Karlson provides tailored strategic financial advice to high net wealth individuals and family groups. Clients often range from c-suite executives, high-income earning professionals and self-funded retirees. Karlson assists clients in accumulating and protecting personal wealth through financial advisory services including retirement planning, investment management, superannuation strategies and tax minimisation. With a strong focus on building […]
As the financial year draws to a close, it’s a smart opportunity to maximise your super contributions. Private Wealth Partner Jordan Kennedy sits down with Family Advisory Partner Louise Meijer to discuss how to leverage superannuation caps to your benefit while going in-depth into the constraints to consider. If you never understood the particulars of superannuation, this is […]
Welcome to Pitcher Perspective, where we take you beyond the numbers and go in-depth on the current issues affecting Australian businesses, families and individuals. It’s that time of the year again, where we begin to focus on year-end tax planning. To take us through the numerous tax strategies available, Private Wealth Partner Jordan Kennedy sits […]
Jackson Riley has been with Pitcher Partners since 2021 having commenced as a Strategic Wealth Adviser following the completion of his Bachelor of Commerce and Graduate Diploma in Financial Planning. Jackson is committed to understanding his clients and prioritising their needs which fosters trusted relationships. Specialising in wealth accumulation, he helps them establish and safeguard […]
Key points What is estate planning? The importance of having an estate plan in place If you do have plans in place, you should review their effectiveness As you create your 2025 “to do list”, be sure to include estate planning. But first, what is estate planning? Estate planning involves preparing your financial situation in […]
Welcome to our latest Wealth Update – Summer 2025, brought to you by Pitcher Partners Sydney Wealth Management. This edition covers the following topics: Demystifying private credit Curious about investing in private credit but not sure where to start? We break down the basics, explaining how this investment option has emerged and the returns on […]
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 […]
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