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Episodes

#389 Paul Dunn

Paul is the Co-Founder of B1G1 and a TEDx Speaker. He sits down with Ben to talk about …

#388 Chris Bates and Craig Bigelow

In this week’s episode, James sits down with Chris and Craig, who are both Mortgage Brokers at Wealthful. …

#387 James Whelan

James is an Investment Manager at VFS Group. He and Ben talk about the Silicon Valley bank collapse, …

#386 Lucian Russ

Lucian is a Financial Planner and sole Director of Emu Wealth. He and James talk about his journey …

#385 Rachel O’Connor

Rachel is the Founder and Principal Advisor at Flourix Wealth. She returns to the Ensombl Podcast to chat …

#384 Barry LaValley

Barry is an author and financial educator, and Principal at BarryLaValley.com. He and James discuss the transition into …

#383 David Rae

David is a Certified Responsible Investment Adviser, and a Financial Adviser at Ethinvest. He and Ben discuss impact …

#382 Chris Dale

Chris is the Founder and Managing Director at MarketingHQ. He joins Clayton to chat about the importance of …

#381 Ryan King

Ryan is Director and a Financial Planning Consultant at Three Kings Wealth Management. He talks to Ben about …

#380 Emily Jenkins

Emily is a Co-Founder and Chief Product Officer at Ensombl. She and Clayton discuss the importance of acquiring …

#379 Daniel Testa

Daniel is a Senior Adviser at Tribeca Financial. He and Ben talk about his focus on financial well-being …

#378 Jess Brady

Jess recently started a financial literacy program called The Greenhouse, and is the Co-Founder of Ladies Talk Money. …

#377 Warren Strybosch

Warren is the Founder and Managing Director of the Find Group. He and Ben discuss his journey into …

#375 Chris Morcom

Chris is a Partner and Wealth Adviser at Hewison Private Wealth. He and Ben chat about incorporating transfering …

#376 Peita Diamantidis

Peita is the Co-Founder of Caboodle Financial Services and the Host of the Ensombl AdviceTech Podcast. She joins …

#374 Andrew Rocks

Andrew is the Head of Partnership and Business Development at Virtual Business Partners, and Chairperson at Ensombl. He …

#373 Phil Thompson

Phil is the Financial Adviser and Founder at Skye Wealth. He joins Ben to discuss the challenges of …

#372 Chris Booth

Chris is the CEO at Lydian Financial Services. He joins Clayton to chat about his journey into the …

#371 Cara Brett

Cara is the Director, Senior Financial Adviser and Wealth Coach at Bounce Financial. She and Ben talk about …

#370 Cara Graham

Cara is a Principal Wealth Adviser at The Wealth Designers. She and Ben talk through her advice journey, …

#369 Justin Hooper

Justin is the Managing Director at Sentinel Wealth. He and Jess talk about his approach to getting to …

#368 Rebecca Pritchard

Rebecca is a Senior Financial Planner at Rising Tide Financial Services. She joins Ben to chat about her …

#367 Creina Lister

Creina is the Marketing Manager at Hewison Private Wealth. She and Jess discuss building trust through content marketing, …

#366 Matt Hale

Matt is the Managing Director at Rising Tide Financial. He and Ben chat about his journey as an …

#365 Tamar Balkin

Tamar is an Organisational Psychologist and Executive Coach at Balkin Coaching. She and Jess discuss how we can …

#364 Vince Scully

Vince is an Author, Founder and Chief Sherpa at Life Sherpa. He sits down with Ben to discuss …

#363 Carlii Lyon

Carlii is an International Speaker, Workshop Facilitator and a Personal Brand Expert. She and Jess talk about using …

#362 Morgan Hayward

When Morgan last appeared on the XY Podcast, she had just started as the Director of Financial Planning …

#361 Briony Benjamin

Briony is a Motivational Keynote Speaker and author of “Life Is Tough But So Are You”. She and …

#360 Kristian Zuza

Kristian is a Financial Adviser and Partner at Peak Wealth Management. He and Ben chat about how he …

#359 Charlie Fraser

Charlie is a Principal Private Wealth Adviser at Shadforth Financial Group. He and Jess explore the idea of …

#358 Vanessa Stoykov

Vanessa is a Financial Educator, Best-Selling author and CEO of Evolution Media Group. She and Ben discuss her …

#357 Felicity Cooper

Felicity is the Owner and a Financial Planner at Cooper Wealth Management. She and Jess chat about how …

#356 Troy Theobald

Troy is the Founder and Director of Financial Services at RFS Advice. He sits down with Ben to …

#355 Dawn Thomas

Dawn is a Senior Financial Adviser at The Wealth Designers. She and Jess talk about toxic work environments, …

#353 Adam Morse

Adam is the Managing Director in Private Wealth at BlueRock. He and Jess chat about the wealth component …

#352 James Baird

James is a Director and Principal Advisor at JustInvest Financial Planning. He and Ben discuss how ESG investing …

#351 Andrew Hewison

Andrew is the Managing Director at Hewison Private Wealth. He and Jess talk about the tech experience he’s …

#350 Nathan Fradley

Nathan is a Senior Adviser at Tribeca Financial, Director at Ethos Australia, and the Founder and Chair of …

#349 Paul Nicol

Paul is the Managing Partner and Senior Financial Planner at GFM Wealth Advisory. He and Jess deep dive …

#348 Ian Byrne

Ian is the Senior Financial Strategist at Evolution Financial, and IFA 2021 Regional Adviser of the Year. He …

#347 Olivia Kruimel

Olivia is the Managing Editor – news & analysis at Mumbrella. She joins Jess to talk about becoming …

#346 Martin McGrath

Martin is the CEO and Financial Advice Specialist at Financial Edge Group, and the 2021 IFA Practice Principal …

#345 Natalie Yan-Chatonsky

Natalie is the Founder and CEO of Full Time Lives and Senior Consultant at Brainmates. She joins Jess …

The Art of Trust #3

In this episode we discuss the importance of reliability when it comes to building trust with clients.

#344 Josh Dalton

Josh is a Certified Financial Planner and Director at Dalton Financial Partners. He and Ben discuss the biggest …


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