PHILANTHROPY

Financial planning

There are misconceptions around philanthropy as clients are unsure if they have enough money to make a charitable gift or legacy, according to Perpetual Private....

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Expert Analysis

While many of us know we should undertake philanthropic activities, Emma Sakellaris writes, why charitable giving should be a key component of our financial planning....

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People & Products

Equity Trustees has recruited NAB’s Jodi Kennedy as its new general manager, charitable trusts and philanthropy....

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Financial planning

Trusted advisers may help connect their clients to philanthropy, according to DSS study....

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Financial planning

Melbourne-based CFP, Kathy Havers has been recognised by the FPA for her tireless community service and philanthropy. ...

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Tools & guides

Raising the question of philanthropy when creating or reviewing a financial plan helps advisers build trust with their clients, and assists in the regulator-mandated 'kno...

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Financial planning

Raising the option of philanthropy with clients can help advisers build trust and fulfil their ‘know your client’ requirement....

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Funds management

Wilson Asset Management chairman Geoff Wilson launched Future Generation Global Investment Company, which will run a dual mandate to create wealth and help those with a m...

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