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 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 video Andrew Sherlock talks with Jo Masters, Chief Economist & Partner, Ernst & Young Oceania, 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.
How can you reach your savings goals sooner? In this interview, our marketing associate Victoria Sherlock interviews her dad and Head of Advice, Andrew Sherlock, on the steps young people can take to create a budget and manage their cashflow.
In this video, our Head of Advice, Andrew Sherlock, shares his views on the impact of inflation and the war in Ukraine over the short and long term.
In this video, Andrew Sherlock discusses how you can ensure your wealth is passed on to the next generation in a tax-effective way through Family trusts.
