Greater financial and regulatory certainty have spurred wealthy philanthropists to ramp up their giving programs, writes Simon Mumme. Andrew Thomas and his philanthropic services team at Perpetual were busy for all the right reasons at the end of June. Many of their wealthier clients were either distributing through their charitable trusts, or adding to the
Professional Planner is the leading voice for financial planners where they can learn about industry standards, get news, information, debate and develop new ideas.
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.
Investment