Ensombl Advice Australia

This week, Rocksy is joined by Chris Smith, Founder and Principal Planner at SMI Financial Solutions. They discuss his path into advice, lessons from the GFC and cancer, how he built SMI Financial Solutions and its Age Pension Help service, and plans to grow the team and open a Northern Beaches office while preserving a people-focused culture. Chris Smith LinkedIn: https://ensombl.com/go/fla55021c6d208fe2aab8b2a56f76631e4 SMI Website: https://ensombl.com/go/fl285ff060f0b6f7f4f6a32cdb8bf4b788 General Disclaimer – https://www.ensombl.com/disclaimer/

In this episode, Ben is joined by Brett Wright, Founder and CEO at LifeBid, Matt Brown, CEO at Fortnum, and Vanessa Dobson, Co-founder at Insurtech Australia. They explore LifeBid’s launch and its goal of improving life insurance advice through accurate, direct insurer data integrations, streamlined servicing and new-business workflows, responsible use of AI, industry challenges, security needs, and its complementary relationship with Entireti’s Era platform. Brett Wright LinkedIn: https://ensombl.com/go/fl2121f2cec94f9ba885975be8916d0cd0 LifeBid Website: https://ensombl.com/go/flb86045aa9a3f13552e97cc27d76b1b14 Matt Brown LinkedIn: https://ensombl.com/go/fl61f26803427d64c8c7aa4aa7d3e9fa0d Entireti Website: https://ensombl.com/go/fl2fcf8e01d35add3e629ad08a06887d93 Vanessa Dobson LinkedIn: https://ensombl.com/go/fl36c60b207ed4e472128c4d83901e11bb Insurtech Australia Website: https://ensombl.com/go/fl42d4bb4f606be6d54ccc1bfa3007280e Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/fl543bafbf98d62e1a07d1c64b60e48596 General Disclaimer – https://www.ensombl.com/disclaimer/

In this episode, Andrew Rocks speaks with George Collie from Panorama Wealth about his journey into advice, building a lean and highly efficient practice, and developing his own CRM software using AI to streamline advice production, reduce costs and challenge traditional financial planning technology. George Collie LinkedIn: https://ensombl.com/go/fl510f66d8248ae73a068a3923aa4c7d69 Panorama Wealth Website: https://ensombl.com/go/fl0751045bc40f8e0d64fc4757a58939f1 Unladen CRM: https://ensombl.com/go/fl7b5a44c512a2fa49c12a0a72eddd33f7 General Disclaimer – https://www.ensombl.com/disclaimer/

In this episode, Ben speaks with Christine Cupitt, CEO at the Council of Australian Life Insurers (CALI). They discuss CALI's role and the Life Insurance Code review, focusing on mental-health cover and claims, customer support, product sustainability, and improving access to life-insurance advice. Christine Cupitt LinkedIn: https://ensombl.com/go/fl022f139933af9208591f06299dc9f934 CALI Website: https://ensombl.com/go/fld79d7943c84e4b6030c8cd4ac476ac37 Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/fla8b180bddee235a25d9c046b727c361d General Disclaimer – https://www.ensombl.com/disclaimer/

In this episode, Rocksy is joined by Phillip Alexander, Founder at Gill & Co. He discusses his journey from financial adviser to founding Gill & Co Advisory, and how the licensee supports practice profitability, flexible technology choices, advisor development, and succession planning. Phillip Alexander LinkedIn: https://ensombl.com/go/fl121b8b235197b4d5460639dc45ab6add Explore the road less travelled at https://ensombl.com/go/fl952414c82c1579d5138e72a9f20f8486 General Disclaimer – https://www.ensombl.com/disclaimer/