Listen "Making a Difference: Smart Ways to Support Causes You Care About"
Episode Synopsis
A significant portion of the work that we do for clients entails financial modelling to help understand what is possible. Frequently, we arrive at the conclusion that the person’s long term outlook is very secure, and indeed they likely have wealth in excess of requirements. Most commonly in this circumstance, people start to think about early inheritances, and perhaps spending a little bit more on lifestyle. But another path to be pursued, particularly for those without children, is to think about how you might support causes that you are passionate about. Charitable giving not only has a profound impact on society but also brings a deep sense of personal fulfillment to those who give. Our role as financial planners is to ensure that your charitable giving is done in a way that maximises its impact, considering elements such as tax efficiency, and long term sustainability. Thanks for joining us for another episode of the Financial Autonomy podcast. Let's dive into this week's piece - Making a Difference, Smart Ways to Support Causes You Care About. Subscribe to our weekly GainingCHOICE email General Advice Disclaimer
More episodes of the podcast Financial Autonomy
Estate Planning Basics
14/10/2025
The Real Deal on Rates and Inflation
07/10/2025
Slaying Some Sacred Cows
24/09/2025
Wealth Builder - Is Your Super Safe?
17/09/2025
Wealth Builder - Family Trusts
03/09/2025
Wealth Builder - Episode 1
20/08/2025