![]() Rick Walker Executive Director & Principal Advisor, Lorica Partners (at time of writing)
RICK WALKER | FRIDAY, 1 SEP 2023 Working as an adviser means we are privy to a lot of personal information and significant events in people's lives. It is why we think our purpose is to help people prepare for, and lead them through, major life transitions. Read more RICK WALKER | FRIDAY, 21 APR 2023 Coming to wealth is hard. Adapting to wealth can be harder. So for a family that will be passing substantial assets to future generations, what are your chances of success? Read more PAGE: 1 |
Latest News
HNW clients value quality over fees: Praemium
High-net-worth (HNW) Australians who receive ongoing financial advice are more confident in their investments than those managing their wealth alone, new research from Praemium and CoreData found.
TAL launches new campaign focused on mental health
TAL has launched a new campaign, working with youth media group The Daily Aus, and partners with the AFLW, aimed at promoting mental wellbeing.
Selfwealth expands into full-fledged wealth platform
Trading platform Selfwealth has launched three managed portfolios, expanding from online brokerage into a wealth platform.
Adviser increase the 'strongest' since FY20: Padua WealthData
The number of financial advisers has risen to 15,169, with net gains of six new members this week, according to Padua WealthData's analysis.
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.








