Philanthropy

You’ve reached the point where you’re ready to give something back.

Perhaps it’s a cause that matters to you or an organisation that could do more good work with resources behind them.

Whatever the type of giving you have in mind, you’re looking for a way to make a difference in your community.

How we help

At Parker Financial, our role is to help you find a way of giving that makes the most sense for your finances. Some of the factors that we consider include:

  • The best form of giving: one-off donations, regular support, gifts and bequests
  • The legal structures: establishing a trust or giving to a charity
  • Tax: structuring your giving in the most tax-effective way

Of course, we place giving back alongside your other financial goals so you receive comprehensive advice.

We don’t just advise on philanthropy, we live it out. Parker Financial’s advisers are actively involved in our community, serving on Boards such as the John Curtin Medical Research Foundation. We also support AFFIRM and the Canberra Cancerians together with many other charitable organisations.

Get in touch with us to discuss how sustainable giving can fit into your financial future.