The importance of purpose-driven team meetingsBY TIM MCCALLUM | WEDNESDAY, 9 SEP 2026 4:02PM A purpose-driven meeting can provide "clarity, accountability and engagement" within a financial planning practice.
 How should NFPs navigate the post-COVID world?During times of hardship, the resources of not-for-profits (NFPs) are relied on more than ever. The global pandemic has been no different. Many NFPs have ...  Financial planning: A career of choice for womenPerhaps one of the biggest issues for the profession at the moment is the decline in the number of financial planners in Australia. This decline is coinciding ...  Get ready for the youthquakeAustralia is currently experiencing a period of intergenerational disruption, driven by both our ageing population and the increasing wealth of Millennials.  Solutions for a simpler, wellbeing-driven financial advice modelHow many financial advisers does it take to change a lightbulb?  Keeping gender diversity on the agenda makes business senseIn celebrating the 2022 International Women's Day, we asked experts in financial advice and life insurance about what it means to #BreakTheBias and how ...  Breaking the bias in financial adviceIn celebrating the 2022 International Women's Day, we asked experts in financial advice and life insurance about what it means to #BreakTheBias and ...  Why scale and financial literacy can save the advice industryAustralia's financial services industry is quite literally facing a problem of national significance that has adverse implications for the industry's ...  When it comes to cash, the cliché is kingAs an adviser, investing clichés seem a dime a dozen. But the reason they stick around so long is that often, they're true. With so much cash on ...  How the experience pathway can be improvedI have been a practising financial planner for over 10 years, with the majority of this practice being as a self-employed financial planner.  What are clients' biggest concerns this year?After the last two years of lockdowns and restrictions to travel, clients have been telling me they've found it so easy to save their money. |
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SACHA BURCHGART
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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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