Key points Personal insurances protect cashflow, lifestyle, and family in case of injury or death. Key types include life, TPD, trauma, and income protection insurance. They support estate planning, philanthropy, and financial security for business owners and executives. Many people see the benefits of car insurance or health insurance but don’t always have personal insurances. […]
Key points Define your retirement lifestyle early to guide financial planning effectively. Retirement isn’t just about money—purpose and fulfilment matter. Gradual work reduction can support income and personal wellbeing Even if you have built a valuable business, a sizeable superannuation balance, or other assets, transitioning to retirement is a big step. We are living longer, […]
Key points Over $3.5 trillion in assets will be transferred across generations in Australia between now and 2050. Inheritances make up 90% of wealth transfers, with values expected to quadruple to $500 billion annually. Strategic estate planning ensures wealth is passed on effectively, aligning with personal values and family needs. Australia is on the cusp […]
70% of all Australian businesses are family-owned and a Binding Financial Agreement helps plan for worst case scenarios. Seeking independent financial and legal advice may be the best course of action.
Bond yields have increased sharply in the last 12 months and anticipated investment returns are at levels not seen for more than a decade writes Pitcher Partners principal Andrew Wilson
With an admirable career in wealth advisory spanning 18 years, Danny was drawn to Pitcher Partners Brisbane due to the independent and client centric nature of the firm and the work he is able to deliver. His expertise lies in advising high net worth individuals and family groups, able to provide a holistic wealth management […]
Recent media articles speculating on possible superannuation changes in the upcoming Federal Budget on 25 October 2022 have many questioning what they should be doing with their super before Budget night.
As a Financial Advisor Alex has extensive experience in the formulation and implementation of both strategic and investment focused financial advice across a range of clients, including private clients, family groups and not for profit organisations. Her specialist skills lie in managing intergenerational wealth, asset allocation and portfolio management. Her extensive knowledge means that she […]
Morgan’s advice philosophy is that ideal financial outcomes are achieved through a deep understanding of his clients’ broader situation, business, cash flow, assets and structures, in collaboration with their accountants, bankers and solicitors. He is an expert in financial planning, portfolio management and superannuation, with a well-rounded skillset allowing him to provide wholistic financial advice. […]
Edward draws on over a decade of financial services experience to create bespoke strategies, helping clients achieve financial objectives based on their unique circumstances and risk tolerance. Most recently serving seven years as a specialist Investment Adviser at Macquarie Private Wealth, Edward has also spent time in Private Banking at Westpac and Financial Planning with […]
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