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.
Meet Brett and Rachel, Partners at FB Rice and clients of Sherlock Wealth since 2014.
Brett and Rachel chose to engage with us due to Andrew’s reputation and experience with busy professionals like themselves. Since then, they have been able to consolidate their finances, protect their wealth and plan their estate; allowing them to spend more time doing what they love and focus on what they do well; raising their children and growing their business.
Welcome to Sherlock Wealth, one of Australia’s longest-running wealth advisory firms. We are a firm that prides ourselves on being a trusted advisor and professional partner to all of our clients, offering comprehensive and holistic financial services. We are known for our forward-thinking and adaptable approach, and our commitment to putting clients first.
Come for lifestyle, stay for life.
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.
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.
In this video Andrew Sherlock talks with Jo Masters, Chief Economist, Barrenjoey, about her view on the current domestic property market and Australian monetary policy.
How can you make the most of your savings? In this interview, Andrew Sherlock and Victoria Sherlock explore the different options for young people regarding investing their savings.
How can you create a superannuation portfolio that works to your advantage? Andrew Sherlock shares with his daughter, Victoria Sherlock, how young people can manage their superannuation portfolio, touching on salary sacrifice and insurance.
How do you know whether you have the right insurance cover to suit your needs. In this start.smart video, Andrew Sherlock and Victoria Sherlock explore the types of life insurance young people should be covered by and when they should look to get covered.
