Not For Profit

As a self-licensed and fully independent financial planning firm, we are free from the conflicts of interest that can come with bank-aligned institutions or product providers. That means every investment decision we make is based solely on what’s best for your organisation, your mission, and the people you serve — not on hidden incentives or commission structures.

We understand that not-for-profits have a unique responsibility: to preserve capital, maintain liquidity, and generate sustainable returns — all while meeting regulatory and governance obligations. Our role is to help you confidently navigate this balance through:

• A clearly documented investment strategy aligned with your board’s objectives and risk tolerance
• Access to low-cost, diversified portfolios built using evidence-based principles
• Ongoing reporting and oversight to ensure accountability and transparency
• Flexible structures to manage donations, reserves, or endowments

Whether you’re a charity, foundation, association, or community group, we work closely with your board and finance team to ensure your funds are managed with the same care and integrity you bring to your cause.

Why Independence Matters

In an environment where conflicts of interest are paramount, our independence isn’t just a label – it’s a commitment. It means:

• No product pushing
• No conflicted recommendations
• Just smart, ethical investment advice you can trust.

We understand that fees matter, so we keep our fee model efficient to ensure more of your money goes where it’s meant to.

If you’re looking for a long-term partner to manage your organisation’s investments with care, clarity, and complete independence, we’d love to talk.

You can find out more about how we shape our advice to suit the specific needs of your not-for-profit here: The establishment of your Investment Strategy