Deakin, Australian Capital Territory

Australian charities and Not-for-Profit (NFP) organisations often have very unique financial planning needs.  Our office has developed extensive experience in assessing and meeting these needs. Specifically we can assist with:

 

• developing core investment principles that are aligned to the values and goals of your group or organisation;

 

• preparing investment strategies for foundation investment committees; and

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• ongoing portfolio management advice that include socially responsible and ethical investment options.