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.
 Considering self-licensing?Whenever there is disruption in the financial advice industry, such as the exit of some of the larger institutions from the industry seen in the last ...  Skew you guys, I'm going homeAnyone who is a close reader of these columns knows what a sucker/well-informed expert I am for a fresh way of analysing fund performance.  Who rules the world? Paraplanners!If tech and digital advice are going to rule the 'new' world of advice, who will run it? It is a question I ask of paraplanners regularly. Let's ...  How to find the right licenseeThe financial advice industry in Australia is in the midst of a once in a generation period of upheaval and change, which has forced many advisers to ...  The income conundrum for retireesWith central bankers around the world committing to keep interest rates low for many years to come, this creates an issue for retirees looking for income.  Celebrating the FS Power50Announced today, we celebrate the seventh annual FS Power50, highlighting the 50 most influential financial advisers in Australia.  How to make advice affordableIn this second of a two-part editorial, Lifespan Financial Planning Chief Executive Eugene Ardino identifies the key changes required to make advice more ... Advice affordability isn't a licensing issuePublic discussion over the last few months has taken the financial planning sector back to a well worn debate about moving to a system where anyone who ...  The great wealth transfer waveAs businesses adapt to what we hope is a post-COVID world, more will be able to turn their focus from survival and business continuity planning, to longer ...  How COVID-19 should shift your prioritiesThe various challenges brought on by COVID-19 have tested us as a country, with many Australians, organisations and communities feeling the effects of ... |
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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.
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The importance of purpose-driven team meetings
A purpose-driven meeting can provide "clarity, accountability and engagement" within a financial planning practice.
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