Ensombl Advice Australia

Earn 1.25 CPD here: https://quiz.ensombl.com/CPDC-26052600-21380001 0.50 Client Care & Practice 0.50 Technical Competence 0.25 Regulatory Compliance and Consumer Protection In this episode, Peita Diamantidis is joined by Gavin Lamb, Director and Head of Financial Planning at Navigate Advisors. They unpack the realities of intergenerational advice - from family dynamics, estate planning and succession for businesses and farms, to pricing, processes, and practical frameworks firms can use to help families become long-term custodians of their wealth and values. Gavin Lamb LinkedIn: https://www.linkedin.com/in/gavin-lamb-9a6bb38b/ Navigate Advisors Website: https://navigateadvisors.com.au/ Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/ To find out how Generation Life’s investment bonds can help you transfer your clients’ wealth with clarity, control and confidence please visit: https://ensombl.com/go/20260527-2/ General Disclaimer – https://www.ensombl.com/disclaimer/

Earn 1.0 CPD here: https://quiz.ensombl.com/CPDC-26052600-27350001 0.50 Client Care & Practice 0.25 Technical Competence 0.25 Regulatory Compliance and Consumer Protection In episode two, Peita speaks with Inbam Devadason, Actuary, Founder and Director of Precision Financial. He shares practical strategies for building intergenerational wealth - covering family dynamics, home visits, free investment education for kids, aged care and estate planning support, and transitioning advice relationships across multiple generations within a family. Inbam Devadason LinkedIn: https://www.linkedin.com/in/inbam-devadason-8825875/ Precision Financial Website: https://www.precisionfinancial.com.au/ Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/ To find out how Generation Life’s investment bonds can help you transfer your clients’ wealth with clarity, control and confidence please visit: https://ensombl.com/go/20260527-2/ General Disclaimer – https://www.ensombl.com/disclaimer/

Earn 1.25 CPD here: https://quiz.ensombl.com/CPDC-26052600-33590001 0.50 Client Care & Practice 0.50 Technical Competence 0.25 Professionalism and Ethics In this final episode, Peita and Joe Stephan from Stephan Independent Advisory dive into how to design and deliver truly intergenerational advice - blending family dynamics, emotional coaching, and smart use of AI to better serve business-owning families across generations. Joe Stephan LinkedIn: https://www.linkedin.com/in/josephstephancfp/ Stephan Independent Advisory Website: https://siadvisory.com.au/ Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/ To find out how Generation Life’s investment bonds can help you transfer your clients’ wealth with clarity, control and confidence please visit: https://ensombl.com/go/20260527-2/ General Disclaimer – https://www.ensombl.com/disclaimer/

Earn 0.75 CPD here: https://quiz.ensombl.com/CPDC-26052501-15330001 0.25 Client Care & Practice 0.25 Professionalism and Ethics 0.25 Regulatory Compliance and Consumer Protection As investors face longer retirements and more complex market conditions, Ben Nash (Pivot Wealth) and Dan Miles (Innova Asset Management) join the conversation to explore compartmentalised investing and modern risk management. They discuss why portfolios should be aligned to client behaviour, lifestyle goals, and long-term objectives - not just static asset allocations. With a focus on managing to defined risk thresholds, balancing longevity concerns, and improving client understanding through clearer portfolio structure, this episode offers advisers practical insights into building more resilient, client-centric investment strategies. Dan Miles LinkedIn: https://www.linkedin.com/in/dan-miles-b264358a/ Ben Nash LinkedIn: Explore Innova's behavioural investing approach at https://ensombl.com/go/20260526-2/ General Disclaimer – https://www.ensombl.com/disclaimer/

Earn 1.25 CPD here: https://quiz.ensombl.com/CPDC-26052405-30060001 0.50 Client Care & Practice 0.50 Technical Competence 0.25 Professionalism and Ethics This week, Rocksy speaks with Kane Leersen from Regional Prosperity. They explore his journey from shearer’s son to regional financial advice leader, unpacking how he builds a values‑driven, community‑focused firm that invests heavily in people, technology, and long‑term legacy. Kane Leersen LinkedIn: https://www.linkedin.com/in/kane-leersen-7a9011b7/ Regional Prosperity Website: https://regionalprosperity.au/ Unreasonable Hospitality: https://www.unreasonablehospitality.com/books General Disclaimer – https://www.ensombl.com/disclaimer/