Fiduciary excellence is a journey, not a destination!
“Clients must expect that they are the client and the focus; not their funds.” This has always been the case at Alman Partners, but we recognise the difficulty for our community in truly differentiating between an adviser that meets the minimum legislative requirements, and an investment fiduciary. We also recognise that our clients don’t always […]
Lorica Partners is now a Certified B Corporation!
Lorica Partners is pleased to announce we have been certified as a B Corporation. Why did we become a B Corporation? Lorica Partners is company that wants to be a force for good, not just profit. As you might expect, capitalism underpins our investment philosophy. But as anyone who has read an economics textbook knows, […]
The changing face of financial planning in Australia
Once the domain of aging men, one award-winning firm in Queensland is leading the way for diversity in the profession. Based in Mackay and Brisbane, 2022 FPA Professional Practice of the Year firm, Alman Partners True Wealth is taking charge of inspiring and supporting up-and-coming women in the financial advice arena. As a Partnership of […]