“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.
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 […]
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 […]
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 […]
A highly regarded professional, Lisa has an impressive career spanning more than 20 years. During her tenure with Pitcher Partners’ Adelaide firm, she has gained significant experience providing accounting and compliance services and advice, including business structuring, tax planning, finance applications, business structuring and general taxation advice and strategies to a diverse range of clients. […]
As we approach a well-deserved holiday break, purpose driven organisations will be looking forward to the new year with many wondering ’What does the coming year hold?’ While we may not hold a crystal ball, there are some common considerations that appear to be holding centre stage for not-for-profit organisations as they look to 2023.
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 […]
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