10 articles from
From rock star dreams to financial clarity: A journey to purpose and independence
AI is increasingly ubiquitous, investments are becoming commoditised, but what can’t be replaced is emotional intelligence. The trusted adviser of the future...
From wrangling toddlers in Boston to advising bespoke Perth wealth
Lauren Walker's journey toward a financial advice career started from the unlikely vantage point of a hard-working nanny in Boston's Back Bay.
Accountability is the new gold: Building an advice firm for the long game
After 25 years leading 24k Wealth, Russell Mann reflects on the lessons, leadership, and legacy that turned a small joint venture into one of Queensland’s...
Building Providend: A journey of purpose, people and principles
When you don't know what you don't know, that doesn't scare you. Chris Tan can afford to be horrified now at what he didn't know when setting up his...
Building Providend: A journey of purpose, people and principles
When you don't know what you don't know, that doesn't scare you. Chris Tan can afford to be horrified now at what he didn't know when setting up his...
Following the white rabbit: The journey of Nicola Beswick
Patent attorney-turned-financial adviser Nicola Beswick is a woman with a very strong vision of what advice can be, and how it should be delivered. Take a peek...
From law to ethical wealth: A journey to values-driven financial advice
When Tom Robertson began his academic journey, he didn’t envision becoming a financial adviser. In fact, it was quite the opposite.
From law to ethical wealth: A journey to values-driven financial advice
When Tom Robertson began his academic journey, he didn’t envision becoming a financial adviser. In fact, it was quite the opposite.
A career built on purpose, perspective and Western Australian pride
Jane Tandy’s journey through the financial services industry is a testament to purpose-driven ambition shaped by a deep connection to community. Her career...
From graduate to partner, by taking the road less travelled
By any measure, Christine Atencia’s career at Nexia Sydney has been one marked by clarity of purpose, quiet resilience, and deep commitment – not only to...