rogers from Adviceflo. They discuss how Adviceflo can transforms static advice documents into dynamic, interactive, and visually engaging presentations, making client communication more effective and accessible across various professional services. Shehan Alwis LinkedIn: https://www.linkedin.com/in/s…

1
Investment Podcast #25 - Risk Targeted Investing 47:17

1M ago47:17

47:17

What if everything you thought about risk was wrong? In this episode of the Ensombl lnvestment podcast, host James Whelan is joined by Dan Miles from Innova Asset Management to challenge the old obsession with volatility and offer a sharper, goals-based view of risk as it relates to a client's lifestyle. Together, they flip the script on risk, divi…

1
AdviceTech Podcast #137 - Empathetic & Efficient Tech Stacks 37:30

2M ago37:30

37:30

This week, Pat is joined by Natallia Smith, Founder of TruWealth Advice. They discuss her tech stack focused on serving single women over 50, using user-friendly tools like Microsoft Dynamics, Fin 365, Typeform, and AI technologies to create an efficient, empathetic client experience. Natallia Smith LinkedIn: https://www.linkedin.com/in/natalliasmi…

1
#498 Hannah Elliott 24:44

2M ago24:44

24:44

Hannah is an Associate Adviser at Stellar Wealth. She and James discuss her progress through the professional year, her role in client interactions, and her use of social media to educate and build her personal brand in the advice industry. Hannah Elliott LinkedIn: https://www.linkedin.com/in/hannah-elliott-financialplanning/ Stellar Wealth Website…

1
Investment Feed Insights #1 14:35

2M ago14:35

14:35

In this timely investment update, Neil Rogan chats with Russell Investments' Alexander Cousley, exploring the latest global market developments — from Middle East tensions and their muted impact on oil prices, to shifting recession risks across the US, China, and Australia. Together they unpack how consumer behaviour, central bank policy, and macro…

1
AdviceTech Podcast #136 - Practice Connections 58:46

2M ago58:46

58:46

This week, Pat speaks with Alan FitzGerald, Founder & Fractional CTO at Practice Connections. They discuss the critical importance of strategic technology adoption, data management, and AI integration to help advice practices improve client experiences, staff productivity, and overall business performance. Alan FitzGerald LinkedIn: https://www.link…

1
#497 Luke Dean 37:00

2M ago37:00

37:00

Luke is the Director and Financial Adviser at Advice Loop. He and James discuss his journey from a dissatisfied corporate employee to building his practice, Advice Loop, focusing on organic growth, client-centric strategies, and continuous learning while navigating the challenges of the financial services industry. Luke Dean LinkedIn: https://www.l…

1
Investment Podcast #24 - Quarterly Update 51:34

2M ago51:34

51:34

Just as markets rebound, flaring geopolitical tensions once again set investors on edge, and in this Quarterly Market Update, host James Whelan is joined by Vern Du Preez (Orbis Investments) and Viola Private Wealth CIO Daniel Kelly to what’s been driving markets, and how portfolios are positioned to weather increased uncertainty. Through the lens …

1
AdviceTech Podcast #135 - Otivo Update 42:05

2M ago42:05

42:05

In this episode, Pat is joined by Paul Feeney, Founder of Otivo. Paul returns to the AdviceTech Podcast to discuss how Otivo aims to make personalised, actionable advice accessible to all Australians through innovative technology, AI-powered tools, and partnerships with financial institutions, helping to close the advice gap by providing affordable…

1
#496 Chris Carlin 36:48

2M ago36:48

36:48

Chris is the Founder And Financial Planner at Glasshouse Wealth. He and James discuss his move from Victoria to Queensland, launching Glasshouse Wealth with a focus on white-collar professionals, using internally geared managed funds, and navigating the challenges and opportunities in advice while balancing personal and professional growth. Chris C…

1
Engine Room Podcast #67 - Nathan Jacobsen 58:14

2M ago58:14

58:14

In this episode, Rocksy is joined by Nathan Jacobsen, Chief Executive Officer at VBP. He shares his journey from military leadership to becoming CEO of VBP, and discusses the importance of technology, outsourcing, and innovation in transforming advice practices. Nathan Jacobsen LinkedIn: https://www.linkedin.com/in/jacobsennathan/ VBP Website: http…

1
AdviceTech Podcast #134 - ProductRex Update 40:46

2M ago40:46

40:46

This week, Pat is joined by Nick Topham, Founder of ProductRex. They discuss the platform's latest innovations, new features and benefits, the SMA Reporting Standard, AI integration, and a commitment to solving real problems for advisers by creating user-first, time-saving solutions. Nick Topham LinkedIn: https://www.linkedin.com/in/nicktopham/ Pro…

1
#495 John Cachia 25:02

2M ago25:02

25:02

John is the Founder and Strategic Wealth Adviser at Thriving Wealth. John recently won FAAA Adviser of the Year, and he and James discuss his journey with Thriving Wealth, his strategic approach to advice, the rigorous award application process, and his focus on mentoring and developing his team to become top advisers. Thriving Wealth Website: http…

1
AdviceTech Podcast #133 - Claras.ai Update 51:23

3M ago51:23

51:23

This week, Pat speaks with Stuart Riddle, Co-Founder of Claras.ai. They discuss how Claris.ai has evolved from a simple file note tool to a comprehensive workflow engine that helps advisers streamline their practice, improve client experiences, and reclaim their weekends through advanced AI-powered document generation, meeting preparation, and inte…

1
#494 Felipe Araujo 33:39

3M ago33:39

33:39

Felipe is the Chief Executive Officer at Generation Life. He and James discuss the tax advantages, flexibility, and strategic uses of investment bonds across different client demographics, and how they can complement superannuation and provide effective wealth transfer and estate planning solutions. Felipe Araujo LinkedIn: https://www.linkedin.com/…

1
AdviceTech Podcast #132 - My Databoss 42:15

3M ago42:15

42:15

This week, Pat is joined by Greta Menzies, Founder and CEO at My Databoss. They discuss how My Databoss is helping businesses of all sizes, from large enterprises to SMEs, automate compliance, streamline onboarding and build digital trust with their clients without sacrificing on user experience. Greta Menzies LinkedIn: https://www.linkedin.com/in/…

1
#493 Naz Pochynok and Julien Renard 58:16

3M ago58:16

58:16

This week, Clayton is joined by Naz Pochynok and Julien Renard from ASO Wealth. They discuss their journey as self-licensed advisers, focusing on their evolving approach to client advice, property investment strategies, technological challenges, and the importance of building trust and genuine relationships in the financial services industry. Naz P…

1
AdviceTech Podcast #131 - HeirWealth Update 45:56

3M ago45:56

45:56

In this episode, Pat is joined by Ray Tubman, CEO of HeirWealth. He describes how he created HeirWealth as a comprehensive digital platform to help families manage, track, and share their wealth across generations, with innovative features like AI-powered document processing, granular privacy controls, and a focus on both monetary and sentimental a…

1
#492 Nicola Beswick 35:52

3M ago35:52

35:52

Nicola is the Managing Principal and Founder at White Rabbit Advisory. She and James discuss her first two months launching White Rabbit Advisory, focusing on her strategic approach to advice for clients experiencing significant life changes, the challenges of starting a business, and her process of building a supportive team and efficient workflow…

1
Creating Generational Wealth #1 42:49

3M ago42:49

42:49

In this first episode, Tanya is joined by Ryan Watson, Founder and CEO at Tribeca Financial. They discuss the importance of creating generational wealth through client-centric, emotionally intelligent financial advice that focuses on understanding clients' personal goals, building trust, and facilitating meaningful conversations about legacy and we…

1
Creating Generational Wealth #2 37:35

3M ago37:35

37:35

In this episode, Tanya speaks with Gianna Thomson, Principal Adviser at Thomson Wealth. They discuss the critical importance of comprehensive estate planning, and how advisers can help clients create generational wealth through facilitating detailed conversations, understanding family dynamics, and proactively addressing potential complexities in w…

1
Creating Generational Wealth #3 44:36

3M ago44:36

44:36

In this final episode, Tanya is joined by Felipe Araujo, Chief Executive Officer at Generation Life. They explore the complexities of generational wealth transfer in Australia, and the critical role of advisers in helping families navigate estate planning, tax efficiency, and the strategic use of investment bonds to preserve and grow wealth across …

1
AdviceTech Podcast #130 - Workato Update 1:15:44

3M ago1:15:44

1:15:44

In this episode, Pat is joined once again by Luke Modlmayr, Account Executive at Workato. They discuss the transformative potential of AI and automation across various business processes, highlighting how low-code integration platforms can streamline workflows, improve efficiency, and enable organisations to leverage emerging technologies like agen…

1
#491 Daniel Tubman 31:34

3M ago31:34

31:34

Daniel is a Business Development Manager at HeirWealth. He and James discuss how HeirWealth helps families centralise their financial assets, documents, and sentimental stories across generations, aiming to solve wealth transfer challenges and deepen adviser-client relationships through a comprehensive digital wealth management solution. Daniel Tub…

1
AdviceTech Podcast #129 - Less Stack, More Strategy 1:03:49

3M ago1:03:49

1:03:49

This week, Pat speaks with Nick Downey, Technology Manager at Direct Wealth. Nick discusses Direct Wealth's strategic approach to technology and AI, focusing on building a custom file noting solution called Meeting Ally that aims to improve efficiency and capacity for advisers by creating an intelligent "ally" that streamlines the advice production…

1
#490 Trish Gregory 41:00

3M ago41:00

41:00

Trish is a Financial Adviser - Insurance Specialist at Hayes & Co Insurance Services. She shares her journey from holistic advice to becoming an insurance-only adviser, her career transition, passion for helping clients, and future plans to potentially start her own practice. Trish Gregory LinkedIn: https://www.linkedin.com/in/trish-gregory-finance…

1
Alternative Investing – Infrastructure #1 36:14

4M ago36:14

36:14

In this first episode, James is joined by Tyson Jonas, Managing Director at Jonas Wealth Management. They explore infrastructure investing, covering its definition, types, performance across market cycles, defensive qualities, risks, emerging areas like AI data centers, and its potential role in diversified investment portfolios as a stable, inflat…

1
Alternative Investing – Infrastructure #2 39:59

4M ago39:59

39:59

In this episode, James speaks with Simon Warner, Head of Portfolio Management at Aware Super. They discuss how infrastructure investing has evolved from traditional utilities to a diverse asset class spanning digital networks, renewable energy, and registries, offering stable long-term returns with varying risk profiles across different sectors and…

1
Alternative Investing – Infrastructure #3 44:31

4M ago44:31

44:31

In this final episode, Tyson Jonas talks to Leong Tang, Partner and Financial Adviser at Callaghans Accountants. They talk about how infrastructure investments offer stable, inflation-linked returns across essential services like transportation, utilities, and digital networks, providing diversification and long-term growth potential in both domest…

1
Engine Room Podcast #66 - Andrew Debono 56:39

4M ago56:39

56:39

In this episode, Rocksy is joined by Andrew Debono, Principal Adviser and Director at Peak Wealth Management. He shares his journey from a young financial planner in 2014 to building a successful practice targeting high-income professionals, focusing on comprehensive financial advice, strategic risk management, and continuous business evolution. An…

1
AdviceTech Podcast #128 - Oreana Partnerships 55:58

4M ago55:58

55:58

In this episode, Pat speaks with Amy Hatch, Technology Delivery Manager at Oreana Partnerships. They discuss the evolution of advicetech stacks, and the shift from monolithic systems to modular, flexible approaches that leverage technology to improve client experiences, business efficiency, and overall practice performance. Amy Hatch LinkedIn: http…

1
#489 Marlon Disanayake 37:53

4M ago37:53

37:53

This week, James is joined by Marlon Disanayake, a former financial adviser turned consultant at Capgemini. They discuss the evolution of advice, the challenges of digital transformation, and the importance of maintaining authentic client relationships in an increasingly technology-driven industry. Marlon Disanayake LinkedIn: https://www.linkedin.c…

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