When defence makes sense: Is it time to buy bonds?
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
Danny Partridge
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 […]
Superannuation and the upcoming Federal Budget
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.
Alex Payn
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 Papi
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 Fletcher
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 […]
Pitcher Partners strong as top financial advisers
The coveted Australia’s Top 100 financial advisers list released today, has named five Pitcher Partners wealth advisers, following a strong presence on The Australian-Barron’s list over the past four years including two number one positions. National Chairman of the Pitcher Partners Association John Brazzale congratulated Charlie Viola from Pitcher Partners Sydney, Adam Stanley, Sue Dahn […]
Funding retirement: Small business owners
For many business owners, their business represents a large part of their individual wealth and is integral to funding a comfortable life in retirement. There are many options available to business owners whom are seeking to bolster their retirement savings when exiting their business.
Simon Montgomery
Simon prides himself on delivering advice covering a range of often complex financial matters in a simple way. This is important as his professional clients are time poor while others lack the experience to make the day to day decisions on their portfolio. As such they choose to delegate their portfolio operation to a trusted […]
Robert Prince
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. […]