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Lorica Partners

Latest insights from the world of wealth management

Keeping you up to date on important and interesting matters as they unfold. 

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Latest Articles

Insights
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Jun 27, 2025
Rick Walker
How to manage stockmarket risk
Jun 27, 2025
Rick Walker

Explore the data behind stock market returns and why holding a diversified portfolio is crucial for long-term success. (2 mins read)

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Jun 27, 2025
Rick Walker
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May 21, 2025
Rick Walker
Financial Planning Is More Than Numbers (to me)
May 21, 2025
Rick Walker

Joseph Portelli shares why a personal experience of how being a financial adviser can help people through life's most challenging transitions. (2 mins read)

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May 21, 2025
Rick Walker
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Apr 29, 2025
Rick Walker
The Consequences of Having No Will or Power of Attorney
Apr 29, 2025
Rick Walker

This article considers the impact of dying without a Will in place or losing mental capacity without a Power of Attorney (2 mins read).

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Apr 29, 2025
Rick Walker
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Apr 7, 2025
Rick Walker
Trump's Tariffs and the Economic Consequences
Apr 7, 2025
Rick Walker

Trump’s Tariffs won’t succeed at making the U.S more self-reliant (3 mins read)

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Apr 7, 2025
Rick Walker

Previous Articles

Categories
  • About Lorica Partners 13
  • All 135
  • Annual Review 9
  • Cybersecurity 2
  • Family Legacy Planning 6
  • Federal Budget Updates 11
  • Financial Market Updates 23
  • Investment Education 57
  • Living a Better Life 38
  • Property 3
  • Retirement and Estate Planning 12
  • Sustainable Investing 3
The Psychology Behind Why People Spend Money

We extract the key learnings from Morgen Housel’s insightful podcast on The Art of Spending which looks at the psychology behind why each of us chooses to spend our money (4 mins read)

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Rick WalkerNovember 1, 2023Living a Better Life, All, Investment Education
Inflation & Stockmarket Returns

How are stockmarket returns impacted by periods of high inflation? (2 mins read)

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Rick WalkerOctober 13, 2023All, Financial Market Updates, Investment Education
Why are the Finns so happy?

Finland has been the happiest country on earth for the past six years, according to the World Happiness Survey. Why? (2 mins read)

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Rick WalkerOctober 4, 2023All, Living a Better Life
Research-Backed Investment Strategies

We pay tribute to the academics instrumental to developing the foundational theories which Lorica Partners puts into practice for our clients (5 mins).

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Rick WalkerSeptember 1, 2023All, Investment Education
Entering the Property Market

Our team regularly helps clients, their children and grandchildren get into the residential property market.  This article discusses key matters for new homeowners to consider (3 mins read)

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Rick WalkerJuly 31, 2023Property, All
2023 Financial Year in Review

A review of global financial market performance for the 2023 financial year (3 mins read).

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Rick WalkerJuly 10, 2023All, Annual Review
The Science of Well-Being

Learn why happiness is often over the cognitive horizon - because the goal posts keep shifting - and what can be done to train any brain to be happier (3 mins read)

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Psychology of MoneyRick WalkerJune 30, 2023
Don't just do something, stand there!

When unexpected events inevitably occur, there are some inherent human behaviours we must curtail for our own longer term benefit (2 min read)

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Rick WalkerJune 1, 2023Living a Better Life, All
2023 Federal Budget

This article covers announcements most likely to impact clients of Lorica Partners and their families (3 mins read)

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Rick WalkerMay 10, 2023Federal Budget Updates, All, Investment Education
Staying Positive during Market Volatility

People understand stockmarkets trend upwards over time. This article looks at historical short-term outcomes, which highlights recent market performance is normal (3 mins read)

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Rick WalkerApril 28, 2023All, Financial Market Updates, Investment Education
A Good Retirement is not about the Money

Last week we had the pleasure of hosting an evening seminar with Barry LaValley sharing his expertise in the non-financial aspects of retirement. Here we provide a summary of the key points from the evening (5 mins read).

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Rick WalkerApril 5, 2023Investment Education, All, Living a Better Life
Financial regrets of older people

Ah regret. A feeling of sadness, repentance or disappointment. The emotion of wishing one had made a different decision in the past. (3 mins read)

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Rick WalkerMarch 1, 2023Living a Better Life, All
The Third Generation Loses it? Wrong.

Coming to wealth is hard. Adapting to wealth can be harder. So for a family that will be passing substantial assets to future generations, what are your chances of success? (5 mins read)

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Rick WalkerFebruary 1, 2023Family Legacy Planning, Investment Education, All
Lorica Partners certified as a B Corporation

Lorica Partners is now a certified B Corp, joining a global community of businesses focused on building a better society (2 mins read). 

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Rick WalkerJanuary 20, 2023About Lorica Partners, All
2022 Year in Review

2022 was a tough year for investors – one of the worst in 40 years.  But it was not all bad news (3 mins read).

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Rick WalkerJanuary 16, 2023All, Annual Review
How to Want Less

The secret to satisfaction is not to increase our haves—that will never work, writes Arthur C. Brooks

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Rick WalkerJanuary 3, 2023All, Living a Better Life
The Power of Not Having A View

Standard & Poor’s has been publishing their SPIVA or ‘S&P Indices Versus Active’ research reports for 20 years. We review their key findings (3 mins read)

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Rick WalkerDecember 9, 2022All, Living a Better Life
Living a Better Life in 2023

The last three years have been rough. As we approach a new year, we wanted to provide some ideas for how you can plan to live well, and perhaps better, in 2023. (2 mins read)

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Rick WalkerDecember 1, 2022All, Living a Better Life
Tips for protecting your personal information

To help ensure your ‘scam radar’ remains strong to protect your personal information, here are some practical tips for dealing with emails, texts and phone calls (2 mins read)

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Rick WalkerNovember 10, 2022All, Cybersecurity
We Have Seen This Before

Investors face uncertainty in 2022, but not for the first time. How have markets performed through recent periods of uncertainty? (3 mins read)

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Rick WalkerNovember 1, 2022All, Financial Market Updates, Living a Better Life
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LORICA PARTNERS Level 11, 68 Pitt Street Sydney, NSW, 2000, Australia (02) 9146 8900 reception@loricapartners.com.au

Lorica Partners Pty Limited (AFSL 237314)