We often say to clients that you need to prepare for the worst and hope for the best. When it comes to estate planning, it is tempting to stick your head in the sand. However, the consequences of not having the right estate plan can be catastrophic, especially for family members and loved ones. What […]
Leanne has built and developed an exemplary career spanning 15 years in financial services. Her clients value her holistic advice that informs her strategic wealth creation solutions across all dimensions of family wealth including retirement planning, wealth creation and protection, self-managed superannuation and estate planning. Leanne is passionate about working alongside women, supporting them with […]
Karen has 26 years of industry experience and specialises in working with private enterprises and their high-net-worth family owners. A well-rounded professional, she takes a hands-on approach with the owners, CFOs, and family members by providing them with financial and tax advice and practical solutions with a commercial focus. Advising clients in property development, professional […]
The big issues affecting Australians, US Citizens, Green Card holders and their Advisors Are you a citizen of the United States of America (U.S) or an adviser to U.S citizens living in Australia? Perhaps, like so many over the past two years, you have found yourself returning to Australia from the U.S? All of these […]
Derek has over 20 years of experience advising his clients on how best to grow and protect their superannuation investment for retirement and succession. He’s also a chartered accountant and has a Diploma of Financial Planning. As a self-managed superannuation adviser and a Specialist Member of the SMSF Association, Derek provides strategic and technical advice […]
Hugh has over 35 years of experience in chartered accounting and specialises in superannuation, retirement and estate planning, administration of self-managed funds and business investment and structuring. His experience spans a range of clients including investors, medical and health care specialists, property and construction and professional practices. Hugh utilises his strong relationships with lawyers, actuaries […]
Ting has over 15 years of experience providing advice to private business and family clients matters regarding taxation, compliance and family structure planning. Ting has strong experience in the superannuation field, with her extensive knowledge enabling her to find niche ways to achieve the needs of her superannuation clients. Ting works closely with financial advisors […]
The world has recently been enthralled with the breakdown of the once tight bond between William, Duke of Cambridge and Harry, Duke of Sussex. Harry has relinquished his rights and duties to the throne in favour of a luxe life in America, causing debate as to whether he and his children should remain in the […]
Joining Pitcher Partners in 2008, Andrew has worked with private business and high net worth individual clients on a range of taxation and advisory matters. He became a partner of the Melbourne firm in 2021. A key focus in Andrew’s work is taking the time to ask questions and understand his clients so that he can consider their broader long-term objectives when he’s providing advice. Quite […]
Robert Prince started his career in 1994 in finance in Hong Kong, before returning to Perth and becoming a Senior Wealth Adviser. His experience through multiple market cycles is combined with thoroughly researched investments and a client centric approach. This makes Rob a highly trusted adviser looking after multiple generations of his client’s financial affairs. […]
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