The Work Index by Flexa

Lorica Partners Pty Ltd

Lorica Partners is an independent financial advice firm dedicated to helping clients achieve financial peace of mind and live their best life possible.

https://loricapartners.com.au/
5.4

/10

Transparency ranking

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Description

Lorica Partners is an independent financial advice firm based in Sydney, Australia. Founded in 1983, they have a strong history of prioritizing client interests and delivering evidence-based wealth management strategies. Their team of experienced professionals offers a range of services, including investment consulting, strategic planning, and family office services, designed to help clients achieve their financial goals and live their best life possible.

Lorica Partners is committed to intellectual honesty, professional intimacy, and consistent excellence. They prioritize transparency and act as a fiduciary for their clients, ensuring their advice is unbiased and free from conflicts of interest. Lorica Partners is also a certified B Corporation, demonstrating their commitment to balancing purpose and profit and contributing to a more sustainable and inclusive economy.

Flexibility

Lorica Partners does not explicitly state the types of job flexibility they offer on their website.

Benefits

Lorica Partners provides a comprehensive benefits package for its employees, including generous leave entitlements such as maternity/paternity leave, participation in a global professional network, and opportunities for continuous professional development. Their commitment to employee well-being is evident through their focus on inclusivity and a strong company culture that prioritizes collaboration, curiosity, and empathy.

Mission

Lorica Partners is an independent financial advice firm committed to helping clients live their best possible life. They offer a range of services, including investment management, wealth management, and family office solutions, all designed to empower clients to achieve their financial goals and enjoy greater financial peace of mind. Their approach is based on evidence-based investment principles, a strong focus on client relationships, and a deep understanding of each client's individual needs and aspirations.

Data-driven
Improving quality of life/health
Science and research driven
Social impact led
Sustainability

Culture

Lorica Partners promotes a culture of integrity, empathy, curiosity, stewardship, accountability, and collaboration. They emphasize treating everyone with respect, placing client interests first, listening without judgment, and actively seeking growth and improvement. The company believes in a team-oriented approach, encouraging open communication and sharing of perspectives.

Collaborative
Entrepreneurial
People-first
Progressive
Supportive
Transparent

DE&I

Lorica Partners acknowledges the importance of diversity, equity, and inclusion in building a thriving culture and delivering exceptional service. Their approach emphasizes collaboration, curiosity, and empathy, encouraging the sharing of perspectives, open communication, and inclusivity. They strive to create a welcoming and respectful environment where everyone feels valued and empowered, ensuring their values of integrity, empathy, curiosity, stewardship, accountability, and collaboration underpin all aspects of their business, contributing to a more inclusive workplace and fostering a positive impact on their clients and the broader community.

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