“ I really appreciate all the great advice…from my point of view it is great to hear it from someone I can trust. I feel much more comfortable now that I have a plan, a plan that I know is based on sound advice and reasoning”

Client Testimonial

Charitable Trusts and Not for Profits

We understand the issues and extra responsibilities that arise from making investment decisions on behalf of your organisation and its members or donors.

With experience working alongside clients such as the Australian Conservation Foundation and Environment Victoria, we know that it is important for you to align your organisation’s own investments with its mission.

If you are a Charitable Foundation or a Not-for-Profit, speak to us about how we can assist you to manage your investment portfolio.

Individuals can also seek advice from us on establishing their own Charitable Foundation, as part of their will and estate planning. In this way you can leave a legacy that will continue to support your preferred causes after your death.