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Jesse is the Retirement Engagement Leader and Senior Product Owner at Aware Super. He and James discuss the key insights from Aware Super’s retirement study, exploring why many Australians struggle to look forward to and plan for retirement, how uncertainty and life events shape decisions (including early retirement), and the crucial roles of safety, security, and shifting financial priorities in helping people retire with confidence.
Ensombl Progress is a professional development membership for advisers who want momentum and implementation – not just ideas – with protected time and peer accountability to turn key initiatives into visible progress. Learn more here.
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#526 Jesse Oey
Jesse is the Retirement Engagement Leader and Senior Product Owner at Aware Super. He and James discuss the …
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#525 Izzy Tittor
Izzy is the co-founder of Henry Advisory, a newly launched advice firm focused on “High Earners, Not Rich …
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Investment Feed Insights #8
In this episode, Neil Rogan speaks with Alex Cousley from Russell Investments. They discuss recent geopolitical tensions involving …
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#524 Retirement Xchange Insights
Recorded live at the Ensombl Retirement Xchange in Melbourne, James asks attendees what their “aha moments” from the …
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Licensee Podcast Series #8 – Oreana Partnerships
In this episode, Rocksy speaks with Jonathan Christie, Managing Director at Oreana Partnerships. They explore how Oreana Partnerships …
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#523 Kieran Menzie
Kieran is a Senior Financial Adviser at Financial Foundations Australia. He shares his role and how he contributes …
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Investment Feed Insights #7
In this episode, Neil speaks with Dan Miles, Managing Director and Co-Chief Investment Officer at Innova Asset Management. …
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Licensee Podcast Series #7 – Shartru Wealth
This week, Rocksy is joined by Rob Coyte, CEO of Shartru Wealth Management. They explore his career journey, …
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#522 Cathy Kayess
Cathy is a Financial Adviser at Pollock Financial Planning. She and James discuss her career change from medical …
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Licensee Podcast Series #6 – Finchley & Kent
In this episode, Rocksy is joined by Sam El Shammaa, CEO & Managing Director at Finchley & Kent. …
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#526 Jesse Oey
Jesse is the Retirement Engagement Leader and Senior Product Owner at Aware Super. He and James discuss the …
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Engine Room Podcast #83 – Ryan Watson
In this episode, Rocksy speaks with Ryan Watson, CEO and founder of Tribeca Financial. They discuss his personal …
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Insurance Podcast #4 – Jake Reus
In this episode, Ben speaks with Jake Reus, CEO and Head of Financial Advice at Bob Reus & …
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AdviceTech Podcast #164 – Regi
In this episode, Pat speaks with Eloise Somerford and Julia Vojkovic from 3Lines. They explore how 3Lines Group’s …
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Engine Room Podcast #82 – Alex McMillan
This week, Rocksy is joined by Alex McMillan, Managing Director at Seedli. They discuss the origins and philosophy …
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Insurance Podcast #3 – Aaron Zol
In this episode, Ben talks with Aaron Zol, Head of Business and Insurance Advice Growth at Entireti. They …
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#525 Izzy Tittor
Izzy is the co-founder of Henry Advisory, a newly launched advice firm focused on “High Earners, Not Rich …
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Investment Feed Insights #8
In this episode, Neil Rogan speaks with Alex Cousley from Russell Investments. They discuss recent geopolitical tensions involving …
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Engine Room Podcast #81 – Angus Taylor
In this episode, Rocksy is joined by Angus Taylor, Founder of Sheffield Financial Group and Senior Financial Planner. …
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Investment Podcast #35 – Inside the Contrarian Playbook
As elevated valuations and index concentration challenge traditional portfolios, Daniel Kelly is joined by Chris Hestelow (Allan Gray) …