How and when should philanthropic advice become a part of the client relationship? Simon Mumme investigates. “It isn’t at the forefront of a financial planner’s mind to tell a client how to give money away,” Tim Hardy, philanthropy consultant with Enrich Australia, says. But for many advisers, gifting clients’ money in agreement with their aims
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We acknowledge the Traditional Custodians of this land upon which Conexus Financial sits, the Cadigal of the Eora Nation. We recognise their continuing connection and unique cultural and spiritual relationships to the land, waters and community. We pay our deepest respects to them and their culture, and to Elders both past and present.
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