Rick Di Cristoforo Managing Director, Matrix Allocated Pension (at time of writing) Rick Di Cristoforo has had over 18 years finance industry and accounting experience and has held the role of Executive Project Manager with Matrix Planning Solutions Limited for the past three years. Rick heads the Strategic Projects & Marketing team at Matrix. He is responsible for strategic analysis of business and investment opportunities, production of adviser education and support materials as well as managing the research and communications team at Matrix. In addition, he is the course writer for Tribeca's Investment Planning 1 and Investment Planning 2 diploma and advanced diploma courses as well as author/ contributor to over 150 investment related professional development articles.
RICK DI CRISTOFORO | MONDAY, 1 JAN 2007 Traditionally, financial planning has ignored the client's most basic asset - the family home and associated mortgage. The family home and mortgage debt are the 'elephants in the corner' of the financial plan - a looming, powerful presence ... Read more PAGE: 1 |
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Cover Story
Advice with soul
SACHA BURCHGART
FOUNDER AND FINANCIAL PLANNING SPECIALIST
BURCHEART
FOUNDER AND FINANCIAL PLANNING SPECIALIST
BURCHEART
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.
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