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. 

Specialist Planner

Schedule a consultation with Cameron, our Not for Profit specialist. 

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© 2023 by Fiducian Financial Services Canberra

Authorised Representative of Fiducian Financial Services Pty Ltd, ABN 46 094 765 134, AFS & Australian Credit Licence No. 231103

The information of this site is general in nature.  It does not take your specific needs or circumstances into consideration, so you should look at your own financial position, objectives and requirements and seek financial advice before making any financial decisions.

You should also read the relevant Fiducian Product Disclosure Statement and Financial Services Guide before making any financial decisions. Call 02 6162 2656 for a copy.