Thought leadership
for the curious investor
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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.
We take an evidence based approach to managing our client's money
We take an evidence based approach to managing our client's money
How do you line up your money with your why?
Often as our clients trusted financial advisers we are in the privileged position to sit with them as they outline their greatest fears, their greatest aspirations and how those aspirations aren’t being met because money or life gets in the way.
The intangible benefits of independent financial advice
Sometimes the value that we provide as independent financial planners is tangible - we can specifically point to some tax savings that have been made, some social security that has been gained or some investments that have delivered gains. However, more often than not the value can be intangible.
Retirement: It's more than just the money!
For a long time, the media, super funds and most financial planners have given what was thought to be very sage advice to those about to retire which has focussed primarily on the money.
