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What We do Overview Investing Sustainability About Us Meet The Team Our Story Who we are Careers Causes Our Clients Support InsightsYour ExperienceContact
Lorica Partners

Latest insights from the world of wealth management

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

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


Latest Articles

Insights
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Jan 28, 2026
Rick Walker
The $100 decision that turned into $150,000
Jan 28, 2026
Rick Walker

A lesson in how small, boring financial choices quietly compound over time (2 mins read).

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Jan 28, 2026
Rick Walker
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Dec 22, 2025
Rick Walker
20 Rules for Funding Your Ideal Life
Dec 22, 2025
Rick Walker

A tribute to a legendary WSJ journalist’s clear eyed wisdom for investors (3 mins read)

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Dec 22, 2025
Rick Walker
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Dec 17, 2025
Rick Walker
Will the Magnificient 7 stay on top?
Dec 17, 2025
Rick Walker

A great business doesn’t always translate into being a great investment from a very high starting price (2 mins read).

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Dec 17, 2025
Rick Walker
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Nov 24, 2025
Rick Walker
Why Future Planning Can Sabotage Present Happiness
Nov 24, 2025
Rick Walker

This article explores “hyperopia”: over-focusing on the future and missing meaningful experiences today (2 mins read).

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Nov 24, 2025
Rick Walker

Previous Articles

Categories
  • About Lorica Partners 13
  • All 144
  • Annual Review 9
  • Cybersecurity 2
  • Family Legacy Planning 8
  • Federal Budget Updates 11
  • Financial Market Updates 24
  • Investment Education 63
  • Living a Better Life 40
  • Property 3
  • Retirement and Estate Planning 14
  • Sustainable Investing 3
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
October 2022 Federal Budget

This article covers announcements most likely to impact clients of Lorica Partners and their families (2 mins read)

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Rick WalkerOctober 26, 2022All, Federal Budget Updates
5 important investing lessons from a leading academic

Professor Ken French has contributed to Nobel prize winning research into the behaviour of security prices. We recently listened to him share his “5 things I know about investing” (6 mins read)

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Rick WalkerSeptember 30, 2022All, Investment Education, Living a Better Life
Expect Market Volatility and You'll Win

Imagine the difference to your investing experience – and your investment returns – if you accept sharemarket volatility as the price of admission for growing your wealth (3 mins read).

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Rick WalkerSeptember 1, 2022All, Investment Education, 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)