This article explores “hyperopia”: over-focusing on the future and missing meaningful experiences today (2 mins read).
Read MoreNavigating inherent market volatility requires patience, strategy, and the ability to separate emotion from long-term investment decisions (2 mins read).
Read MoreWhat if the traditional approach to building wealth is actually stealing the very life you're trying to secure? (2 mins read)
Read MoreDalbar’s research shows the negative impact investor behaviour can have on long-term success (2 min read).
Read MoreThe tax on super accounts over $3m in the draft Division 296 legislation may not be as bad as you think once you understand how it is calculated (2 mins read)
Read MoreActive managers talk a big game — the scoreboard disagrees (2 mins read).
Read MoreExplore the data behind stock market returns and why holding a diversified portfolio is crucial for long-term success. (2 mins read)
Read MoreJoseph Portelli shares why a personal experience of how being a financial adviser can help people through life's most challenging transitions. (2 mins read)
Read MoreThis article considers the impact of dying without a Will in place or losing mental capacity without a Power of Attorney (2 mins read).
Read MoreTrump’s Tariffs won’t succeed at making the U.S more self-reliant (3 mins read)
Read MoreShort-term market predictions are rarely accurate, as shown by historical trends and analyst forecasts (3 mins read).
Read MoreThis article covers announcements most likely to impact clients of Lorica Partners and their families (3 mins read)
Read MoreRecently, Rick spoke to Jerome Doraisamy on the Lawyers Weekly podcast about how his upbringing shaped his values and approach to financial planning. He also shared insights from his 800-kilometre journey on the Camino de Santiago, offering inspiration for a summer reset and a successful 2025.
Read MoreAt 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).
Read MoreDon'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)
Read MoreIf you could change only one thing to help your investing, what would it be? The answer. Your own behaviour. (3 mins read)
Read MoreThe 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)
Read MoreAre financial markets impacted by who the President is? (1 min read)
Read MoreInvesting should be based on the informed management of risk, because you need ALOT of data to feel comfortable a fund manager is skillful rather than lucky (3 mins read)
Read MoreOur 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)
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