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.
 The EM small mid cap opportunityIn an era where stock returns have been dominated by US and Chinese technology mega-caps, few areas could be further from the limelight than small and ...  The rise and fall of multiple advice regulatorsWhat does the Government's announcement this week, to create a single, central disciplinary body for financial advisers mean for advisers?  New year, same problemsAs we head towards the end of the year I am struck by how difficult it is to sum up 2020. No words seem adequate.  A modern approach to adviceDemand for financial advice is high. With Adviser Ratings recently saying it had seen a three-fold increase in the number of people who had made contact ...  Retirees let down by lack of protectionFew investment metaphors are as misleading as the retirement "nest egg". Too many retirees believe their savings are fragile and to be preserved at all ...  Advisers can keep clients healthyPreventative health is a catalyst for overall wellbeing. There's no question that early diagnosis can be extremely beneficial to overall long-term health ...  Turning pointFinancial planners were helping Australians through stressful situations long before COVID-19. But the positive stories about financial planners were ...  Investigating licence optionsIn 2019 my business, Progressive Financial Solutions (PFS), was in search of a new licensee after our bank-owned licensee announced it would be closing ...  Return for effort (yours)Running a business can be hard work. There seems to be a thousand things to deal with (all of them urgent), you've invested a lot of your time, effort ... |
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SACHA BURCHGART
FOUNDER & MANAGING DIRECTOR
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FOUNDER & MANAGING DIRECTOR
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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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