Pitcher Partners Sydney hosted a live webinar that helped attendees understand the key proposed tax changes likely to affect individuals and families with ties to both the UK and Australia. This webinar addressed whether the new changes would require attendees to plan differently for possible inheritance tax exposure. More specifically, our speaker Private Business and […]
“I am passionate about working with clients to achieve their goals. I work to make sure my clients can live the lifestyle they want both now and in retirement.” Bruce Grieve is a seasoned Private Client Adviser at Pitcher Partners Private Wealth, with over 20 years of expertise in financial planning. He excels in providing […]
Todd is committed to providing personalised financial guidance to his clients. With nine years of experience in the financial planning profession, Todd brings a wealth of knowledge and expertise to help individuals and families navigate their financial journey. Todd’s approach to financial planning is rooted in empathy, understanding, and collaboration. He believes in taking the […]
A well-rounded and independent advisor, Brendan has extensive experience in wealth management, financial planning, investment advisory, superannuation, investment management and portfolio administration services. He possesses a unique skillset as a qualified Certified Financial Planner CFP® and Certified Public Accountant which complements his investment expertise. Now an investment advisory specialist, he uses his diverse technical skills […]
In response to the cost-of-living crisis, next financial year (FY2024-25), all 13.6 million Australian individual taxpayers will receive a tax cut under Treasury Laws Amendment (Cost of Living Tax Cuts) Bill 2024. Workers employed under the pay as you go (PAYG) payroll scheme will see an increase in their take-home pay (after withholding tax) from […]
January is best known for making (and breaking) resolutions, but it’s also when many couples start divorce proceedings —and that can deliver a financial shock, particularly for women. While some might welcome starting a new chapter in the new year, women can find themselves more susceptible to financial challenges following a divorce, faced with a sudden decline in household income and wealth.
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. […]
Recently, Pitcher Partners Sydney hosted a webinar addressing key tax considerations for individuals with UK and Australian ties.
A strategic advisor with a diverse range of experience, Anna assists private clients within the Pitcher Partners network with their estate planning strategies and goals. Anna has been practising law for almost two decades and is an accredited specialist in the area of Wills and Estates. While her career started in private legal practice in […]
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.
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