Ensombl Advice Australia

This week, Pat is joined by Shak Lala and Hardy Michel from Marloo. They discuss how they built Marloo as an innovative, adviser-focused AI note-taking and document generation platform, their customer-centric approach, and their vision for transforming the advice tech industry. Shak Lala LinkedIn: https://www.linkedin.com/in/shakeel-lala/ Hardy Michel LinkedIn: https://www.linkedin.com/in/hardymichel/ Marloo Website: https://www.gomarloo.com/ A world of business efficiency awaits you at Netwealth: https://ensombl.com/go/20250919 General Disclaimer – https://www.ensombl.com/disclaimer/

David is a Financial Adviser at First Financial, Melbourne. He and James discuss his career journey, international experiences, and current role as an adviser at First Financial, along with the variety of clients he now serves. David Jackson Profile: https://www.linkedin.com/in/david-jackson-174b6643/ [https://firstfinancial.com.au/david-m-jackson/] First Financial Website: https://firstfinancial.com.au/ To learn more about Fidelity, visit their website at https://ensombl.com/go/20250918 Consider the PDS and TMD available at Fidelity.com.au and whether Fidelity products are suitable for you. FIL Responsible Entity (Australia) Limited ABN 33 148 059 009 AFSL 409340. General Disclaimer – https://www.ensombl.com/disclaimer/

In this episode, Peita talks with Ben Marshan and Naomi Holmes. They discuss how advisers can better support clients by shifting retirement planning beyond finances to address the emotional, identity, and lifestyle transitions that define a fulfilling retirement. Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/ Caboodle Financial Services Website: https://www.caboodlefs.com.au/ Naomi Holmes LinkedIn: https://www.linkedin.com/in/naomiholmes/ Her Money Matters Website: https://www.hermoneymatters.com.au/ Ben Marshan LinkedIn: https://www.linkedin.com/in/benjaminmarshan/ Marshan Consulting Website: https://www.marshan.co/ To learn more about delivering retirement certainty for your clients, visit https://ensombl.com/go/20250917 General Disclaimer – https://www.ensombl.com/disclaimer/

In this installment, Peita is joined once again by Ben Marshan and Naomi Holmes. They discuss how advisers can move beyond technical compliance to deliver deeper value by focusing on emotional connection, client experience, and transformative retirement planning. Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/ Caboodle Financial Services Website: https://www.caboodlefs.com.au/ Naomi Holmes LinkedIn: https://www.linkedin.com/in/naomiholmes/ Her Money Matters Website: https://www.hermoneymatters.com.au/ Ben Marshan LinkedIn: https://www.linkedin.com/in/benjaminmarshan/ Marshan Consulting Website: https://www.marshan.co/ To learn more about delivering retirement certainty for your clients, visit https://ensombl.com/go/20250917 General Disclaimer – https://www.ensombl.com/disclaimer/

This week, Rocksy speaks with someone who's no stranger to Ensombl, Ben Nash, Founder and Financial Adviser at Pivot Wealth. Ben discusses the growth, operational strategies, technology adoption, and team culture that have driven Pivot Wealth’s success in delivering high-value advice to clients. Ben Nash LinkedIn: https://www.linkedin.com/in/benjaminjnash/ Pivot Wealth Website: https://pivotwealth.com.au/ Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/20250916 General Disclaimer – https://www.ensombl.com/disclaimer/