![]() Johann Maree Head of Research and Training, Astute Wealth Advice Pty Ltd
JOHANN MAREE | THURSDAY, 24 APR 2025 Financial advisers often claim they tailor financial plans to meet the client's specific needs. But how true is this when the traditional focus is almost entirely on financial facts, spreadsheets and logical analysis? Read more JOHANN MAREE | FRIDAY, 22 NOV 2024 The financial advice landscape is undergoing rapid transformation as technology and shifting client expectations reshape how services are delivered. Read more JOHANN MAREE | FRIDAY, 16 AUG 2024 Those of us working within the financial services industry are only too aware how important it is to safeguard sensitive information against data breaches and other cyber threats. Read more PAGE: 1 |
Latest News
Esencia merges with HNW advice practice
A Sydney-based practice advising high-net-worth individuals is merging with Esencia Wealth, adding some 250 clients and two senior advisers to the firm.
SIAA calls for fresh talent amid advice demand
Stockbroking and investment advice firms need to broaden their approach to attracting and retaining talent as the profession prepares for a major shift in clients and wealth, according to a new report from the Stockbrokers and Investment Advisers Association (SIAA).
FEATURE | Digital advice | Interlocking the pieces
Digital advice has become a core offering for wealth managers, yet it confuses many and implementation and use remain fragmented. Before it can achieve aspirations of scale, experts are urging for a better, unified understanding of the offering.
Aperio joins Akumin
Melbourne-based advisory firm Aperio Financial Services has switched licensees and joined Akumin as demand grows among advice practices for support to scale operations and improve efficiency.
Further Reading
Cover Story

Advice with soul
SACHA BURCHGART
FOUNDER & MANAGING DIRECTOR
BURCHEART PTY LTD
FOUNDER & MANAGING DIRECTOR
BURCHEART PTY LTD
Though she initially tried, Sacha Burchgart couldn't escape the call of a career in financial advice; it just took staring down her own mortality to see what's possible when you do things differently. Jamie Williamson writes.








