Philanthropy can blend tax deductions, engagement and impact
By Antonia Ruffell, Cuffelinks. Towards the end of the financial year, many people start focussing on potential tax deductions to reduce their taxable income. The most common techniques include bringing forward expenses or realising capital losses, but don’t overlook the role philanthropy can play in end-of-year tax planning. Tax deductible donations to charities always increase…
Designs on transformation
By Bruce Madden, Financial Media Services. Think about the most inviting, elegant, warmest home you have visited recently. How did the combination of built space and decor make you feel? Think how you may have quietly admired the apparent ease with which the owners made their home flow seamlessly together. Are some people just born…
Living life on purpose, naturally
By Bruce Madden, Financial Media Services. With boundless energy and a zest for life, advice client Richard Harkham embodies the “live life on purpose” mission that underpins the Fitzpatricks approach to enriching the life experience for its clients and advisers. A self-perpetuating dynamo, Richard (or Richie as friends and family know him) is an accomplished…
Golden arches, golden glow
By Bruce Madden, Financial Media Services. What is it that drives highly motivated people to find more motivation, more energy in life? For Newcastle, NSW-based couple Denise and Murray McKeough, it is their fundamental passion to help people that drives them to squeeze maximum joy from their successful business, their extended ‘family’ and their ongoing…
Nicole Fitzsimons Foundation Golf Day
Fitzpatricks Private Wealth sponsored a hole at the Nicole Fitzsimons Foundation Golf Day. Founder, Scott Fitzpatrick, Lead Adviser Leonard Gennusa and Head of Marketing, Colin Bold all teed off on the day.
Uluru Conference
During the Fitzpatricks Private Wealth Annual Conference in 2013, some of the staff visited the Mutijulu Aboriginal Community and donated money towards youth education in addition to providing financial support for a local coffee cart.
Treasure House Visit
We recently had the opportunity to stage our annual conference in Fiji, giving us the chance to visit the children’s orphanage, Treasure House. Our advisers from around the country and their families visited the orphanage where we dropped off a range of much needed gifts, and assisted with a few jobs around the house. The…
SurfAid Charity Cup
During the month of March, Fitzpatricks Private Wealth sponsored one of our advisers from Newcastle, Will Howard, in the SurfAid Charity Cup.
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