Thought leadership
for the curious investor
Emerging insights, trends, perspectives,
and resources for greater context.
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LEGACY & PHILANTHROPY
The Power of Perpetual Giving
In recent years, my colleagues at Independent Wealth Partners and I have noticed that philanthropy is becoming more front-of-mind with clients.
Unlocking Tax Savings Before June 30th: Are You Prepared?
Maximise Your Tax Savings Before June 30th!
With the financial year-end rapidly approaching, this essential guide reveals actionable strategies to help you optimise your tax position. Don't miss out on opportunities to potentially reduce your tax bill by acting before June 30th.
