Lorica Partners is one of Australia’s leading independent investment advisory and wealth management practices. Based in Sydney, we serve client families locally and overseas. Our team of experienced advisers design and manage investment solutions so of our clients, and further support them through expert financial planning and other specialist services such as family office provision.
Our advisers seek to understand what is truly important to each of our clients and provide the highly personalised financial advice and best-fit investment strategies that will ensure success for them and tLorica Partners is an independent advice firm seeking to find ever more thoughtful and effective ways to help our clients live their best life possible.
Loheir families. Our aim is always to develop trusted, long-term partnerships. We support and empower clients through new aspirations, changing circumstances, and all of life’s transitions.
Keywords: Finanical advice, financial advisor, financial planner, wealth management
Sector: Service with Minor Environmental Footprint
Size: 10-49 employees
B Corp Certified – Impact Score: 99.3