Stewart Partners has a new name - Lorica Partners

So why Lorica Partners?

You can watch this short video for the explanation

As our business continues to thrive, we have much to do and a lot to look forward to. As part of our name change, we have updated our branding, which you can view by visiting our website here: www.loricapartners.com.au

Though the name has changed, everything else remains the same:

1.       We are Independent – we have no relationships or conflicts which may influence our advice. 

2.       Investment philosophy – putting financial science to work in our client portfolios in collaboration with our strategic planning gives you the greatest likelihood of enjoying the life you want.

3.       Global Association of Independent Advisors (GAIA) – we are a founding member of GAIA, a global association of leading advice firms who have both challenged and provided us with a professional learning environment. 

4.       Centre of Fiduciary Excellence (CEFEX) accreditation - we voluntarily undergo an annual audit of our advice and processes according to the principles of international standard ISO/IEC 17021: Conformity Assessment – Requirements to ensure we adhere to global best practice.

We are currently going through the accreditation process to become a BCorp,  which is a growing global certification of firms who balance purpose and profit. BCorps are legally required to consider the impact of decisions on their workers, clients, supplies, community, and the environment.   

As part of our name change, our email addresses will switch from @stewartpartners.com.au to @loricapartners.com.au.  Our naming convention of ‘rwalker’ or ‘jportelli’ will remain the same. Our Stewart Partners email addresses will continue to work for some time, but please update our email addresses in your address book when you can.

Please contact me or your adviser if you have any questions.

Kind regards

Rick Walker