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 […]
The long-awaited transfer of business ownership from retiring boomers could kick up a gear in 2025, with 85% of dealmakers believing this will be the top deal driver in 2025, up from just 37% in 2024. But only half of dealmakers believe Australian mid-markets are well-prepared for a change in leadership, and one in four […]
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 […]
Key points: Having a reliable Number Two allows you to focus on strategic goals and explore new opportunities Empower your Number Two by giving them decision-making power and recognising their contributions Supporting your second in command can help maintain company culture in times of transition As a middle market business owner, you have a lot […]
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 […]
Welcome to Pitcher Perspective, where we take you beyond the numbers and go in-depth on the current issues affecting mid-market businesses. Even though we’re accountants and advisors, we’re endlessly curious about finding better opportunities and creating better outcomes for your business. We recognise that an important piece of the puzzle is providing you with the information to […]
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 […]
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.
Terry has over 15 years’ experience as a Global Mobility professional and trusted cross-border tax advisor, supporting the movement of people between Australia, the US and around the world. He has a strong reputation for providing cross-border advice to high-net-worth individuals, with his expertise extending to voluntary disclosure and expatriation advice for US citizens, as […]
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