by Raquel Martin | Jun 2, 2023 | Economy, Estate Planning, Financial Planning
By Lena Ridley, CEO, Profile Financial Services and Heidi Liling, Associate Director, Investments, Willis Towers Watson On the 20th of April, the findings, and recommendations of a historic independent review of the Reserve Bank of Australia (RBA) were released. This...
by Raquel Martin | Jul 19, 2018 | Philantrophy
Following our three-part series on planned giving that focused on a structure known as a Private Ancillary Fund (PAF) – a PAF requires a significant donation to make the structure feasible (of at least $500,000). This article discusses an alternative to a PAF...
by Raquel Martin | Mar 29, 2018 | Philantrophy
“To give away money is an easy matter and in any man’s power. But to decide to whom to give it and how large and when, and for what purpose and how, is neither in every man’s power nor an easy matter.” (Aristotle c. 384 B.C. to 322 B.C.) This is the final chapter...
by Raquel Martin | Oct 25, 2017 | Philantrophy
In my last blog, I mentioned a range of planned giving structures including Private Ancillary Funds (PAFs). I now take a deeper dive into the workings of a PAF. In summary, a PAF is an efficient, satisfying and tax effective way to put a structure around your...
by Raquel Martin | Jun 27, 2017 | Investing
Although I’m a fairly recent appointee to Profile, I have shared the same philosophy of “Objectives-Based Investing” for well over a decade now! I thought it was worth revisiting what this approach means for clients and why it’s important in our current challenging...
