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.
 What really drives a fund?How much do your clients really know about the managed funds they invest in? This is the critical question that all financial planners and fund managers ...  The myth of conflicted remuneration loopholesConflicted remuneration is currently under the microscope and ASIC is taking action against those who try to use loopholes to avoid the prohibition. In ...  What active managers should be managingFor the longest time financial advisers have used a concept called "Risk Profiling" to build portfolios for their clients.  Past failures may indicate future failuresI have produced the following commentary out of genuine concern for the future of the financial services advisory sector.  Prepare for the new normalIn September 2019, I wrote a short piece about the financial services sector in Australia and how I believed the industry could, and should, seek to leverage ...  Stop calling product recommendations adviceWould you regard a product recommendation from a Toyota dealer or Apple store as advice? Do you think bias makes a recommendation less valuable? Do you ...  It's time to fix our complex, costly regulatory frameworkThe biggest challenge impacting financial planning businesses today is not retaining clients or attracting new business, but the overly complex regulatory ...  How to support your clients and yourselfIt is well known that mental health plays a crucial role in holistic health and wellbeing, and that making small improvements in day-to-day activities ...  Is this time really different?The great investor Sir John Templeton once said, "The four most expensive words in the English language are 'This time it's different.'"  A switch to wholesale clients could backfireYou have to wonder when the 'wholesale investor' and 'sophisticated investor" definitions will be reconsidered by ASIC - but here's an interesting ... |
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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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