Australian Charities & Not for Profits
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
ongoing portfolio management advice that include socially responsible and ethical investment options.
Schedule a consultation with Cameron, our Not for Profit specialist.