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.
Australians can probably consider themselves fortunate. Compared to other nations, Australia’s social security, healthcare services, and living standards are quite competitive.
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.
Like any other insurance policy, life insurance has many variations to meet different users’ needs. Thus, before choosing one, you must determine what you need in a life insurance policy.
These days, most people hold some form of life insurance in their super account. While this is a welcome safety net, the level of cover held this way is often inadequate.
With the cost of living on the rise, we are seeing increasing queries about life insurance.
When thinking of insurance, the first thing that comes to mind is your home, car, boat, or health insurance. But there is a type of insurance that is key to protecting you and your loved ones through your different life stages.
In this interview, our marketing coordinator Tori Sherlock interviews her dad and our Head of Advice, Andrew Sherlock, on the steps young people can be taking to get involved with their finances and grow their wealth early
Buying insurance through superannuation has many advantages – but you need to make sure you are getting the right cover for your individual needs.
Spring has finally arrived and it’s the perfect time to refresh, reset and declutter your finances.