Our CEO, Jacqui Sherlock, was recently interviewed by Forbes Magazine on how women are set to be the major benefactors of a massive intergenerational wealth transfer now underway in Australia. Women are poised to take charge of a staggering $3.2 trillion over the next decade as the greatest wealth transfer in its history takes place. Jacqui shares why Sherlock Wealth is passionate about getting more women engaged with their finances, growing their wealth and securing their legacy.
Estate planning is an essential yet often overlooked aspect of financial planning. For many Australians, it is seen as something to be dealt with later in life, if at all.
Transitioning into a retirement home is a significant life decision that involves careful planning and consideration.
In this episode of the Engine Room Podcast, Andrew Rocks is joined by Andrew and Jacqui Sherlock from Sherlock Wealth. They talk about the fifty-year evolution of their family-run financial planning business into a holistic advisory firm focused on delivering personalised service through strategic partnerships and technology while giving back to their community.
Life insurance is often perceived as a rather morbid necessity—an acknowledgment of mortality that many prefer to defer.
In this episode, Scott Charlton from Slipstream Group talks with Jacqui Sherlock of Sherlock Wealth about leadership in professional service firms. They discuss a range of interesting topics, including engaging managers from a non-technical background to the role of CEO and the areas of the business that receive more attention as a consequence of the leader not having a client caseload. Join in for some great insights.
Traditional indicators such as GDP, unemployment rates, and inflation measure an economy’s health and performance. Economists and policymakers commonly use these to gauge a country’s economic growth and stability.
In recent years, people have become increasingly interested in ethical investing. Investors involved in environmental, social, and governance (ESG) ethical investing urge corporations to avoid harmful environmental practices and improve working conditions.
Australians can probably consider themselves fortunate. Compared to other nations, Australia’s social security, healthcare services, and living standards are quite competitive.
