If you’d like to be added to an email list to receive a notification when new articles are added to this page, please email reception@loricapartners.com.au
At the recent GAIA conference, we learned from the Canterbury Crusaders that their extraordinary team culture, built on connection, belonging, and effective leadership, offers valuable lessons for everyone (3 mins read).
Don't be misled by historical averages; this article reveals the reality of stock market volatility and the importance of a sound asset allocation strategy (2 mins read)
If you could change only one thing to help your investing, what would it be? The answer. Your own behaviour. (3 mins read)
The default thinking for many Australian investors – especially DIY investors – is to buy an investment property. But in the battle of property vs shares, which wins? (5 mins read)
Our team member, Rick Walker, just spent 5 weeks in April walking over 1,000km along the Camino de Santiago.
Since our client community has a lot of avid travellers, he has written an article to answer the three most common questions (3 mins read)
Read MoreLorica Partners is now a certified B Corp, joining a global community of businesses focused on building a better society (2 mins read).
Read MoreOur Chair and Senior Adviser, Rick Walker, shares his story on why working as an adviser matters to him (3 mins read)
Read MoreFew advice firms meet the definition of being ‘independent’. We explain why we think being independent is so important to our clients and team (3 mins read)
Read MoreWe are proud to share Lorica Partners has been named for a fifth consecutive year as a CEFEX certified Investment Advisor (2 min read).
Read MoreEach of our clients work with Stewart Partners for different reasons. During the past year, some clients have told us engaging with their children was the most valuable work we did for them. Over time, we have noted a number of themes, so have compiled a list of areas we think working with Stewart Partners may benefit you and your family. (4 mins read)
Read MoreIt’s been a tough time for many Australians, and like the rest of the country, Stewart Partners wants to do our bit to help.
Read MoreThe team at Stewart Partners is proud to report that, last week, our Senior Adviser, Brendon Vade, won the 2019 IFA (Independent Financial Advisers) Award for Holistic Adviser of the Year.
Read MoreOne question we’ve never excelled at answering is “what do you do?”, because if you asked this question to each of our clients, there’d be an array of responses. To help you understand what we can do for clients – beyond investment advice – we’ve detailed several real matters we’ve helped clients with over the past year. (6 mins read)
Read MoreA very good question we often get asked by clients is how do we select fund managers to include in their portfolios and why don’t we turn them over regularly? This article explores the evidence behind our process (7 mins read).
Read MoreNews out of the Hayne Royal Commission into financial services has raised concerns among many people about how they can expect to receive trustworthy, thoughtful and appropriate financial and investment advice in such a climate. (2 mins read)
Read More
