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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 Fiducian Canberra. Authorised Representative of Fiducian Financial Services Pty Ltd, ABN 46 094 765 134, AFS Licence No. 231103. The information provided on this site is general in nature and may not consider your specific needs or circumstances. It's important to assess your own financial position, objectives, and requirements and seek financial advice before making any decisions. Please read the relevant Fiducian Product Disclosure Statement and Financial Services Guide before proceeding. Call 02 9876 5432 for assistance.

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