Independent Financial Advice for Not for Profits

Independent Financial Advice for Not for Profit Groups
Financial planning advice for family trusts, NGOs and community foundations.

Independent Financial Advice for Not for Profit Groups photo

It takes experience and in depth knowledge about the not for profit (NFP) sector to get the results you need. We work with many NFPs and foundations.

  • For individuals and families: we help you establish suitable structures to enable effective philanthropy including advice in relation to Private Ancillary Funds.
  • For NFP organisations: the management of the finances and investments of NFPs are complex – no two NFPs are the same. Our specialist NFP adviser takes the time to understand the needs of your organisation and tailors an investment strategy that meets your desired outcomes.

As a NFP we understand you have specific reporting requirements and have the capability to tailor reports to your needs.

We are proud sponsors of the Australian Community Philanthropy organisation.

We manage the funds of a variety of philanthropic organisations.

Get in touch with us to find out how we can help you.

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