Strategy for Life

Helping you achieve your altruistic goals

Finding and fulfilling a higher purpose is vital to living your best life, but it isn’t always as easy as it sounds, and it isn’t always about giving money to charity throughout your life or arranging a bequest.

Wherever your philanthropic ambitions lie, and whatever causes matter to you, we can help you make the most of your time and money in a number of ways:

• Setting up a planned giving program of donations to causes that matter to you.
• Establishing a charitable trust (Private Ancillary Fund or a sub-fund).
• Incorporating a bequest into your will and estate plan.
• Planning your financial life to accommodate voluntary work.

The key, as always, is having clarity and a plan, so you can achieve your goals as efficiently and tax-effectively as possible. You need a strategy for life.

Book your session

Book your complimentary Wealth Map session

Find your meaning and put a plan in place that not only enables you to look after your family, but also makes a difference in the community. Book your complimentary, obligation-free Wealth Map experience so you can create and leave a legacy that matters.