Philanthropy

If your wish is to make a positive community impact, we can help structure your charitable contributions in a way that will best support your chosen cause while also benefitting your financial position.

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Close to your heart

There are many reasons you might be considering philanthropy. Perhaps you are inspired by personal experiences, or by those of someone close to you, to:

Solve a social issue
Support educational initiatives
Advance healthcare improvements
Protect the environment
Promote cultural initiatives

Making informed decisions

Our tailored philanthropy services are designed to meet your aspirations while helping you to make informed decisions about your contributions to society. We can provide expert advice on how to use charitable contributions to reduce your taxable income through deductions.

A cohesive approach

Our philanthropy services integrate seamlessly with our investment advice, tax planning, and estate planning services, presenting as clear and consistent communication throughout the process to ensure a cohesive and effective approach.

Award-winning advisors

The industry recognition we have received is your assurance that you can be confident in our breadth of experience and depth of knowledge.

Next steps

Our process starts with a discovery call and a scheduled meeting to understand your financial situation. Should you decide to move forward, we will work together to develop and implement a tailored tax strategy that aligns with your objectives.

Make an enquiry

The first step towards optimising your personal tax is to meet with one of our highly experienced advisors.

Please complete the form to discuss this further with one of our team members.

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